Are you an experienced client-focused accountant seeking a leadership role within a reputable firm of accountants? An established accountancy firm is looking for a qualified Client Manager to join their team in Dorchester. Known for their supportive culture and ambitious growth plans, the firm values long-term relationships, technical excellence, and a forward-thinking approach. The role offers opportunities for career progression, additional development programmes, and a comprehensive benefits package. What will the Client Manager role involve? Leading and developing client portfolios with a focus on delivering exceptional service and strategic insights Managing and mentoring a team of accountants and support staff to ensure high standards of quality and efficiency Building strong relationships with clients and identifying opportunities for service expansion Contributing to practice growth through proactive business development and networking Supporting the overall strategic direction of the firm, fostering continuous improvement and innovation Suitable Candidate for the Client Manager vacancy: Proven experience at a senior level within an accountancy practice, with a track record of managing diverse client portfolios Strong leadership skills, with the ability to motivate and develop a team Excellent communication skills, capable of building client trust and contributing to business growth Technical expertise across core accounting and tax services, with a proactive and commercial mindset Ambitious about long-term career development, with genuine interest in progressing to director-level roles Additional benefits and information for the role of Client Manager: Opportunities for professional progression and relevant qualifications A supportive and collaborative team environment Flexible working arrangements to support work-life balance Generous holiday allowance and pension scheme Salary will be dependent on experience CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
May 25, 2026
Full time
Are you an experienced client-focused accountant seeking a leadership role within a reputable firm of accountants? An established accountancy firm is looking for a qualified Client Manager to join their team in Dorchester. Known for their supportive culture and ambitious growth plans, the firm values long-term relationships, technical excellence, and a forward-thinking approach. The role offers opportunities for career progression, additional development programmes, and a comprehensive benefits package. What will the Client Manager role involve? Leading and developing client portfolios with a focus on delivering exceptional service and strategic insights Managing and mentoring a team of accountants and support staff to ensure high standards of quality and efficiency Building strong relationships with clients and identifying opportunities for service expansion Contributing to practice growth through proactive business development and networking Supporting the overall strategic direction of the firm, fostering continuous improvement and innovation Suitable Candidate for the Client Manager vacancy: Proven experience at a senior level within an accountancy practice, with a track record of managing diverse client portfolios Strong leadership skills, with the ability to motivate and develop a team Excellent communication skills, capable of building client trust and contributing to business growth Technical expertise across core accounting and tax services, with a proactive and commercial mindset Ambitious about long-term career development, with genuine interest in progressing to director-level roles Additional benefits and information for the role of Client Manager: Opportunities for professional progression and relevant qualifications A supportive and collaborative team environment Flexible working arrangements to support work-life balance Generous holiday allowance and pension scheme Salary will be dependent on experience CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
The role of Client Manager working up to 25 hours per week in the business services industry focuses on providing expert support in accounting and finance, ensuring client satisfaction and compliance. This permanent position in Bridport offers a rewarding opportunity for a motivated individual to manage client portfolios effectively. Client Details This role is with a Highly respected regional practice specialising in business services, with a focus on accounting and finance. The company is committed to delivering tailored solutions to its clients and fostering a professional and supportive working environment. Description Manage a portfolio of clients, ensuring their accounting and finance needs are met. Prepare and review financial statements and reports in line with industry standards. Provide expert advice on tax compliance and planning for clients. Oversee bookkeeping and payroll processes for assigned clients. Build and maintain strong client relationships through excellent communication and service delivery. Assist in the preparation of budgets and forecasts as required. Ensure all work complies with relevant regulations and deadlines. Contribute to the continuous improvement of internal processes within the department. Profile A successful Client Manager (p/t) should have: A professional qualification ACA or ACCA or Qualified by experience relevant experience in accounting or finance. Strong technical knowledge in accounting principles and tax regulations. Proven ability to manage client relationships effectively. Excellent organisational skills with attention to detail. Proficiency in accounting software and Microsoft Office applications. A proactive and solutions-focused approach to work. Strong communication skills, both written and verbal. Job Offer Competitive salary ranging from 40,000 to 45,000 per annum (pro rata). On-site parking for added convenience. Opportunity to work in a small-sized, professional environment. A permanent, part-time role based in Bridport. If you are an experienced professional in the business services industry looking for a flexible role in Bridport, this could be the opportunity for you. Apply today to take the next step in your career!
May 24, 2026
Full time
The role of Client Manager working up to 25 hours per week in the business services industry focuses on providing expert support in accounting and finance, ensuring client satisfaction and compliance. This permanent position in Bridport offers a rewarding opportunity for a motivated individual to manage client portfolios effectively. Client Details This role is with a Highly respected regional practice specialising in business services, with a focus on accounting and finance. The company is committed to delivering tailored solutions to its clients and fostering a professional and supportive working environment. Description Manage a portfolio of clients, ensuring their accounting and finance needs are met. Prepare and review financial statements and reports in line with industry standards. Provide expert advice on tax compliance and planning for clients. Oversee bookkeeping and payroll processes for assigned clients. Build and maintain strong client relationships through excellent communication and service delivery. Assist in the preparation of budgets and forecasts as required. Ensure all work complies with relevant regulations and deadlines. Contribute to the continuous improvement of internal processes within the department. Profile A successful Client Manager (p/t) should have: A professional qualification ACA or ACCA or Qualified by experience relevant experience in accounting or finance. Strong technical knowledge in accounting principles and tax regulations. Proven ability to manage client relationships effectively. Excellent organisational skills with attention to detail. Proficiency in accounting software and Microsoft Office applications. A proactive and solutions-focused approach to work. Strong communication skills, both written and verbal. Job Offer Competitive salary ranging from 40,000 to 45,000 per annum (pro rata). On-site parking for added convenience. Opportunity to work in a small-sized, professional environment. A permanent, part-time role based in Bridport. If you are an experienced professional in the business services industry looking for a flexible role in Bridport, this could be the opportunity for you. Apply today to take the next step in your career!
Audit Manager - Droitwich Hybrid Working £58,000-£61,000 + Excellent Benefits Are you an ambitious Audit Manager looking to take the next step in your career with a highly respected Top Accountancy Firm? We're recruiting for an experienced and motivated Audit Manager to join a growing and forward-thinking team based in Droitwich. This is an outstanding opportunity to work with a varied client portfolio, develop your leadership skills, and progress your career within a firm that genuinely invests in its people. Whether you're seeking greater progression, a better work-life balance, or exposure to a broad range of industries, this role offers the platform to achieve your long-term career goals. The Role As Audit Manager, you will play a key role in managing client relationships, leading audit assignments, and supporting the development of junior team members. Your responsibilities will include: Managing a portfolio of audit clients across a range of sectors Preparing and reviewing statutory accounts and corporation tax computations/returns for limited companies Leading audits from planning through to completion Supervising, coaching, and mentoring junior staff members Overseeing workflow planning and ensuring deadlines are met Providing practical advice on financial reporting, tax, VAT, and regulatory compliance Ensuring compliance with IFRS, UK GAAP, and UK regulatory requirements Supporting Partners with ad hoc assignments and business development initiatives Building strong, long-lasting client relationships About You To be successful in this role, you will ideally have: ACA / ACCA / qualification Previous experience working within an Accountancy Practice environment as an Audit Manager or Assistant Manager ready to step up Strong knowledge of IFRS and UK GAAP Experience auditing clients across multiple industries Excellent communication and leadership skills A passion for coaching and developing junior team members Commercial awareness and a proactive approach to client service A desire to progress and contribute to the continued growth of the firm What's On Offer? Competitive salary of £58,000-£61,000 Hybrid and flexible working options Clear career progression opportunities Enhanced annual leave package Employee Assistance Programme Supportive and collaborative working environment Exposure to a diverse and interesting client base Ongoing professional development and training Why Apply? This is a fantastic opportunity to join a modern, people-focused firm that values innovation, flexibility, and career progression. You'll be part of a supportive team where your contribution is recognised and your future development is encouraged. Apply now to take the next step in your audit career with a leading firm in Droitwich
May 24, 2026
Full time
Audit Manager - Droitwich Hybrid Working £58,000-£61,000 + Excellent Benefits Are you an ambitious Audit Manager looking to take the next step in your career with a highly respected Top Accountancy Firm? We're recruiting for an experienced and motivated Audit Manager to join a growing and forward-thinking team based in Droitwich. This is an outstanding opportunity to work with a varied client portfolio, develop your leadership skills, and progress your career within a firm that genuinely invests in its people. Whether you're seeking greater progression, a better work-life balance, or exposure to a broad range of industries, this role offers the platform to achieve your long-term career goals. The Role As Audit Manager, you will play a key role in managing client relationships, leading audit assignments, and supporting the development of junior team members. Your responsibilities will include: Managing a portfolio of audit clients across a range of sectors Preparing and reviewing statutory accounts and corporation tax computations/returns for limited companies Leading audits from planning through to completion Supervising, coaching, and mentoring junior staff members Overseeing workflow planning and ensuring deadlines are met Providing practical advice on financial reporting, tax, VAT, and regulatory compliance Ensuring compliance with IFRS, UK GAAP, and UK regulatory requirements Supporting Partners with ad hoc assignments and business development initiatives Building strong, long-lasting client relationships About You To be successful in this role, you will ideally have: ACA / ACCA / qualification Previous experience working within an Accountancy Practice environment as an Audit Manager or Assistant Manager ready to step up Strong knowledge of IFRS and UK GAAP Experience auditing clients across multiple industries Excellent communication and leadership skills A passion for coaching and developing junior team members Commercial awareness and a proactive approach to client service A desire to progress and contribute to the continued growth of the firm What's On Offer? Competitive salary of £58,000-£61,000 Hybrid and flexible working options Clear career progression opportunities Enhanced annual leave package Employee Assistance Programme Supportive and collaborative working environment Exposure to a diverse and interesting client base Ongoing professional development and training Why Apply? This is a fantastic opportunity to join a modern, people-focused firm that values innovation, flexibility, and career progression. You'll be part of a supportive team where your contribution is recognised and your future development is encouraged. Apply now to take the next step in your audit career with a leading firm in Droitwich
Rose & Young Recruitment Ltd
Daventry, Northamptonshire
Part-Time Assistant Financial Controller, Daventry - 25 - 30 hours per week (Flexibility to Hours - School Hours or 3 or 4 days per week) Daventry £40,000 - £45,000 pro-rated (£22.00 per hour to £24.70 per hour) Key Responsibilities & Duties Production of monthly management accounts, to provide comprehensive financial information to guide strategy and policies Prepare the annual operating budget in liaison with the directors and managers Review, analysis and reporting of budget variances and financial trends Implement and maintain adequate systems of internal control to ensure the integrity of financial records and reports, including balance sheets and account reconciliations Manage the Treasury function/Accounts Receivable/Accounts Payable ledgers Oversee cashflow within the business and maintain rolling forecasts Liaise with external auditors during their audit of the group's annual statutory accounts and corporation tax review. Submissions to HMRC for VAT and PAYE Working with directors and managers to identify efficiencies and process improvements Competent user of Excel Qualifications & Skills Experienced candidate with combined accounting and finance experience in a commercial environment and a good understanding of business and financial issues. Qualifications required: Qualified by experience Competent user of Excel, preference given to those with experience with Navision Salary & Benefits The role is a part-time role for 25 - 30 hours per week, with a flexible working pattern negotiable.
