Customer Operations Advisor A local authority is recruiting a Customer Operations Adviser to deliver high-quality, customer-focused services. You will handle enquiries across multiple channels, aiming to resolve issues at first contact while supporting a wide range of administrative processes. Key Responsibilities Deliver excellent customer service across phone, email and other channels Resolve enquiries at first point of contact wherever possible Process administrative tasks, including work with financial and legislative implications Provide accurate advice to benefits customers to support timely claims Maintain accurate records using internal systems Work with internal teams and partners to resolve customer issues Support vulnerable customers where required Contribute to service improvements and work flexibly within the team Requirements Essential GCSEs or equivalent Experience in telephone-based customer service Experience working in a fast-paced environment Strong communication and problem-solving skills Good IT skills and accurate data entry Ability to work independently and meet deadlines Desirable Customer service training or qualification Administrative experience Basic financial knowledge Additional Information Basic DBS required due to contact with vulnerable customers 12 week's contract with potential extension Fully office-based
Apr 25, 2026
Seasonal
Customer Operations Advisor A local authority is recruiting a Customer Operations Adviser to deliver high-quality, customer-focused services. You will handle enquiries across multiple channels, aiming to resolve issues at first contact while supporting a wide range of administrative processes. Key Responsibilities Deliver excellent customer service across phone, email and other channels Resolve enquiries at first point of contact wherever possible Process administrative tasks, including work with financial and legislative implications Provide accurate advice to benefits customers to support timely claims Maintain accurate records using internal systems Work with internal teams and partners to resolve customer issues Support vulnerable customers where required Contribute to service improvements and work flexibly within the team Requirements Essential GCSEs or equivalent Experience in telephone-based customer service Experience working in a fast-paced environment Strong communication and problem-solving skills Good IT skills and accurate data entry Ability to work independently and meet deadlines Desirable Customer service training or qualification Administrative experience Basic financial knowledge Additional Information Basic DBS required due to contact with vulnerable customers 12 week's contract with potential extension Fully office-based
Farm Business Consultant, Exeter, Southwest - 25,000- 35,000 + Associated benefits Package. My client are a Top Accountancy Practice and Real Living Wage Employer, with over 300 team members based across 16 offices in Devon and Somerset. They are now recruiting for a Farm Business Consultant to join the team to be based on one of our 16 offices across Somerset and Devon. This is an exciting opportunity for someone with a passion for agriculture who wants to develop a career in Agricultural Management Consultancy, supporting farming clients to improve performance, profitability, and long-term sustainability. You'll work closely with experienced advisers and our wider rural team to provide practical, independent advice to farm businesses. With a combination of hands-on agricultural knowledge and business insight, you'll help clients make informed decisions and plan for the future. Full training will be provided, alongside relevant professional development courses, giving you the opportunity to build a long-term and rewarding career in agricultural consultancy. You'll benefit from: The opportunity to work with a wide range of farming and rural businesses across the South West. Full training and professional development, including relevant agricultural and consultancy courses. The chance to build a rewarding career in agricultural management consultancy. A friendly and collaborative working environment. A genuine focus on well being and work/life balance. The opportunity to work alongside experienced rural advisers and specialists. Main Duties: This is a varied and client-focused role where no two days are the same. Your responsibilities will include: Providing technical dairy advice, including independent nutrition guidance, fertility reviews, and forage management support. Supporting farm businesses through business performance reviews, including the preparation of management accounts and analysis of financial and operational performance. Assisting with business budgeting, forecasting, and planning, helping clients understand and improve their financial position. Working closely with farmers and rural businesses to identify opportunities for improvement and provide practical solutions. Supporting the delivery of tailored business advice that meets the individual needs and goals of each client. Building strong relationships with clients and understanding their business challenges and ambitions. Working collaboratively with colleagues across our rural and accounting teams to deliver a comprehensive service to clients. Attributes, Skills, Experience and Qualifications My client is looking for someone who is enthusiastic about agriculture and enjoys working with people. Ideally, you'll have: An agricultural degree or a related qualification. Practical farming or agricultural industry experience. A strong interest in farm business performance and management. Good interpersonal skills and the ability to build trusted relationships with clients. Excellent communication skills, both written and verbal. A proactive and motivated approach, with the drive to develop a career in agricultural consultancy. The ability to analyse information and present clear, practical advice. A professional and team-oriented attitude. Terms / Benefits: 40 hours / 5 days per week (flexible and hybrid working is available). 25 days annual leave plus bank holidays. Annual salary review. Opportunity to carry over 1 week's holiday into the following holiday year. Death in service 3 x annual salary. Access to employee rewards and health scheme. 24-hour external Employee Assistance Programme helpline. Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance. Introducing clients and team member commission schemes. Pension 3% rising to 4% (but matched up to 6%) after 4 year's service. Enhanced Maternity and Paternity pay after one year's service. Well-behaved dogs can be brought to the office. Acorn by Synergie acts as an employment agency for permanent recruitment.
