312 jobs found

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Lancaster (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

A leading, highly successful and growing firm of Top 15 chartered accountants based in Maidstone is searching for a Corporate Tax Manager to join their team. Our client is offering a fantastic career opportunity for an experienced Corporate Tax Manager who is looking to be part of a market leading regional Top 15 chartered accountancy practice. You will be responsible for: Preparing and submitting accurate and technically correct corporation tax computations and returns ranging from owner management business to large groups that include UK branches. Reviewing tax computations prepared by the audit and accounts team prior to submission to HMRC Sending out computations and returns for client approval, and ensuring they are submitted on time Prepare and communicate quarterly instalments to clients Oversee the CT61 return process quarterly Ensuring client queries are responded to efficiently and supporting the audit and accounting team with their technical queries Ensure files are of an appropriate standard for QCR purposes Liaising with HMRC regarding corporate tax compliance checks including drafting HMRC responses to enquiries Oversee certificate of residence applications and ensure that treaty claims are correctly completed and authorised by HMRC Assist fellow team members and partners with tax advisory projects including EIS and SEIS advance assurance applications, HMRC clearance applications and share schemes such as the Enterprise Management Scheme Maintaining up to date technical knowledge and being responsible for your personal development Requirements You will ideally be ACA/CTA qualified having experience of Corporate Tax compliance services in a medium size practice Broad experience of managing the financials on clients, and adjusting the approach to compliance work depending on the budget Significant experience of overseeing a client compliance cycle and ensuring deadlines are met on a timely basis Some experience of identifying opportunities for business development on tax clients and across other service lines High level of management/supervision skills Benefits A highly competitive salary, ( 60,000- 75,000) dependent on experience and background, negotiable. Plus a competitive benefits package and excellent progression. Please apply for the vacancy or contact Tristan Finch via telephone, our website or LinkedIn for a confidential conversation. (phone number removed) (url removed)

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Liverpool (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Senior Accountant/Client Manager Location: Wolverhampton Industry: Accountancy Practice Contract Type: Full-time, Permanent What s on Offer: Competitive Salary Flexible Working: A blend of office and remote work to help you achieve work-life balance. Professional Development: You ll have access to continuous learning and development opportunities. Generous Benefits: Holiday allowance, health and wellbeing support, and more. Team Environment: You ll be joining a collaborative and inclusive team that values innovation and professional growth. About the Firm: I m working on an exciting opportunity with a highly successful, forward-thinking accountancy practice based in the West Midlands. This firm has a strong track record of delivering exceptional services across a wide range of disciplines, including accountancy, business management, corporate advisory, and international tax services. They ve built a reputation for working closely with their clients ranging from family-owned businesses and property developers to global leaders in the Technology and Automotive sectors and for offering tailored, strategic support. Their team is made up of chartered tax advisors, international tax specialists, experienced accountants, and business consultants, all focused on providing a personalised service that helps clients achieve their business goals. This practice is forward-focused, offering the kind of dynamic, collaborative culture that you can thrive in, while continuously developing professionally. Role Overview: The firm is currently seeking an experienced Senior Accountant / Client Manager to join their growing team. As a Senior Accountant, you'll be managing a portfolio of clients across various sectors and providing bespoke, hands-on accounting and advisory services. This is a client-facing, leadership role that will require strong technical skills, an ability to build and maintain client relationships, and a passion for delivering outstanding results. If you re a qualified ACCA or ACA accountant with significant experience in accountancy and a proven ability to manage clients, this could be the perfect opportunity for you. Key Responsibilities: Client Management: Act as the main point of contact for a range of clients, offering tailored accounting advice, tax planning, and business consultancy services. You ll foster long-term relationships, acting as a trusted advisor to help clients achieve their business objectives. Financial Reporting: Prepare and review financial statements in accordance with UK GAAP and IFRS, ensuring the highest quality of work. You ll provide insightful analysis and advice based on clients financial performance. Tax Advisory: Collaborate with tax specialists to offer both UK and international tax advice. This includes corporate tax, VAT planning, and ensuring your clients tax strategies align with their business goals. Business Consulting: Provide business management and strategic advice, guiding clients on how to improve financial performance, mitigate risks, and drive growth in a sustainable way. Team Leadership: Mentor and manage junior accountants, overseeing their work, providing feedback, and ensuring the team maintains high standards of quality and service. Collaboration: Work closely with other departments including sustainability, HR transformation, and corporate advisory to ensure your clients receive a full range of services tailored to their needs. Project Management: Lead client projects, ensuring timely delivery of services, compliance with regulations, and that client expectations are consistently met. What We're Looking For: Qualifications: ACA, ACCA, or equivalent professional qualification or working towards Experience: At least 5 years experience in accountancy, with a strong focus on client management, financial reporting, and tax advisory. Client-Facing Experience: You ll need to be comfortable managing a diverse client base, understanding their business needs, and delivering strategic, solutions-oriented advice. Technical Skills: In-depth knowledge of accounting standards (UK GAAP, IFRS) and tax regulations, with experience in both UK and international tax a big plus. Leadership Ability: Experience in leading and mentoring a team of junior accountants, with the ability to inspire and support their professional development. Communication Skills: Excellent verbal and written communication skills, particularly in explaining complex financial matters to non-financial clients. Organisational Skills: Strong project management skills, with an ability to juggle multiple clients and meet deadlines in a fast-paced environment. Commercial Awareness: Ideally, you ll have exposure to various industries, with a particular advantage if you have experience in Technology, Automotive, Property, or Family-Owned Businesses. Why You Should Apply: This is a fantastic opportunity to join a forward-thinking, progressive firm where your input is valued and you ll have the opportunity to work with a broad range of clients in diverse sectors. You ll be part of a supportive, high-performing team where career growth and professional development are central to the firm s ethos. If you re an experienced Senior Accountant looking to take the next step in your career, this role offers the perfect blend of responsibility, client interaction, and leadership. To apply, please send me your CV and a cover letter outlining your relevant experience (url removed) or contact me on (phone number removed)

