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tax advisor
Clear IT Recruitment Limited
Chartered Tax Advisor
Clear IT Recruitment Limited
My client is a highly regarded boutique tax advisory practice specialising in complex UK and international tax and wealth structuring. They advise a prestigious client base including high and ultra-high net worth individuals, business owners, trustees, and financial institutions. Due to continued growth, they are seeking a Chartered Tax Adviser to join their specialist team. This role is strongly advisory-focused, offering exposure to high-value, complex tax matters in a confidential and technically demanding environment. Key Responsibilities: • Conduct research on complex UK and international tax issues • Prepare clear, concise tax advisory reports • Support senior professionals on advisory and contentious matters • Advise on private client, corporate, trust, and property-related tax issues • Assist with enquiries, disputes, and regulatory matters • Liaise with clients and professional advisers • Manage multiple assignments independently under time pressure Requirements: • CTA qualified with post-qualified advisory experience • Strong background in tax advisory within professional services • Excellent academic record (minimum 2:1 or equivalent) • Experience across key taxes (IT, CGT, IHT, Corporate Tax, VAT) • Knowledge of UK legal principles (trusts, companies, land law, etc.) • Strong report writing and analytical skills • Excellent communication and ability to work independently Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
May 17, 2026
Full time
My client is a highly regarded boutique tax advisory practice specialising in complex UK and international tax and wealth structuring. They advise a prestigious client base including high and ultra-high net worth individuals, business owners, trustees, and financial institutions. Due to continued growth, they are seeking a Chartered Tax Adviser to join their specialist team. This role is strongly advisory-focused, offering exposure to high-value, complex tax matters in a confidential and technically demanding environment. Key Responsibilities: • Conduct research on complex UK and international tax issues • Prepare clear, concise tax advisory reports • Support senior professionals on advisory and contentious matters • Advise on private client, corporate, trust, and property-related tax issues • Assist with enquiries, disputes, and regulatory matters • Liaise with clients and professional advisers • Manage multiple assignments independently under time pressure Requirements: • CTA qualified with post-qualified advisory experience • Strong background in tax advisory within professional services • Excellent academic record (minimum 2:1 or equivalent) • Experience across key taxes (IT, CGT, IHT, Corporate Tax, VAT) • Knowledge of UK legal principles (trusts, companies, land law, etc.) • Strong report writing and analytical skills • Excellent communication and ability to work independently Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Andy File Associates Ltd
Private Client Solicitor / CILEX
Andy File Associates Ltd Lymington, Hampshire
ndy File Associates are acting on behalf of our client as a recruitment agency with regards this permanent vacancy Our award winning client based in Hampshire is looking to recruit a Private Client Solicitor to join their team at Senior Associate level. Overview We are looking for an experienced Senior Associate Solicitor to join our client's highly regarded Private Client team. You will lead on complex matters, provide strategic advice to high-net-worth individuals and families, and be a trusted advisor within the team and outside, providing support to more junior colleagues where needed. You will combine technical expertise with leadership, mentoring junior colleagues and contribute to the growth of the department. We are seeking a Qualified Solicitor (England & Wales) with at least 8 years PQE in private client law We are looking for an individual who can: Lead on complex private client matters, from wills and probate to multi-generational estate planning and trust administration. Advise on tax mitigation strategies, helping clients structure their affairs effectively. Guide clients through sensitive issues, including elderly client care, capacity matters, and Court of Protection applications. Supervise and mentor junior colleagues, fostering a culture of excellence and collaboration. Drive business development, building strong client relationships and contributing to the firm s growth. Stay ahead of legal developments, ensuring compliance and best practice across all matters. The ideal candidate will be: Qualified Solicitor (England & Wales) with at least 8 years PQE in private client law An expert in wills, probate, trusts, estate planning, and tax planning Able to manage complex cases independently and deliver strategic advice A strong leader with experience supervising and mentoring An exceptional communicator and negotiator with relationship-building abilities STEP qualified or working towards STEP qualification (preferred) A client-focused mindset with empathy, confidentiality, and professionalism. Benefits c£60k- £70k Salary (Full Time), depending on experience 34 days holiday (including bank holidays) Birthday day off Free New Forest Parking Clock Health Cash Plan and Group Life Cover Company sick pay scheme Staff Discount Platform Award-winning training and development
May 17, 2026
Full time
ndy File Associates are acting on behalf of our client as a recruitment agency with regards this permanent vacancy Our award winning client based in Hampshire is looking to recruit a Private Client Solicitor to join their team at Senior Associate level. Overview We are looking for an experienced Senior Associate Solicitor to join our client's highly regarded Private Client team. You will lead on complex matters, provide strategic advice to high-net-worth individuals and families, and be a trusted advisor within the team and outside, providing support to more junior colleagues where needed. You will combine technical expertise with leadership, mentoring junior colleagues and contribute to the growth of the department. We are seeking a Qualified Solicitor (England & Wales) with at least 8 years PQE in private client law We are looking for an individual who can: Lead on complex private client matters, from wills and probate to multi-generational estate planning and trust administration. Advise on tax mitigation strategies, helping clients structure their affairs effectively. Guide clients through sensitive issues, including elderly client care, capacity matters, and Court of Protection applications. Supervise and mentor junior colleagues, fostering a culture of excellence and collaboration. Drive business development, building strong client relationships and contributing to the firm s growth. Stay ahead of legal developments, ensuring compliance and best practice across all matters. The ideal candidate will be: Qualified Solicitor (England & Wales) with at least 8 years PQE in private client law An expert in wills, probate, trusts, estate planning, and tax planning Able to manage complex cases independently and deliver strategic advice A strong leader with experience supervising and mentoring An exceptional communicator and negotiator with relationship-building abilities STEP qualified or working towards STEP qualification (preferred) A client-focused mindset with empathy, confidentiality, and professionalism. Benefits c£60k- £70k Salary (Full Time), depending on experience 34 days holiday (including bank holidays) Birthday day off Free New Forest Parking Clock Health Cash Plan and Group Life Cover Company sick pay scheme Staff Discount Platform Award-winning training and development
Corporate Tax Director - Join a High-Growth Team
Creative Tax Recruitment
Corporate Tax Director - Join a High-Growth Team Corporate Tax Director - Join a High-Growth Team in Glasgow Leadership opportunity in a firm that's quietly redefining what a tax practice can look like. We're supporting a fast growing independent tax firm looking for an ambitious Corporate Tax Director (or experienced Senior Manager ready to step up) to join their Glasgow office. The role offers high level involvement across corporate tax compliance, complex advisory work, transactions, and international matters-without the bureaucracy of a traditional Big Four firm. You'll work closely with a respected senior partner to deliver high impact client work across sectors, mentor a growing team, and help shape the direction of a business that's investing heavily in talent and expansion. This firm stands out for all the right reasons: no timesheets, genuine flexibility, a strong respect for work/life balance, and a share of firm wide profits. You'll be part of a culture that values high quality work and allows you to thrive both professionally and personally. If you're open to a conversation, I'd love to tell you more about what makes this opportunity unique - please apply.
May 17, 2026
Full time
Corporate Tax Director - Join a High-Growth Team Corporate Tax Director - Join a High-Growth Team in Glasgow Leadership opportunity in a firm that's quietly redefining what a tax practice can look like. We're supporting a fast growing independent tax firm looking for an ambitious Corporate Tax Director (or experienced Senior Manager ready to step up) to join their Glasgow office. The role offers high level involvement across corporate tax compliance, complex advisory work, transactions, and international matters-without the bureaucracy of a traditional Big Four firm. You'll work closely with a respected senior partner to deliver high impact client work across sectors, mentor a growing team, and help shape the direction of a business that's investing heavily in talent and expansion. This firm stands out for all the right reasons: no timesheets, genuine flexibility, a strong respect for work/life balance, and a share of firm wide profits. You'll be part of a culture that values high quality work and allows you to thrive both professionally and personally. If you're open to a conversation, I'd love to tell you more about what makes this opportunity unique - please apply.