Apr 25, 2026
Full time
Farm Business Consultant, Exeter, Southwest - 25,000- 35,000 + Associated benefits Package. My client are a Top Accountancy Practice and Real Living Wage Employer, with over 300 team members based across 16 offices in Devon and Somerset. They are now recruiting for a Farm Business Consultant to join the team to be based on one of our 16 offices across Somerset and Devon. This is an exciting opportunity for someone with a passion for agriculture who wants to develop a career in Agricultural Management Consultancy, supporting farming clients to improve performance, profitability, and long-term sustainability. You'll work closely with experienced advisers and our wider rural team to provide practical, independent advice to farm businesses. With a combination of hands-on agricultural knowledge and business insight, you'll help clients make informed decisions and plan for the future. Full training will be provided, alongside relevant professional development courses, giving you the opportunity to build a long-term and rewarding career in agricultural consultancy. You'll benefit from: The opportunity to work with a wide range of farming and rural businesses across the South West. Full training and professional development, including relevant agricultural and consultancy courses. The chance to build a rewarding career in agricultural management consultancy. A friendly and collaborative working environment. A genuine focus on well being and work/life balance. The opportunity to work alongside experienced rural advisers and specialists. Main Duties: This is a varied and client-focused role where no two days are the same. Your responsibilities will include: Providing technical dairy advice, including independent nutrition guidance, fertility reviews, and forage management support. Supporting farm businesses through business performance reviews, including the preparation of management accounts and analysis of financial and operational performance. Assisting with business budgeting, forecasting, and planning, helping clients understand and improve their financial position. Working closely with farmers and rural businesses to identify opportunities for improvement and provide practical solutions. Supporting the delivery of tailored business advice that meets the individual needs and goals of each client. Building strong relationships with clients and understanding their business challenges and ambitions. Working collaboratively with colleagues across our rural and accounting teams to deliver a comprehensive service to clients. Attributes, Skills, Experience and Qualifications My client is looking for someone who is enthusiastic about agriculture and enjoys working with people. Ideally, you'll have: An agricultural degree or a related qualification. Practical farming or agricultural industry experience. A strong interest in farm business performance and management. Good interpersonal skills and the ability to build trusted relationships with clients. Excellent communication skills, both written and verbal. A proactive and motivated approach, with the drive to develop a career in agricultural consultancy. The ability to analyse information and present clear, practical advice. A professional and team-oriented attitude. Terms / Benefits: 40 hours / 5 days per week (flexible and hybrid working is available). 25 days annual leave plus bank holidays. Annual salary review. Opportunity to carry over 1 week's holiday into the following holiday year. Death in service 3 x annual salary. Access to employee rewards and health scheme. 24-hour external Employee Assistance Programme helpline. Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance. Introducing clients and team member commission schemes. Pension 3% rising to 4% (but matched up to 6%) after 4 year's service. Enhanced Maternity and Paternity pay after one year's service. Well-behaved dogs can be brought to the office. Acorn by Synergie acts as an employment agency for permanent recruitment.
A senior tax professional is sought to join a leading international accountancy firm within a well-established regional office. The role sits within a growing Corporate and Business Tax function and offers a strong advisory focus, working directly with partners and specialist teams to support owner managed businesses, groups, and family run enterprises. This is a visible position with genuine influence over client outcomes, team development, and future growth. Job Title : Mixed Tax Manager/Senior Manager Job Type : Permanent Location : Godalming Salary : £67,000 £91,000 Reference no : 15988 Senior Accountant Benefits 25 days core holiday Enhanced maternity/paternity Enhanced pension Competitive salary which is regularly reviewed Incentive programme for new clients and staff introductions Life assurance and health cash plan Employee assistance programme Hybrid and flexible working Mixed Tax Manager/Senior Manager About The Role This position combines hands-on advisory work with responsibility for managing delivery and quality across a varied client portfolio. You will act as a trusted adviser to clients, lead tax projects from scoping through to completion, and work closely with colleagues across tax, general practice, legal, and financial planning. Alongside advisory work, you will oversee relevant compliance activity and support the development of junior team members. Key responsibilities: Lead tax advisory engagements for owner managed businesses, groups, and family owned clients Identify planning opportunities and manage projects from initial discussions through to implementation Provide integrated tax advice across corporation tax, income tax, capital gains tax, inheritance tax, and related areas Support business restructurings and transactions, including group reorganisations and shareholder planning Prepare and review technical documentation, including HMRC clearances and valuation related work Advise on employee share arrangements and growth structures, working alongside valuation specialists where required Support clients with reliefs and incentive schemes, including advance assurance applications Review complex corporation tax returns and oversee compliance work delivered by junior team members Act as a technical point of contact for wider practice teams, responding to queries arising from client work Contribute to business development activity alongside partners Coach, review, and develop junior members of the tax team, maintaining high technical standards The successful Mixed Tax Manager/Senior Manager will have: CTA qualification ACA or ACCA qualification is preferred Strong experience in corporate, OMB, or mixed tax environments Proven advisory experience alongside a solid compliance background Confidence reviewing complex work and supervising junior staff Strong technical knowledge with a commercial approach to problem solving Excellent communication skills and confidence dealing directly with clients Ability to manage competing priorities and deliver work to deadlines A proactive mindset and willingness to take ownership of work and relationships Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful. Refer a friend If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)
Apr 24, 2026
Full time