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) .

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required

Senior Client Advisor - Exciting Opportunity with a Leading Accountancy Firm Are you an experienced Senior Client Advisor with a strong background in business strategy and advisory? Do you have the expertise to guide clients through complex transactions, including mergers and acquisitions, while building long-term relationships? If so, we have the perfect opportunity for you. We are partnering with a forward-thinking, progressive accountancy firm seeking a talented Senior Client Advisor to join their growing team. In this critical role, you will be the primary point of contact for a diverse portfolio of clients, delivering top-tier advisory services across a variety of sectors. What's on offer . Very competitive base salary . Company car or car allowance, after probation. . Profit share scheme after probation. . Medical insurance after probation . 30 days holiday (including bank holidays) . Flexible working hours Job Summary: You will be the primary point of contact for a portfolio of clients, you will be responsible for delivering exceptional advisory services across a range of sectors, including confidential advice on mergers and acquisitions. This role is ideal for candidates who have a strong background in advisory, business strategy, and client relations, and who are comfortable offering expert guidance on complex transactions. You will be a trusted partner to our clients, understanding their business needs and providing tailored solutions that add real value. Key Responsibilities: . Client Relationship Management: o Be the main point of contact for your clients, chairing all regular meetings such as quarterly business reviews and planning sessions. o Develop a comprehensive understanding of each client's business and needs, ensuring all actions align with their best interests. o Oversee and answer client queries via phone and email in a timely, professional manner. o Advocate for your clients within, ensuring that their needs are prioritized and driving results that benefit them. o Facilitate client interactions with other teams (e.g., tax, accounting, or project management) to ensure smooth collaboration and timely delivery of services. . Business Development & Sales: o Identify sales opportunities during client interactions, working closely with the tax team to explore potential solutions and take them to the next stage. o Uncover client needs by asking insightful questions, creating tailored solutions, and articulating the value proposition to clients. o Define and create new chargeable projects and develop innovative solutions that align with the client's objectives. . Mergers & Acquisitions Advisory: o Provide strategic, confidential advisory services on mergers and acquisitions (M&A) for clients across various sectors within your portfolio. o Analyse client businesses and market conditions to advise on potential M&A opportunities, structuring deals, and guiding clients through the entire transaction process. o Serve as a trusted advisor on complex business decisions, helping clients navigate the M&A landscape with confidence. . Team Mentorship & Development: o Share knowledge and best practices to enhance the quality of client service and internal collaboration. . Client-Centric Mindset: o Ensure clients experience our core values in every interaction, upholding our high professional standards in meetings, communications, and service delivery. o Monitor client satisfaction and work proactively to address any issues or concerns. . Financial & Business Insight: o Understand key business principles, KPIs, and factors driving profitability and cash flow, using this insight to help transform the quality of life for your clients. o Stay informed of industry trends and the economic environment, using this knowledge to provide expert guidance to clients. Required Qualifications & Attributes: . Tax Knowledge: Solid understanding of key tax matters, including Corporation Tax, Personal Tax, IHT, CGT, and other relevant tax laws. . Business Systems Knowledge: Knowledgeable about how business software systems work, enabling you to advise clients on managing their business reports and ensuring financial accuracy. . M&A Experience: Proven experience in advising on mergers and acquisitions across different sectors, with a deep understanding of transaction structures, valuation, and the M&A process. . Business Acumen: Understanding of various business models, their revenue generation, and the accounting methods tied to different industries. . Sales Skills: Willingness and ability to learn and apply sales techniques to upsell and cross-sell services to clients. . Experience: A minimum of two years' experience in an advisory role, with specific expertise in M&A or other high-level business advisory services. Interested? If you are an experienced Senior Client Advisor with accountancy practice experience and looking for your next opportunity, we would love to hear from you! Contact: Louisa Morgan Call: (phone number removed)

