1034 jobs found

Head of Finance - Groundworks & Civil Engineering Redditch Office-Based Lead. Influence. Take full ownership. This is a rare opportunity for a seasoned finance leader to step into a Head of Finance role within a well-established, growing groundworks and civil engineering business click apply for full job details

Permanent Position Salary £45,000 - £70,000 Hours: 37.5 Hours per week, Early finish on Fridays, or Part-time minimum 25 hours per week. Holiday: 25 Days, Plus Bank Holidays, Free Onsite Parking Sirius Recruitment are working with a Manufacturing Group Head Office, based in Warwickshire, who have a requirement for a Management Accountant to join their Finance Team. You must be able to work within a fast-paced environment while maintaining a keen eye for detail, be self-motivated, organised, have excellent time management and the ability to work as a member of the team and on your own using your own initiative. The main duties of the Management Accountant will include, but not be limited to: Preparation of monthly management accounts for a number of group companies to include insightful commentary and dashboard data. Payroll preparation for allocated companies Sales and purchase ledger processing as required - this will be supported by the Group Finance Assistant but will be a required part of the role. Liaising with site leads to understand the financial data and implement process improvements. Invoice discounting management Cash management Training support for team members Customer and supplier relations Ad-hoc project work to include but not limited to: New system implementation support Process improvement support Assisting the Group Financial Controller and Group Finance Director and Other Duties as required The ideal candidate for the Management Accountant will have: Experience & Qualifications AAT qualified or CIMA/ACCA/ACA part qualified as a minimum. Minimum 5 GCSEs to include English and Maths Stable work history essential. Manufacturing/engineering experience desirable Minimum 2 years management accounts experience Able to work efficiently to tight deadlines in a fast-paced environment. Strong MS Office & general IT skills Personal attributes Positive, can-do attitude Team-player but able to work independently with minimal supervision. Willing to learn. Strong communication skills Keen to support the development of other team members. We are looking for a Management Accountant who will have gained working experience within an SME, rather than a large corporation. You will also support and develop junior members of the Finance team. If you feel that you have the required skills and/or experience this position, please send your CV in the first instance. Sirius Recruitment are operating as a recruitment agency in the recruitment of the Management Accountant role.

Credit Controller Pinpoint Resourcing are working with a great not-for-profit business near Bank who are seeking a Credit Controller to join their head office. Duties: Contact our customers via phone and email regarding overdue invoices Investigate disputes with client accounts and resolve in a timely manner Review and improve credit control processes in-house Ensure compliance is met Ad-hoc duties as requested by the finance team Desirable: Good time management Proficient in Microsoft Excel Salary and information: 35,000 pa Hybrid If you are interested in this role please apply today! Due to the anticipated high volume of applications for this advertisement, it is with regret that we may only be able to contact those applicants successful in being shortlisted. However, your application for this or any further roles, may mean that we are able to contact you when additional vacancies become available. Should you not want this to be the case, please feel free to contact us directly to ensure we are aware of your wishes.

Head of Business Partnering - Interim Spencer Clarke Group are working closely with a London Borough to appoint an Interim Head of Business Partnering . This is a senior leadership role focused on leading a finance business partnering function, providing strategic financial advice, and supporting decision-making across the Council. What's on Offer Rate: 600 per day PAYE (c. 800 per day umbrella) Contract length: Full-time (36 hours per week) Hybrid working Inside IR35 Start: Early May The Role The successful candidate will lead the delivery of a comprehensive Financial Management and Business Partnering service across corporate and operational areas. Key responsibilities: Leading a team delivering financial management and business partnering support Acting as a key contact for senior stakeholders including Directors and Cabinet Members Providing clear financial advice, insight and challenge to support decision-making Supporting budget setting, financial planning and forecasting processes Delivering financial analysis that links performance to strategic objectives Supporting transformation and ensuring financial sustainability across services Improving the quality, timeliness and impact of financial reporting Identifying financial risks and opportunities, implementing mitigation strategies About You You will ideally have: CCAB qualification (CIPFA / ACA / ACCA / CIMA) or equivalent experience Strong Local Authority experience in a senior finance / business partnering role Proven experience working closely with senior stakeholders and providing strategic financial advice Experience supporting budget setting, forecasting and financial planning Ability to lead teams and drive improvements in financial management How to Apply If you are interested, please submit your CV along with your required day rate. If successful, a consultant will be in touch to discuss further details. Due to the high volume of applications, only shortlisted candidates will be contacted. INDSCGBR We also offer a market-leading referral scheme of up to 300. If you know someone suitable, please ask them to email their CV to , including your details. T&Cs apply.