A senior tax professional is sought to join a leading international accountancy firm within a well-established regional office. The role sits within a growing Corporate and Business Tax function and offers a strong advisory focus, working directly with partners and specialist teams to support owner managed businesses, groups, and family run enterprises. This is a visible position with genuine influence over client outcomes, team development, and future growth. Job Title : Mixed Tax Manager/Senior Manager Job Type : Permanent Location : Godalming Salary : £67,000 £91,000 Reference no : 15988 Senior Accountant Benefits 25 days core holiday Enhanced maternity/paternity Enhanced pension Competitive salary which is regularly reviewed Incentive programme for new clients and staff introductions Life assurance and health cash plan Employee assistance programme Hybrid and flexible working Mixed Tax Manager/Senior Manager About The Role This position combines hands-on advisory work with responsibility for managing delivery and quality across a varied client portfolio. You will act as a trusted adviser to clients, lead tax projects from scoping through to completion, and work closely with colleagues across tax, general practice, legal, and financial planning. Alongside advisory work, you will oversee relevant compliance activity and support the development of junior team members. Key responsibilities: Lead tax advisory engagements for owner managed businesses, groups, and family owned clients Identify planning opportunities and manage projects from initial discussions through to implementation Provide integrated tax advice across corporation tax, income tax, capital gains tax, inheritance tax, and related areas Support business restructurings and transactions, including group reorganisations and shareholder planning Prepare and review technical documentation, including HMRC clearances and valuation related work Advise on employee share arrangements and growth structures, working alongside valuation specialists where required Support clients with reliefs and incentive schemes, including advance assurance applications Review complex corporation tax returns and oversee compliance work delivered by junior team members Act as a technical point of contact for wider practice teams, responding to queries arising from client work Contribute to business development activity alongside partners Coach, review, and develop junior members of the tax team, maintaining high technical standards The successful Mixed Tax Manager/Senior Manager will have: CTA qualification ACA or ACCA qualification is preferred Strong experience in corporate, OMB, or mixed tax environments Proven advisory experience alongside a solid compliance background Confidence reviewing complex work and supervising junior staff Strong technical knowledge with a commercial approach to problem solving Excellent communication skills and confidence dealing directly with clients Ability to manage competing priorities and deliver work to deadlines A proactive mindset and willingness to take ownership of work and relationships Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful. Refer a friend If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)
Group Director of Governance & Assurance And Company Secretary Stonewater Stonewater is one of the UK's leading social housing providers. We manage around 40,000 homes for more than 93,000 customers and are financially strong, ambitious and values driven. With a long term A+ credit rating and a G1/V2 governance and viability rating, we are a major national provider with a clear social purpose and a complex, growing group structure. As we deliver our Strategic Plan to 2030, we are undertaking significant and complex work to deliver our three core objectives: Customer-centred services - providing customer-centred services that are proactive and efficient, and that help us to retain and attract customers. Quality homes and neighbourhoods - we will supply, manage, and maintain homes and neighbourhoods that are safe, connected, efficient, affordable, and flexible. Maximising value - we will maximise the value we provide to our customers and communities through decision making and initiatives that support environmental and social sustainability. Against an increasingly challenging regulatory and operating environment, the Director of Governance & Assurance and Company Secretary will be a trusted adviser to our Board and Executive, and a key enabler of confident, well judged leadership across the Group. We are seeking a highly credible governance professional with senior company secretarial experience in a large, complex and regulated environment. You will bring a strong understanding of company, charity and community benefit society law, regulatory frameworks relevant to registered providers, and experience of strategic planning, performance and risk management. This is a unique, organisation wide role, combining Company Secretary to the Stonewater Group with Senior Risk Officer responsibility. Reporting to the Chief Finance Officer, with independent access to the Board Chair, Chief Executive and Risk & Assurance Committee Chair, you will ensure Stonewater and its subsidiaries operate within legal, regulatory and constitutional requirements, and that robust decision making, risk management and assurance arrangements are in place across the Group. Calm, authoritative and collaborative, able to build effective relationships, you will be a trusted adviser to the Chair, Board and non executives, providing high quality governance support, insight and challenge, across the Board, executive and wider organisation. This is a rare opportunity to shape and safeguard the governance of one of the sector's most forward thinking housing organisations, ensuring Stonewater continues to operate with excellence, probity and ambition as it delivers for customers and communities. For further information please click Apply or for a confidential conversation call. Jude Watters on / Simon Wing on / Rosie Gunn on / Closing date: 9am Thursday 14th May 2026
Apr 24, 2026
Full time
Group Director of Governance & Assurance And Company Secretary Stonewater Stonewater is one of the UK's leading social housing providers. We manage around 40,000 homes for more than 93,000 customers and are financially strong, ambitious and values driven. With a long term A+ credit rating and a G1/V2 governance and viability rating, we are a major national provider with a clear social purpose and a complex, growing group structure. As we deliver our Strategic Plan to 2030, we are undertaking significant and complex work to deliver our three core objectives: Customer-centred services - providing customer-centred services that are proactive and efficient, and that help us to retain and attract customers. Quality homes and neighbourhoods - we will supply, manage, and maintain homes and neighbourhoods that are safe, connected, efficient, affordable, and flexible. Maximising value - we will maximise the value we provide to our customers and communities through decision making and initiatives that support environmental and social sustainability. Against an increasingly challenging regulatory and operating environment, the Director of Governance & Assurance and Company Secretary will be a trusted adviser to our