Description Deal Origination Lead (Director level opportunity - Corporate finance business development)Leeds or Sheffield.£70,000 - £100,000 base depending on experience and sector knowledge, plus significant, uncapped bonus opportunities. (Full reward package discussed during application stage).About us Translink Corporate Finance UK brings together a 25 strong team of M&A specialists. We advise on a range of private company M&A with sector expertise across technology, business services, industrials, energy and healthcare. As part of BHP and the wider Sumer Group, we offer clients the strength of a national platform with the agility and personal service of a specialist advisory team. We are an award-winning practice, over the years we have been awarded several accolades such as Corporate Finance Advisory Team of the Year and Deal of the Year (£25m+).We are also officially certified as a Great Place to Work, reflecting our commitment to building a high-performing, collaborative and supportive environment. At Translink, we're ambitious about growth, but we're focused on growing the right way. The Opportunity We're looking for a commercially minded, relationship-led professional to join our Corporate Finance team in a newly created role focused on generating high-quality opportunities across the business. This is not a traditional sales role. It's about building trusted relationships, spotting opportunities early and starting conversations that lead to valuable advisory work, whilst contributing to building the firms origination engine. You'll work alongside some of the region's most experienced Corporate Finance professionals, connecting ambitious business owners, investors and intermediaries with the expertise they need to achieve their next stage of growth. Blending strategy with hands-on execution, you'll have the freedom to shape our approach to origination while helping build a scalable platform for future growth. From day one, you'll play a hands-on role in originating opportunities and, over time, help introduce more structured and scalable ways of working. If you enjoy opening doors, connecting people and influencing outcomes, you'll thrive in this role which also has the potential for leadership and equity participation, impact dependant. What You'll do Lead and evolve our Corporate Finance new business origination strategy, identifying opportunities with owner-managed businesses, investors, management teams and intermediaries, while also creating opportunities across the wider BHP business. Actively represent the firm in the market through in-person networking, industry events and client meetings, staying close to sector trends, deal activity and emerging opportunities. Build and execute targeted outreach campaigns, using market insight, sector knowledge and recent deal activity to create meaningful conversations and convert prospects into qualified opportunities. Contribute to the build of a sophisticated, technology led, repeatable origination engine. Develop compelling, personalised approaches that resonate with business owners and senior decision-makers, managing opportunities from initial contact through to successful handover to our advisory teams. Build and nurture a strong network of founders, CEOs, CFOs, private equity investors, banks, lawyers and other key introducers, strengthening both your own market presence and BHP's profile. Work closely with Partners, sector teams and Marketing to maximise market visibility, create targeted introductions and support strategic growth initiatives. Maintain a high-quality pipeline of opportunities, tracking activity and performance while providing valuable market intelligence, sector insight and feedback to help shape future growth priorities. What We're looking for You may currently be working within Corporate Finance, professional services, accountancy, private equity, banking, business advisory or another consultative B2B environment where trust, credibility and long sales cycles are the norm. You'll need to have experience generating high-value opportunities in a relationship-led environment.You'll bring:• A proven track record of originating new business and creating commercial opportunities• Experience engaging senior decision-makers and owner-managed businesses• Strong relationship-building and networking skills• Commercial awareness and an understanding of how advisory businesses create value• Confidence communicating with entrepreneurs, investors and senior stakeholders• A proactive, self-starting approach and the ability to work autonomously• The curiosity to understand markets, industries and business challenges in depthIt would be great if you also have:• An existing network within the UK mid-market business community• Exposure to Corporate Finance, M&A or transaction advisory• Experience helping to build or scale a BD or origination function• Knowledge of CRM, sales enablement or marketing automation toolsWhat success looks like:• A growing pipeline of high-quality, new-to-firm opportunities• Conversion of opportunities into valuable advisory engagements and recurring client relationships• Strong relationships across our target sectors and intermediary network• Measurable contribution to revenue growth across Corporate Finance and the wider firm• The development of a scalable, insight-led origination model that supports future growth Why join us? This is an opportunity to take on a highly visible role with significant influence. You'll work directly with senior leaders, and have scope to impact the future direction and growth of the firm by helping shape our strategy and playing a key role in creating opportunities that make a real commercial impact across the firm.Base salary: £70,000 - £100,000 per annum plus bonus.The salary range for this role is broad to reflect the variety of backgrounds and experience levels we are open to considering. Remuneration will be aligned to the relevance of a candidate's experience, the expertise they bring, and the likely pace at which they can make an impact in the role. We reward individuals competitively in line with the success they achieve and this role provides the opportunity for significant financial reward and career progression. If you're motivated by creating opportunities, building relationships and helping ambitious businesses achieve their goals, we'd love to hear from you.