BV RECRUITMENT LTD
Accounts & Audit Senior - Small firm ACA with Audit
BV RECRUITMENT LTD
Are you either a fully ACA qualified or exam qualified (or a finalist with one or two exams remaining) Accounts & Audit Senior / General Practice Senior from an independent practice firm looking to upgrade to a very good quality, traditional medium size London based accountancy firm and carry out a varied role consisting of accounts preparation work, audit assignments, tax returns and various advisory based projects? Do you have a strong exam history in your ACA exams? Are you keen to work in a very good quality firm with excellent progression to manager grade on offer? If so, in this newly created role due to growth, your time will be split 50% statutory accounts preparation and tax returns with 50% spent on audit & assurance assignments. The firm is happy to provide audit training if someone needs further training how to lead audits. Based in a general practice role in a good quality ACA training firm with 60 staff, you will be responsible for preparing statutory accounts for a wide range of clients, most being Limited Companies and FRS 102 accounts, drafting corporation tax computations and leading audit assignments from planning to completion. Most clients will be London based and to £80m turnover. You will deal with client queries, technical research, HMRC queries and also be responsible for supervising juniors and reviewing their work. You will gain exposure to a wide range of UK and international clients, including groups, from sectors including property, legal, financial services, technology, media and entertainment, renewable energy, retail and other interesting sectors. Your role will be varied, challenging and hugely enjoyable with great progression prospects to manager grade on offer. The firm would look at a recently qualified ACA, someone exam qualified, or someone with one or two exams remaining if they had first time passes in every exam to date. This firm has had great success with people who have trained outside of London and want to relocate to a London firm for the exposure and opportunities on offer. The firm also offer hybrid working and allows all staff to work from home 2 days a week. To be considered for this new role (May 2026) you must have at least three years experience, probably in a small or medium size accountancy firm and be fully ACA qualified, exam qualified or a finalist. First time passes are highly desirable. You must have experience of preparing statutory accounts, corporation tax returns, leading audits from planning to completion, supervising juniors and managing clients. Experience of a wide range of software packages, including Caseware would be an advantage as is a desire to work in a mixed general practice role. You must be professional, be a team player, and be looking to progress at a rapid pace. The firm welcomes applications from candidates looking to relocate to London from another UK based practice firm. This growing accountancy firm has a great reputation for being a friendly and supportive place to work and providing their staff with challenging and varied roles. You will work in a friendly and growing team, and you can expect to work on an interesting array of high profile and growing London based clients as well as international clients. The firm is growing at a rapid rate due to many new business wins from larger accountancy firms. This is a unique opportunity for an ACA qualified or exam qualified Accounts & Audit Senior / General Practice Senior to join an entrepreneurial and forward thinking practice and play a role of great importance to the continued growth of the firm. It is also a great opportunity to progress to Manager level in a short space of time.
May 17, 2026
Full time
Are you either a fully ACA qualified or exam qualified (or a finalist with one or two exams remaining) Accounts & Audit Senior / General Practice Senior from an independent practice firm looking to upgrade to a very good quality, traditional medium size London based accountancy firm and carry out a varied role consisting of accounts preparation work, audit assignments, tax returns and various advisory based projects? Do you have a strong exam history in your ACA exams? Are you keen to work in a very good quality firm with excellent progression to manager grade on offer? If so, in this newly created role due to growth, your time will be split 50% statutory accounts preparation and tax returns with 50% spent on audit & assurance assignments. The firm is happy to provide audit training if someone needs further training how to lead audits. Based in a general practice role in a good quality ACA training firm with 60 staff, you will be responsible for preparing statutory accounts for a wide range of clients, most being Limited Companies and FRS 102 accounts, drafting corporation tax computations and leading audit assignments from planning to completion. Most clients will be London based and to £80m turnover. You will deal with client queries, technical research, HMRC queries and also be responsible for supervising juniors and reviewing their work. You will gain exposure to a wide range of UK and international clients, including groups, from sectors including property, legal, financial services, technology, media and entertainment, renewable energy, retail and other interesting sectors. Your role will be varied, challenging and hugely enjoyable with great progression prospects to manager grade on offer. The firm would look at a recently qualified ACA, someone exam qualified, or someone with one or two exams remaining if they had first time passes in every exam to date. This firm has had great success with people who have trained outside of London and want to relocate to a London firm for the exposure and opportunities on offer. The firm also offer hybrid working and allows all staff to work from home 2 days a week. To be considered for this new role (May 2026) you must have at least three years experience, probably in a small or medium size accountancy firm and be fully ACA qualified, exam qualified or a finalist. First time passes are highly desirable. You must have experience of preparing statutory accounts, corporation tax returns, leading audits from planning to completion, supervising juniors and managing clients. Experience of a wide range of software packages, including Caseware would be an advantage as is a desire to work in a mixed general practice role. You must be professional, be a team player, and be looking to progress at a rapid pace. The firm welcomes applications from candidates looking to relocate to London from another UK based practice firm. This growing accountancy firm has a great reputation for being a friendly and supportive place to work and providing their staff with challenging and varied roles. You will work in a friendly and growing team, and you can expect to work on an interesting array of high profile and growing London based clients as well as international clients. The firm is growing at a rapid rate due to many new business wins from larger accountancy firms. This is a unique opportunity for an ACA qualified or exam qualified Accounts & Audit Senior / General Practice Senior to join an entrepreneurial and forward thinking practice and play a role of great importance to the continued growth of the firm. It is also a great opportunity to progress to Manager level in a short space of time.
RSM
Presales Consultant
RSM Crewe, Cheshire
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Make an Impact at RSM UK At RSM, our consulting team brings together diverse advisory experts to deliver our six core solutions: business transformation, forensic, deal services, restructuring, finance function support, and risk and governance. Our solutions are designed to address the unique needs, challenges, and opportunities our clients face as they strive to achieve their aspirations and organisational goals. Whether it s supporting global expansion, developing acquisition strategies, facilitating private equity investments, or collaborating with boards to manage risk and governance, our consulting experts work as one cohesive team. We prioritise simplicity, providing data-driven insights, value-added assurance, and high-quality execution to empower our clients in building sustainable, future-fit businesses. It s an exciting time to join our consulting team, as we embark on ambitious growth plans that promise to create diverse career opportunities. We are committed to enhancing our six solutions, expanding and developing our team of expert consultants, embracing a digital-first approach, strengthening our global presence, and building strong client relationships. RSM s NetSuite Practice is a specialist UK-based cloud solutions provider that is part of the RSM UK group of companies. The company has been named NetSuite s EMEA Solution Provider Partner of The Year on multiple occasions. We aim to be the leading provider of business systems and digital consulting services to the mid-market. Our clients range from regional companies to international organisations. This is an exciting opportunity to join a rapidly growing organisation, as part of RSM Consulting s Commercial Team, the Presales Consultant will work closely with the wider commercial team to provide presales support to the sales process. The team is primarily responsible for the preparation and delivery of demonstrations, capturing customer requirements during alignment sessions with prospects, and liaising with the Professional Services team to formulate detailed Letters of Engagement (statements of work). You'll make an impact by: Supporting presales activity for prospective clients. Collaborating on solutions for potential sales opportunities. Building and delivering NetSuite presentations and demonstrations, deepening NetSuite knowledge as you progress with RSM. Communicating with clients to understand their business processes and requirements. Supporting the Commercial team to provide direction and knowledge in applying the technology/application to the client s business. Working with the Business Development and Account Management teams to create and deliver presentations that demonstrate authenticity, understanding of business process flows, and showcasing NetSuite s rich functionality. Developing long lasting and high-quality business relationships with clients by instilling trust and confidence. Working with the Business Development team to craft high quality bids and proposals. Working with the Account Management team to support enquiries and requests for additional functionality including creation of documentation and demonstrations. Supporting alignment sessions with prospects to scope their requirements, and enable the Business Development team to deliver accurate estimation for Letters of Engagement. Providing knowledge transfer to the delivery teams to ensure a smooth handover from sales to delivery. What we are looking for: Functional knowledge of NetSuite solutions. Affinity to both sales and technology functions. Excellent communication and presentation skills. Experience in delivering technology demonstrations to stakeholders. Capable of developing creative solutions to bespoke problems. Ability to multitask and prioritise. Excellent interpersonal skills. Attention to detail. Highly organised, self-motivated and able to work with minimal supervision. Able to work well under pressure and meet deadlines. Interest in sales / commercial processes. What we can offer you: We recognise that our people are our most important assets. That s why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. Hybrid and Flexible working although travel to the Crewe office will be required weekly. 26 Days Holiday (with the option of purchasing additional day. Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team.
