We are working with a long-established and well-regarded independent firm of Chartered Accountants based in Dorset, seeking a Part-time Payroll / Bookkeeper to join their team. This firm has built a strong reputation over several decades for delivering high-quality, personalised advice to both business and individual clients. Offering a full range of accountancy, taxation and business advisory services, they pride themselves on being accessible and developing close, long-term relationships with their clients, providing tailored and practical support across a wide range of financial needs. The practice supports a broad and varied client base and is known for its collaborative, friendly environment where staff are encouraged to develop their skills while maintaining a healthy work-life balance. With a focus on delivering value and responsive service, the firm offers an excellent opportunity for someone looking for flexibility within a professional and supportive setting. What will the Payroll Bookkeeper role involve? Managing end-to-end payroll processes, ensuring accuracy and compliance with current legislation Preparing CIS returns and maintaining up-to-date knowledge of payroll requirements and changes Supporting clients with payroll and bookkeeping queries, providing clear and professional guidance Undertaking bookkeeping responsibilities, including maintaining financial records and assisting with small accounts preparation where required Working collaboratively with the wider team to ensure efficient delivery of payroll and accounting services Suitable Candidate for the Payroll Bookkeeper vacancy: Experience working within a payroll bureau or accountancy practice environment Strong knowledge of payroll, including RTI and Auto Enrolment requirements Experience using Sage Payroll or similar systems Good organisational skills with the ability to manage multiple tasks efficiently Confident communicator with a professional and client-focused approach Exposure to bookkeeping or accounts preparation would be beneficial Additional benefits and information for the Payroll Bookkeeper vacancy : Salary dependent on experience Flexible working hours, typically 18 to 20 hours per week for payroll, with potential to increase if undertaking additional bookkeeping and accounts work Hybrid working options to support work-life balance Ongoing training and development opportunities Supportive and collaborative team environment Holiday entitlement and pension scheme CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and does not discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Jun 22, 2026
Full time
We are working with a long-established and well-regarded independent firm of Chartered Accountants based in Dorset, seeking a Part-time Payroll / Bookkeeper to join their team. This firm has built a strong reputation over several decades for delivering high-quality, personalised advice to both business and individual clients. Offering a full range of accountancy, taxation and business advisory services, they pride themselves on being accessible and developing close, long-term relationships with their clients, providing tailored and practical support across a wide range of financial needs. The practice supports a broad and varied client base and is known for its collaborative, friendly environment where staff are encouraged to develop their skills while maintaining a healthy work-life balance. With a focus on delivering value and responsive service, the firm offers an excellent opportunity for someone looking for flexibility within a professional and supportive setting. What will the Payroll Bookkeeper role involve? Managing end-to-end payroll processes, ensuring accuracy and compliance with current legislation Preparing CIS returns and maintaining up-to-date knowledge of payroll requirements and changes Supporting clients with payroll and bookkeeping queries, providing clear and professional guidance Undertaking bookkeeping responsibilities, including maintaining financial records and assisting with small accounts preparation where required Working collaboratively with the wider team to ensure efficient delivery of payroll and accounting services Suitable Candidate for the Payroll Bookkeeper vacancy: Experience working within a payroll bureau or accountancy practice environment Strong knowledge of payroll, including RTI and Auto Enrolment requirements Experience using Sage Payroll or similar systems Good organisational skills with the ability to manage multiple tasks efficiently Confident communicator with a professional and client-focused approach Exposure to bookkeeping or accounts preparation would be beneficial Additional benefits and information for the Payroll Bookkeeper vacancy : Salary dependent on experience Flexible working hours, typically 18 to 20 hours per week for payroll, with potential to increase if undertaking additional bookkeeping and accounts work Hybrid working options to support work-life balance Ongoing training and development opportunities Supportive and collaborative team environment Holiday entitlement and pension scheme CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and does not discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