Associate Technology Consultant Do you have an inquisitive mindset, enjoy problem solving, and have an interest in tech? Our Technology Academy provides you with the opportunity to learn everything you need to build a successful career in IT, across a range of roles, without any previous experience or a specific degree. In fact, if you don't have a degree we definitely want to hear from you! Why choose CTA? We are an inclusive and diverse technology academy committed to creating equitable opportunities for those looking to work in tech. Our academy pays a competitive salary, above the National Living Wage from day one while you train, before finding the ideal client project for you to work on using the skills you've gained. About the role It all starts with our introductory training courses, covering everything you need to know to get started in the world of consulting. Our in-depth training is full time and is delivered on a hybrid learning basis (classroom & and remote). You'll learn a lot quite quickly - it will be fast-paced, but enjoyable and highly engaging! After the training period you'll have the opportunity to gain industry experience by working with our clients on their projects. For this specific role you'll be working as part of a global consultancy's specialist team who are involved in the end-to-end design and implementation of solutions that the business and technology teams use to manage work, products and programmes! After a period of training you'll have the opportunity to gain industry experience by working with one or more of our clients as a Test & Quality Engineer. While doing this you'll get continued support from us and the client you work with. What does our Academy offer? - A route into the industry as a qualified Test & Quality Engineer - A structured career path and ongoing progression opportunities within the first years of employment - Training in a range of technologies and tools vital in the tech industry - Agile / Scrum, databases, SQL, websites, Web Services / APIs, programming, software testing, test automation - A role with one of our industry leading clients on one or more projects so you can explore where you want your career to go - Ongoing learning and development opportunities, including on the job training and ongoing support from our experienced trainers and consultants - Access to a range of certifications covering various roles and technologies - including ISTQB, AWS, Azure, Scrum and more About you - A passion for technology and a willingness to learn - A strong work ethic - you're up for the challenge and ready to work hard for it - Loves working in teams - Strong communication skills - Good organisational skills, both personally and as part of a team - You have a degree, but it doesn't have to be in CompSci or a STEM degree - You don't have a degree, but you have some recent work experience or you've been doing some upskilling in technology recently What's in it for you? - Competitive salary - above the UK Living Wage as part of our commitment to the Living Wage Foundation - 25 days holidays , plus bank holidays. - 5% matched employer pension contributions. - Access to Mintago, our financial wellbeing partner - Connect with a personal financial advisor for support with planning, mortgages, pension, and more! - Virtual GP and Online Prescriptions - Say goodbye to long NHS wait times! (Your partners/kids can also access this). - Employee Assistance Programming - Including 6 counselling sessions per life event with a BACP-accredited counsellor. - Cycle to Work scheme - Purchase a bike through Bike2Work and spread the purchase across 12 months. - Retail discounts - Save at 200+ UK brands, including supermarkets, cinemas, and restaurants. and more! What Happens Next? Apply - Submit your most recent CV below. You'll be asked to answer a couple of our screening questions - but don't worry! You don't need any specific tech background to apply. Short Video Interview - We'll invite you to a 30-minute Teams video call to learn about you, discuss the role, and ask a few competency-based questions on problem-solving and time management. Technical Aptitude test - You'll be sent a short, online technical aptitude test - We don't believe you should spend hours completing tasks or learning things before you start! In-Person Assessment Centre - It's your time to shine! Successful candidates will be invited to our in-person assessment centre with the client. This assessment will take approximately 2 hours. Offer - Both happy things are a good fit? We'll offer you a place and send you joining instructions with course details, start date, and other important information. At Corecom Technology Academy, we don't just accept differences, we celebrate them and thrive on them for the benefit of our employees, our clients and our candidates. Internally, we thrive from our differences and want our employees to be proud to be themselves and proud to be CTA. Externally, we utilise those differences to help our clients and candidates strive for a more diverse and inclusive world.