Board and Executive, and a key enabler of confident, well judged leadership across the Group. We are seeking a highly credible governance professional with senior company secretarial experience in a large, complex and regulated environment. You will bring a strong understanding of company, charity and community benefit society law, regulatory frameworks relevant to registered providers, and experience of strategic planning, performance and risk management. This is a unique, organisation wide role, combining Company Secretary to the Stonewater Group with Senior Risk Officer responsibility. Reporting to the Chief Finance Officer, with independent access to the Board Chair, Chief Executive and Risk & Assurance Committee Chair, you will ensure Stonewater and its subsidiaries operate within legal, regulatory and constitutional requirements, and that robust decision making, risk management and assurance arrangements are in place across the Group. Calm, authoritative and collaborative, able to build effective relationships, you will be a trusted adviser to the Chair, Board and non executives, providing high quality governance support, insight and challenge, across the Board, executive and wider organisation. This is a rare opportunity to shape and safeguard the governance of one of the sector's most forward thinking housing organisations, ensuring Stonewater continues to operate with excellence, probity and ambition as it delivers for customers and communities. For further information please click Apply or for a confidential conversation call. Jude Watters on / Simon Wing on / Rosie Gunn on / Closing date: 9am Thursday 14th May 2026
An international law firm is seeking a Management Accountant to join its London finance team. This is a broad, hands-on role combining core financial control, management reporting, and multi-jurisdictional support across the global offices. The position offers excellent exposure to senior stakeholders and the opportunity to work in a collaborative, high-performing legal services environment. Key Responsibilities as the Management Accountant General Ledger & Month-End Close (London) Own and deliver month-end close activities in line with firm policies and accounting standards Maintain the general ledger, including journals, intercompany postings, and reclassifications Prepare balance sheet reconciliations and resolve reconciling items promptly Produce and analyse P&L and balance sheets, investigating variances and trends Support cash management activities such as bank reconciliations and payment runs Management Accounting & Reporting Support budgeting and forecasting cycles Produce cost centre reporting for budget owners and assist with financial queries Translate financial data into clear, meaningful commentary for non-finance stakeholders European Accounting & Tax Coordination Coordinate local tax compliance with external advisers (VAT, payroll-related filings, statutory requirements) Provide accounting support for European offices, including journals, reconciliations, invoice coding, and vendor queries Act as Finance point of contact for statutory accounts and audit processes Ensure accurate intercompany accounting and cost allocations Client Accounts & Compliance Support compliance with client money regulations and internal accounting policies Assist with client account reconciliations and monitoring of residual balances Support client-to-office transfers, disbursements, billing, and receipts Prepare documentation for audits and compliance reviews Maintain strong process documentation and contribute to continuous control improvement Skills & Experience needed for the Management Accountant Qualified Accountant (ACA / ACCA / CIMA or equivalent) Strong experience in general ledger accounting and month-end close Background in professional services strongly preferred (law firm experience advantageous) Solid management accounting skills, including variance analysis and reporting Advanced Excel skills and confidence using finance systems / ERPs Detail-oriented, control-focused, and highly organised Confident communicator with the ability to partner effectively with non-finance stakeholders Why Apply? This role is ideal for a proactive accountant who enjoys ownership, variety, and working in a structured, fast-paced law firm environment. It offers meaningful responsibility, international exposure, and the chance to develop a long-term career within legal services. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Apr 24, 2026
Full time
An international law firm is seeking a Management Accountant to join its London finance team. This is a broad, hands-on role combining core financial control, management reporting, and multi-jurisdictional support across the global offices. The position offers excellent exposure to senior stakeholders and the opportunity to work in a collaborative, high-performing legal services environment. Key Responsibilities as the Management Accountant General Ledger & Month-End Close (London) Own and deliver month-end close activities in line with firm policies and accounting standards Maintain the general ledger, including journals, intercompany postings, and reclassifications Prepare balance sheet reconciliations and resolve reconciling items promptly Produce and analyse P&L and balance sheets, investigating variances and trends Support cash management activities such as bank reconciliations and payment runs Management Accounting & Reporting Support budgeting and forecasting cycles Produce cost centre reporting for budget owners and assist with financial queries Translate financial data into clear, meaningful commentary for non-finance stakeholders European Accounting & Tax Coordination Coordinate local tax compliance with external advisers (VAT, payroll-related filings, statutory requirements) Provide accounting support for European offices, including journals, reconciliations, invoice coding, and vendor queries Act as Finance point of contact for statutory accounts and audit processes Ensure accurate intercompany accounting and cost allocations Client Accounts & Compliance Support compliance with client money regulations and internal accounting policies Assist with client account reconciliations and monitoring of residual balances Support client-to-office transfers, disbursements, billing, and receipts Prepare documentation for audits and compliance reviews Maintain strong process documentation and contribute to continuous control improvement Skills & Experience needed for the Management Accountant Qualified Accountant (ACA / ACCA / CIMA or equivalent) Strong experience in general ledger accounting and month-end close Background in professional services strongly preferred (law firm experience advantageous) Solid management accounting skills, including variance analysis and reporting Advanced Excel skills and confidence using finance systems / ERPs Detail-oriented, control-focused, and highly organised Confident communicator with the ability to partner effectively with non-finance stakeholders Why Apply? This role is ideal for a proactive accountant who enjoys ownership, variety, and working in a structured, fast-paced law firm environment. It offers meaningful responsibility, international exposure, and the chance to develop a long-term career within legal services. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Job Description AJ Bell are looking for a Product Delivery Manager to drive our ambitious strategic plans and help transform ideas into meaningful results. The Product Delivery Manager is responsible for developing and delivering new functionality and features for the Operational and Regulatory teams. They will help create and champion the product vision, strategy and roadmap whilst ensuring that it aligns with the company vision, strategy and business goals. What does the job involve? The key responsibilities of the role are as follows: Overall responsibility for prioritising and driving the delivery of key strategic business change. Drive innovative development response to customer and business feedback, efficiency saving opportunities and ideas to differentiate AJ Bell from other retail investment providers. Developing and maintaining strong working relations with senior management across business areas and with key internal and external stakeholders. Manage the requirements planning process with the business strategy and development teams balancing the businesses key priorities and short-term incremental improvements. Managing a team of Product Owners ensuring that they maximise the value of changes delivered across the Operations, Customer Services and Regulatory channels. Own the backlog of development work for the Operational and Regulatory teams. Manage overall tracking of business benefits across the Operational and Regulatory Change portfolio. Have oversight of the prioritisation process and set high level priorities in line with strategic goals and stakeholder expectations. Alongside the Head of Operational and Regulatory Change developing and sharing best practice across the operational change and development teams. Setting goals and strategies for product/process growth and success Provide support to the development teams through testing, answering any queries and making decisions on behalf of the business where relevant. Gather insights to improve the customer experience and business processes by investigating and collating feedback. Setting goals and strategies for product/process growth and success Produce appropriate MI to support the change process. Work with the teams impacted by change to ensure that change is bedded in and that these teams are adequately supported to improve the experience for customers as well as the business teams. Supporting and enabling the business to achieve its regulatory requirements, including consumer duty. About you: Competence Change Management experience at a Senior level ideally within a Financial Services or Regulatory environment. Strong leadership and management skills; role model, acts inclusively, provides direction and clarity to own teams and wider business. Stakeholder management; builds and maintains positive relationships, including at Director level Strategic planning and delivery Highly effective communication skills, verbal and written Critical / creative thinking; effective problem-solving and decision-making skills Able to demonstrate prioritisation and effective resource management Ability to make data informed decisions Previous line management experience to a senior level Knowledge of Customer Services, Operations and Regulatory processes Knowledge & Skills Experience of multiple project delivery methodologies e.g. Agile, SDLC, SAFe Understanding the financial market and industry trends Understanding of the regulatory framework Being able to analyse data to make informed decisions Ability to motivate delivery teams Finding solutions to challenges that arise Planning long-term goals and steps to achieve them Committed to personal development Excellent communication and stakeholder management with internal and external stakeholders Numerate with good analytical skills Attention to detail About AJ Bell AJ Bell is one of the UK's fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors. Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026 a reflection of our supportive and collaborative culture. What we offer 26 days holiday, increasing with service + buy/sell scheme + bank holidays 8% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free onsite gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment Our ways of working We offer hybrid working, with a minimum of 60% of your working time per month spent in the office. For new starters, there's an initial period of full-time office working to help you settle in and build relationships. Inclusion & diversity We're committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
Apr 24, 2026
Full time
Job Description AJ Bell are looking for a Product Delivery Manager to drive our ambitious strategic plans and help transform ideas into meaningful results. The Product Delivery Manager is responsible for developing and delivering new functionality and features for the Operational and Regulatory teams. They will help create and champion the product vision, strategy and roadmap whilst ensuring that it aligns with the company vision, strategy and business goals. What does the job involve? The key responsibilities of the role are as follows: Overall responsibility for prioritising and driving the delivery of key strategic business change. Drive innovative development response to customer and business feedback, efficiency saving opportunities and ideas to differentiate AJ Bell from other retail investment providers. Developing and maintaining strong working relations with senior management across business areas and with key internal and external stakeholders. Manage the requirements planning process with the business strategy and development teams balancing the businesses key priorities and short-term incremental improvements. Managing a team of Product Owners ensuring that they maximise the value of changes delivered across the Operations, Customer Services and Regulatory channels. Own the backlog of development work for the Operational and Regulatory teams. Manage overall tracking of business benefits across the Operational and Regulatory Change portfolio. Have oversight of the prioritisation process and set high level priorities in line with strategic goals and stakeholder expectations. Alongside the Head of Operational and Regulatory Change developing and sharing best practice across the operational change and development teams. Setting goals and strategies for product/process growth and success Provide support to the development teams through testing, answering any queries and making decisions on behalf of the business where relevant. Gather insights to improve the customer experience and business processes by investigating and collating feedback. Setting goals and strategies for product/process growth and success Produce appropriate MI to support the change process. Work with the teams impacted by change to ensure that change is bedded in and that these teams are adequately supported to improve the experience for customers as well as the business teams. Supporting and enabling the business to achieve its regulatory requirements, including consumer duty. About you: Competence Change Management experience at a Senior level ideally within a Financial Services or Regulatory environment. Strong leadership and management