Are you a School Office Manager looking for work in a school environment?The successful candidate will provide operational and executive support to the Headteacher with responsibility for leading on administration systems ensuring the school office is running effectively and provide support to the HR and Finance functions.You MUST BE willing to work on a TEMPORARY basis and between the hours of 8:00am & 4:30pm.There will be full time and part time positions available throughout the school year and there may also be an opportunity to move to a permanent contract within the school you work at, although this is not guaranteed.As a School Office Manager your day to day responsibilities will include but not limited to:- Excellent organisational skills and experience of working within an office environment using a variety of office-based computer systems and administrative processes- Excellent interpersonal skills with all members of the school community- A professional approach with high standards and the ability to work in a calm and flexible manner- Able to work as part of a larger team and also under their own initiative, prioritising work effectively- Experience of working within a school administrative environment would be advantageousYOU WILL BE REQUIRED TO FULLY REGISTER WITH US INCLUDING PROVIDING RIGHT TO WORK DOCUMENTS ALONG WITH OBTAINING AN ENHANCED CHILD WORKFORCE DBS THAT WILL BE PROCESSED BY US BUT COME AT A COST OF £56 (UNLESS YOU ALREADY HAVE ONE REGISTERED ON THE UPDATE SERVICE). PLEASE ONLY APPLY IF YOU ARE ABLE TO DO THIS.Aspire People Limited provides services as an Education Agency and an Education Employment Business. Aspire People is committed to safeguarding and promoting the welfare of pupils and expects every candidate to share this commitment. Placements are subject, to appropriate Child Protection screening, including checks with former employers and the Disclosure and Barring Checks.

Personal Assistant Family Law Team Ref: BCR/JP/32344 27,000 - 32,000 (Dependent on Experience) Worcester We are recruiting for an experienced and organised Personal Assistant to support the Head of the Family Law Department within a busy Worcester law firm. This is a great opportunity for someone with Family Law experience and strong administrative skills to join a supportive legal team. Personal Assistant Responsibilities: Manage diaries, court dates and key deadlines for fee earners Open, close and maintain files Prepare court bundles, scan documents and organise correspondence Monitor ensure updates are recorded accurately Liaise professionally with clients, courts and external agencies The Ideal Candidate Will Have: Previous experience within Family Law Strong IT skills including Microsoft Office and legal case management systems Experience with case management software and other legal systems, and handling court bundles Strong organisational skills with the ability to manage multiple priorities Excellent written and verbal communication skills If you are an experienced Personal Assistant looking for a new opportunity within a respected Family Law team in Worcester, we would love to hear from you! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Head of FP&A - Commercial Finance Location: Staffordshire Salary: £90,000 + benefits Robert Walters Group are supporting a leading business in Staffordshire with their recruitment of a Head of FP&A role to strengthen its commercial finance capability. This is an opportunity to build an FP&A function almost from the ground up, moving it into a truly value-adding, commercially focused decision-support click apply for full job details