May 17, 2026
Full time
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Make an Impact at RSM UK At RSM, our consulting team brings together diverse advisory experts to deliver our six core solutions: business transformation, forensic, deal services, restructuring, finance function support, and risk and governance. Our solutions are designed to address the unique needs, challenges, and opportunities our clients face as they strive to achieve their aspirations and organisational goals. Whether it s supporting global expansion, developing acquisition strategies, facilitating private equity investments, or collaborating with boards to manage risk and governance, our consulting experts work as one cohesive team. We prioritise simplicity, providing data-driven insights, value-added assurance, and high-quality execution to empower our clients in building sustainable, future-fit businesses. It s an exciting time to join our consulting team, as we embark on ambitious growth plans that promise to create diverse career opportunities. We are committed to enhancing our six solutions, expanding and developing our team of expert consultants, embracing a digital-first approach, strengthening our global presence, and building strong client relationships. RSM s NetSuite Practice is a specialist UK-based cloud solutions provider that is part of the RSM UK group of companies. The company has been named NetSuite s EMEA Solution Provider Partner of The Year on multiple occasions. We aim to be the leading provider of business systems and digital consulting services to the mid-market. Our clients range from regional companies to international organisations. This is an exciting opportunity to join a rapidly growing organisation, as part of RSM Consulting s Commercial Team, the Presales Consultant will work closely with the wider commercial team to provide presales support to the sales process. The team is primarily responsible for the preparation and delivery of demonstrations, capturing customer requirements during alignment sessions with prospects, and liaising with the Professional Services team to formulate detailed Letters of Engagement (statements of work). You'll make an impact by: Supporting presales activity for prospective clients. Collaborating on solutions for potential sales opportunities. Building and delivering NetSuite presentations and demonstrations, deepening NetSuite knowledge as you progress with RSM. Communicating with clients to understand their business processes and requirements. Supporting the Commercial team to provide direction and knowledge in applying the technology/application to the client s business. Working with the Business Development and Account Management teams to create and deliver presentations that demonstrate authenticity, understanding of business process flows, and showcasing NetSuite s rich functionality. Developing long lasting and high-quality business relationships with clients by instilling trust and confidence. Working with the Business Development team to craft high quality bids and proposals. Working with the Account Management team to support enquiries and requests for additional functionality including creation of documentation and demonstrations. Supporting alignment sessions with prospects to scope their requirements, and enable the Business Development team to deliver accurate estimation for Letters of Engagement. Providing knowledge transfer to the delivery teams to ensure a smooth handover from sales to delivery. What we are looking for: Functional knowledge of NetSuite solutions. Affinity to both sales and technology functions. Excellent communication and presentation skills. Experience in delivering technology demonstrations to stakeholders. Capable of developing creative solutions to bespoke problems. Ability to multitask and prioritise. Excellent interpersonal skills. Attention to detail. Highly organised, self-motivated and able to work with minimal supervision. Able to work well under pressure and meet deadlines. Interest in sales / commercial processes. What we can offer you: We recognise that our people are our most important assets. That s why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. Hybrid and Flexible working although travel to the Crewe office will be required weekly. 26 Days Holiday (with the option of purchasing additional day. Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team.
Autograph Recruitment
Tax Senior
Autograph Recruitment Plymouth, Devon
Tax Senior Accountancy Practice Hybrid Full-Time A well-established accountancy practice is looking to recruit an experienced Tax Senior to join its growing tax team. This is a client-facing role offering a broad mix of compliance and advisory work, with clear scope for progression. The Role The successful candidate will manage a varied portfolio of clients and be responsible for delivering high-quality tax compliance services, while supporting senior colleagues on advisory matters. Key responsibilities include: Preparation and review of personal tax returns Preparation and review of corporation tax returns Preparation of trust and estate tax returns (desirable) Managing client correspondence and HMRC queries Monitoring deadlines and ensuring compliance obligations are met Supporting tax planning work where appropriate Assisting with the development and mentoring of junior team members Keeping up to date with changes in UK tax legislation The Ideal Candidate ATT qualified , ACA/ACCA with strong tax experience , or qualified by experience Proven experience in UK tax compliance within an accountancy practice Good working knowledge of corporation tax and personal tax Trust tax experience is an advantage but not essential Strong attention to detail and excellent organisational skills Confident communicator with a professional, client-focused approach Comfortable working independently while also collaborating within a team Salary & Benefits Competitive salary depending on experience Clear progression opportunities Supportive and professional working environment Study support may be available where applicable
May 17, 2026
Full time
Tax Senior Accountancy Practice Hybrid Full-Time A well-established accountancy practice is looking to recruit an experienced Tax Senior to join its growing tax team. This is a client-facing role offering a broad mix of compliance and advisory work, with clear scope for progression. The Role The successful candidate will manage a varied portfolio of clients and be responsible for delivering high-quality tax compliance services, while supporting senior colleagues on advisory matters. Key responsibilities include: Preparation and review of personal tax returns Preparation and review of corporation tax returns Preparation of trust and estate tax returns (desirable) Managing client correspondence and HMRC queries Monitoring deadlines and ensuring compliance obligations are met Supporting tax planning work where appropriate Assisting with the development and mentoring of junior team members Keeping up to date with changes in UK tax legislation The Ideal Candidate ATT qualified , ACA/ACCA with strong tax experience , or qualified by experience Proven experience in UK tax compliance within an accountancy practice Good working knowledge of corporation tax and personal tax Trust tax experience is an advantage but not essential Strong attention to detail and excellent organisational skills Confident communicator with a professional, client-focused approach Comfortable working independently while also collaborating within a team Salary & Benefits Competitive salary depending on experience Clear progression opportunities Supportive and professional working environment Study support may be available where applicable
Reed
Client Manager
Reed Chester, Cheshire
Client Manager Location: Chester (hybrid working available) Job Type: Full-time, Permanent Salary: £38,000 - £48,000 per annum (dependent on experience) The role We're working with a well-established Accountancy Practice in Chester who are looking to add an experienced Client Manager to their growing team. This is a hands-on, client-facing role where you'll take ownership of a varied portfolio, acting as the main point of contact and trusted advisor. You'll work closely with senior leadership while also supporting and developing junior team members. If you enjoy building long-term client relationships, managing deadlines, and being part of a friendly, supportive team, this could be a great next step. Key responsibilities Managing your own portfolio of clients, acting as their main day-to-day contact Reviewing and overseeing accounts, tax computations and related submissions Ensuring work is delivered accurately, on time and to a high standard Building strong relationships and identifying opportunities to add value Supporting, reviewing and mentoring junior members of the team Liaising with internal teams to ensure smooth workflow and deadlines Keeping up to date with relevant regulations and best practice What we're looking for Previous experience in a client / portfolio management role within a Practice environment Strong technical knowledge with the ability to review work confidently Excellent communication skills and a genuine client-focused approach Experience managing deadlines and multiple priorities Comfortable supporting and guiding junior team members Professionally qualified (ACA / ACCA or equivalent) or qualified by experience What's on offer Competitive salary in line with the local market Full-time, permanent position Hybrid and flexible working options 25 days holiday plus bank holidays Pension scheme Study support (where relevant) Supportive, friendly team culture Clear progression and development opportunities Why apply? You'll be joining a stable, growing firm that values its people, encourages development and promotes a healthy work-life balance. The role offers autonomy, variety and the chance to really build relationships with clients and colleagues alike.
May 17, 2026
Full time
Client Manager Location: Chester (hybrid working available) Job Type: Full-time, Permanent Salary: £38,000 - £48,000 per annum (dependent on experience) The role We're working with a well-established Accountancy Practice in Chester who are looking to add an experienced Client Manager to their growing team. This is a hands-on, client-facing role where you'll take ownership of a varied portfolio, acting as the main point of contact and trusted advisor. You'll work closely with senior leadership while also supporting and developing junior team members. If you enjoy building long-term client relationships, managing deadlines, and being part of a friendly, supportive team, this could be a great next step. Key responsibilities Managing your own portfolio of clients, acting as their main day-to-day contact Reviewing and overseeing accounts, tax computations and related submissions Ensuring work is delivered accurately, on time and to a high standard Building strong relationships and identifying opportunities to add value Supporting, reviewing and mentoring junior members of the team Liaising with internal teams to ensure smooth workflow and deadlines Keeping up to date with relevant regulations and best practice What we're looking for Previous experience in a client / portfolio management role within a Practice environment Strong technical knowledge with the ability to review work confidently Excellent communication skills and a genuine client-focused approach Experience managing deadlines and multiple priorities Comfortable supporting and guiding junior team members Professionally qualified (ACA / ACCA or equivalent) or qualified by experience What's on offer Competitive salary in line with the local market Full-time, permanent position Hybrid and flexible working options 25 days holiday plus bank holidays Pension scheme Study support (where relevant) Supportive, friendly team culture Clear progression and development opportunities Why apply? You'll be joining a stable, growing firm that values its people, encourages development and promotes a healthy work-life balance. The role offers autonomy, variety and the chance to really build relationships with clients and colleagues alike.
Autograph Recruitment
Qualified Accountant (ACA / ACCA)
Autograph Recruitment Tiverton, Devon
Qualified Accountant (ACA / ACCA) Location: Tiverton (Office-based) Salary: (dependent on experience) Hours: Full-time About the Firm A well-established and reputable accountancy practice in the Tiverton area is seeking an experienced ACA or ACCA Qualified Accountant to join their growing team. The firm prides itself on providing high-quality, tailored services to a diverse portfolio of clients, from owner-managed businesses to larger limited companies. This is an excellent opportunity for a qualified accountant who is looking to take on a broad, client-facing role within a supportive and forward-thinking practice. The Role As a key member of the team, you will manage a varied portfolio of clients, offering a full range of accounting and advisory services. This position would suit someone who enjoys client interaction, autonomy, and variety in their day-to-day work. Key Responsibilities Preparing statutory and management accounts for a range of clients. Completing corporation and personal tax returns. Overseeing bookkeeping, VAT, and payroll compliance for clients. Providing business advice and financial insights to help clients grow. Reviewing work prepared by junior staff and providing mentorship. Liaising directly with clients, HMRC, and other stakeholders. The Ideal Candidate ACA or ACCA qualified (or equivalent). Minimum of 5 years experience within a UK accountancy practice. Strong working knowledge of accounting and tax principles. Proficient in cloud-based systems such as Xero, Sage, or QuickBooks. Excellent communication and relationship-building skills. Highly organised, with strong attention to detail and a proactive attitude. Benefits Competitive salary package. Flexible working arrangements Supportive, friendly working environment. Genuine career progression opportunities within the firm. If you re interested and would like a confidential chat , please contact (url removed) or call (phone number removed) .