At our client's College, people and culture are central to its success. They are modernising structures, strengthening leadership and embedding a culture of accountability and performance. As Director of People Strategy & Culture, you will work closely with the Executive Leadership Team, influencing strategic direction and ensuring our client's people strategy underpins every decision. You will lead workforce transformation, drive culture change and deliver a modern People Strategy aligned with financial sustainability and educational excellence. You will develop leadership capability across the College, act as a trusted advisor at Executive level and lead a high-impact, insight-led People function. Our client is looking for a senior HR leader with a proven track record in organisational transformation, confident at Board level, commercially aware and passionate about developing leaders. Above all, you will bring energy, credibility and the drive to make a real difference. This is a unique opportunity to shape the future culture of a major FE college and play a key role in its long-term success. Our client has engaged FE Associates to support them with this appointment. Interested parties should contact , for an initial discussion. Closing date: 9am on Tuesday 23 June 2026 Interview date: Thursday 2 July 2026
Jun 22, 2026
Full time
At our client's College, people and culture are central to its success. They are modernising structures, strengthening leadership and embedding a culture of accountability and performance. As Director of People Strategy & Culture, you will work closely with the Executive Leadership Team, influencing strategic direction and ensuring our client's people strategy underpins every decision. You will lead workforce transformation, drive culture change and deliver a modern People Strategy aligned with financial sustainability and educational excellence. You will develop leadership capability across the College, act as a trusted advisor at Executive level and lead a high-impact, insight-led People function. Our client is looking for a senior HR leader with a proven track record in organisational transformation, confident at Board level, commercially aware and passionate about developing leaders. Above all, you will bring energy, credibility and the drive to make a real difference. This is a unique opportunity to shape the future culture of a major FE college and play a key role in its long-term success. Our client has engaged FE Associates to support them with this appointment. Interested parties should contact , for an initial discussion. Closing date: 9am on Tuesday 23 June 2026 Interview date: Thursday 2 July 2026
Bookkeeper Anglesey £30K FTE Bookkeeper Opportunity Flexible Working North Wales (Gaerwen area) Are you an experienced Bookkeeper looking for a role that offers flexibility around your working days and hours? This is a fantastic opportunity to join an established and supportive business during an exciting period of development and finance system improvements, with the potential for a permanent position for the right candidate. The RoleWorking initially 4-5 days per week (with flexibility), you'll play a key role in supporting the day-to-day financial operations. You'll collaborate closely with finance colleagues, senior management and external advisors, gaining exposure to a broad range of responsibilities. Key Responsibilities Processing purchase and sales invoices Bank reconciliations Credit control and debtor monitoring Supporting supplier payments Maintaining accurate financial records Assisting with VAT return preparation Payroll administration support Data entry and reporting General finance and administrative duties Supporting improvements to finance systems and processes What We're Looking For Qualified Bookkeeper or part-qualified Accountant Strong experience using QuickBooks High attention to detail and accuracy Excellent organisation and communication skills Ability to work independently and as part of a team Based within reasonable commuting distance of Gaerwen Desirable SME experience Agricultural or farming sector exposure Welsh speaking skills What's on Offer Flexible working days and hours - ideal for those needing work-life balance Friendly and supportive environment Varied role with real business impact Opportunity to contribute to modernisation projects Salary £30,000 (full-time equivalent) Potential to become a permanent role for the right candidate
Jun 22, 2026
Full time
Bookkeeper Anglesey £30K FTE Bookkeeper Opportunity Flexible Working North Wales (Gaerwen area) Are you an experienced Bookkeeper looking for a role that offers flexibility around your working days and hours? This is a fantastic opportunity to join an established and supportive business during an exciting period of development and finance system improvements, with the potential for a permanent position for the right candidate. The RoleWorking initially 4-5 days per week (with flexibility), you'll play a key role in supporting the day-to-day financial operations. You'll collaborate closely with finance colleagues, senior management and external advisors, gaining exposure to a broad range of responsibilities. Key Responsibilities Processing purchase and sales invoices Bank reconciliations Credit control and debtor monitoring Supporting supplier payments Maintaining accurate financial records Assisting with VAT return preparation Payroll administration support Data entry and reporting General finance and administrative duties Supporting improvements to finance systems and processes What We're Looking For Qualified Bookkeeper or part-qualified Accountant Strong experience using QuickBooks High attention to detail and accuracy Excellent organisation and communication skills Ability to work independently and as part of a team Based within reasonable commuting distance of Gaerwen Desirable SME experience Agricultural or farming sector exposure Welsh speaking skills What's on Offer Flexible working days and hours - ideal for those needing work-life balance Friendly and supportive environment Varied role with real business impact Opportunity to contribute to modernisation projects Salary £30,000 (full-time equivalent) Potential to become a permanent role for the right candidate