Financial Wellbeing Coach Part-Time Home-based The Financial Wellbeing Coach is a new post that will play a key role in strengthening the financial resilience of nursing and midwifery professionals. Working directly with individuals, the post holder will help Nurses, Midwives, Nursing Associates, Healthcare Assistants and Maternity Support Workers to build financial literacy, develop budgeting skills, set realistic financial goals, and improve money management. The role combines one-to-one coaching with group workshops and digital support, helping people to gain confidence in managing day-to-day finances and planning for their future. The post holder will work collaboratively with the Head of Services and Impact and the wider Cavell team to ensure our financial wellbeing support is impactful, accessible and evidence based. This is a 2-year fixed term post, hours per week. It can be home based or hybrid, although we would expect visits to our Redditch office at least once a month. Main Responsibilities Financial Coaching and Support: Deliver one-to-one financial wellbeing coaching to eligible beneficiaries. Support individuals to improve financial literacy, budgeting and goal setting. Help beneficiaries to develop practical money management strategies. Provide non-judgmental advice, education and encouragement to build financial confidence. Work with individuals experiencing financial hardship, vulnerability or stress with sensitivity and professionalism. Workshops and Resources: Design and deliver group workshops / webinars on financial wellbeing topics. Contribute to the development of tools, guides and digital content to support financial education. Tailor materials to the needs of Nurses, Midwives and healthcare support staff across different career stages. Service Delivery and Impact: Maintain accurate records of coaching sessions and outcomes using Salesforce. Contribute to monitoring, evaluation and reporting to demonstrate impact. Work closely with the Head of Services and Impact to refine the service based on insight and data. Ensure all support is delivered in line with Cavell policies, safeguarding procedures and best practice. Partnership and Collaboration: Signpost individuals to specialist external services where appropriate (e.g. debt advice, benefits advice). Build positive working relationships with internal colleagues and external partners. Represent Cavell in relevant forums, networks or events as required. Person Specification Essential Skills and Experience: Experience of providing financial wellbeing, money guidance, coaching or advice. Strong knowledge of personal finance topics (budgeting, debt, savings, benefits, cost-of-living management). Excellent communication and interpersonal skills. Ability to engage empathetically with individuals facing financial difficulty. Experience of delivering one-to-one support. Strong organisational skills with ability to manage workload independently on a part-time basis. Ability to maintain confidentiality and professional boundaries. Comfortable using digital tools and platforms for remote delivery and record- keeping. Desirable Skills and Experience: Relevant qualification in financial coaching, advice, money guidance or similar. Experience working within a charity, health, or social care setting. Understanding of the challenges faced by Nurses, Midwives and Healthcare Support Workers. Experience in monitoring and evaluating service outcomes. Experience of using Salesforce (CRM). Personal Attributes: Empathetic, patient and non-judgmental. Commitment to equality, diversity and inclusion. Motivated by making a positive social impact. Collaborative and team oriented. Strong ethical values and integrity. Benefits: A flexible, supportive working culture. 30 days of annual leave (including bank holidays). Up to an 8% employer pension contribution. Access to an employer assistance program. Enhanced sick pay (after probation). Enhanced family leave policies. More details are available on the attached job description. Please click on the 'Apply' button to download the full job pack. Submit your CV of no more than two pages and maximum two page covering letter outlining your suitability for the role by 9am on Friday, 15th of May.