May 17, 2026
Full time
Qualified Accountant (ACA / ACCA) Location: Tiverton (Office-based) Salary: (dependent on experience) Hours: Full-time About the Firm A well-established and reputable accountancy practice in the Tiverton area is seeking an experienced ACA or ACCA Qualified Accountant to join their growing team. The firm prides itself on providing high-quality, tailored services to a diverse portfolio of clients, from owner-managed businesses to larger limited companies. This is an excellent opportunity for a qualified accountant who is looking to take on a broad, client-facing role within a supportive and forward-thinking practice. The Role As a key member of the team, you will manage a varied portfolio of clients, offering a full range of accounting and advisory services. This position would suit someone who enjoys client interaction, autonomy, and variety in their day-to-day work. Key Responsibilities Preparing statutory and management accounts for a range of clients. Completing corporation and personal tax returns. Overseeing bookkeeping, VAT, and payroll compliance for clients. Providing business advice and financial insights to help clients grow. Reviewing work prepared by junior staff and providing mentorship. Liaising directly with clients, HMRC, and other stakeholders. The Ideal Candidate ACA or ACCA qualified (or equivalent). Minimum of 5 years experience within a UK accountancy practice. Strong working knowledge of accounting and tax principles. Proficient in cloud-based systems such as Xero, Sage, or QuickBooks. Excellent communication and relationship-building skills. Highly organised, with strong attention to detail and a proactive attitude. Benefits Competitive salary package. Flexible working arrangements Supportive, friendly working environment. Genuine career progression opportunities within the firm. If you re interested and would like a confidential chat , please contact (url removed) or call (phone number removed) .
JAM Recruitment Ltd
Private Client Tax Partner
JAM Recruitment Ltd
Job Title: Private Client Tax Partner Job Type: Permanent Location: London Salary: Negotiable + Bonus + Benefits The Role This role offers an exceptional opportunity for an experienced private client tax adviser to deliver outstanding client service and play a key role in the growth of the firm's private client tax practice. As Partner, you will help shape and execute strategies to strengthen the firm's reputation and profitability. Role Responsibilities Act as lead adviser across a diverse client portfolio Provide practical, commercial tax advice on a wide range of private client matters Oversee personal tax compliance and manage related risks in line with regulatory and firm standards Own all aspects of client relationships, including fees, expectations, delivery, and billing Build and lead teams to deliver high-quality client outcomes Identify and pursue new business opportunities to drive growth Develop and maintain referral networks and market presence Maximise cross-selling and value-added opportunities within the client base Promote the firm's private client offering through marketing initiatives, publications, and events Contribute to team operations, strategy, and service propositions Oversee staff allocation, productivity, and performance Mentor, train, and support team development and recruitment Foster continuous professional growth within the team Maintain expert knowledge of UK personal tax law and HMRC guidance Identify and resolve complex tax matters Produce high-quality technical materials for internal and external audiences Represent the firm in technical discussions, panels, and industry forums The Person Chartered Tax Adviser with extensive experience in private client tax, ideally within professional services In-depth understanding of UK private client tax law and bespoke advisory work Recognised professional profile supported by published articles or presentations Proficiency in tax technology, MS Word, and PowerPoint Strong leadership, communication, and relationship-building skills Proven ability to manage workload, deliver to deadlines, and take initiative Creative, strategic, and entrepreneurial mindset To Apply To apply for the position, please send your CV to Andy Shaw via the 'apply now' button.
May 17, 2026
Full time
Job Title: Private Client Tax Partner Job Type: Permanent Location: London Salary: Negotiable + Bonus + Benefits The Role This role offers an exceptional opportunity for an experienced private client tax adviser to deliver outstanding client service and play a key role in the growth of the firm's private client tax practice. As Partner, you will help shape and execute strategies to strengthen the firm's reputation and profitability. Role Responsibilities Act as lead adviser across a diverse client portfolio Provide practical, commercial tax advice on a wide range of private client matters Oversee personal tax compliance and manage related risks in line with regulatory and firm standards Own all aspects of client relationships, including fees, expectations, delivery, and billing Build and lead teams to deliver high-quality client outcomes Identify and pursue new business opportunities to drive growth Develop and maintain referral networks and market presence Maximise cross-selling and value-added opportunities within the client base Promote the firm's private client offering through marketing initiatives, publications, and events Contribute to team operations, strategy, and service propositions Oversee staff allocation, productivity, and performance Mentor, train, and support team development and recruitment Foster continuous professional growth within the team Maintain expert knowledge of UK personal tax law and HMRC guidance Identify and resolve complex tax matters Produce high-quality technical materials for internal and external audiences Represent the firm in technical discussions, panels, and industry forums The Person Chartered Tax Adviser with extensive experience in private client tax, ideally within professional services In-depth understanding of UK private client tax law and bespoke advisory work Recognised professional profile supported by published articles or presentations Proficiency in tax technology, MS Word, and PowerPoint Strong leadership, communication, and relationship-building skills Proven ability to manage workload, deliver to deadlines, and take initiative Creative, strategic, and entrepreneurial mindset To Apply To apply for the position, please send your CV to Andy Shaw via the 'apply now' button.
Hill McGlynn Recruitment Limited
Accounts Assistant
Hill McGlynn Recruitment Limited Hadlow, Kent
Job: Tax Accounts Assistant (Experienced, ATT qualified - Or at least 3 year experience) Location: Hadlow, Maidstone - Hybrid Options Salary: 37,000 - 45,000 At Hill McGlynn we are working with an established and highly regarded accountancy practise based in Hadlow, known for their personable approach, long-standing client relationships, and supportive working environment. They pride themselves on offering a genuinely enjoyable place to work, where people are valued, trusted, and given the space to do their best work without unnecessary pressure. The Role We are seeking an experienced ATT Tax Assistant to join a close-knit team. This role would suit someone looking to step away from a high-pressure environment into a more balanced, relationship-driven practice, while still working on a varied and interesting portfolio. You will take ownership of your own portfolio of clients, with a focus on delivering a high standard of compliance work alongside opportunities to get involved in advisory projects. Preparing and reviewing personal tax returns with minimal supervision Assisting with and preparing corporation tax computations Supporting partners with tax planning work, including income tax, capital gains tax, and inheritance tax matters Acting as a key point of contact for clients, building strong and lasting relationships Liaising directly with HMRC to resolve queries and manage correspondence Ensuring all compliance deadlines are met efficiently and accurately About You: ATT qualified (or qualified by experience with strong tax knowledge and experience) Solid experience in a practice environment managing your own client portfolio Comfortable working independently and taking ownership of client relationships Strong technical knowledge across personal tax, with some exposure to corporate tax A calm, professional approach with excellent attention to detail Looking for a long-term role in a supportive and stable firm Possesses strong and confident communication skills Experience using Tax Calc/ QuickBooks highly desirable What's On Offer: A competitive salary reflective of your experience A relaxed, friendly working environment with a strong team ethos Real work-life balance - no expectation of excessive overtime Flexibility where needed to support personal commitments On-site parking and a pleasant rural office setting The opportunity to build long-term client relationships and take pride in your work This role is ideal for someone who values quality of work, client relationships, and a positive working culture over a high-pressure corporate environment. Hours This role would suit a full time individual working 35 hours per week or a part time individual working 4 days per week. How to Apply Please apply by submitting your CV.