Assistant Client Manager Manchester £45,000 - £55,000 + Hybrid Working + Clear Progression If you're a qualified Senior Accountant ready to step into management, or an established Assistant Manager looking for a firm where people genuinely come first, this could be the opportunity you've been waiting for. We're working with a rapidly growing accountancy and advisory practice that has built an outstanding reputation for combining technical excellence with a highly supportive culture. Following continued growth, they are looking to appoint an Assistant Client Manager to join their expanding Business Services team in Manchester. This is far more than a compliance-focused role. You'll become a trusted adviser to a diverse portfolio of owner-managed businesses, working closely with ambitious entrepreneurs and established companies while developing your own leadership skills and progressing your career. The Opportunity As an Assistant Client Manager, you'll play a key role in managing client relationships, reviewing accounts work, mentoring junior team members and supporting senior leadership with the delivery of exceptional client service. You'll have genuine autonomy, direct client exposure and the opportunity to influence the growth of both your clients and the wider business. The successful Assistant Client Manager will inherit a varied portfolio and work with businesses across multiple sectors, giving you exposure to a broad range of commercial challenges and opportunities. What You'll Be Doing Managing your own portfolio of clients and acting as their primary point of contact Building long-term relationships and becoming a trusted adviser to business owners Reviewing statutory accounts, management accounts and associated compliance work Supporting clients with commercial and financial queries throughout the year Working closely with Directors and Senior Managers to deliver an outstanding client experience Managing workflow across your portfolio to ensure deadlines and service levels are achieved Identifying opportunities to provide additional services and add value to clients Supervising, coaching and developing junior members of the team Reviewing work prepared by junior staff and providing constructive feedback Supporting wider business development and networking initiatives Collaborating with colleagues across tax, audit and advisory teams to deliver joined-up solutions About You We're keen to speak with ambitious practice professionals who enjoy working closely with clients and are looking to progress into a broader leadership role. You'll ideally have: ACA or ACCA qualification Previous experience as a Senior Accountant, Client Manager or Assistant Manager within accountancy practice Experience managing a portfolio of owner-managed business clients Strong accounts preparation and client relationship skills A commercial mindset and genuine interest in helping clients succeed Excellent communication and interpersonal abilities Strong organisational skills and the ability to manage multiple priorities Experience reviewing the work of junior team members Confidence working directly with business owners and decision-makers Experience using CCH software would be advantageous, although this is not essential. What's On Offer? Salary between £45,000 and £55,000 depending on experience Flexible hybrid working arrangements Clear progression pathway towards Client Manager and Senior Management positions Generous annual leave allowance plus your birthday off Additional volunteering day each year Enhanced pension scheme Tailored learning and development programmes Ongoing professional development support Health and wellbeing initiatives Mental health support services Regular social, wellbeing and community events Modern and collaborative working environment Why Consider This Opportunity? This firm has experienced significant growth in recent years while maintaining a people-first culture that places genuine emphasis on employee wellbeing, development and career progression. They have created an environment where individuals are trusted, supported and encouraged to develop their careers at their own pace. The leadership team remains highly accessible, and there is a strong emphasis on collaboration rather than hierarchy. For an ambitious Assistant Client Manager seeking a role that offers responsibility, progression and meaningful client relationships, this represents an outstanding opportunity. To apply or discuss the position confidentially, please submit your CV today.