The Partnership Brokers Association is an international, not-for-profit organisation dedicated to enhancing the effectiveness and impact of multi-stakeholder collaboration. Our purpose is to explore, exchange and promote effective multi-stakeholder partnering practices and principled forms of collaboration that accelerate transformative shifts in behaviours, attitudes, and systems to create a more just and sustainable world. PBA's mission is to promote and support professional standards in partnership brokering and to advance the global understanding of effective partnerships. We are seeking a highly skilled and dynamic Accounts Administrator to oversee PBA's financial matters. As part of the PBA Finance Team, the Accounts Administrator works closely with the Finance and Business Strategy Advisor who leads the team. Profile The ideal candidate will demonstrate a strong commitment to excellence and the ability to provide financial support while upholding the highest standards of confidentiality and accountability. The candidate will act with integrity, independence, and professionalism at all times, safeguarding the PBA s financial interests and maintaining a strong ethical stance. The candidate will liaise with and maintain relationships with outsourced firms, auditors, and others as required. Key Responsibilities: Management of the day-to-day financial operations of the organisation such as bookkeeping and related administrative aspects; Attention to detail for accuracy in data entry and raising payments; Ensuring compliance with financial regulations and internal policies; Flagging up overdue payments to core team; Administration of all detail surrounding financial transactions, ensuring timely payment of invoices and taxes; Tracking income and expenditure against budgets; VAT expertise: Preparing and submitting quarterly VAT returns under Making Tax Digital (MTD) rules; Ad-hoc support Finance and Business Strategy Advisor as requested. Skills & experience essential An accountancy qualification with working knowledge of UK accounting standards and company law; Demonstrable financial management experience and competences; Proficiency in Xero for bookkeeping, raising invoices, bills and bank reconciliations; Experience with Xero-integrated apps e.g. Stripe; Demonstrable understanding of accountancy software and G-Suite/ Microsoft Excel; Experience of working with not-for-profit organisation; Ability to think strategically, and exercise good, independent judgement; Ability to work effectively as a member of a small team and respond to queries in a timely manner. Motivation: Enthusiasm for the work of the PBA and its mission; A positive can-do attitude; Enthusiasm for team working. Terms and Conditions Consultant contract; Up to 54 days per year; £180 per day to be invoiced quarterly; Location: home-based, preferably in the UK; Requires a degree of flexibility on availability.
Jun 22, 2026
Full time
The Partnership Brokers Association is an international, not-for-profit organisation dedicated to enhancing the effectiveness and impact of multi-stakeholder collaboration. Our purpose is to explore, exchange and promote effective multi-stakeholder partnering practices and principled forms of collaboration that accelerate transformative shifts in behaviours, attitudes, and systems to create a more just and sustainable world. PBA's mission is to promote and support professional standards in partnership brokering and to advance the global understanding of effective partnerships. We are seeking a highly skilled and dynamic Accounts Administrator to oversee PBA's financial matters. As part of the PBA Finance Team, the Accounts Administrator works closely with the Finance and Business Strategy Advisor who leads the team. Profile The ideal candidate will demonstrate a strong commitment to excellence and the ability to provide financial support while upholding the highest standards of confidentiality and accountability. The candidate will act with integrity, independence, and professionalism at all times, safeguarding the PBA s financial interests and maintaining a strong ethical stance. The candidate will liaise with and maintain relationships with outsourced firms, auditors, and others as required. Key Responsibilities: Management of the day-to-day financial operations of the organisation such as bookkeeping and related administrative aspects; Attention to detail for accuracy in data entry and raising payments; Ensuring compliance with financial regulations and internal policies; Flagging up overdue payments to core team; Administration of all detail surrounding financial transactions, ensuring timely payment of invoices and taxes; Tracking income and expenditure against budgets; VAT expertise: Preparing and submitting quarterly VAT returns under Making Tax Digital (MTD) rules; Ad-hoc support Finance and Business Strategy Advisor as requested. Skills & experience essential An accountancy qualification with working knowledge of UK accounting standards and company law; Demonstrable financial management experience and competences; Proficiency in Xero for bookkeeping, raising invoices, bills and bank reconciliations; Experience with Xero-integrated apps e.g. Stripe; Demonstrable understanding of accountancy software and G-Suite/ Microsoft Excel; Experience of working with not-for-profit organisation; Ability to think strategically, and exercise good, independent judgement; Ability to work effectively as a member of a small team and respond to queries in a timely manner. Motivation: Enthusiasm for the work of the PBA and its mission; A positive can-do attitude; Enthusiasm for team working. Terms and Conditions Consultant contract; Up to 54 days per year; £180 per day to be invoiced quarterly; Location: home-based, preferably in the UK; Requires a degree of flexibility on availability.