HR Operations Manager Are you ready to make a real impact in an inspiring environment? This is a varied, fast-paced, and hands-on role, and an exciting opportunity to grow your career while working in a renowned, historic setting that values tradition and excellence. HR Operations Manager Responsibilities This position will involve, but will not be limited to: Managing the day-to-day transactional HR operations, including recruitment, onboarding, and employee relations to ensure effective support for staff and academic colleagues. Leading a team of two HR professionals, offering guidance, mentorship, and fostering a collaborative work environment. Handling complex employee relations issues such as discipline, grievance and sickness absence, ensuring compliance with UK employment law. Supporting the Head of HR on key strategic projects, including policy development and process management. Advising managers on HR policies, employment legislation, and effective workforce planning to contribute to the long-term objectives. Ensuring HR processes are efficient and fit for purpose, promoting continuous improvement across the team. HR Operations Manager Rewards Competitive salary of £50,(Apply online only) - £55,(Apply online only) per annum 37.5-hour working week, Monday to Friday, with flexible hours to suit your needs 38 days' holiday inclusive of bank holidays Pension scheme to support your future Private medical insurance for peace of mind Electric car scheme promoting sustainability Free meals when on duty Onsite parking available nearby, making commuting easier The Company Our client is a prestigious organisation, known for its outstanding achievements and its vibrant academic community, whilst also valuing tradition and innovation. With a commitment to excellence, diversity, and sustainability, they offer a supportive environment where staff can develop their careers and contribute to a world-class institution. HR Operations Manager Experience Essentials Proven experience in HR management or senior HR roles, ideally within academia, public sector, or large organisations Strong understanding of UK employment legislation and employee relations management Experience managing or mentoring HR teams Excellent communication, influencing, and conflict resolution skills Ability to adapt quickly in a fast-paced environment and manage multiple priorities effectively Location Based in Central Oxford, this role offers excellent transport links and nearby parking. Please note this is a fully office-based role. Action If you would like to find out more about this excellent opportunity, then please apply online today! We will review and respond to all applications. "INDBOOST" Allen Associates is a leading recruitment company in Oxfordshire recruiting for Marketing, Finance, Human Resources and PA/Administrative roles. Allen Associates operates as an Employment Agency for permanent recruitment and an Employment Business for temporary recruitment. For more information on current vacancies please visit (url removed) and follow us on LinkedIn.

Personal Assistant (12 month FTC) Are you an organised professional seeking a rewarding role in a prestigious environment? As a PA (12 month FTC), you will support an inspiring Director, helping to shape the success of an esteemed academic organisation. This is an exciting opportunity to grow your career and work within a distinguished community. Please note that this role is fully office-based. Personal Assistant (12 month FTC) Responsibilities This position will involve, but will not be limited to: Managing the Director s busy diary and scheduling appointments to optimise time and priorities. Arranging and coordinating meetings, including preparing agendas and taking accurate minutes. Organising travel arrangements for international visits, ensuring seamless logistics. Supporting the Director s administrative needs and acting as a key point of contact for internal and external stakeholders. Handling correspondence, emails, and confidential information with discretion and professionalism. Assisting with event planning and other administrative tasks that contribute to the organisation s objectives. Collaborating with the wider administrative team to ensure smooth daily operations. Personal Assistant (12 month FTC) Rewards Competitive salary of £35,681 - £41,636 per annum, dependent on experience 35 days annual holiday (including bank holidays) Generous pension scheme Free lunches during term time and on-site parking Opportunity to work in a stunning, purpose-built setting on a reputable campus Involvement in a role that provides direct support to an influential leader, helping shape organisational success Support for professional development and a positive, collaborative working environment The Company Our client is an established education provider. They focus on the multi-disciplinary study of religion and culture and offer a stunning and impressive setting for work in Oxford. Personal Assistant (12 month FTC) Experience Essentials Proven experience as a PA or EA Excellent diary management and organisation skills Experience arranging complex travel and logistics Strong written and verbal communication abilities Proficiency in IT tools such as MS Office (Word, Excel, Outlook) Ability to adapt quickly to changing schedules and priorities Demonstrable experience providing high-level administrative support Location Based in South Oxfordshire, this role is fully office-based at a location easily accessible with good transport links. Parking is available on-site, and the office environment offers a professional yet welcoming atmosphere. Travel may be required for occasional events or meetings. Action If you would like to find out more about this excellent opportunity, then please apply online today! We will review and respond to all applications. Allen Associates is a leading recruitment company in Oxfordshire recruiting for Marketing, Finance, Human Resources and PA/Administrative roles. Allen Associates operates as an Employment Agency for permanent recruitment and an Employment Business for temporary recruitment. For more information on current vacancies please visit (url removed) and follow us on LinkedIn.