May 17, 2026
Full time
Job: Tax Accounts Assistant (Experienced, ATT qualified - Or at least 3 year experience) Location: Hadlow, Maidstone - Hybrid Options Salary: 37,000 - 45,000 At Hill McGlynn we are working with an established and highly regarded accountancy practise based in Hadlow, known for their personable approach, long-standing client relationships, and supportive working environment. They pride themselves on offering a genuinely enjoyable place to work, where people are valued, trusted, and given the space to do their best work without unnecessary pressure. The Role We are seeking an experienced ATT Tax Assistant to join a close-knit team. This role would suit someone looking to step away from a high-pressure environment into a more balanced, relationship-driven practice, while still working on a varied and interesting portfolio. You will take ownership of your own portfolio of clients, with a focus on delivering a high standard of compliance work alongside opportunities to get involved in advisory projects. Preparing and reviewing personal tax returns with minimal supervision Assisting with and preparing corporation tax computations Supporting partners with tax planning work, including income tax, capital gains tax, and inheritance tax matters Acting as a key point of contact for clients, building strong and lasting relationships Liaising directly with HMRC to resolve queries and manage correspondence Ensuring all compliance deadlines are met efficiently and accurately About You: ATT qualified (or qualified by experience with strong tax knowledge and experience) Solid experience in a practice environment managing your own client portfolio Comfortable working independently and taking ownership of client relationships Strong technical knowledge across personal tax, with some exposure to corporate tax A calm, professional approach with excellent attention to detail Looking for a long-term role in a supportive and stable firm Possesses strong and confident communication skills Experience using Tax Calc/ QuickBooks highly desirable What's On Offer: A competitive salary reflective of your experience A relaxed, friendly working environment with a strong team ethos Real work-life balance - no expectation of excessive overtime Flexibility where needed to support personal commitments On-site parking and a pleasant rural office setting The opportunity to build long-term client relationships and take pride in your work This role is ideal for someone who values quality of work, client relationships, and a positive working culture over a high-pressure corporate environment. Hours This role would suit a full time individual working 35 hours per week or a part time individual working 4 days per week. How to Apply Please apply by submitting your CV.
IPS Group
Corporate Tax Manager
IPS Group Cleckheaton, Yorkshire
Are you looking to join a growing firm and progress your tax career? We have an incredible opportunity for a Corporate Tax Manager to join a firm of Chartered Accountants based in Cleckheaton. This role is a mix of tax advisory and managing clients' corporate tax affairs. As a Corporate Tax Manager, you will be responsible for: Managing a portfolio of corporate tax clients. Supporting the tax affairs of business owners, alongside their corporate tax responsibilities. Getting involved in year-end meetings, pre-year-end planning and wider structuring conversations Advising on matters such as R&D tax credits, capital allowances, succession planning, and restructuring Supporting senior colleagues on complex advisory assignments Coaching and developing junior members of the team Liaising with HMRC on behalf of clients To qualify for this Corporate Tax Manager role, ideally you will meet the following: CTA or ACA qualified or equivalent 3+ Years' experience working as either a Corporate Tax Assistant Manager or Corporate Tax Manager in an Accountancy firm. Experience with owner-managed businesses or mid-market clients. What's on offer? 27 days annual leave + bank holidays 3x salary life assurance Ability to purchase up to 5 additional days annual leave. Hybrid / flexible working Social Fund, including annual whole firm event and regular team/office events Wellness initiatives Westfield Rewards (online discounts) and Health Membership Salary from £55,000 to £65,0000 If you are interested in this Corporate Tax Manager position or would like any further information, please contact Leah Mason-Wilson at IPS Finance. IPS Finance has 45 years' experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
May 17, 2026
Full time
Are you looking to join a growing firm and progress your tax career? We have an incredible opportunity for a Corporate Tax Manager to join a firm of Chartered Accountants based in Cleckheaton. This role is a mix of tax advisory and managing clients' corporate tax affairs. As a Corporate Tax Manager, you will be responsible for: Managing a portfolio of corporate tax clients. Supporting the tax affairs of business owners, alongside their corporate tax responsibilities. Getting involved in year-end meetings, pre-year-end planning and wider structuring conversations Advising on matters such as R&D tax credits, capital allowances, succession planning, and restructuring Supporting senior colleagues on complex advisory assignments Coaching and developing junior members of the team Liaising with HMRC on behalf of clients To qualify for this Corporate Tax Manager role, ideally you will meet the following: CTA or ACA qualified or equivalent 3+ Years' experience working as either a Corporate Tax Assistant Manager or Corporate Tax Manager in an Accountancy firm. Experience with owner-managed businesses or mid-market clients. What's on offer? 27 days annual leave + bank holidays 3x salary life assurance Ability to purchase up to 5 additional days annual leave. Hybrid / flexible working Social Fund, including annual whole firm event and regular team/office events Wellness initiatives Westfield Rewards (online discounts) and Health Membership Salary from £55,000 to £65,0000 If you are interested in this Corporate Tax Manager position or would like any further information, please contact Leah Mason-Wilson at IPS Finance. IPS Finance has 45 years' experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
Yolk Recruitment
Private Client Lawyer / Solicitor / Fee Earner
Yolk Recruitment Cirencester, Gloucestershire
Opportunity: Private Client Lawyer (Solicitor / CILEX / Fee Earner) Location: Cirencester (Hybrid and Flexible Working) Salary: Up to 75,000 + Bonus (Flexible on Package) If you're a Private Client lawyer who enjoys proper client relationships, high-quality work and a clear future, this is the kind of role people don't tend to leave. You'll be joining a long-established, highly regarded Cotswolds firm with deep roots in the local community and a genuinely loyal client base spanning generations. This is a rare opportunity to step into a team handling high-net-worth individuals, landed estates and agricultural clients, with a clear and realistic pathway to partnership for the right person. The Role: You'll take on a varied and quality caseload with a strong focus on: Trust creation, management and administration Estate and tax planning Wills and probate work Advising high-net-worth individuals, families and rural clients The firm prides itself on long-term relationships, so this role is as much about trusted advisor work as it is technical delivery. You'll have the autonomy to run your own matters while being supported by an experienced and collaborative team. What We Are Looking For: Qualified Solicitor, CILEX or experienced Fee Earner Solid background in Private Client work (ideally 3+ years) Strong technical knowledge across trusts, tax and estates Someone who enjoys building lasting client relationships Commercial awareness and an interest in developing your practice What Is in It For You? This is where the role really stands out: Clear pathway to partnership (no glass ceiling) High-quality HNW and agricultural client base Bonus scheme (summer & winter incentives) Free parking Hybrid and flexible working Private healthcare, pension & life cover Generous holiday + additional perks and wellbeing support Beyond the benefits, this is a firm where you'll actually feel part of something - working closely with clients across generations and becoming a trusted name in the local market. Why Consider This Move? If you're currently feeling like just another fee earner in a volume-driven environment, this is a chance to step into a role where: Quality genuinely comes before quantity You'll work closely with clients, not just files Your progression is clear, achievable and supported Apply directly or reach out via email to arrange a confidential chat! Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
May 17, 2026
Full time
Opportunity: Private Client Lawyer (Solicitor / CILEX / Fee Earner) Location: Cirencester (Hybrid and Flexible Working) Salary: Up to 75,000 + Bonus (Flexible on Package) If you're a Private Client lawyer who enjoys proper client relationships, high-quality work and a clear future, this is the kind of role people don't tend to leave. You'll be joining a long-established, highly regarded Cotswolds firm with deep roots in the local community and a genuinely loyal client base spanning generations. This is a rare opportunity to step into a team handling high-net-worth individuals, landed estates and agricultural clients, with a clear and realistic pathway to partnership for the right person. The Role: You'll take on a varied and quality caseload with a strong focus on: Trust creation, management and administration Estate and tax planning Wills and probate work Advising high-net-worth individuals, families and rural clients The firm prides itself on long-term relationships, so this role is as much about trusted advisor work as it is technical delivery. You'll have the autonomy to run your own matters while being supported by an experienced and collaborative team. What We Are Looking For: Qualified Solicitor, CILEX or experienced Fee Earner Solid background in Private Client work (ideally 3+ years) Strong technical knowledge across trusts, tax and estates Someone who enjoys building lasting client relationships Commercial awareness and an interest in developing your practice What Is in It For You? This is where the role really stands out: Clear pathway to partnership (no glass ceiling) High-quality HNW and agricultural client base Bonus scheme (summer & winter incentives) Free parking Hybrid and flexible working Private healthcare, pension & life cover Generous holiday + additional perks and wellbeing support Beyond the benefits, this is a firm where you'll actually feel part of something - working closely with clients across generations and becoming a trusted name in the local market. Why Consider This Move? If you're currently feeling like just another fee earner in a volume-driven environment, this is a chance to step into a role where: Quality genuinely comes before quantity You'll work closely with clients, not just files Your progression is clear, achievable and supported Apply directly or reach out via email to arrange a confidential chat! Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
Michael Page Finance
Financial Controller - Shipping
Michael Page Finance
Partners closely with senior leaders to provide financial insight, ensure robust financial controls, and drive continuous improvement across financial processes. Client Details Internationally renowned shipping group. Description Deliver step change across all Finance aspects, restructuring if required. Lead budgeting, forecasting, and long-range financial planning activities Prepare and review monthly, quarterly, and annual financial reports Provide management reporting, variance analysis, and actionable insights Ensure compliance with accounting standards, tax regulations, and internal policies Oversee cash flow management, working capital, and financial risk Manage the month-end and year-end close processes Partner with business stakeholders to support strategic initiatives and commercial decisions Coordinate with external auditors, advisors, and regulatory bodies Identify and implement process improvements to enhance efficiency and controls such as reporting automation and cycle-time reduction through collaboration cross functionally Profile Shipping Industry experience highly desired Professional accounting qualification (ACA, ACCA, CIMA, or equivalent) Bachelor's degree in Finance, Accounting, Economics, or a related field Significant experience in a finance or accounting role, ideally in a managerial / leadership capacity Ideally possessing international experience Experience in budgeting, forecasting, and performance reporting Knowledge of local and international accounting standards Job Offer Above market base salary, strong bonus, pension, healthcare