May 24, 2026
Full time
Part-Time Assistant Financial Controller, Daventry - 25 - 30 hours per week (Flexibility to Hours - School Hours or 3 or 4 days per week) Daventry £40,000 - £45,000 pro-rated (£22.00 per hour to £24.70 per hour) Key Responsibilities & Duties Production of monthly management accounts, to provide comprehensive financial information to guide strategy and policies Prepare the annual operating budget in liaison with the directors and managers Review, analysis and reporting of budget variances and financial trends Implement and maintain adequate systems of internal control to ensure the integrity of financial records and reports, including balance sheets and account reconciliations Manage the Treasury function/Accounts Receivable/Accounts Payable ledgers Oversee cashflow within the business and maintain rolling forecasts Liaise with external auditors during their audit of the group's annual statutory accounts and corporation tax review. Submissions to HMRC for VAT and PAYE Working with directors and managers to identify efficiencies and process improvements Competent user of Excel Qualifications & Skills Experienced candidate with combined accounting and finance experience in a commercial environment and a good understanding of business and financial issues. Qualifications required: Qualified by experience Competent user of Excel, preference given to those with experience with Navision Salary & Benefits The role is a part-time role for 25 - 30 hours per week, with a flexible working pattern negotiable.
Global Mobility Director - London - In-house Role Job Type: Permanent Location: London Salary: Negotiable + Bonus + Benefits The Global Mobility Director will lead a diagnostic review of all global mobility function as well as leading the management and strategic agenda of the function. Driving efficiencies and compliance, the Global Mobility Director will lead a team of mobility specialists responsible for day-to-day operational mobility delivery, ensuring a high standard of customer service. Working closely and building relationships with various stakeholders, you will employ your deep global mobility experience to make recommendations to create an ideal state that will ensure compliant, supportive and efficient delivery. The Role You'll be responsible for but not limited to the following: Lead the global mobility function Be accountable for and develop, improve and socialise global mobility policies, programmes and initiatives Management responsibility for a team of mobility specialists Lead role in the on-going continuous improvement of mobility services and contribute to all relevant projects which may require mobility input Mitigate risk by ensuring accurate management of all mobility associated compliance processes Lead and guide the Mobility function through any relevant transformation activities Drive efficiencies within the Global Mobility remit ensuring optimal solutions are market appropriate, compliant and business focused Ensure that the strategic plans for Global Mobility are developed to align with wider People strategies and that they reach their full potential and are implemented effectively Fully responsible for the firms UK Immigration sponsorship license(s) and the business invite process Financial responsibility for the mobility budget including expense and invoice approval Lead and participate in any required meetings, presentations, cases Accountable for vendor relationships and any tender exercises Review the existing mobility processes, policies and practices and make recommendations for improvement The Person To be successful in the role, you'll have the following skills and experience: Global Mobility expert with significant experience in global mobility at both operational (end-to-end mobility) and strategic levels Prior experience in a global role at senior manager (or lead) level Proven experience in creating and delivering mobility policies, projects and programmes Communication and influencing skills and experience thereof Experience managing frequent change initiatives Depth of experience in people and project management Able to handle multiple priorities, working to sometimes conflicting timescales in a fast-paced and challenging environment Experience in tech driven scaling environments over multiple locations with a preference for tech or financial services industry experience Deep and broad understanding of global mobility compliance, particularly focused on global immigration, tax, social security, mobility compensation and risk management Able to build trust and rapport to develop productive and trusted relationships, internally and externally Experience of review of mobility functions including review of current state, recommendations for ideal future state, gap analysis, SWOT analysis and road map for the future APPLY NOW To apply for the position, please send your CV to Andy Shaw via the 'apply now' button.
May 24, 2026
Full time
Global Mobility Director - London - In-house Role Job Type: Permanent Location: London Salary: Negotiable + Bonus + Benefits The Global Mobility Director will lead a diagnostic review of all global mobility function as well as leading the management and strategic agenda of the function. Driving efficiencies and compliance, the Global Mobility Director will lead a team of mobility specialists responsible for day-to-day operational mobility delivery, ensuring a high standard of customer service. Working closely and building relationships with various stakeholders, you will employ your deep global mobility experience to make recommendations to create an ideal state that will ensure compliant, supportive and efficient delivery. The Role You'll be responsible for but not limited to the following: Lead the global mobility function Be accountable for and develop, improve and socialise global mobility policies, programmes and initiatives Management responsibility for a team of mobility specialists Lead role in the on-going continuous improvement of mobility services and contribute to all relevant projects which may require mobility input Mitigate risk by ensuring accurate management of all mobility associated compliance processes Lead and guide the Mobility function through any relevant transformation activities Drive efficiencies within the Global Mobility remit ensuring optimal solutions are market appropriate, compliant and business focused Ensure that the strategic plans for Global Mobility are developed to align with wider People strategies and that they reach their full potential and are implemented effectively Fully responsible for the firms UK Immigration sponsorship license(s) and the business invite process Financial responsibility for the mobility budget including expense and invoice approval Lead and participate in any required meetings, presentations, cases Accountable for vendor relationships and any tender exercises Review the existing mobility processes, policies and practices and make recommendations for improvement The Person To be successful in the role, you'll have the following skills and experience: Global Mobility expert with significant experience in global mobility at both operational (end-to-end mobility) and strategic levels Prior experience in a global role at senior manager (or lead) level Proven experience in creating and delivering mobility policies, projects and programmes Communication and influencing skills and experience thereof Experience managing frequent change initiatives Depth of experience in people and project management Able to handle multiple priorities, working to sometimes conflicting timescales in a fast-paced and challenging environment Experience in tech driven scaling environments over multiple locations with a preference for tech or financial services industry experience Deep and broad understanding of global mobility compliance, particularly focused on global immigration, tax, social security, mobility compensation and risk management Able to build trust and rapport to develop productive and trusted relationships, internally and externally Experience of review of mobility functions including review of current state, recommendations for ideal future state, gap analysis, SWOT analysis and road map for the future APPLY NOW To apply for the position, please send your CV to Andy Shaw via the 'apply now' button.