Assistant Manager Tax Compliance Based in York or Leeds Hybrid working available West Yorkshire or North Yorkshire £45,000 - £50,000 per annum Are you an experienced tax professional ready to take the next step in your career? Hawk 3 Talent Solutions are looking for a talented Tax Compliance Assistant Manager for a company with offices based in York and Leeds with strong mixed tax experience to join a growing and collaborative team. This is a fantastic opportunity to play a key role in delivering high-quality tax compliance services while helping to develop both clients and colleagues. The Role As Assistant Manager, you ll be an integral part of the tax team, managing a varied client portfolio and ensuring the accurate and timely delivery of tax compliance services. Key Responsibilities Deliver tax compliance and advisory services Support both personal and corporate tax advisory work Manage a portfolio of clients, ensuring deadlines are met Plan and oversee tax compliance processes Review technical work and financial assessments prepared by the team Identify opportunities to introduce additional services Utilise technology to improve efficiency and delivery Contribute to the development and growth of the wider team About You Minimum 5 years tax experience, ideally within practice CTA qualified Previous management or supervisory experience (desirable) Strong experience managing workflows in a practice environment Excellent communication skills, with the ability to simplify complex tax concepts Commercially aware with a proactive mindset Strong organisation, time management, and leadership skills Comfortable working under pressure and meeting deadlines Working Arrangements Full-time, permanent position (37.5 hours per week) Flexible working available Opportunity to work across multiple office locations as required What s on Offer £45,000 £50,000 (depending on experience) 26 days holiday + birthday off Flexible bank holidays Agile working Healthcare cashback plan Employee Assistance Programme Life assurance Pension scheme (salary sacrifice) Additional flexible benefits (holiday purchase, cycle to work, tech, EV scheme) Regular social events Friendly and inclusive working environment If you re looking to join a forward-thinking team where you can make a real impact and continue to develop your career, we d love to hear from you. If you would like to apply for the role of Tax Compliance then please email your CV to (url removed) or call Deb on (phone number removed) Closing date is 6.7.2026 Please note this could change subject to suitable applications. Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future

This Experienced Financial Advisor job is a rare opportunity to join a high growth, well funded advice firm where you are supported to focus on advice, build long term client relationships and progress your earnings meaningfully over time. As an Experienced Financial Advisor, you will inherit an established and growing client bank while being supported by a strong back office and paraplanning funct click apply for full job details