Administrator, Financial Services Industry 25,000pa - 30,000pa doe Bristol (Pill) - Fully office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Jun 22, 2026
Full time
Administrator, Financial Services Industry 25,000pa - 30,000pa doe Bristol (Pill) - Fully office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Financial Researcher An exciting opportunity has arisen for aFinancial Researcherto join one of the UKs leading wealth management and financial advisory firms, based in the Spalding area. Renowned for their exceptional client service, forward-thinking approach, and long-standing reputation for excellence, this organisation continues to make animpactfuldifference in the lives of the individuals and click apply for full job details
Jun 22, 2026
Full time
Financial Researcher An exciting opportunity has arisen for aFinancial Researcherto join one of the UKs leading wealth management and financial advisory firms, based in the Spalding area. Renowned for their exceptional client service, forward-thinking approach, and long-standing reputation for excellence, this organisation continues to make animpactfuldifference in the lives of the individuals and click apply for full job details
Premier Jobs UK Limited
Cheltenham, Gloucestershire
Financial Adviser job opportunity with an established Chartered firm, offering the chance to take ownership of an existing client bank and genuinely grow it further. This Financial Adviser job is ideal for an ambitious Financial Adviser who wants more than just servicing. You will inherit a well established client bank and be trusted to develop it through proactive advice, referrals and new plannin click apply for full job details
Jun 22, 2026
Full time
Financial Adviser job opportunity with an established Chartered firm, offering the chance to take ownership of an existing client bank and genuinely grow it further. This Financial Adviser job is ideal for an ambitious Financial Adviser who wants more than just servicing. You will inherit a well established client bank and be trusted to develop it through proactive advice, referrals and new plannin click apply for full job details
Self Employed IFA - Honiton/Remote We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our client's growing team in Honiton. This is a fantastic opportunity to take on a mixed client portfolio (corporate and private) in a well-supported, salaried role with excellent benefits and clear progression potential. The Role As a fully-fledged IFA, you'll be joining a stable, established business with a strong corporate client base. You will: Deliver personal financial advice to members of corporate schemes Manage and develop a small bank of private clients Run member surgeries and consultations as part of workplace schemes Provide high-quality, independent financial planning with full admin and paraplanning support This role is ideal for someone with at least 1-2 years' post-CAS experience who is ready to step into a more autonomous advisory position without the pressure of building a client bank from scratch. What We're Looking For CAS status (minimum of 1-2 years advising experience post-CAS) Level 4 Diploma qualified (CII or equivalent) Experience with corporate clients is not essential What's On Offer Base Salary dependant on experience Bonus Scheme: Performance- and company-profit-based Annual Pay & Bonus Review: Every December Benefits Package Holiday: 25 days, increasing with industry experience (up to 30 days) Pension: 6% employer contribution (minimum 4% employee) Life Insurance: 3x salary (non-contributory, from day one) Private Medical Insurance: Available after 3-month probation Income Protection Study Support: 26 half-days per Chartered exam + exam costs covered CII Membership: Fully funded Hybrid Working: Up to 2 days per week from home
Jun 22, 2026
Full time
Self Employed IFA - Honiton/Remote We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our client's growing team in Honiton. This is a fantastic opportunity to take on a mixed client portfolio (corporate and private) in a well-supported, salaried role with excellent benefits and clear progression potential. The Role As a fully-fledged IFA, you'll be joining a stable, established business with a strong corporate client base. You will: Deliver personal financial advice to members of corporate schemes Manage and develop a small bank of private clients Run member surgeries and consultations as part of workplace schemes Provide high-quality, independent financial planning with full admin and paraplanning support This role is ideal for someone with at least 1-2 years' post-CAS experience who is ready to step into a more autonomous advisory position without the pressure of building a client bank from scratch. What We're Looking For CAS status (minimum of 1-2 years advising experience post-CAS) Level 4 Diploma qualified (CII or equivalent) Experience with corporate clients is not essential What's On Offer Base Salary dependant on experience Bonus Scheme: Performance- and company-profit-based Annual Pay & Bonus Review: Every December Benefits Package Holiday: 25 days, increasing with industry experience (up to 30 days) Pension: 6% employer contribution (minimum 4% employee) Life Insurance: 3x salary (non-contributory, from day one) Private Medical Insurance: Available after 3-month probation Income Protection Study Support: 26 half-days per Chartered exam + exam costs covered CII Membership: Fully funded Hybrid Working: Up to 2 days per week from home