May 17, 2026
Full time
Partners closely with senior leaders to provide financial insight, ensure robust financial controls, and drive continuous improvement across financial processes. Client Details Internationally renowned shipping group. Description Deliver step change across all Finance aspects, restructuring if required. Lead budgeting, forecasting, and long-range financial planning activities Prepare and review monthly, quarterly, and annual financial reports Provide management reporting, variance analysis, and actionable insights Ensure compliance with accounting standards, tax regulations, and internal policies Oversee cash flow management, working capital, and financial risk Manage the month-end and year-end close processes Partner with business stakeholders to support strategic initiatives and commercial decisions Coordinate with external auditors, advisors, and regulatory bodies Identify and implement process improvements to enhance efficiency and controls such as reporting automation and cycle-time reduction through collaboration cross functionally Profile Shipping Industry experience highly desired Professional accounting qualification (ACA, ACCA, CIMA, or equivalent) Bachelor's degree in Finance, Accounting, Economics, or a related field Significant experience in a finance or accounting role, ideally in a managerial / leadership capacity Ideally possessing international experience Experience in budgeting, forecasting, and performance reporting Knowledge of local and international accounting standards Job Offer Above market base salary, strong bonus, pension, healthcare
Butler Rose
Client Manager
Butler Rose Cambridge, Cambridgeshire
Client Manager (Accountancy Practice) Cambridge Up to £50,000 An established and growing accountancy practice is seeking an experienced Client Manager to join its busy Cambridge office. This is a key hire within a high-performing general practice team. The role offers the opportunity to take full ownership of a varied portfolio of SME clients, while working closely with senior leadership on client delivery, team development and ongoing practice growth. Role Responsibilities Managing a diverse portfolio of SME clients including sole traders, partnerships and limited companies. Overseeing the preparation and review of statutory accounts, corporation tax computations and personal tax returns. Acting as the main point of contact for clients, handling queries and providing practical business advice. Reviewing work prepared by juniors and seniors, ensuring accuracy and quality before partner sign-off. Supporting and mentoring junior team members, aiding their development and performance. Managing workflow, deadlines and resourcing across the portfolio. Delivering management accounts, cashflow forecasting and supporting advisory projects where required. Identifying opportunities to improve processes and contribute to the wider development of the practice. Personal Requirements ACA or ACCA qualified. Strong UK general practice experience with exposure to a varied client base. Proven experience managing a portfolio of clients independently. Confident reviewing accounts, tax work and providing client-facing advice. Strong organisational skills and ability to manage competing deadlines. Excellent communication and stakeholder management skills. A proactive and commercially aware mindset. Benefits Competitive salary with progression opportunities. Exposure to a varied and interesting client base. Opportunity to take ownership and step into a senior, client-facing role. Supportive and collaborative team environment. Flexible working options once established in the role. If you're an experienced Assistant Manager or existing Client Manager looking to take the next step in a growing and forward-thinking firm, apply today. Butler Rose is committed to equality in the workplace and is an equal opportunity employer.Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
May 17, 2026
Full time
Client Manager (Accountancy Practice) Cambridge Up to £50,000 An established and growing accountancy practice is seeking an experienced Client Manager to join its busy Cambridge office. This is a key hire within a high-performing general practice team. The role offers the opportunity to take full ownership of a varied portfolio of SME clients, while working closely with senior leadership on client delivery, team development and ongoing practice growth. Role Responsibilities Managing a diverse portfolio of SME clients including sole traders, partnerships and limited companies. Overseeing the preparation and review of statutory accounts, corporation tax computations and personal tax returns. Acting as the main point of contact for clients, handling queries and providing practical business advice. Reviewing work prepared by juniors and seniors, ensuring accuracy and quality before partner sign-off. Supporting and mentoring junior team members, aiding their development and performance. Managing workflow, deadlines and resourcing across the portfolio. Delivering management accounts, cashflow forecasting and supporting advisory projects where required. Identifying opportunities to improve processes and contribute to the wider development of the practice. Personal Requirements ACA or ACCA qualified. Strong UK general practice experience with exposure to a varied client base. Proven experience managing a portfolio of clients independently. Confident reviewing accounts, tax work and providing client-facing advice. Strong organisational skills and ability to manage competing deadlines. Excellent communication and stakeholder management skills. A proactive and commercially aware mindset. Benefits Competitive salary with progression opportunities. Exposure to a varied and interesting client base. Opportunity to take ownership and step into a senior, client-facing role. Supportive and collaborative team environment. Flexible working options once established in the role. If you're an experienced Assistant Manager or existing Client Manager looking to take the next step in a growing and forward-thinking firm, apply today. Butler Rose is committed to equality in the workplace and is an equal opportunity employer.Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Bennett and Game Recruitment LTD
Senior Accountant
Bennett and Game Recruitment LTD City, London
Position: Senior Accountant Location: Central London Package: (phone number removed) , fully covered transport costs, onsite chef, 22 days holiday An opportunity for a Senior Accountant is available within a fantastic, modernised Accountancy Practice in Central London. This medium sized firm have grown significantly this year, and are looking to continue their growth by onboarding an ambitious part qualified or qualified accountant, who can progress with them. This practice pride themselves on their service to clients, empowering businesses, and ensuring meaningful prosperity. This is a great opportunity for an ambitious individual, who is looking to further themselves within a trusted and forward thinking practice They offer some great benefits, in addition to salary, including fully covered commute costs, an onsite chef providing free breakfast and lunch, 22 days holiday plus bank holidays, and more. You don't want to miss this one Senior Accountant Job Overview Accounts preparation and review - preparing and reviewing statutory accounts for sole traders, partnerships, and limited companies Tax compliance - oversee the preparation and submission of VAT and corporation tax returns Client Management - Acting as a key point of contact for a portfolio of clients handling queries, and offering advisory services Team supervision - Mentor and review the work of junior accountants and trainees Advisory services - Providing proactive tax planning and financial advice to clients to optimise their financial position Senior Accountant Job Requirements Must be at least part ACA/ACCA qualified, being fully qualified is advantageous A minimum of 3 years UK practice experience Previous experience of preparing Statutory Accounts, CT600s, Partnership returns & ITRS (Self Assessments) Experience of supervising and assisting juniors Preferable but not essential, experience of using accounts production software like CCH and other packages like Myworkpapers, Sage, Xero etc. Excellent communication, interpersonal, and organisational skills Able to commute into Central London Senior Accountant Salary & Benefits Salary dependant on experience, from 40,000- 55,000 22 days holiday plus bank holidays, plus your birthday off, and option to purchase additional holiday All commute costs are covered Onsite Chef - providing free Breakfasts and Lunches Mon-Fri 7:30am-16:30 pm 1 day a week WFH Excellent office environment with latest tech, and a vibrant team Statutory pension and sick pay Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy. 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 17, 2026
Full time
Position: Senior Accountant Location: Central London Package: (phone number removed) , fully covered transport costs, onsite chef, 22 days holiday An opportunity for a Senior Accountant is available within a fantastic, modernised Accountancy Practice in Central London. This medium sized firm have grown significantly this year, and are looking to continue their growth by onboarding an ambitious part qualified or qualified accountant, who can progress with them. This practice pride themselves on their service to clients, empowering businesses, and ensuring meaningful prosperity. This is a great opportunity for an ambitious individual, who is looking to further themselves within a trusted and forward thinking practice They offer some great benefits, in addition to salary, including fully covered commute costs, an onsite chef providing free breakfast and lunch, 22 days holiday plus bank holidays, and more. You don't want to miss this one Senior Accountant Job Overview Accounts preparation and review - preparing and reviewing statutory accounts for sole traders, partnerships, and limited companies Tax compliance - oversee the preparation and submission of VAT and corporation tax returns Client Management - Acting as a key point of contact for a portfolio of clients handling queries, and offering advisory services Team supervision - Mentor and review the work of junior accountants and trainees Advisory services - Providing proactive tax planning and financial advice to clients to optimise their financial position Senior Accountant Job Requirements Must be at least part ACA/ACCA qualified, being fully qualified is advantageous A minimum of 3 years UK practice experience Previous experience of preparing Statutory Accounts, CT600s, Partnership returns & ITRS (Self Assessments) Experience of supervising and assisting juniors Preferable but not essential, experience of using accounts production software like CCH and other packages like Myworkpapers, Sage, Xero etc. Excellent communication, interpersonal, and organisational skills Able to commute into Central London Senior Accountant Salary & Benefits Salary dependant on experience, from 40,000- 55,000 22 days holiday plus bank holidays, plus your birthday off, and option to purchase additional holiday All commute costs are covered Onsite Chef - providing free Breakfasts and Lunches Mon-Fri 7:30am-16:30 pm 1 day a week WFH Excellent office environment with latest tech, and a vibrant team Statutory pension and sick pay Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy. 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.