skills; role model, acts inclusively, provides direction and clarity to own teams and wider business. Stakeholder management; builds and maintains positive relationships, including at Director level Strategic planning and delivery Highly effective communication skills, verbal and written Critical / creative thinking; effective problem-solving and decision-making skills Able to demonstrate prioritisation and effective resource management Ability to make data informed decisions Previous line management experience to a senior level Knowledge of Customer Services, Operations and Regulatory processes Knowledge & Skills Experience of multiple project delivery methodologies e.g. Agile, SDLC, SAFe Understanding the financial market and industry trends Understanding of the regulatory framework Being able to analyse data to make informed decisions Ability to motivate delivery teams Finding solutions to challenges that arise Planning long-term goals and steps to achieve them Committed to personal development Excellent communication and stakeholder management with internal and external stakeholders Numerate with good analytical skills Attention to detail About AJ Bell AJ Bell is one of the UK's fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors. Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026 a reflection of our supportive and collaborative culture. What we offer 26 days holiday, increasing with service + buy/sell scheme + bank holidays 8% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free onsite gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment Our ways of working We offer hybrid working, with a minimum of 60% of your working time per month spent in the office. For new starters, there's an initial period of full-time office working to help you settle in and build relationships. Inclusion & diversity We're committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
Employee Benefits Adviser - FCA Regulated This is an FCA-regulated advisory role. Applicants must have experience providing regulated employee benefits advice. HR or benefits administration experience alone is not sufficient. Location:Solent P015 7FX Hours:Full-time, 37.5 hours Qualification Required:Diploma in Regulated Financial Planning (or equivalent) Job Overview We are seeking an experiencedEmpl click apply for full job details
Apr 24, 2026
Full time
Employee Benefits Adviser - FCA Regulated This is an FCA-regulated advisory role. Applicants must have experience providing regulated employee benefits advice. HR or benefits administration experience alone is not sufficient. Location:Solent P015 7FX Hours:Full-time, 37.5 hours Qualification Required:Diploma in Regulated Financial Planning (or equivalent) Job Overview We are seeking an experiencedEmpl click apply for full job details
An established and growing wealth management practice is seeking an experiencedFinancial Plannerto join its advisory team based in theLondon / Gatwick / Crawley area. This is an excellent opportunity for a qualified adviser who is passionate about deliveringhigh-quality independent financial adviceand building long-term relationships with clients click apply for full job details
Apr 24, 2026
Full time
An established and growing wealth management practice is seeking an experiencedFinancial Plannerto join its advisory team based in theLondon / Gatwick / Crawley area. This is an excellent opportunity for a qualified adviser who is passionate about deliveringhigh-quality independent financial adviceand building long-term relationships with clients click apply for full job details
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role ofEmployment Adviserat Reed in Partnership in Chatham! Please note, internal applications for this role close on 10th April 2026. Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness of it's benefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma. GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
Apr 24, 2026
Full time
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role ofEmployment Adviserat Reed in Partnership in Chatham! Please note, internal applications for this role close on 10th April 2026. Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness of it's benefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma. GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details
Apr 24, 2026
Full time
I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details
Twenty Two Business Support & Development
Bishop's Stortford, Hertfordshire
Are you an experienced Finance Officer who is qualified? Our client is searching for someone to part time. They are completely flexible, however ideally 10-2 pm daily for 20 hours per week. A confident finance professional who enjoys being busy at all levels, who thrives in a small team environment, and can step in to cover for senior finance responsibilities when required due absence. Working closely with the Finance Director to manage day-to-day financial operations, reporting, supporting compliance. The role requires a high level of organisation, initiative, and the ability to work independently. Responsibilities: Manage daily accounting processes such as accounts payable/receivable, payroll, and general ledger tasks. Complete month-end close, including reconciliations and supporting analyses. Assist in preparing monthly management accounts and statutory financials. Support budget holders in monitoring spend and tracking performance against budgets. Raise sales invoices, process purchase invoices, pay suppliers, and resolve related queries. Prepare and submit quarterly VAT return requirements. Maintain and apply internal financial control procedures. Support annual budgeting, re-forecasting, and financial planning. Assist with audit preparation and liaise with auditors. Support tax compliance activities and liaise with external tax advisers. Maintain up-to-date knowledge of accounting standards and internal policies. Contribute to process improvements across finance operations. Provide ad-hoc financial analysis, reporting, and data support. Support wider back-office functions with administrative tasks and cross-team collaboration. Demonstrate flexibility and adaptability. Experience CIMA, ACCA, or ACA qualification. Minimum 5 years' experience in an accounting practice or business analyst-related role. Proven ability to plan, prioritise, and meet deadlines. Strong experience reviewing and interpreting financial information, with the ability to communicate insights clearly. UK payroll experience preferred; international or multi-jurisdictional payroll experience is an advantage. Strong Excel skills and confidence with data manipulation and analysis. Exceptional organisation, time management, and attention to detail. Ability to work proactively, independently, and with a high degree of accuracy. Strong verbal communication skills and proficiency in MS Office. Package Competitive salary Generous performance-related bonus scheme 26 days' holiday plus public holidays (pro-rata), plus additional days for birthday and work anniversary on a pro-rata basis being part-time 5% employer pension contribution Private healthcare Employee Assistance Programme Employee Ownership Trust scheme A stimulating role within a growing organisation Coaching, mentoring, and ongoing professional development