An established technology business based in London is seeking a Financial Controller to join the organisation on an initial six month fixed term contract, with the potential for the role to become permanent. Please note, candidates must be available to start immediately or on short notice . The role offers hybrid working, with 2 - 3 days per week in the office and would suit a seasoned Accountant or Finance Manager. Reporting directly to the Chief Financial Officer as part of a small finance team, the Financial Controller will take overall responsibility for the finance function across the UK business and two overseas subsidiaries. This is a broad, hands-on role and would suit an experienced Financial Controller who enjoys operating at both strategic and transactional levels within an SME environment. The successful candidate will play a key role in delivering accurate and timely financial reporting, supporting budgeting and forecasting processes, maintaining robust financial controls, and partnering with stakeholders across the wider business. The role will involve regular interaction with senior leadership, auditors, banks, tax advisers and international finance teams. Your key responsibilities as Financial Controller will include preparing monthly management accounts within tight deadlines, maintaining the integrity of the general ledger and balance sheet reconciliations, and delivering insightful variance analysis to the CFO. You will co-ordinate annual budgeting and forecasting processes while supporting the preparation of statutory accounts and managing the year-end audit process. The role will also involve overseeing tax and payroll activities, including VAT, PAYE/NI, commission calculations and employee expenses, while ensuring all statutory filings and reporting obligations are completed accurately and on time. In addition, you will take ownership of key finance systems and reporting processes, liaise with overseas subsidiaries and head office finance teams, and support operational areas of the business where required. This is a highly visible role within the business and would suit a commercially minded finance professional who is comfortable working autonomously, taking ownership and adapting to the changing needs of a lean and fast-paced SME environment. The ideal candidate will be a qualified accountant (ACA, ACCA or CIMA) with at least five years' post-qualified experience in a Financial Controller or similar role. You will have a proven track record of delivering accurate reporting within deadline-driven environments and will possess strong technical accounting knowledge alongside excellent commercial awareness. Previous experience working within an SME is highly desirable, as is a hands-on approach and willingness to support across all aspects of finance operations. Strong Excel skills and excellent communication abilities are essential, along with the confidence to build effective working relationships across all levels of the business. Experience with Zoho Books would be advantageous. The salary on offer is £60,000 - £70,000 per annum pro rata depending on experience, plus benefits and the opportunity for the role to become permanent.
May 24, 2026
Full time
An established technology business based in London is seeking a Financial Controller to join the organisation on an initial six month fixed term contract, with the potential for the role to become permanent. Please note, candidates must be available to start immediately or on short notice . The role offers hybrid working, with 2 - 3 days per week in the office and would suit a seasoned Accountant or Finance Manager. Reporting directly to the Chief Financial Officer as part of a small finance team, the Financial Controller will take overall responsibility for the finance function across the UK business and two overseas subsidiaries. This is a broad, hands-on role and would suit an experienced Financial Controller who enjoys operating at both strategic and transactional levels within an SME environment. The successful candidate will play a key role in delivering accurate and timely financial reporting, supporting budgeting and forecasting processes, maintaining robust financial controls, and partnering with stakeholders across the wider business. The role will involve regular interaction with senior leadership, auditors, banks, tax advisers and international finance teams. Your key responsibilities as Financial Controller will include preparing monthly management accounts within tight deadlines, maintaining the integrity of the general ledger and balance sheet reconciliations, and delivering insightful variance analysis to the CFO. You will co-ordinate annual budgeting and forecasting processes while supporting the preparation of statutory accounts and managing the year-end audit process. The role will also involve overseeing tax and payroll activities, including VAT, PAYE/NI, commission calculations and employee expenses, while ensuring all statutory filings and reporting obligations are completed accurately and on time. In addition, you will take ownership of key finance systems and reporting processes, liaise with overseas subsidiaries and head office finance teams, and support operational areas of the business where required. This is a highly visible role within the business and would suit a commercially minded finance professional who is comfortable working autonomously, taking ownership and adapting to the changing needs of a lean and fast-paced SME environment. The ideal candidate will be a qualified accountant (ACA, ACCA or CIMA) with at least five years' post-qualified experience in a Financial Controller or similar role. You will have a proven track record of delivering accurate reporting within deadline-driven environments and will possess strong technical accounting knowledge alongside excellent commercial awareness. Previous experience working within an SME is highly desirable, as is a hands-on approach and willingness to support across all aspects of finance operations. Strong Excel skills and excellent communication abilities are essential, along with the confidence to build effective working relationships across all levels of the business. Experience with Zoho Books would be advantageous. The salary on offer is £60,000 - £70,000 per annum pro rata depending on experience, plus benefits and the opportunity for the role to become permanent.
Accounts Senior / Client Manager A client-facing accountancy role with progression, personality and real variety. Are you an Accountant who enjoys building relationships, explaining numbers clearly and helping clients make better business decisions Our client is looking for a Client Manager to join their award-winning accountancy practice in Croydon. This is a great opportunity for a part-qualified or fully qualified Accountant who wants more than a desk-based technical role. You ll be trusted with your own client relationships, supported to keep developing, and encouraged to bring energy, confidence and personality to the role. What you ll gain: Salary of £35,000 to £50,000, depending on experience. Full-Time, Monday to Friday working pattern. Study support packages available, depending on where you are in your qualification journey. 20 days annual leave, rising to 25, plus bank holidays. Company pension scheme. Critical illness cover and life insurance. Regular company events and team activities. Employee mentoring and genuine career development. A supportive, sociable team that celebrates progress and success. This is a firm where people are encouraged to grow. One team member joined as a trainee and has progressed to managing their own portfolio of clients, with the support and opportunities to build a career they are proud of. What you ll be doing: Managing and developing relationships with a portfolio of clients. Providing clear, practical advice that helps clients understand their numbers and make confident decisions. Supporting clients with tax planning, business growth and wider accountancy matters. Reviewing and supporting the work of junior team members. Using accounting software and Microsoft Office to deliver accurate, high-quality work. Acting as a trusted, approachable point of contact for clients. What you ll need: Part-qualified or fully qualified accountancy status, ideally ACCA or AAT. At least three years experience in an accountancy practice. Strong technical accounting knowledge. Confident communication skills and the ability to make financial information clear and engaging. A proactive approach and genuine interest in helping clients succeed. Good working knowledge of accounting software and Microsoft Office. Ability to reliably commute to Croydon, CR0 4NG or relocate before starting work. English language skills required for client communication. This role would suit someone who is technically capable but also naturally confident with people. Our client is looking for someone who can build rapport, hold engaging client conversations and bring a positive, personable approach to accountancy. As part of the application, you ll complete a short online recruitment process which takes approximately 10 minutes. It helps both you and our client understand whether the role, working style and opportunity are a strong mutual fit.
May 24, 2026
Full time
Accounts Senior / Client Manager A client-facing accountancy role with progression, personality and real variety. Are you an Accountant who enjoys building relationships, explaining numbers clearly and helping clients make better business decisions Our client is looking for a Client Manager to join their award-winning accountancy practice in Croydon. This is a great opportunity for a part-qualified or fully qualified Accountant who wants more than a desk-based technical role. You ll be trusted with your own client relationships, supported to keep developing, and encouraged to bring energy, confidence and personality to the role. What you ll gain: Salary of £35,000 to £50,000, depending on experience. Full-Time, Monday to Friday working pattern. Study support packages available, depending on where you are in your qualification journey. 20 days annual leave, rising to 25, plus bank holidays. Company pension scheme. Critical illness cover and life insurance. Regular company events and team activities. Employee mentoring and genuine career development. A supportive, sociable team that celebrates progress and success. This is a firm where people are encouraged to grow. One team member joined as a trainee and has progressed to managing their own portfolio of clients, with the support and opportunities to build a career they are proud of. What you ll be doing: Managing and developing relationships with a portfolio of clients. Providing clear, practical advice that helps clients understand their numbers and make confident decisions. Supporting clients with tax planning, business growth and wider accountancy matters. Reviewing and supporting the work of junior team members. Using accounting software and Microsoft Office to deliver accurate, high-quality work. Acting as a trusted, approachable point of contact for clients. What you ll need: Part-qualified or fully qualified accountancy status, ideally ACCA or AAT. At least three years experience in an accountancy practice. Strong technical accounting knowledge. Confident communication skills and the ability to make financial information clear and engaging. A proactive approach and genuine interest in helping clients succeed. Good working knowledge of accounting software and Microsoft Office. Ability to reliably commute to Croydon, CR0 4NG or relocate before starting work. English language skills required for client communication. This role would suit someone who is technically capable but also naturally confident with people. Our client is looking for someone who can build rapport, hold engaging client conversations and bring a positive, personable approach to accountancy. As part of the application, you ll complete a short online recruitment process which takes approximately 10 minutes. It helps both you and our client understand whether the role, working style and opportunity are a strong mutual fit.