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management click apply for full job details
Jun 22, 2026
Full time
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management click apply for full job details
Prominent local Firm of Solicitors are looking to recruit a Senior Accountant 35k p/a Interviews week commencing 08/06/26 Job Purpose To oversee and manage the financial operations of a UK law firm, ensuring compliance with Solicitors Regulation Authority (SRA) Accounts Rules, HMRC regulations, and statutory accounting requirements. The Senior Accountant will be responsible for financial reporting, legal billing, accounts receivable and recoverable, budgeting, compliance, and supporting the wider finance and operational functions of the firm. Key Responsibilities Prepare monthly management accounts, statutory accounts, and financial reports in line with UK accounting standards and legal sector requirements. Ensure compliance with SRA Accounts Rules, VAT regulations, HMRC requirements, anti-money laundering (AML) obligations, and internal financial controls. Manage office and client account transactions, reconciliations, and postings in accordance with legal accounting procedures. Oversee accounts payable processes including supplier payments, expenses, disbursements, and payment runs. Manage accounts receivable, credit control, aged debtors, and recoverable disbursements to improve cash flow and minimise outstanding debt. Support legal billing cycles, monitor work in progress (WIP), and assist with write-offs, transfers, and matter balance reviews. Conduct budgeting, forecasting, profitability analysis, and cash flow reporting to support strategic decision-making. Liaise with auditors, tax advisors, banks, and regulatory bodies as required. Provide guidance and support to junior finance staff and assist fee earners with finance-related queries. Assist with system improvements, process enhancements, reporting development, and finance projects. Undertake ad hoc finance, compliance, and operational duties as required within the business. Skills and Experience Proven accounting experience within a UK law firm or professional services environment. Strong understanding of SRA Accounts Rules and legal finance compliance requirements. Experience managing accounts payable, accounts receivable, recoverable, legal billing, and reconciliations. Experience using accounting and legal practice management systems such as Sage, Xero, QuickBooks, Elite, Aderant, or similar platforms. Strong knowledge of VAT, payroll, and UK statutory reporting requirements. Excellent organisational, analytical, and problem-solving skills. Ability to work under pressure and manage multiple priorities effectively. Strong communication and stakeholder management skills. Previous experience supervising or mentoring junior finance staff is desirable. Qualifications ACA, ACCA, CIMA, or equivalent recognised professional accounting qualification. Alternatively, significant relevant experience within a legal finance environment may be considered. Knowledge of legal cashiering and SRA compliance requirements is highly desirable. Personal Attributes High level of accuracy and attention to detail. Professional, discreet, and able to handle confidential information. Proactive and solutions-focused approach. Strong organisational and time management skills. Ability to work collaboratively within a fast-paced legal environment. Interested parties should contact Mark Smith on (phone number removed) or send their CV's to Mark at (url removed)
Jun 22, 2026
Full time
Prominent local Firm of Solicitors are looking to recruit a Senior Accountant 35k p/a Interviews week commencing 08/06/26 Job Purpose To oversee and manage the financial operations of a UK law firm, ensuring compliance with Solicitors Regulation Authority (SRA) Accounts Rules, HMRC regulations, and statutory accounting requirements. The Senior Accountant will be responsible for financial reporting, legal billing, accounts receivable and recoverable, budgeting, compliance, and supporting the wider finance and operational functions of the firm. Key Responsibilities Prepare monthly management accounts, statutory accounts, and financial reports in line with UK accounting standards and legal sector requirements. Ensure compliance with SRA Accounts Rules, VAT regulations, HMRC requirements, anti-money laundering (AML) obligations, and internal financial controls. Manage office and client account transactions, reconciliations, and postings in accordance with legal accounting procedures. Oversee accounts payable processes including supplier payments, expenses, disbursements, and payment runs. Manage accounts receivable, credit control, aged debtors, and recoverable disbursements to improve cash flow and minimise outstanding debt. Support legal billing cycles, monitor work in