Part Time Accounts Assistant required for a new permanent position working for a lovely business based in Southam with a view to start immediately. You will be working under the head of finance and be solely responsible for the day to day running of the accounts department. Your duties will include purchase ledger, sales ledger, credit control, bank reconciliations, expenses and credit card reconciliations, cashbook posting, petty cash reconciliations and general office duties. This is excellent opportunity for an experienced accounts assistant looking for a part time role. This is an office based role so would suit someone who is local to Stratford. This position will require you to work approximately 30 hours per week ideally across 5 days but this can be flexible around the person. You must have excellent interpersonal skills and be able to work under minimal supervision.

Personal Assistant Family Law Team Ref: BCR/JP/32343 27,000 - 32,000 (Dependent on Experience) Birmingham We are recruiting for an experienced and organised Personal Assistant to support the Head of the Family Law Department in a busy Birmingham law firm. This is a great opportunity for someone with Family Law experience and strong administrative skills to join a supportive legal team. Personal Assistant responsibilities: Manage diaries, court dates and key deadlines for fee earners Open, close and maintain files Prepare court bundles, scan documents and organise correspondence Monitor and ensure updates are recorded accurately Liaise professionally with clients, courts and external agencies The Ideal Candidate Will Have: Previous experience within Family Law Strong IT skills Excellent IT skills including Microsoft Office and legal case management systems Strong organisational skills with the ability to manage multiple priorities Excellent written and verbal communication skills If you are an experienced Personal Assistant looking for a new opportunity within a respected Family Law team, we would love to hear from you! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

PA (12 month FTC) Are you an organised professional seeking a rewarding role in a prestigious environment? As a PA (12 month FTC), you will support an inspiring Director, helping to shape the success of an esteemed academic organisation. This is an exciting opportunity to grow your career and work within a distinguished community. Please note that this role is fully office-based. PA (12 month FTC) Responsibilities This position will involve, but will not be limited to: Managing the Director s busy diary and scheduling appointments to optimise time and priorities. Arranging and coordinating meetings, including preparing agendas and taking accurate minutes. Organising travel arrangements for international visits, ensuring seamless logistics. Supporting the Director s administrative needs and acting as a key point of contact for internal and external stakeholders. Handling correspondence, emails, and confidential information with discretion and professionalism. Assisting with event planning and other administrative tasks that contribute to the organisation s objectives. Collaborating with the wider administrative team to ensure smooth daily operations. PA (12 month FTC) Rewards Competitive salary of £35,681 - £41,636 per annum, dependent on experience 35 days annual holiday (including bank holidays) Generous pension scheme Free lunches during term time and on-site parking Opportunity to work in a stunning, purpose-built setting on a reputable campus Involvement in a role that provides direct support to an influential leader, helping shape organisational success Support for professional development and a positive, collaborative working environment The Company Our client is an established education provider. They focus on the multi-disciplinary study of religion and culture and offer a stunning and impressive setting for work in Oxford. PA (12 month FTC) Experience Essentials Proven experience as a PA or EA, Excellent diary management and organisation skills Experience arranging complex travel and logistics Strong written and verbal communication abilities Proficiency in IT tools such as MS Office (Word, Excel, Outlook) Ability to adapt quickly to changing schedules and priorities Demonstrable experience providing high-level administrative support Location Based in South Oxfordshire, this role is fully office-based at a location easily accessible with good transport links. Parking is available on-site, and the office environment offers a professional yet welcoming atmosphere. Travel may be required for occasional events or meetings. Action If you would like to find out more about this excellent opportunity, then please apply online today! We will review and respond to all applications. Allen Associates is a leading recruitment company in Oxfordshire recruiting for Marketing, Finance, Human Resources and PA/Administrative roles. Allen Associates operates as an Employment Agency for permanent recruitment and an Employment Business for temporary recruitment. For more information on current vacancies please visit (url removed) and follow us on LinkedIn.