The role of an Audit and Accounts in Gloucester involves managing financial reporting and conducting audits to ensure compliance and accuracy. This position is ideal for individuals with a strong background in audit and accounting within the professional services industry. Client Details The employer is a respected organisation within the professional services industry, operating as a medium small-sized practice . They are committed to delivering high-quality accounting and audit services while fostering a professional and supportive work environment. Working with a wide range of clients that include, Charities, Retail, Construction, Food Chain, Care homes, Farming and Agriculture with T/O ranging from 100 million to 10 Million and 1 million (Charities). Description Prepare and review financial statements in compliance with accounting standards. Run and execute audit assignments, ensuring accuracy and adherence to regulations. Collaborate with clients to gather necessary financial information and resolve queries. Assist in the preparation of corporate tax returns and VAT submissions. Ensure timely completion of all accounting and audit tasks to meet deadlines. Support junior team members with guidance and technical advice. Maintain up-to-date knowledge of changes in accounting and audit regulations. Identify opportunities for process improvement and contribute to their implementation. Profile A successful Audit and Accounts Accountant should have: A qualification or part-qualification in ACA, ACCA, or equivalent. Proven experience in accounts preparation and audit within professional services. Strong knowledge of accounting standards and audit practices. Excellent analytical and problem-solving skills. Proficiency in relevant accounting software and Microsoft Office tools. Strong communication skills for client and team interactions. Job Offer Competitive salary ranging from 40,000 to 50,000 per annum, depending on experience. Generous holiday entitlement of 26 days, plus bank holidays. Opportunity for hybrid working with one day remote per week. Supportive and professional work environment in Gloucester. Free Car Parking Chance to grow and develop within the professional services industry. If you are an experienced Audit and Accounts Accountant looking for a permanent role in Gloucester, we encourage you to apply today!
May 24, 2026
Full time
The role of an Audit and Accounts in Gloucester involves managing financial reporting and conducting audits to ensure compliance and accuracy. This position is ideal for individuals with a strong background in audit and accounting within the professional services industry. Client Details The employer is a respected organisation within the professional services industry, operating as a medium small-sized practice . They are committed to delivering high-quality accounting and audit services while fostering a professional and supportive work environment. Working with a wide range of clients that include, Charities, Retail, Construction, Food Chain, Care homes, Farming and Agriculture with T/O ranging from 100 million to 10 Million and 1 million (Charities). Description Prepare and review financial statements in compliance with accounting standards. Run and execute audit assignments, ensuring accuracy and adherence to regulations. Collaborate with clients to gather necessary financial information and resolve queries. Assist in the preparation of corporate tax returns and VAT submissions. Ensure timely completion of all accounting and audit tasks to meet deadlines. Support junior team members with guidance and technical advice. Maintain up-to-date knowledge of changes in accounting and audit regulations. Identify opportunities for process improvement and contribute to their implementation. Profile A successful Audit and Accounts Accountant should have: A qualification or part-qualification in ACA, ACCA, or equivalent. Proven experience in accounts preparation and audit within professional services. Strong knowledge of accounting standards and audit practices. Excellent analytical and problem-solving skills. Proficiency in relevant accounting software and Microsoft Office tools. Strong communication skills for client and team interactions. Job Offer Competitive salary ranging from 40,000 to 50,000 per annum, depending on experience. Generous holiday entitlement of 26 days, plus bank holidays. Opportunity for hybrid working with one day remote per week. Supportive and professional work environment in Gloucester. Free Car Parking Chance to grow and develop within the professional services industry. If you are an experienced Audit and Accounts Accountant looking for a permanent role in Gloucester, we encourage you to apply today!
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, theyre free to grow, lead, and innovate. Youll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met click apply for full job details
May 24, 2026
Full time
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, theyre free to grow, lead, and innovate. Youll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met click apply for full job details
Job Title: VP Tax Operations VP Corporate Actions Manager Mutual Funds Location: Manchester, England, United Kingdom (Hybrid - 4 days onsite) Full-time Competitive salary: (dependent on experience) We are partnering with a leading global financial services institution to hire experienced operations professionals across several high-impact roles within Enterprise Custody Services Operations and Wealth Services platforms. These opportunities sit within critical operational functions supporting global custody, asset servicing, investment operations, and wealth services environments. The roles offer the chance to lead teams, strengthen operational controls, enhance client service delivery, and drive process improvement and digital transformation initiatives across complex financial operations. Vice President - Tax Operations Lead tax operations across global withholding tax, tax treaties, Relief at Source, Tax Reclaims, FATCA/CRS (AEOI) reporting, 1446f, and tax form validation activities. This role combines operational leadership with hands-on oversight across reconciliations, client servicing, regulatory compliance, and operational risk management. Vice President - Corporate Actions Manager Lead corporate actions operations across global markets, ensuring accurate event processing, regulatory compliance, client reporting, and operational excellence. Drive continuous improvement initiatives, strengthen controls, manage KRIs, and support digital transformation and AI-enabled process enhancements. Manager - Mutual Funds Manage operational teams supporting fund-related activities including Fund Manager Account Openings, AML Due Diligence, Share Class Conversions, Fund Trading (STP/manual), and Fund Settlements. Lead client service delivery, operational controls, MI/KPI reporting, testing coordination, and process optimisation initiatives. About the Organisation Our client is a globally recognised financial institution operating at the centre of the financial services ecosystem, delivering world-class custody, settlement, asset servicing, and investment operations solutions across international markets. The organisation combines advanced operational platforms, AI-enabled technologies, and digital transformation initiatives to drive operational excellence, efficiency, and client outcomes across global teams. Key Requirements • Experience within Financial Services Operations, Asset Servicing, Custody, Wealth Management, or Investment Operations • Strong leadership and stakeholder management skills • Experience managing operational teams, controls, KRIs/KPIs, and client service delivery • Knowledge of Tax Operations, Corporate Actions, Mutual Funds, AML, Fund Settlements, or Custody Operations • Strong analytical and reconciliation skills with experience using Excel and operational MI reporting • Experience driving process improvement, operational efficiency, and transformation initiatives • Interest in AI, automation, robotics, and digital operational tooling • Ability to operate in fast-paced, high-volume operational environments Why Join? This is an opportunity to join a globally recognised organisation undergoing significant operational transformation and technology innovation. You'll have the chance to shape operational excellence, strengthen governance and controls, lead high-performing teams, and contribute to large-scale strategic initiatives within a world-class financial services environment.
May 24, 2026
Full time
Job Title: VP Tax Operations VP Corporate Actions Manager Mutual Funds Location: Manchester, England, United Kingdom (Hybrid - 4 days onsite) Full-time Competitive salary: (dependent on experience) We are partnering with a leading global financial services institution to hire experienced operations professionals across several high-impact roles within Enterprise Custody Services Operations and Wealth Services platforms. These opportunities sit within critical operational functions supporting global custody, asset servicing, investment operations, and wealth services environments. The roles offer the chance to lead teams, strengthen operational controls, enhance client service delivery, and drive process improvement and digital transformation initiatives across complex financial operations. Vice President - Tax Operations Lead tax operations across global withholding tax, tax treaties, Relief at Source, Tax Reclaims, FATCA/CRS (AEOI) reporting, 1446f, and tax form validation activities. This role combines operational leadership with hands-on oversight across reconciliations, client servicing, regulatory compliance, and operational risk management. Vice President - Corporate Actions Manager Lead corporate actions operations across global markets, ensuring accurate event processing, regulatory compliance, client reporting, and operational excellence. Drive continuous improvement initiatives, strengthen controls, manage KRIs, and support digital transformation and AI-enabled process enhancements. Manager - Mutual Funds Manage operational teams supporting fund-related activities including Fund Manager Account Openings, AML Due Diligence, Share Class Conversions, Fund Trading (STP/manual), and Fund Settlements. Lead client service delivery, operational controls, MI/KPI reporting, testing coordination, and process optimisation initiatives. About the Organisation Our client is a globally recognised financial institution operating at the centre of the financial services ecosystem, delivering world-class custody, settlement, asset servicing, and investment operations solutions across international markets. The organisation combines advanced operational platforms, AI-enabled technologies, and digital transformation initiatives to drive operational excellence, efficiency, and client outcomes across global teams. Key Requirements • Experience within Financial Services Operations, Asset Servicing, Custody, Wealth Management, or Investment Operations • Strong leadership and stakeholder management skills • Experience managing operational teams, controls, KRIs/KPIs, and client service delivery • Knowledge of Tax Operations, Corporate Actions, Mutual Funds, AML, Fund Settlements, or Custody Operations • Strong analytical and reconciliation skills with experience using Excel and operational MI reporting • Experience driving process improvement, operational efficiency, and transformation initiatives • Interest in AI, automation, robotics, and digital operational tooling • Ability to operate in fast-paced, high-volume operational environments Why Join? This is an opportunity to join a globally recognised organisation undergoing significant operational transformation and technology innovation. You'll have the chance to shape operational excellence, strengthen governance and controls, lead high-performing teams, and contribute to large-scale strategic initiatives within a world-class financial services environment.