progress (WIP), and assist with write-offs, transfers, and matter balance reviews. Conduct budgeting, forecasting, profitability analysis, and cash flow reporting to support strategic decision-making. Liaise with auditors, tax advisors, banks, and regulatory bodies as required. Provide guidance and support to junior finance staff and assist fee earners with finance-related queries. Assist with system improvements, process enhancements, reporting development, and finance projects. Undertake ad hoc finance, compliance, and operational duties as required within the business. Skills and Experience Proven accounting experience within a UK law firm or professional services environment. Strong understanding of SRA Accounts Rules and legal finance compliance requirements. Experience managing accounts payable, accounts receivable, recoverable, legal billing, and reconciliations. Experience using accounting and legal practice management systems such as Sage, Xero, QuickBooks, Elite, Aderant, or similar platforms. Strong knowledge of VAT, payroll, and UK statutory reporting requirements. Excellent organisational, analytical, and problem-solving skills. Ability to work under pressure and manage multiple priorities effectively. Strong communication and stakeholder management skills. Previous experience supervising or mentoring junior finance staff is desirable. Qualifications ACA, ACCA, CIMA, or equivalent recognised professional accounting qualification. Alternatively, significant relevant experience within a legal finance environment may be considered. Knowledge of legal cashiering and SRA compliance requirements is highly desirable. Personal Attributes High level of accuracy and attention to detail. Professional, discreet, and able to handle confidential information. Proactive and solutions-focused approach. Strong organisational and time management skills. Ability to work collaboratively within a fast-paced legal environment. Interested parties should contact Mark Smith on (phone number removed) or send their CV's to Mark at (url removed)
The Opportunity We are recruiting for an experienced Oracle Financials & Procurement Consultant to join a growing ERP consulting practice. This role will focus primarily on delivering Oracle Application engagements, alongside supporting a range of project-based initiatives. The successful candidate will combine strong functional consulting expertise with solid technical capability and be comfortable working directly with clients to deliver high-quality support and advisory services. Key Responsibilities Provide functional and technical consulting expertise across Oracle E-business Suite Financials and Procurement modules. Deliver support and enhancement services within managed service environments. Investigate, troubleshoot and resolve application issues. Work closely with clients to understand business requirements and recommend effective solutions. Support project delivery activities including system improvements, upgrades and implementations. Produce and maintain high-quality documentation and knowledge-sharing materials. Collaborate with internal teams and stakeholders to ensure successful service delivery. Required Experience & Skills Functional Expertise Strong knowledge of Oracle Financials and Procurement modules, including iProcurement. Excellent understanding of end-to-end finance and procurement business processes. Sound accounting knowledge underpinning consulting and solution design activities. Knowledge of related Oracle modules such as Order Management, Inventory, Projects or broader Supply Chain functionality would be advantageous. Technical Expertise Strong understanding of Oracle Financials and Procurement data structures. Hands-on experience with Oracle development technologies including: PL/SQL Oracle APIs Alerts Workflow BI Publisher Bursting Consulting & Client Engagement Excellent communication, presentation and stakeholder management skills. Proven ability to engage effectively with business and technical users. Strong customer-focused consultancy approach. Awareness of industry trends and best practices is beneficial. What's on Offer Remote/home-based working. Opportunity to work with a diverse portfolio of clients and projects. Exposure to both managed services and project delivery work. Professional development and training opportunities, including support for ITIL certification where required. A collaborative and entrepreneurial consulting environment. Modis International Ltd acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers in the UK. Modis Europe Ltd provide a variety of international solutions that connect clients to the best talent in the world. For all positions based in Switzerland, Modis Europe Ltd works with its licensed Swiss partner Accurity GmbH to ensure that candidate applications are handled in accordance with Swiss law. Both Modis International Ltd and Modis Europe Ltd are Equal Opportunities Employers. By applying for this role your details will be submitted to Modis International Ltd and/or Modis Europe Ltd. Our Candidate Privacy Information Statement which explains how we will use your information is available on the Modis website.