PE backed CFO / FD role - value creation opportunity: We are at the early stages of a search for a CFO / FD for a PE backed cutting-edge Tech business in the Bristol area, using AI, Big Data and IoT at the forefront of its sector across the globe. The salary and package for the role are negotiable and will include participation in a Management Equity Scheme, commensurate with a role such as this. Do get in touch if you're an experienced qualified Finance Director, CFO, Financial Controller or Head of Finance from the Tech, or similar, sector and would like to be considered for the role.

Gloucester Hybrid (2 days WFH) Up to £40,000 + bonus Clear progression I am assisting a well-established, privately owned manufacturing business on a retained basis to find them a hands-on Management Accountant to step into a newly created role with genuine long term progression. This is a key position acting as the bridge between the Finance Director and a junior accountant, with real ownership of month-end, management accounts, and financial reporting. You'll also play a central role in an upcoming finance systems upgrade to Microsoft Dynamics , giving you exposure to a major change project. What you'll be doing Owning the month-end process and producing full management accounts Supporting budgeting, forecasting and commercial analysis Strengthening financial controls and processes Working closely with operations to drive insight and decision-making Supporting a major ERP implementation About you Management Accountant, part or fully qualified (CIMA / ACCA) or equivalent experience Confident owning month-end and working autonomously Manufacturing experience helpful but not essential Ambitious and looking for a clear route to Head of Finance over time Why apply? Clear 5-7 year succession plan Stable, profitable business with low staff turnover Hybrid working and flexible hours Exposure to senior leadership and strategic projects Study support on offer for the right person If you're looking for more responsibility, visibility, and a future leadership opportunity , this one's worth a conversation.

Leading established multi-brand Tour Operator, based in Gloucestershire are looking for a highly driven, commercially focussed Revenue Optimisation Manager to drive revenue and passenger growth leading to sustainable profitability. You will be a commercially driven and strategic manager to head up the Revenue & Yield Team, leading the performance of our UK and European touring portfolio and driving revenue growth across digital marketing channels. Reporting to the Commercial Director, you'll play a key role in delivering commercial targets by tracking performance, identifying opportunities, mitigating risk, and optimising portfolio performance from launch through to departure. Working cross-functionally with Product, Marketing, Operations, and Insight, you'll help shape and deliver commercial strategy across the business. This is a hybrid role, and would suit someone prepared to relocate to enable 3 days in the office per week, or it is commutable from locations including Bristol, Birmingham, Swindon and Oxford. JOB DESCRIPTION: Commercial Planning & Portfolio Strategy Support delivery of annual and seasonal capacity, pricing, and product plans to achieve revenue and profit targets. Lead route planning using customer insights and performance data to optimise coverage and identify growth opportunities. Provide data-driven capacity recommendations and support product development and budgeting. Pricing & Yield Management Develop and manage pricing strategies using market trends, competitor analysis, and sales performance. Optimise yield through pricing, promotions, and capacity adjustments. Work with Marketing, Product, and Operations teams to maximise sales performance and manage underperforming products. Performance & Forecasting Monitor revenue, passenger, yield, and profit performance against budget and forecast. Provide commercial insights, recommendations, and recovery plans where needed. Develop accurate forecasting models and collaborate with Finance and Insight teams to support business planning. EXPERIENCE REQUIRED: The ideal candidate will bring strong experience in pricing, yield management, forecasting, and leadership, combined with excellent analytical skills, commercial acumen, and a strong understanding of consumer behaviour and market trends. We're looking for an inspiring leader who can think strategically, solve problems creatively, and deliver results. You will not be afraid to challenge the status quo - an attitude of continuous testing, learning and improving to deliver strong and improved revenue/ passenger growth is vital for this role. Advanced Excel skills are essential. INTERESTED? Please follow the instructions to apply attaching your CV. This vacancy is being managed by Claire Muge. I can be contacted on (phone number removed) or (url removed) Not right for this role, or this role not right for you, but keen to further your career in the Travel Industry! We have a variety of different opportunities so do submit your CV to us! Unfortunately if you are unsuccessful, due to our volume of applications, we are unable to reply to everyone individually.

Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-