Marc Daniels are recruiting for an experienced Group Financial Reporting Manager to join a high-performing finance team within a growing and ambitious organisation. This is an excellent opportunity for a technically strong finance professional to take ownership of group reporting, statutory accounts, and key UK tax-related responsibilities across the business click apply for full job details
May 24, 2026
Full time
Marc Daniels are recruiting for an experienced Group Financial Reporting Manager to join a high-performing finance team within a growing and ambitious organisation. This is an excellent opportunity for a technically strong finance professional to take ownership of group reporting, statutory accounts, and key UK tax-related responsibilities across the business click apply for full job details
Package: Nego + Bonus + Benefits Location: London, UK Job Type: US Tax Manager - Individual Tax Position Type: Permanent Hours: Full-time Contact Name: Andy Shaw Contact Company: JAM Global Mobility Recruitment The Background This leading company is looking for a US Tax Manager to strengthen their team in London. Applicants with previous experience dealing with High Net Worth Individuals who have US reporting needs would be ideal. The Role The US Tax Manager will be responsible for but not limited to the following: - Caring for your own national and international client portfolio regarding US individual taxation; - Maintaining strong industry knowledge including keeping up to date with any relevant changes to the law and the latest trends; - Carrying out client satisfaction surveys to ensure high standards are maintained; - Assisting with the service delivery of technology tools; - Identify up-selling and cross-selling opportunities. - Leads, develops and nurtures colleagues to support their future growth. The Person: The successful candidate will have previous experience of dealing with US individual tax and the associated issues. Applicants will be educated to degree level (or equivalent); any additional tax qualifications would be desirable but are not essential. JAM Recruitment is acting as an employment agency with regards to this position. View our latest jobs today on our website and follow us on Facebook, Twitter & LinkedIn
May 24, 2026
Full time
Package: Nego + Bonus + Benefits Location: London, UK Job Type: US Tax Manager - Individual Tax Position Type: Permanent Hours: Full-time Contact Name: Andy Shaw Contact Company: JAM Global Mobility Recruitment The Background This leading company is looking for a US Tax Manager to strengthen their team in London. Applicants with previous experience dealing with High Net Worth Individuals who have US reporting needs would be ideal. The Role The US Tax Manager will be responsible for but not limited to the following: - Caring for your own national and international client portfolio regarding US individual taxation; - Maintaining strong industry knowledge including keeping up to date with any relevant changes to the law and the latest trends; - Carrying out client satisfaction surveys to ensure high standards are maintained; - Assisting with the service delivery of technology tools; - Identify up-selling and cross-selling opportunities. - Leads, develops and nurtures colleagues to support their future growth. The Person: The successful candidate will have previous experience of dealing with US individual tax and the associated issues. Applicants will be educated to degree level (or equivalent); any additional tax qualifications would be desirable but are not essential. JAM Recruitment is acting as an employment agency with regards to this position. View our latest jobs today on our website and follow us on Facebook, Twitter & LinkedIn
Bennett and Game Recruitment LTD
Astwood Bank, Worcestershire
Position: Client Manager Location: Worcestershire Package: 45,000- 55,000, 25 days holiday plus BH, profit-related bonus Working hours: Full time, Monday-Friday, including flexi-time policy Role Overview As a Client Manager, you will play a vital role in delivering proactive and client-focused accountancy services that go well beyond the numbers. This role is centred on building lasting, trusted relationships with owner-managed businesses while leading and developing a high-performing team. You will be responsible for managing a diverse portfolio of clients, providing tailored business and tax advisory, and actively identifying opportunities to add value through additional services. This role is perfectly suited for an ACA/ACCA qualified professional with proven experience in a client-facing practice environment and a strong appetite for business development and networking. If you are a proactive leader looking for a dynamic culture where you can empower both your team and your clients to achieve their best, look no further. Client Manager Job Responsibilities Build and maintain strong, trusting relationships with clients through regular communication and empathetic support. Deliver tailored business and tax advice that reflects each client's unique goals and needs. Lead and develop your team through regular 1-to-1s, mentoring, and effective delegation to empower staff growth. Proactively identify and present additional service opportunities to clients to provide added value. Represent clients with HMRC, managing any investigations with care and diligence. Drive business development by attending networking events, industry conferences, and creating content for social media. Review team work to ensure total accuracy, compliance, and adherence to practice best practices. Plan and monitor team workflows to ensure all internal and external deadlines are consistently met. Client Manager Job Requirements ACA/ACCA qualified (or equivalent) is preferred, with proven experience in a client-facing role. Strong leadership and team management skills aligned with a collaborative company culture. Exceptional client communication and relationship-building capabilities. Excellent networking and business development abilities, including the capacity to develop and execute a growth plan. Comprehensive knowledge of tax laws, accountancy practices, and modern software like Xero and Sage. A proactive, solutions-oriented approach to handling client challenges. Commitment to continuous learning and professional development. Client Manager Salary & Benefits Competitive Salary : Ranging from 45,000- 55,000 based on experience. Generous Leave : Minimum 25 days holiday plus bank holidays, with additional loyalty days for long-term service. Flexible Working : A balance of office and remote work tailored to your needs plus a flexi-time policy. Financial Rewards : Firm-wide profit-related bonus scheme and free financial/mortgage advice. Health & Wellbeing : 24/7 GP consultations, mental health resources, and an employee assistance program. Growth & Culture : Structured career development and regular social activities for you and your family. Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
May 24, 2026
Full time
Position: Client Manager Location: Worcestershire Package: 45,000- 55,000, 25 days holiday plus BH, profit-related bonus Working hours: Full time, Monday-Friday, including flexi-time policy Role Overview As a Client Manager, you will play a vital role in delivering proactive and client-focused accountancy services that go well beyond the numbers. This role is centred on building lasting, trusted relationships with owner-managed businesses while leading and developing a high-performing team. You will be responsible for managing a diverse portfolio of clients, providing tailored business and tax advisory, and actively identifying opportunities to add value through additional services. This role is perfectly suited for an ACA/ACCA qualified professional with proven experience in a client-facing practice environment and a strong appetite for business development and networking. If you are a proactive leader looking for a dynamic culture where you can empower both your team and your clients to achieve their best, look no further. Client Manager Job Responsibilities Build and maintain strong, trusting relationships with clients through regular communication and empathetic support. Deliver tailored business and tax advice that reflects each client's unique goals and needs. Lead and develop your team through regular 1-to-1s, mentoring, and effective delegation to empower staff growth. Proactively identify and present additional service opportunities to clients to provide added value. Represent clients with HMRC, managing any investigations with care and diligence. Drive business development by attending networking events, industry conferences, and creating content for social media. Review team work to ensure total accuracy, compliance, and adherence to practice best practices. Plan and monitor team workflows to ensure all internal and external deadlines are consistently met. Client Manager Job Requirements ACA/ACCA qualified (or equivalent) is preferred, with proven experience in a client-facing role. Strong leadership and team management skills aligned with a collaborative company culture. Exceptional client communication and relationship-building capabilities. Excellent networking and business development abilities, including the capacity to develop and execute a growth plan. Comprehensive knowledge of tax laws, accountancy practices, and modern software like Xero and Sage. A proactive, solutions-oriented approach to handling client challenges. Commitment to continuous learning and professional development. Client Manager Salary & Benefits Competitive Salary : Ranging from 45,000- 55,000 based on experience. Generous Leave : Minimum 25 days holiday plus bank holidays, with additional loyalty days for long-term service. Flexible Working : A balance of office and remote work tailored to your needs plus a flexi-time policy. Financial Rewards : Firm-wide profit-related bonus scheme and free financial/mortgage advice. Health & Wellbeing : 24/7 GP consultations, mental health resources, and an employee assistance program. Growth & Culture : Structured career development and regular social activities for you and your family. Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
HR Advisor We're looking for an experienced HR Advisor who brings a mix of professionalism, pragmatism, and people-first thinking - someone who can balance the day-to-day realities of HR with a genuine passion for supporting others to do their best work. This is a varied, generalist role where no two days are the same. You'll provide sound advice and guidance to managers and employees on all aspects of the employee lifecycle - from onboarding and development to performance, wellbeing, and change. You'll also take ownership of employee relations and casework, handling matters with fairness, discretion, and confidence. Candidates with HR Generalist experience in fast paced, hands-on environments-preferably within manufacturing- who demonstrate adaptability to operational requirements and effective communication across all organisational levels are encouraged to apply. We think you'll be a great fit if you have: Proven HR generalist experience within a unionised organisation Confident in managing a range of employee relations cases providing clear practical HR advice and managing a busy caseload A strong understanding of UK employment law and HR best practice Excellent communication with clarity, empathy and influence Remains calm, professional and solution focused under pressure Builds trust with key stake holders CIPD qualification (or working towards it) Experience in manufacturing or operations, as well as prior involvement working with unions. What we Offer Competitive salary 31 days holiday (including Bank Holidays and increasing to 33 days with service within 2 years), plus your birthday off Hybrid work - Requiring a minimum number of days on site weekly with additional days and flexibility to support all shifts as required by business demands. Comprehensive health & well-being benefits including access to in-house occupational health & well-being resources, discounted gym memberships, employee assistance programme, & mental health resources Paid time off annually to volunteer Salary sacrifice benefits - enjoy perks such as pension, cycle to work, electric car purchase, and additional annual leave , while potentially reducing your tax and NI contributions Access to extensive financial well-being resources including flexible pay and competitive savings & borrowing products Career development and continuous learning opportunities including apprenticeships & formal qualifications You'll be joining a supportive HR team where collaboration and initiative are encouraged. We value ideas, celebrate progress, and give you the freedom to make a real difference. Apply today or get in touch for a confidential chat - we'd love to hear from you. Our Company is committed to monitoring & aligning its Policies with up-to-date Government guidance on reducing the spread of respiratory infections in the workplace. Through the Company's value of "Succeed Together" we are committed to Equality, Diversity and Inclusion. We recruit the 'best person for the job' regardless of any protected characteristics as defined by the Equality Act 2010 creating an inclusive working environment and culture for our employees.