Netbox Recruitment
IFA Administrator
Netbox Recruitment Maidstone, Kent
IFA Administrator 30k- 40k DOE Maidstone Mon-Fri- Hybrid Perm My exclusive client based in Maidstone are looking to recruit an experienced Paraplanner to join their team on a full time perm basis due to growth. They are a business that has that close knit feel, supportive and very collaborative. They are looking for someone who has experience of report writing, research and analysis, supporting the financial advisors and working with a range of portals. Day to day of the IFA Administrator: Collect and evaluate comprehensive client information, including income, assets, liabilities, and financial objectives. Conduct thorough research on inhouse and external financial products (such as investments and pensions), producing initial analysis and recommendations. Draft clear, detailed, and compliant suitability reports tailored to each client's individual circumstances. Take endto-end responsibility for cases, ensuring accuracy, quality, and alignment with agreed client outcomes. Address client queries promptly and provide clarification on technical matters following meetings. Manage a varied and complex workload autonomously, effectively prioritising tasks to meet key deadlines. Keep up to date with relevant legislation, FCA guidance, and evolving market developments. Provide support and guidance to junior team members, helping to resolve queries and ensure timely task completion. Adhere to regulatory and corporate compliance standards, including FCA requirements and antimoney laundering obligations. Assist with audit processes and maintain a strong awareness of risk and regulatory controls. Requirements of the IFA Administrator: 4- 5 years' experience as a Paraplanner/ IFA Administrator with complex cases. Level 4 qualification would be desirable. Experience of using a range of different portals. Strong understanding of financial products, tax, pensions and investment strategies. Experience of suitability report content, format and requirements. If you are interested in this Paraplanner role, please reach out to El on (phone number removed) opt 2 or hit apply!
May 17, 2026
Full time
IFA Administrator 30k- 40k DOE Maidstone Mon-Fri- Hybrid Perm My exclusive client based in Maidstone are looking to recruit an experienced Paraplanner to join their team on a full time perm basis due to growth. They are a business that has that close knit feel, supportive and very collaborative. They are looking for someone who has experience of report writing, research and analysis, supporting the financial advisors and working with a range of portals. Day to day of the IFA Administrator: Collect and evaluate comprehensive client information, including income, assets, liabilities, and financial objectives. Conduct thorough research on inhouse and external financial products (such as investments and pensions), producing initial analysis and recommendations. Draft clear, detailed, and compliant suitability reports tailored to each client's individual circumstances. Take endto-end responsibility for cases, ensuring accuracy, quality, and alignment with agreed client outcomes. Address client queries promptly and provide clarification on technical matters following meetings. Manage a varied and complex workload autonomously, effectively prioritising tasks to meet key deadlines. Keep up to date with relevant legislation, FCA guidance, and evolving market developments. Provide support and guidance to junior team members, helping to resolve queries and ensure timely task completion. Adhere to regulatory and corporate compliance standards, including FCA requirements and antimoney laundering obligations. Assist with audit processes and maintain a strong awareness of risk and regulatory controls. Requirements of the IFA Administrator: 4- 5 years' experience as a Paraplanner/ IFA Administrator with complex cases. Level 4 qualification would be desirable. Experience of using a range of different portals. Strong understanding of financial products, tax, pensions and investment strategies. Experience of suitability report content, format and requirements. If you are interested in this Paraplanner role, please reach out to El on (phone number removed) opt 2 or hit apply!
XEINADIN GROUP LIMITED
Audit and Accounts Senior - Pinner
XEINADIN GROUP LIMITED Pinner, Middlesex
We are looking for an Audit & Accounts Senior who is looking to grow and work as part of an audit team, or take responsibility for running audits, working directly with the client under manager supervision. The audit senior will support the manager to manage the audit team and supervise the audit process to ensure our audits are of high quality. Deadlines and adhering to technical and regulatory standards. • Collaborate with senior team members to ensure client deliverables are met within agreed timelines and budgets. • Contribute to team activities and improvements in workflows to enhance business and client service standards. • Participate in continuous learning and professional development to maintain and update technical knowledge and comply with CPD requirements. • Prepare financial accounts for a portfolio of clients, ensuring accuracy, compliance, and timely completion. • Handle personal and corporation tax computations as part of the accounts preparation process. • Assist in planning and executing audit engagements, including fieldwork and supporting senior team members in managing audits from start to finish. • Support junior team members, offering guidance and training to help them develop their skills and progress in their roles.Deliver high-quality work across a mixed portfolio of audit and accounts clients, ensuring deadlines and quality standards are consistently met. • Act as a key day-to-day contact for clients, maintaining strong working relationships and delivering an excellent level of service. • Supervise, coach, and develop junior team members across both audit and accounts workstreams. • Produce clear, well-structured work for manager/partner review, highlighting key issues and proposed solutions. • Identify client needs and opportunities, communicating effectively with managers and partners on technical or commercial matters. • Assist in the planning, execution, and completion of audit assignments for manager or partner review. • Take responsibility for running smaller audits or leading sections of larger audits, working directly with clients under supervision. • Identify audit risks and judgement areas, escalating matters appropriately. • Support managers in supervising audit teams and ensuring audits are delivered to a high standard. • Oversee and prepare statutory accounts for a portfolio of clients, including sole traders, partnerships, and limited companies. • Review accounts and related compliance work prepared by junior team members, ensuring accuracy and quality. • Ensure accounts, corporation tax, VAT, and related filings are completed on time and in compliance with relevant regulations. • Support managers and partners with workflow planning across audit and accounts assignments. The successfully appointed individual will be a qualified practice accountant (ACCA/ACA) • Experience in managing and/or mentoring junior members of a practice team, with a focus on driving results and exceeding expectations Strong interpersonal and communication skills, with the ability to build and maintain relationships with clients and colleagues. • Proficient in Microsoft Office applications, particularly Excel. • Good organisational skills with the ability to manage multiple tasks and meet deadlines. • Strong attention to detail and a focus on quality and accuracy. • Ability to work independently and as part of a team. • Ability to understand client needs and deliver professional, high-quality service. • A dependable, self-motivated team player, able to manage tasks with minimal supervision. • Demonstrates high levels of confidentiality and adheres to professional ethical standards. Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It's our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 3000 colleagues operate collaboratively, combining collective expertise to maximise potential.
May 17, 2026
Full time
We are looking for an Audit & Accounts Senior who is looking to grow and work as part of an audit team, or take responsibility for running audits, working directly with the client under manager supervision. The audit senior will support the manager to manage the audit team and supervise the audit process to ensure our audits are of high quality. Deadlines and adhering to technical and regulatory standards. • Collaborate with senior team members to ensure client deliverables are met within agreed timelines and budgets. • Contribute to team activities and improvements in workflows to enhance business and client service standards. • Participate in continuous learning and professional development to maintain and update technical knowledge and comply with CPD requirements. • Prepare financial accounts for a portfolio of clients, ensuring accuracy, compliance, and timely completion. • Handle personal and corporation tax computations as part of the accounts preparation process. • Assist in planning and executing audit engagements, including fieldwork and supporting senior team members in managing audits from start to finish. • Support junior team members, offering guidance and training to help them develop their skills and progress in their roles.Deliver high-quality work across a mixed portfolio of audit and accounts clients, ensuring deadlines and quality standards are consistently met. • Act as a key day-to-day contact for clients, maintaining strong working relationships and delivering an excellent level of service. • Supervise, coach, and develop junior team members across both audit and accounts workstreams. • Produce clear, well-structured work for manager/partner review, highlighting key issues and proposed solutions. • Identify client needs and opportunities, communicating effectively with managers and partners on technical or commercial matters. • Assist in the planning, execution, and completion of audit assignments for manager or partner review. • Take responsibility for running smaller audits or leading sections of larger audits, working directly with clients under supervision. • Identify audit risks and judgement areas, escalating matters appropriately. • Support managers in supervising audit teams and ensuring audits are delivered to a high standard. • Oversee and prepare statutory accounts for a portfolio of clients, including sole traders, partnerships, and limited companies. • Review accounts and related compliance work prepared by junior team members, ensuring accuracy and quality. • Ensure accounts, corporation tax, VAT, and related filings are completed on time and in compliance with relevant regulations. • Support managers and partners with workflow planning across audit and accounts assignments. The successfully appointed individual will be a qualified practice accountant (ACCA/ACA) • Experience in managing and/or mentoring junior members of a practice team, with a focus on driving results and exceeding expectations Strong interpersonal and communication skills, with the ability to build and maintain relationships with clients and colleagues. • Proficient in Microsoft Office applications, particularly Excel. • Good organisational skills with the ability to manage multiple tasks and meet deadlines. • Strong attention to detail and a focus on quality and accuracy. • Ability to work independently and as part of a team. • Ability to understand client needs and deliver professional, high-quality service. • A dependable, self-motivated team player, able to manage tasks with minimal supervision. • Demonstrates high levels of confidentiality and adheres to professional ethical standards. Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It's our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 3000 colleagues operate collaboratively, combining collective expertise to maximise potential.