Jun 22, 2026
Full time
The Opportunity We are recruiting for an experienced Oracle Financials & Procurement Consultant to join a growing ERP consulting practice. This role will focus primarily on delivering Oracle Application engagements, alongside supporting a range of project-based initiatives. The successful candidate will combine strong functional consulting expertise with solid technical capability and be comfortable working directly with clients to deliver high-quality support and advisory services. Key Responsibilities Provide functional and technical consulting expertise across Oracle E-business Suite Financials and Procurement modules. Deliver support and enhancement services within managed service environments. Investigate, troubleshoot and resolve application issues. Work closely with clients to understand business requirements and recommend effective solutions. Support project delivery activities including system improvements, upgrades and implementations. Produce and maintain high-quality documentation and knowledge-sharing materials. Collaborate with internal teams and stakeholders to ensure successful service delivery. Required Experience & Skills Functional Expertise Strong knowledge of Oracle Financials and Procurement modules, including iProcurement. Excellent understanding of end-to-end finance and procurement business processes. Sound accounting knowledge underpinning consulting and solution design activities. Knowledge of related Oracle modules such as Order Management, Inventory, Projects or broader Supply Chain functionality would be advantageous. Technical Expertise Strong understanding of Oracle Financials and Procurement data structures. Hands-on experience with Oracle development technologies including: PL/SQL Oracle APIs Alerts Workflow BI Publisher Bursting Consulting & Client Engagement Excellent communication, presentation and stakeholder management skills. Proven ability to engage effectively with business and technical users. Strong customer-focused consultancy approach. Awareness of industry trends and best practices is beneficial. What's on Offer Remote/home-based working. Opportunity to work with a diverse portfolio of clients and projects. Exposure to both managed services and project delivery work. Professional development and training opportunities, including support for ITIL certification where required. A collaborative and entrepreneurial consulting environment. Modis International Ltd acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers in the UK. Modis Europe Ltd provide a variety of international solutions that connect clients to the best talent in the world. For all positions based in Switzerland, Modis Europe Ltd works with its licensed Swiss partner Accurity GmbH to ensure that candidate applications are handled in accordance with Swiss law. Both Modis International Ltd and Modis Europe Ltd are Equal Opportunities Employers. By applying for this role your details will be submitted to Modis International Ltd and/or Modis Europe Ltd. Our Candidate Privacy Information Statement which explains how we will use your information is available on the Modis website.
Advisor Client Suppport An excellent opportunity to join a well respected Wealth Planning business based in Alderley Edge. You will be responsible for day-to-day administration involved in servicing clients and writing new business. You will will work closely with a financial planner and associate financial planner to service a defined client bank. Duties Include: Ensuring that all company processes are adhered to. Ensuring that all communications are recorded and indexed in the document management system (SharePoint) Ensuring immaculate and up-to-date records on the back-office system (Curo) Managing and maintaining a task list within Curo and Outlook. New business processing, completing forms and submitting to financial product providers. Producing valuations Production of Annual Planning Meeting (APM) preparation pack. General administration and processing. You must have strong attention to detail and proven experience within a Financial Advisory Firm. management planning admin
Jun 22, 2026
Full time
Advisor Client Suppport An excellent opportunity to join a well respected Wealth Planning business based in Alderley Edge. You will be responsible for day-to-day administration involved in servicing clients and writing new business. You will will work closely with a financial planner and associate financial planner to service a defined client bank. Duties Include: Ensuring that all company processes are adhered to. Ensuring that all communications are recorded and indexed in the document management system (SharePoint) Ensuring immaculate and up-to-date records on the back-office system (Curo) Managing and maintaining a task list within Curo and Outlook. New business processing, completing forms and submitting to financial product providers. Producing valuations Production of Annual Planning Meeting (APM) preparation pack. General administration and processing. You must have strong attention to detail and proven experience within a Financial Advisory Firm. management planning admin