May 24, 2026
Full time
HR Advisor We're looking for an experienced HR Advisor who brings a mix of professionalism, pragmatism, and people-first thinking - someone who can balance the day-to-day realities of HR with a genuine passion for supporting others to do their best work. This is a varied, generalist role where no two days are the same. You'll provide sound advice and guidance to managers and employees on all aspects of the employee lifecycle - from onboarding and development to performance, wellbeing, and change. You'll also take ownership of employee relations and casework, handling matters with fairness, discretion, and confidence. Candidates with HR Generalist experience in fast paced, hands-on environments-preferably within manufacturing- who demonstrate adaptability to operational requirements and effective communication across all organisational levels are encouraged to apply. We think you'll be a great fit if you have: Proven HR generalist experience within a unionised organisation Confident in managing a range of employee relations cases providing clear practical HR advice and managing a busy caseload A strong understanding of UK employment law and HR best practice Excellent communication with clarity, empathy and influence Remains calm, professional and solution focused under pressure Builds trust with key stake holders CIPD qualification (or working towards it) Experience in manufacturing or operations, as well as prior involvement working with unions. What we Offer Competitive salary 31 days holiday (including Bank Holidays and increasing to 33 days with service within 2 years), plus your birthday off Hybrid work - Requiring a minimum number of days on site weekly with additional days and flexibility to support all shifts as required by business demands. Comprehensive health & well-being benefits including access to in-house occupational health & well-being resources, discounted gym memberships, employee assistance programme, & mental health resources Paid time off annually to volunteer Salary sacrifice benefits - enjoy perks such as pension, cycle to work, electric car purchase, and additional annual leave , while potentially reducing your tax and NI contributions Access to extensive financial well-being resources including flexible pay and competitive savings & borrowing products Career development and continuous learning opportunities including apprenticeships & formal qualifications You'll be joining a supportive HR team where collaboration and initiative are encouraged. We value ideas, celebrate progress, and give you the freedom to make a real difference. Apply today or get in touch for a confidential chat - we'd love to hear from you. Our Company is committed to monitoring & aligning its Policies with up-to-date Government guidance on reducing the spread of respiratory infections in the workplace. Through the Company's value of "Succeed Together" we are committed to Equality, Diversity and Inclusion. We recruit the 'best person for the job' regardless of any protected characteristics as defined by the Equality Act 2010 creating an inclusive working environment and culture for our employees.
Bennett and Game Recruitment LTD
Astwood Bank, Worcestershire
Position: Senior Accountant Location: Worcestershire Package: 35,000 - 45,000, 25 days holiday plus BH, profit-related bonus, hybrid working Working hours: Full time, Monday-Friday, including flexi-time policy As an Accounts Manager, you will play a pivotal role in the technical delivery and compliance of the firm, moving away from advisory or business development to focus on high-level accuracy. You will lead and develop a high-performing team by delegating tasks, identifying learning needs, and providing hands-on coaching to empower staff. Your primary focus will be the meticulous review and finalization of financial statements, ensuring every file adheres to the latest tax laws and regulatory standards. Additionally, you will serve as the final point of contact for compliance matters, conducting year-end meetings with clients via phone or video call to explain final accounts with clarity and empathy. This role is well suited to a qualified professional (AAT/ACA/ACCA) with at least 2 years of experience in a practice environment who thrives in a leadership capacity. So, if you are an experienced accountant looking for a collaborative culture where you can take ownership of technical excellence, look no further. Accounts Manager Job Responsibilities Review and finalise year-end financial statements to ensure full accuracy and compliance. Lead and develop a high-performing team through regular 1-to-1s, mentoring, and coaching. Conduct year-end meetings with clients via phone or video call to review final accounts. Manage team workflows and delegation to ensure all deadlines are consistently met. Stay up-to-date with tax laws, legislative updates, and software to enhance service delivery. Drive practice efficiencies by suggesting and implementing improvements to procedures. Respond to client queries regarding compliance and year-end accounting matters. Accounts Manager Job Requirements AAT, ACA, or ACCA qualified (or equivalent) is preferred. Strong technical expertise in accountancy, tax laws, and regulatory requirements. Proven leadership and delegation skills with the ability to support team growth. Proficient in using modern accounting software such as Xero, Sage, QuickBooks, or Apron. Excellent communication skills for clear and professional client interactions. A proactive, detail-oriented approach to compliance and workflow management. Commitment to continuous learning and a positive, collaborative team culture. Accounts Manager Salary & Benefits Competitive Salary: Ranging from 35,000 - 45,000 depending on experience. Generous Leave: Minimum 25 days holiday plus bank holidays, with additional loyalty days for service. Flexible Working: Hybrid office/remote work options and a flexi-time policy. Financial Perks: Profit-related bonus scheme, free financial coaching, and mortgage advice. Health & Wellbeing: 24/7 GP consultations, employee assistance program, and mental health resources. Growth & Culture: Structured career development programs and regular family-friendly social events. Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
May 24, 2026
Full time
Position: Senior Accountant Location: Worcestershire Package: 35,000 - 45,000, 25 days holiday plus BH, profit-related bonus, hybrid working Working hours: Full time, Monday-Friday, including flexi-time policy As an Accounts Manager, you will play a pivotal role in the technical delivery and compliance of the firm, moving away from advisory or business development to focus on high-level accuracy. You will lead and develop a high-performing team by delegating tasks, identifying learning needs, and providing hands-on coaching to empower staff. Your primary focus will be the meticulous review and finalization of financial statements, ensuring every file adheres to the latest tax laws and regulatory standards. Additionally, you will serve as the final point of contact for compliance matters, conducting year-end meetings with clients via phone or video call to explain final accounts with clarity and empathy. This role is well suited to a qualified professional (AAT/ACA/ACCA) with at least 2 years of experience in a practice environment who thrives in a leadership capacity. So, if you are an experienced accountant looking for a collaborative culture where you can take ownership of technical excellence, look no further. Accounts Manager Job Responsibilities Review and finalise year-end financial statements to ensure full accuracy and compliance. Lead and develop a high-performing team through regular 1-to-1s, mentoring, and coaching. Conduct year-end meetings with clients via phone or video call to review final accounts. Manage team workflows and delegation to ensure all deadlines are consistently met. Stay up-to-date with tax laws, legislative updates, and software to enhance service delivery. Drive practice efficiencies by suggesting and implementing improvements to procedures. Respond to client queries regarding compliance and year-end accounting matters. Accounts Manager Job Requirements AAT, ACA, or ACCA qualified (or equivalent) is preferred. Strong technical expertise in accountancy, tax laws, and regulatory requirements. Proven leadership and delegation skills with the ability to support team growth. Proficient in using modern accounting software such as Xero, Sage, QuickBooks, or Apron. Excellent communication skills for clear and professional client interactions. A proactive, detail-oriented approach to compliance and workflow management. Commitment to continuous learning and a positive, collaborative team culture. Accounts Manager Salary & Benefits Competitive Salary: Ranging from 35,000 - 45,000 depending on experience. Generous Leave: Minimum 25 days holiday plus bank holidays, with additional loyalty days for service. Flexible Working: Hybrid office/remote work options and a flexi-time policy. Financial Perks: Profit-related bonus scheme, free financial coaching, and mortgage advice. Health & Wellbeing: 24/7 GP consultations, employee assistance program, and mental health resources. Growth & Culture: Structured career development programs and regular family-friendly social events. Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