Reed
Client Manager- accounts and tax - be part of the future of accountancy
Reed Saffron Walden, Essex
Join a forward-thinking national accountancy and advisory firm Are you ready to take the next step in your practice career within a dynamic, growth-focused firm?Do you want to become a trusted advisor to a diverse client base while developing your leadership skills? Whether you're an experienced Assistant Manager ready to step up, or a current Accounts Manager seeking a fresh challenge with real progression opportunities, this could be the perfect move. The Opportunity Reed Practice is delighted to be partnering with a well-established national accountancy and business advisory firm, renowned for its people-first culture and strong regional presence. With excellent local ties in the South Cambridge area, this firm combines national strength with a supportive, close-knit office environment. They are now looking to appoint an Accounts Manager to play a key role in delivering exceptional service to their growing SME client portfolio, while contributing to team development and business success. Why Join? This firm truly values its employees and offers a highly competitive and flexible benefits package, including: 25 days' holiday with option to buy up to 5 additional days Increased holiday allowance for senior roles Christmas office closure (additional time off) Enhanced sick pay Company pension scheme Option to extend benefits to family members Clear career progression pathways A supportive and collaborative working culture The Role As an Accounts Manager , you will be at the heart of client service delivery-balancing technical excellence with relationship management and team leadership. Your responsibilities will include: Managing a varied portfolio of SME clients as their primary point of contact Preparing and reviewing: Year-end accounts Corporation Tax computations VAT returns and Confirmation Statements Ensuring compliance, accuracy, and high-quality service delivery Leading client meetings and managing expectations through to completion Reviewing statutory accounts, corporate tax, and self-assessment work Mentoring, coaching, and developing junior team members Managing workflows, deadlines, and internal processes Ensuring all work meets internal and regulatory quality standards About You You are a confident and motivated practice accountant who thrives on building relationships and delivering high-quality work. Your experience: ACA / ACCA / AAT qualified (or equivalent) Strong background within UK accountancy practice (essential) Proven experience managing client portfolios Experience mentoring or supervising junior staff Your strengths: Excellent communication and interpersonal skills Strong organisational skills with the ability to manage multiple deadlines High attention to detail and commitment to quality Proficiency in accounting software and Microsoft Excel A proactive, reliable, and self-motivated approach Professional, ethical, and client-focused mindset Your Future This is more than just a role-it's a chance to develop your career within a firm that invests in its people, supports progression, and recognises success. Interested? For a confidential discussion about this opportunity, contact Natalie Harden at Reed today.
May 17, 2026
Full time
Join a forward-thinking national accountancy and advisory firm Are you ready to take the next step in your practice career within a dynamic, growth-focused firm?Do you want to become a trusted advisor to a diverse client base while developing your leadership skills? Whether you're an experienced Assistant Manager ready to step up, or a current Accounts Manager seeking a fresh challenge with real progression opportunities, this could be the perfect move. The Opportunity Reed Practice is delighted to be partnering with a well-established national accountancy and business advisory firm, renowned for its people-first culture and strong regional presence. With excellent local ties in the South Cambridge area, this firm combines national strength with a supportive, close-knit office environment. They are now looking to appoint an Accounts Manager to play a key role in delivering exceptional service to their growing SME client portfolio, while contributing to team development and business success. Why Join? This firm truly values its employees and offers a highly competitive and flexible benefits package, including: 25 days' holiday with option to buy up to 5 additional days Increased holiday allowance for senior roles Christmas office closure (additional time off) Enhanced sick pay Company pension scheme Option to extend benefits to family members Clear career progression pathways A supportive and collaborative working culture The Role As an Accounts Manager , you will be at the heart of client service delivery-balancing technical excellence with relationship management and team leadership. Your responsibilities will include: Managing a varied portfolio of SME clients as their primary point of contact Preparing and reviewing: Year-end accounts Corporation Tax computations VAT returns and Confirmation Statements Ensuring compliance, accuracy, and high-quality service delivery Leading client meetings and managing expectations through to completion Reviewing statutory accounts, corporate tax, and self-assessment work Mentoring, coaching, and developing junior team members Managing workflows, deadlines, and internal processes Ensuring all work meets internal and regulatory quality standards About You You are a confident and motivated practice accountant who thrives on building relationships and delivering high-quality work. Your experience: ACA / ACCA / AAT qualified (or equivalent) Strong background within UK accountancy practice (essential) Proven experience managing client portfolios Experience mentoring or supervising junior staff Your strengths: Excellent communication and interpersonal skills Strong organisational skills with the ability to manage multiple deadlines High attention to detail and commitment to quality Proficiency in accounting software and Microsoft Excel A proactive, reliable, and self-motivated approach Professional, ethical, and client-focused mindset Your Future This is more than just a role-it's a chance to develop your career within a firm that invests in its people, supports progression, and recognises success. Interested? For a confidential discussion about this opportunity, contact Natalie Harden at Reed today.
Personal Assistant
Advantage Resourcing UK Ltd Edinburgh, Midlothian
Legal PA Location: Edinburgh, City Centre. Salary: £33,000+ Per annnum. Are you an experienced Personal Assistant looking to join a respected legal environment? Do you enjoy supporting senior professionals and keeping busy teams organised and running smoothly? Our client, a well-established legal and tax advisory firm, is looking to appoint a Personal Assistant to join their Edinburgh office. This is a full-time, permanent opportunity within a collaborative and professional environment. The Role The successful candidate will provide proactive PA support to Partners and legal colleagues, ensuring administrative responsibilities are managed efficiently and allowing the legal team to focus on delivering expert advice to clients. Key Responsibilities Managing diaries and coordinating meetings for Partners and lawyers. Managing inboxes, prioritising communications, and drafting responses where appropriate. Supporting the opening and closing of client matters and maintaining accurate records. Preparing meeting packs and coordinating internal and external meetings. Organising travel arrangements. Managing incoming and outgoing correspondence. Supporting financial administration including billing, reporting, and fee communications. Assisting with compliance processes including AML requirements. Working collaboratively with colleagues to provide team support when required. Essential Skills & Experience Previous experience as a Personal Assistant or in a similar administrative role. Strong organisational and time management skills. Excellent communication and interpersonal skills. High attention to detail and ability to handle confidential information. Strong Microsoft Office skills. What's On Offer Full-time, permanent role (Monday to Friday, 9am - 5pm). 33.75 hours per week. Opportunity to develop within a respected legal and professional services environment. Supportive and collaborative team culture. Interested? Send your CV to apply and take the next step in your career.
May 17, 2026
Full time
Legal PA Location: Edinburgh, City Centre. Salary: £33,000+ Per annnum. Are you an experienced Personal Assistant looking to join a respected legal environment? Do you enjoy supporting senior professionals and keeping busy teams organised and running smoothly? Our client, a well-established legal and tax advisory firm, is looking to appoint a Personal Assistant to join their Edinburgh office. This is a full-time, permanent opportunity within a collaborative and professional environment. The Role The successful candidate will provide proactive PA support to Partners and legal colleagues, ensuring administrative responsibilities are managed efficiently and allowing the legal team to focus on delivering expert advice to clients. Key Responsibilities Managing diaries and coordinating meetings for Partners and lawyers. Managing inboxes, prioritising communications, and drafting responses where appropriate. Supporting the opening and closing of client matters and maintaining accurate records. Preparing meeting packs and coordinating internal and external meetings. Organising travel arrangements. Managing incoming and outgoing correspondence. Supporting financial administration including billing, reporting, and fee communications. Assisting with compliance processes including AML requirements. Working collaboratively with colleagues to provide team support when required. Essential Skills & Experience Previous experience as a Personal Assistant or in a similar administrative role. Strong organisational and time management skills. Excellent communication and interpersonal skills. High attention to detail and ability to handle confidential information. Strong Microsoft Office skills. What's On Offer Full-time, permanent role (Monday to Friday, 9am - 5pm). 33.75 hours per week. Opportunity to develop within a respected legal and professional services environment. Supportive and collaborative team culture. Interested? Send your CV to apply and take the next step in your career.
Assistant Financial Planner
Four Squared Leicester, Leicestershire
Assistant Financial Planner Location; Leicestershire Salary; Circa £45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required produce a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to discuss to be considered for this role, please email your cv to or feel free to call me on .If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
May 17, 2026
Full time
Assistant Financial Planner Location; Leicestershire Salary; Circa £45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required produce a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to discuss to be considered for this role, please email your cv to or feel free to call me on .If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.

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