An establishedglobal advisory firm is seeking an experienced professional to join itsOperational Due Diligence (ODD) function. This is a key investment support teamresponsible for assessing non-investment risks across alternative assetmanagers globally.The team operatesacross multiple international offices and provides institutional clients withdetailed analysis of operational risks within investment managers' businesses.This includes areas such as governance, operations, valuation, counterparty relationships,compliance, and infrastructure.You will gainexposure to a wide range of alternative strategies while workingcollaboratively with a highly experienced global team. The role offersexcellent scope for professional development, knowledge sharing, and long-termprogression within the alternative investments space.Key Responsibilities Conduct operational due diligence reviews of alternative investment managers across multiple asset classes Analyse operational processes, identify risks, and recommend practical mitigation strategies Produce clear, concise written reports for institutional clients, outlining findings and risk assessments Perform ongoing monitoring of assigned managers and update reports to reflect evolving risk profiles Lead interviews and on-site meetings with investment managers to assess internal controls and infrastructure Review key documentation including financial statements, offering memoranda, and fund materials Carry out reference checks with third-party service providers Engage with clients and investment managers to respond to due diligence queries Contribute to the enhancement of internal due diligence frameworks and methodologies Support broader business initiatives and project work related to investment due diligence Mentor junior team members and support knowledge sharing across the team Collaborate across global teams and contribute to internal and external publications Represent the firm at relevant industry events and support client engagement activity Key Requirements Minimum 3+ years' experience in the alternative investment industry, ideally in operational due diligence, fund accounting, audit, or operations Strong academic background (degree or equivalent) Professional qualification (e.g. ACA, CFA, CAIA) or progress towards one is advantageous Excellent written communication skills with experience producing detailed reports Strong analytical skills and attention to detail Ability to manage multiple priorities and work independently in a fast-paced environment Confident communicator with strong interpersonal skills Proactive and self-motivated approach Willingness to travel internationally where required AdditionalInformation Opportunity to work within a globally recognised investment advisory environment Exposure to a broad range of alternative investment strategies Strong emphasis on professional development and internal progression Collaborative, international team culture Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Client Proposition Supervisor Cardiff Hybrid Competitive Salary This opportunity is ideal for an experienced financial services compliance professional who enjoys working closely with firms to help them structure, explain and maintain their client propositions in a compliant and commercially practical way. The role would suit someone with a strong understanding of financial advice compliance, Consumer Duty and client facing communications, who can balance regulatory expectations with what works in practice for advisory firms. The Business We're working with a well established and growing financial services group that supports a network of financial advisers, mortgage brokers and support professionals across the UK. The business has built a strong reputation for delivering high quality support, modern systems and a collaborative environment where individuals are encouraged to develop and progress. With continued growth, the business is now looking to appoint a Client Proposition Supervisor to support firms with the development, maintenance and communication of their advice propositions. The Role Working as part of the compliance support function, you will play an important role in helping firms structure and clearly communicate their advice offering, charging models and client propositions. A key part of the role will involve providing practical guidance to firms on advice propositions, adviser charging structures, governance and client suitability considerations. You will help firms ensure their proposition is clear, compliant and commercially workable. You will also review how firms present their services, fees and propositions to clients, including through websites, client facing documents and marketing materials. The role will involve acting as a point of contact for proposition related questions from existing members, as well as supporting early stage firm engagement and onboarding conversations where proposition guidance is required. This is a role that would suit someone who is technically strong, commercially aware and confident communicating with financial advice firms in a practical and constructive way. Benefits Competitive salary Death in service cover Income protection Private medical cover and dental cover Online GP service and Employee Assistance Programme Employer pension scheme Hybrid working, 3 days in the office and 2 days at home Training and development provided Desired Experience Strong understanding of financial advice compliance and regulatory expectations Good understanding of Consumer Duty requirements Experience supporting or reviewing advice propositions, charging structures or client facing communications Ability to balance regulatory requirements with practical commercial outcomes Strong written communication skills Comfortable reviewing websites, marketing materials and client communications Organised and able to manage multiple firm queries at the same time Experience within an IFA network, compliance consultancy or financial planning environment would be beneficial Good understanding of financial services marketing compliance would also be beneficial Applying If this role sounds of interest, please apply below and we will be in touch as soon as possible to discuss further. Synonyms Compliance consultant, compliance officer, compliance supervisor, client proposition consultant, proposition supervisor, financial planning compliance, IFA compliance, network compliance, financial services compliance

Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Godalming. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 36k the benefits package is extensive, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review / increase, discretionary annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy allowing you to accrue hours and earn up to 1 extra day holiday per month, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!

Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus An established and fast-growing wealth management firm is looking to hire an Associate Wealth Manager to join their London team. This is a business that has seen strong growth over the past few years, now managing over £1bn in client assets, while maintaining a genuinely collaborative and supportive culture. The Opportunity This is a structured role designed for someone looking to accelerate their progression toward becoming a Chartered Financial Planner. You'll work closely with an experienced Wealth Manager and their team, gaining hands-on exposure to client work while continuing your exams and development through a well-supported training programme (expected 12-18 months) It's a strong fit for someone who enjoys both the technical side of planning and building toward a client-facing advisory role. To start you off, you will be: Attending client meetings alongside Wealth Managers Managing follow-up actions and ongoing client servicing Supporting with technical calculations (pensions, allowances, etc.) Investment research and analysis Preparing cashflow models and planning reports Handling client queries (technical and administrative) Identifying opportunities within existing client relationships Managing workflow through internal systems and trackers About You Experience within a wealth management / financial planning environment Minimum of 2 RO exams (or equivalent) Strong attention to detail and organisational skills Confident communicator with a professional approach Motivated, proactive, and keen to progress into an advisory role Why This Role Clear pathway to becoming a Chartered Financial Planner Exposure to high-quality clients and experienced advisers Strong internal support and training structure A collaborative, social, and high-performing team environment Benefits Competitive bonus structure Hybrid working Pension scheme Private medical cover Employee wellbeing support (including GP access, discounts, gym benefits) Additional time off including: Extra days over Christmas Monthly early finish ("Family Friday") Additional leave with service Regular team socials and company events Daily breakfast in the office

We are proud to be supporting a well established charitable organisation in the search for an experienced Finance Business Partner. This is a pivotal leadership role, providing strategic financial direction across all income generating activities and ensuring the long term financial sustainability of the organisation. Client Details we are looking for an influential business partner with a passion for driving operational excellence with business partnering experience for a medium to large size organisation. Description Collaborate with various departments to provide financial insights and analysis. Support budget planning, forecasting, and monitoring processes. Prepare detailed financial reports to aid in strategic decision-making. Ensure compliance with financial regulations and internal policies. Identify cost-saving opportunities and recommend process improvements. Act as a trusted advisor to stakeholders on financial matters. Assist in the preparation of annual accounts and audits. Provide financial training and guidance to non-finance teams as required. Profile A successful Finance Business Partner should have: A professional qualification or relevant degree in accounting, finance, or a related field. Proficiency in financial analysis, budgeting, and forecasting. Strong knowledge of accounting principles and financial regulations. Experience in the not-for-profit sector is desirable but not essential. Excellent communication skills to liaise effectively with diverse stakeholders. Problem-solving abilities and a proactive approach to financial challenges. Job Offer Temporary opportunity with potential for extension Supportive work environment with opportunities to make a tangible community impact. Hybrid and flexible working arrangements If you are a motivated Finance Business Partner available immediately we encourage you to apply today!

Junior Accountant Leicestershire Full-time up to £29,000 per year + study support Alexander Daniels are working with an established and successful business within the horticultural sector, looking to recruit a Junior Accountant to join their experienced finance team. This is a fantastic opportunity to work alongside knowledgeable, long-standing professionals who will support and guide you as you build your accounting expertise in a fast-paced, commercially focused environment. The Role You'll be an integral part of the finance function, supporting day-to-day accounting activities while gaining exposure across a wide range of responsibilities: Processing Accounts Payable invoices and raising sales invoices/credit notes Reviewing AP/AR ledgers to ensure accuracy and correct allocation of cash Preparing and supporting payment runs Managing bank postings and monitoring account balances Performing balance sheet reconciliations and intercompany agreements Assisting with accruals, prepayments, and journal postings Supporting the preparation of management accounts to draft stage Contributing to cashflow reporting and weekly business reports Supporting audit requests and liaising with external advisors Reconciling credit card transactions Maintaining strong financial controls and supporting continuous improvement initiatives Assisting with ad hoc finance tasks as required About You We're looking for someone who is keen to contribute and learn from those around them: Experience working within a fast-paced, medium-sized environment Strong Excel skills and good attention to detail Confident communicator who enjoys working as part of a team Proactive with a positive, "can-do" attitude Able to manage deadlines and prioritise effectively Why Join? Salary of up to £29,000 Work alongside a highly experienced and supportive finance team Gain hands-on exposure to a broad range of accounting duties Be part of a stable, well-established business within a unique sector If you're looking for a role where you can learn from experienced professionals and deepen your practical accounting knowledge , we'd love to hear from you.