A leading boutique investment firm with stunning offices in the West End is looking for a front-of-house receptionist and events coordinator.The role will begin on an ongoing temporary basis with the view to going permanent after 3 months.Rate: £15.50 per hour plus holiday pay for a 37.5 hour week during the period of temping, becoming £30,000 per annum when the role goes permanent. Hours: Rotational shift pattern (normally or shift) MAIN PURPOSE OF JOB: Project a professional and friendly image. Facilitate the smooth running of the London meeting rooms and their events and maintain a high standard of service to both staff and clients. The job will involve working alongside 3 other front of house administrators with whom you will be sharing the following duties and responsibilities. MAIN DUTIES AND RESPONSIBILITIES: Front of House: Welcome all visitors in a friendly, professional manner, directing them to allocated meeting rooms and catering for any additional guest requirements Manage the physical and virtual meeting room space. Schedule appointments and maintain meeting room schedule via Office Tracker software, ensuring appropriate rooms and dial in details are booked, set up beforehand and staff are informed promptly of guest arrival. Keep the reception desk and public areas clean and tidy throughout the day. Set up and management of all audiovisual requirements for meetings, testing equipment on a weekly basis and trouble-shooting solutions to any issues that arise, escalating issues to our Technology team and working with them and our AV contractors to resolve Work alongside waiting staff team, keeping them informed of the running of the day, advising of any changes & training any new waiting staff on shift. Booking waiting staff for regular daily shifts and additional staff as required for busy/event days. Work as a team to ensure all emails & enquiries to the Reception London inbox are replied to, responding to all room bookings within an hour and dealing with urgent requests promptly. Answer all incoming calls promptly and in a professional manner, taking accurate messages, transferring and screening calls as appropriate and liaising with Edinburgh reception to ensure phone cover is provided at all times Booking car park spaces and assisting with security passes and door passes. This is done alongside the building security team Locking down the office in the evening & securing the office floors. Opening up in the morning and prepping for early morning meetings. Book staff taxis as required & advising on appropriate service Arranging courier collection/delivery, advising staff on best service options & following up any missing/late couriers, checking all deliveries and informing staff of their arrival Sort and distribute all incoming post, ensuring time sensitive post is delivered on time; confirming daily internal mail from Edinburgh is received. Collect all outgoing post, frank accurately & issue for collection by Royal Mail at 5pm Provide additional support and ad hoc clerical duties to the PAs as required. Supporting the Office Manager by reporting any maintenance issues & arranging contractors when requested. Undertake any tasks within the jobholder's skills and abilities as may be requested from time to time Assist with fire evacuations, provide first aid and complete staff Health & Safety inductions as required (when appropriately trained) Liaising and assisting with office contractors to ensure delivery of service, mainly confidential waste contractors, cleaners, pest control, hygiene waste companies Events: Helping to arrange all office events including liaising with event hosts, the chef and waiting staff to ensure the smooth set up and running of all lunches, dinners & drinks parties. Staying on late or coming in early as required Office supplies: Assisting the team to maintain supplies of office stationery, paper, soaps & shower gels and ground floor meeting room supplies. Assist with the weekly staff shopping order and keeping accurate records of purchases and orders made. Completing monthly visa statements and petty cash reconciliations for Finance Arranging sandwich lunches & catering for meetings Ordering office sundries & additional items as requested by Office Manager or staff Weekly wine stock check & ordering any additional bottles for events PERSONAL REQUIREMENTS: Efficient. Good communication skills. Ability to work accurately, neatly and without supervision - attention to detail is key. Good organisational and multitasking skills. Ability to handle confidential information Ability to adapt to the needs of the business and changes to the role Willingness to work as part of a team Good presentation and a pleasant manner.
May 24, 2026
Seasonal
A leading boutique investment firm with stunning offices in the West End is looking for a front-of-house receptionist and events coordinator.The role will begin on an ongoing temporary basis with the view to going permanent after 3 months.Rate: £15.50 per hour plus holiday pay for a 37.5 hour week during the period of temping, becoming £30,000 per annum when the role goes permanent. Hours: Rotational shift pattern (normally or shift) MAIN PURPOSE OF JOB: Project a professional and friendly image. Facilitate the smooth running of the London meeting rooms and their events and maintain a high standard of service to both staff and clients. The job will involve working alongside 3 other front of house administrators with whom you will be sharing the following duties and responsibilities. MAIN DUTIES AND RESPONSIBILITIES: Front of House: Welcome all visitors in a friendly, professional manner, directing them to allocated meeting rooms and catering for any additional guest requirements Manage the physical and virtual meeting room space. Schedule appointments and maintain meeting room schedule via Office Tracker software, ensuring appropriate rooms and dial in details are booked, set up beforehand and staff are informed promptly of guest arrival. Keep the reception desk and public areas clean and tidy throughout the day. Set up and management of all audiovisual requirements for meetings, testing equipment on a weekly basis and trouble-shooting solutions to any issues that arise, escalating issues to our Technology team and working with them and our AV contractors to resolve Work alongside waiting staff team, keeping them informed of the running of the day, advising of any changes & training any new waiting staff on shift. Booking waiting staff for regular daily shifts and additional staff as required for busy/event days. Work as a team to ensure all emails & enquiries to the Reception London inbox are replied to, responding to all room bookings within an hour and dealing with urgent requests promptly. Answer all incoming calls promptly and in a professional manner, taking accurate messages, transferring and screening calls as appropriate and liaising with Edinburgh reception to ensure phone cover is provided at all times Booking car park spaces and assisting with security passes and door passes. This is done alongside the building security team Locking down the office in the evening & securing the office floors. Opening up in the morning and prepping for early morning meetings. Book staff taxis as required & advising on appropriate service Arranging courier collection/delivery, advising staff on best service options & following up any missing/late couriers, checking all deliveries and informing staff of their arrival Sort and distribute all incoming post, ensuring time sensitive post is delivered on time; confirming daily internal mail from Edinburgh is received. Collect all outgoing post, frank accurately & issue for collection by Royal Mail at 5pm Provide additional support and ad hoc clerical duties to the PAs as required. Supporting the Office Manager by reporting any maintenance issues & arranging contractors when requested. Undertake any tasks within the jobholder's skills and abilities as may be requested from time to time Assist with fire evacuations, provide first aid and complete staff Health & Safety inductions as required (when appropriately trained) Liaising and assisting with office contractors to ensure delivery of service, mainly confidential waste contractors, cleaners, pest control, hygiene waste companies Events: Helping to arrange all office events including liaising with event hosts, the chef and waiting staff to ensure the smooth set up and running of all lunches, dinners & drinks parties. Staying on late or coming in early as required Office supplies: Assisting the team to maintain supplies of office stationery, paper, soaps & shower gels and ground floor meeting room supplies. Assist with the weekly staff shopping order and keeping accurate records of purchases and orders made. Completing monthly visa statements and petty cash reconciliations for Finance Arranging sandwich lunches & catering for meetings Ordering office sundries & additional items as requested by Office Manager or staff Weekly wine stock check & ordering any additional bottles for events PERSONAL REQUIREMENTS: Efficient. Good communication skills. Ability to work accurately, neatly and without supervision - attention to detail is key. Good organisational and multitasking skills. Ability to handle confidential information Ability to adapt to the needs of the business and changes to the role Willingness to work as part of a team Good presentation and a pleasant manner.
Business Development Manager / Area Sales Manager / Key Account Manager Required to join a leading global engineering manufacturer. The successful Business Development Manager / Area Sales Manager / Key Account Manager will be responsible for driving new business development and managing key accounts across various industries, primarily in the water, food, and chemical sectors. You will focus on selling engineered solutions, including pressure vessels, silos, liquid and powder handling systems, and pipework systems. The role combines business development with key account management. The Business Development Manager / Area Sales Manager / Key Account Manager Will ideally have experience selling industrial engineering products, preferably pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains or similar mechanical products into the water, food, and chemical sectors. Package : 50,000 - 60,000 base salary (depending on experience) Total earnings up to 100,000+ (base + commission) Tax-efficient commission scheme Car allowance, laptop, and mobile Pension contribution 25 days holiday plus bank holidays Business Development Manager / Area Sales Manager / Key Account Manager Responsibilities : Drive new business development for industrial engineered products and services, including pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products. Manage and grow a portfolio of key accounts across the water, food, and chemical industries. Identify and develop sales opportunities within the water, food, and chemical industries. Provide expert knowledge on technical aspects of the products, such as pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products. Collaborate with the engineering team to ensure timely project delivery and customer satisfaction. Fully remote role with nationwide travel for site visits and client meetings. Business Development Manager / Area Sales Manager / Key Account Manager Requirements : Previous experience in Business Development, Key Account Management, or Sales Engineering, ideally selling industrial engineered mechanical products or services. Experience selling industrial engineering products into the water, food, and chemical sectors. Experience in pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products would be advantageous. Proven ability to manage accounts and develop new business independently. A technical engineering background (e.g., HNC, HND, Degree) is desirable. Strong communication and presentation skills, with the ability to negotiate and build long-term client relationships. Full clean driving license and willingness to travel nationwide.