Apr 24, 2026
Full time
Are you an experienced Finance Officer who is qualified? Our client is searching for someone to part time. They are completely flexible, however ideally 10-2 pm daily for 20 hours per week. A confident finance professional who enjoys being busy at all levels, who thrives in a small team environment, and can step in to cover for senior finance responsibilities when required due absence. Working closely with the Finance Director to manage day-to-day financial operations, reporting, supporting compliance. The role requires a high level of organisation, initiative, and the ability to work independently. Responsibilities: Manage daily accounting processes such as accounts payable/receivable, payroll, and general ledger tasks. Complete month-end close, including reconciliations and supporting analyses. Assist in preparing monthly management accounts and statutory financials. Support budget holders in monitoring spend and tracking performance against budgets. Raise sales invoices, process purchase invoices, pay suppliers, and resolve related queries. Prepare and submit quarterly VAT return requirements. Maintain and apply internal financial control procedures. Support annual budgeting, re-forecasting, and financial planning. Assist with audit preparation and liaise with auditors. Support tax compliance activities and liaise with external tax advisers. Maintain up-to-date knowledge of accounting standards and internal policies. Contribute to process improvements across finance operations. Provide ad-hoc financial analysis, reporting, and data support. Support wider back-office functions with administrative tasks and cross-team collaboration. Demonstrate flexibility and adaptability. Experience CIMA, ACCA, or ACA qualification. Minimum 5 years' experience in an accounting practice or business analyst-related role. Proven ability to plan, prioritise, and meet deadlines. Strong experience reviewing and interpreting financial information, with the ability to communicate insights clearly. UK payroll experience preferred; international or multi-jurisdictional payroll experience is an advantage. Strong Excel skills and confidence with data manipulation and analysis. Exceptional organisation, time management, and attention to detail. Ability to work proactively, independently, and with a high degree of accuracy. Strong verbal communication skills and proficiency in MS Office. Package Competitive salary Generous performance-related bonus scheme 26 days' holiday plus public holidays (pro-rata), plus additional days for birthday and work anniversary on a pro-rata basis being part-time 5% employer pension contribution Private healthcare Employee Assistance Programme Employee Ownership Trust scheme A stimulating role within a growing organisation Coaching, mentoring, and ongoing professional development
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About The Team: Our Accounting and Outsourcing team works to support our clients to better run their finance functions, understand their financial position and performance, and to ensure they are compliant with changing accounting and tax legislation. With the relentless pace of technology change we advise clients in areas such as process and digitalisation, business performance and financial reporting, while building enduring relationships that positions Forvis Mazars as a trusted adviser. Our successful team of more than 250 professionals is growing across all areas including cloud accounting, payroll, financial reporting and company secretarial. The SME Outsourcing & Accounting team is a specialist team dedicated to deliver outstanding client service to entrepreneurial and growth-oriented SME businesses, who value the delivery of excellent accounting and tax compliance and advisory solutions to support them on their growth journey. What You'll Do: (Based on Roles & Responsibilities Reviewing and approving corporation tax computations and tax accounting Building client relationships with our portfolio of SME businesses Being the corporation tax lead for the department, acting as the conduit between the national tax team and the SME team, including training, feedback and upskilling of the wider team Proactively talking to clients about tax opportunities which may be relevant to them, and working with the Partners, and the wider tax team to deliver on such work. What You'll Bring: Extensive experience of working with a portfolio of clients to deliver on annual corporation tax reporting requirements ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Various - This role can be based in our Birmingham Office , our Edinburgh Office , our Glasgow Office , our Leeds Office , our Leicester Office ,our Manchester Office or our Nottingham Office Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Apr 24, 2026
Full time
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About The Team: Our Accounting and Outsourcing team works to support our clients to better run their finance functions, understand their financial position and performance, and to ensure they are compliant with changing accounting and tax legislation. With the relentless pace of technology change we advise clients in areas such as process and digitalisation, business performance and financial reporting, while building enduring relationships that positions Forvis Mazars as a trusted adviser. Our successful team of more than 250 professionals is growing across all areas including cloud accounting, payroll, financial reporting and company secretarial. The SME Outsourcing & Accounting team is a specialist team dedicated to deliver outstanding client service to entrepreneurial and growth-oriented SME businesses, who value the delivery of excellent accounting and tax compliance and advisory solutions to support them on their growth journey. What You'll Do: (Based on Roles & Responsibilities Reviewing and approving corporation tax computations and tax accounting Building client relationships with our portfolio of SME businesses Being the corporation tax lead for the department, acting as the conduit between the national tax team and the SME team, including training, feedback and upskilling of the wider team Proactively talking to clients about tax opportunities which may be relevant to them, and working with the Partners, and the wider tax team to deliver on such work. What You'll Bring: Extensive experience of working with a portfolio of clients to deliver on annual corporation tax reporting requirements ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Various - This role can be based in our Birmingham Office , our Edinburgh Office , our Glasgow Office , our Leeds Office , our Leicester Office ,our Manchester Office or our Nottingham Office Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 24, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 24, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 24, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 24, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
PSM Recruitment are working with a well established, family owned IFA , with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to de click apply for full job details
Apr 24, 2026
Full time