May 24, 2026
Full time
Business Development Manager / Area Sales Manager / Key Account Manager Required to join a leading global engineering manufacturer. The successful Business Development Manager / Area Sales Manager / Key Account Manager will be responsible for driving new business development and managing key accounts across various industries, primarily in the water, food, and chemical sectors. You will focus on selling engineered solutions, including pressure vessels, silos, liquid and powder handling systems, and pipework systems. The role combines business development with key account management. The Business Development Manager / Area Sales Manager / Key Account Manager Will ideally have experience selling industrial engineering products, preferably pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains or similar mechanical products into the water, food, and chemical sectors. Package : 50,000 - 60,000 base salary (depending on experience) Total earnings up to 100,000+ (base + commission) Tax-efficient commission scheme Car allowance, laptop, and mobile Pension contribution 25 days holiday plus bank holidays Business Development Manager / Area Sales Manager / Key Account Manager Responsibilities : Drive new business development for industrial engineered products and services, including pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products. Manage and grow a portfolio of key accounts across the water, food, and chemical industries. Identify and develop sales opportunities within the water, food, and chemical industries. Provide expert knowledge on technical aspects of the products, such as pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products. Collaborate with the engineering team to ensure timely project delivery and customer satisfaction. Fully remote role with nationwide travel for site visits and client meetings. Business Development Manager / Area Sales Manager / Key Account Manager Requirements : Previous experience in Business Development, Key Account Management, or Sales Engineering, ideally selling industrial engineered mechanical products or services. Experience selling industrial engineering products into the water, food, and chemical sectors. Experience in pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products would be advantageous. Proven ability to manage accounts and develop new business independently. A technical engineering background (e.g., HNC, HND, Degree) is desirable. Strong communication and presentation skills, with the ability to negotiate and build long-term client relationships. Full clean driving license and willingness to travel nationwide.
Business Development Manager / Area Sales Manager / Key Account Manager Required to join a leading global engineering manufacturer. The successful Business Development Manager / Area Sales Manager / Key Account Manager will be responsible for driving new business development and managing key accounts across various industries, primarily in the water, food, and chemical sectors. You will focus on selling engineered solutions, including pressure vessels, silos, liquid and powder handling systems, and pipework systems. The role combines business development with key account management. The Business Development Manager / Area Sales Manager / Key Account Manager Will ideally have experience selling industrial engineering products, preferably pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains or similar mechanical products into the water, food, and chemical sectors. Package : 50,000 - 60,000 base salary (depending on experience) Total earnings up to 100,000+ (base + commission) Tax-efficient commission scheme Car allowance, laptop, and mobile Pension contribution 25 days holiday plus bank holidays Business Development Manager / Area Sales Manager / Key Account Manager Responsibilities : Drive new business development for industrial engineered products and services, including pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products. Manage and grow a portfolio of key accounts across the water, food, and chemical industries. Identify and develop sales opportunities within the water, food, and chemical industries. Provide expert knowledge on technical aspects of the products, such as pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products. Collaborate with the engineering team to ensure timely project delivery and customer satisfaction. Fully remote role with nationwide travel for site visits and client meetings. Business Development Manager / Area Sales Manager / Key Account Manager Requirements : Previous experience in Business Development, Key Account Management, or Sales Engineering, ideally selling industrial engineered mechanical products or services. Experience selling industrial engineering products into the water, food, and chemical sectors. Experience in pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products would be advantageous. Proven ability to manage accounts and develop new business independently. A technical engineering background (e.g., HNC, HND, Degree) is desirable. Strong communication and presentation skills, with the ability to negotiate and build long-term client relationships. Full clean driving license and willingness to travel nationwide.
May 24, 2026
Full time
Business Development Manager / Area Sales Manager / Key Account Manager Required to join a leading global engineering manufacturer. The successful Business Development Manager / Area Sales Manager / Key Account Manager will be responsible for driving new business development and managing key accounts across various industries, primarily in the water, food, and chemical sectors. You will focus on selling engineered solutions, including pressure vessels, silos, liquid and powder handling systems, and pipework systems. The role combines business development with key account management. The Business Development Manager / Area Sales Manager / Key Account Manager Will ideally have experience selling industrial engineering products, preferably pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains or similar mechanical products into the water, food, and chemical sectors. Package : 50,000 - 60,000 base salary (depending on experience) Total earnings up to 100,000+ (base + commission) Tax-efficient commission scheme Car allowance, laptop, and mobile Pension contribution 25 days holiday plus bank holidays Business Development Manager / Area Sales Manager / Key Account Manager Responsibilities : Drive new business development for industrial engineered products and services, including pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products. Manage and grow a portfolio of key accounts across the water, food, and chemical industries. Identify and develop sales opportunities within the water, food, and chemical industries. Provide expert knowledge on technical aspects of the products, such as pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products. Collaborate with the engineering team to ensure timely project delivery and customer satisfaction. Fully remote role with nationwide travel for site visits and client meetings. Business Development Manager / Area Sales Manager / Key Account Manager Requirements : Previous experience in Business Development, Key Account Management, or Sales Engineering, ideally selling industrial engineered mechanical products or services. Experience selling industrial engineering products into the water, food, and chemical sectors. Experience in pressure vessels, tanks, pipework, valves, conveyors, mixers, refrigeration plant, fabrication, chains and associated products would be advantageous. Proven ability to manage accounts and develop new business independently. A technical engineering background (e.g., HNC, HND, Degree) is desirable. Strong communication and presentation skills, with the ability to negotiate and build long-term client relationships. Full clean driving license and willingness to travel nationwide.
My client is a well-established & highly reputable accounts practice in need of an experienced Client Manager / Practice Accountant. This role pays up to £55,000 and is based in Richmond (South West London / Surrey). It is a full-time, 5-day-a-week office-based position, with no work-from-home options. To be considered for this position, you will have previous experience with an accounts practice and be either fully or part ACCA or ACA qualified. As an experienced Practice Accountant / Client Manager, you will be leading audit teams, managing client relationships, and running your own portfolio of smaller engagements The ideal candidate will have experience in the following key areas: Auditing (Lead / Senior) Tax reporting Experience in preparing statutory financial statements under FRS 102 / FRS 105 Sound working knowledge of ISAs (UK) and UK GAAP. Competent user of audit software - CCH, CaseWare, Inflo or similar Supervising, coaching, and reviewing the work of junior staff My client is looking for an outgoing and confident Client Accountant / Practice Accountant to work at a senior level and help grow the business. With free onsite parking, my client is based in the Richmond area of South West London / Surrey. In return for hard work and dedication, my client is paying a salary of between £35,000 - £55,000, depending on experience & qualifications.
May 24, 2026
Full time
My client is a well-established & highly reputable accounts practice in need of an experienced Client Manager / Practice Accountant. This role pays up to £55,000 and is based in Richmond (South West London / Surrey). It is a full-time, 5-day-a-week office-based position, with no work-from-home options. To be considered for this position, you will have previous experience with an accounts practice and be either fully or part ACCA or ACA qualified. As an experienced Practice Accountant / Client Manager, you will be leading audit teams, managing client relationships, and running your own portfolio of smaller engagements The ideal candidate will have experience in the following key areas: Auditing (Lead / Senior) Tax reporting Experience in preparing statutory financial statements under FRS 102 / FRS 105 Sound working knowledge of ISAs (UK) and UK GAAP. Competent user of audit software - CCH, CaseWare, Inflo or similar Supervising, coaching, and reviewing the work of junior staff My client is looking for an outgoing and confident Client Accountant / Practice Accountant to work at a senior level and help grow the business. With free onsite parking, my client is based in the Richmond area of South West London / Surrey. In return for hard work and dedication, my client is paying a salary of between £35,000 - £55,000, depending on experience & qualifications.
We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area. Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate will need to have experience in providing technical support in a Financial Planning firm. The successful Paraplanner will be offered: Basic Salary ranging from £40,000 - £45,000 Study material/Exams paid and study leave provided Staff events Great Training and Progression Opportunities Annual Pay Review 25 days holiday + bank holidays 9 - 5.30 Monday to Friday with flexible working hours where required. To be considered for the Paraplanner role you must have: Previous experience working within an IFA practice Organised and methodical with excellent attention to detail Ability to prioritise, meet targets and deadlines Effective communication skills both written and verbal Strong analytical and numerical skills Strong IT skills, specifically in Microsoft Word, Excel and Outlook Responsibilities for the role of Paraplanner: Preparing analysis of the client's existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
May 24, 2026
Full time
We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area. Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate will need to have experience in providing technical support in a Financial Planning firm. The successful Paraplanner will be offered: Basic Salary ranging from £40,000 - £45,000 Study material/Exams paid and study leave provided Staff events Great Training and Progression Opportunities Annual Pay Review 25 days holiday + bank holidays 9 - 5.30 Monday to Friday with flexible working hours where required. To be considered for the Paraplanner role you must have: Previous experience working within an IFA practice Organised and methodical with excellent attention to detail Ability to prioritise, meet targets and deadlines Effective communication skills both written and verbal Strong analytical and numerical skills Strong IT skills, specifically in Microsoft Word, Excel and Outlook Responsibilities for the role of Paraplanner: Preparing analysis of the client's existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