PSM Recruitment are working with a well established, family owned IFA , with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to de click apply for full job details
Associate Financial Adviser - Wealth Management South Wales Permanent Contract Salary: £40k - £42k Our Client We are looking to recruit an Associate Financial Planning Adviser to join our clients expanding multi-business group which covers Financial Services and Estate Planning. Job Description The Associate Financial Planning Adviser is a vital role for our clients team, supporting their financial advise click apply for full job details
Apr 24, 2026
Full time
Associate Financial Adviser - Wealth Management South Wales Permanent Contract Salary: £40k - £42k Our Client We are looking to recruit an Associate Financial Planning Adviser to join our clients expanding multi-business group which covers Financial Services and Estate Planning. Job Description The Associate Financial Planning Adviser is a vital role for our clients team, supporting their financial advise click apply for full job details
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in t click apply for full job details
Apr 24, 2026
Full time
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in t click apply for full job details
My client, a well stablished and respected law firm based in South Yorkshire are seeking a career-focused Conveyancing Assistant to join their Sheffield office. The successful candidate will support fee earners within the conveyancing team, assisting with the day-to-day management of sale, purchase, remortgage, and transfer/assent files, while delivering a high standard of client care. Key Responsibilities Handling incoming calls from estate agents and Independent Financial Advisers (IFAs) Dealing with general client and third-party updates by telephone and email Setting matters up for completion and assisting with exchanges and completions Managing the day-to-day running of sale files, remortgages, and transfers/assents, with appropriate supervision depending on experience and training Assisting fee earners with purchase files as required Taking client payments over the phone when required Processing incoming and outgoing monies via the case management system Taking new client enquiries and providing quotes by phone and online, as instructed Accurately recording sources of business and reasons for non-instruction Assisting with post-completion work as required Preparing correspondence and documents using visual files Administering team filing, including daily filing responsibilities Preparing outgoing mail and enclosures for despatch Arranging copying and document reproduction Providing guidance and support to junior and temporary assistants when required Attending to clients both in person and by telephone, delivering professional, efficient, and friendly service in line with the firm's client care standards Liaising with external contacts by telephone and providing a consistently high level of service Skills and Experience Required At least 1 year experience in a legal assistant or similar role (conveyancing experience strongly preferred) Strong organisational and time-management skills Excellent communication skills, both written and verbal Confident telephone manner and ability to deal professionally with clients and third parties Ability to work effectively as part of a team and under supervision Good attention to detail and accuracy Experience using a case management system A proactive, professional, and client-focused approach Salary will be from £24k dependent on experience level with the potential to develop with the firm in the long term within a strong and collaborative Conveyancing team. If you are interested in the above Conveyancing Assistant role, please call Adam on (phone number removed) or forward your most recent CV to (url removed). Clayton Legal recruits for law firms and in house departments across the UK. Our pedigree and service levels give those looking to move in the legal market and law firms looking to recruit a refreshingly different recruitment experience. You will work with experienced professionals, dedicated to your success. Take a look at our website (url removed) for our latest blogs and legal news and to keep up to date with current vacancies.
Apr 24, 2026
Full time
My client, a well stablished and respected law firm based in South Yorkshire are seeking a career-focused Conveyancing Assistant to join their Sheffield office. The successful candidate will support fee earners within the conveyancing team, assisting with the day-to-day management of sale, purchase, remortgage, and transfer/assent files, while delivering a high standard of client care. Key Responsibilities Handling incoming calls from estate agents and Independent Financial Advisers (IFAs) Dealing with general client and third-party updates by telephone and email Setting matters up for completion and assisting with exchanges and completions Managing the day-to-day running of sale files, remortgages, and transfers/assents, with appropriate supervision depending on experience and training Assisting fee earners with purchase files as required Taking client payments over the phone when required Processing incoming and outgoing monies via the case management system Taking new client enquiries and providing quotes by phone and online, as instructed Accurately recording sources of business and reasons for non-instruction Assisting with post-completion work as required Preparing correspondence and documents using visual files Administering team filing, including daily filing responsibilities Preparing outgoing mail and enclosures for despatch Arranging copying and document reproduction Providing guidance and support to junior and temporary assistants when required Attending to clients both in person and by telephone, delivering professional, efficient, and friendly service in line with the firm's client care standards Liaising with external contacts by telephone and providing a consistently high level of service Skills and Experience Required At least 1 year experience in a legal assistant or similar role (conveyancing experience strongly preferred) Strong organisational and time-management skills Excellent communication skills, both written and verbal Confident telephone manner and ability to deal professionally with clients and third parties Ability to work effectively as part of a team and under supervision Good attention to detail and accuracy Experience using a case management system A proactive, professional, and client-focused approach Salary will be from £24k dependent on experience level with the potential to develop with the firm in the long term within a strong and collaborative Conveyancing team. If you are interested in the above Conveyancing Assistant role, please call Adam on (phone number removed) or forward your most recent CV to (url removed). Clayton Legal recruits for law firms and in house departments across the UK. Our pedigree and service levels give those looking to move in the legal market and law firms looking to recruit a refreshingly different recruitment experience. You will work with experienced professionals, dedicated to your success. Take a look at our website (url removed) for our latest blogs and legal news and to keep up to date with current vacancies.