Client Relationship Manager - Accountancy Practice Carlisle - Cumbria Competitive Salary + Excellent Benefits About the Company W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established independent practices, delivering tailored talent solutions that drive business performance. We are partnering with a highly regarded and well-established boutique accountancy practice based in Carlisle , supporting a broad portfolio of owner-managed and family businesses across Cumbria and the wider region. The firm delivers a fully integrated service offering spanning accountancy, tax planning, profit improvement, and long-term wealth and asset advisory. This is a client-focused, advisory-led environment where relationships, commercial insight, and proactive advice sit at the centre of the service model. The Role As Client Relationship Manager, you will take ownership of a portfolio of owner-managed and family business clients, acting as their trusted adviser and primary point of contact. This is a hybrid role combining high-quality compliance delivery with proactive advisory support. You will work closely with business owners to improve profitability, manage tax efficiently, and support wider financial and strategic decision-making. Alongside client management responsibilities, you will play a key role in identifying opportunities for added value, supporting the development of advisory services, and ensuring clients receive a consistently high level of service aligned with the firm's boutique positioning. This is an excellent opportunity for a commercially minded practice professional looking to move into a more advisory-focused, relationship-led role within a respected regional practice. Key Responsibilities Manage a portfolio of 50-100 owner-managed and family business clients, acting as the primary relationship contact Build strong, long-term client relationships through regular communication and structured review meetings Deliver a high-quality blend of compliance and advisory services tailored to client needs Oversee preparation and review of accounts, business tax computations, and VAT returns Ensure work is delivered accurately, efficiently, and within agreed deadlines and budgets Provide proactive advice on improving profitability, cash flow, and business performance Identify tax planning opportunities and support effective tax mitigation strategies Contribute to discussions around business structure, growth, and long-term planning Support delivery of management information, dashboards, and performance insight reporting Identify opportunities for additional advisory services within the client portfolio Maintain high-quality client files and ensure robust technical standards are met Work collaboratively with Directors and the wider team on client delivery and projects Contribute to process improvement and the adoption of more efficient working practices Stay up to date with relevant tax, accounting, and regulatory developments About You ACA or ACCA qualified, or qualified by experience within UK practice Strong background in general practice, accounts, and business tax Proven experience managing client relationships or a portfolio of clients Confident working directly with business owners and senior stakeholders Strong technical knowledge of accounts and tax compliance Commercially aware with a genuine interest in business performance and advisory work Strong communication skills with a proactive, client-focused approach Organised, self-motivated, and able to manage multiple priorities effectively Interest in developing advisory and value-added client services What's on Offer Competitive salary with excellent benefits package Opportunity to work within a boutique, advisory-led practice in Carlisle Direct exposure to owner-managed and family business clients across the region Genuine opportunity to develop into a more senior advisory role over time Supportive and collaborative working environment Strong focus on client value, quality, and professional development Flexible and hybrid working available for the right candidate How to Apply To apply for this position, please submit your CV via this website or contact W Talent Finance directly for a confidential discussion.
Jun 22, 2026
Full time
Client Relationship Manager - Accountancy Practice Carlisle - Cumbria Competitive Salary + Excellent Benefits About the Company W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established independent practices, delivering tailored talent solutions that drive business performance. We are partnering with a highly regarded and well-established boutique accountancy practice based in Carlisle , supporting a broad portfolio of owner-managed and family businesses across Cumbria and the wider region. The firm delivers a fully integrated service offering spanning accountancy, tax planning, profit improvement, and long-term wealth and asset advisory. This is a client-focused, advisory-led environment where relationships, commercial insight, and proactive advice sit at the centre of the service model. The Role As Client Relationship Manager, you will take ownership of a portfolio of owner-managed and family business clients, acting as their trusted adviser and primary point of contact. This is a hybrid role combining high-quality compliance delivery with proactive advisory support. You will work closely with business owners to improve profitability, manage tax efficiently, and support wider financial and strategic decision-making. Alongside client management responsibilities, you will play a key role in identifying opportunities for added value, supporting the development of advisory services, and ensuring clients receive a consistently high level of service aligned with the firm's boutique positioning. This is an excellent opportunity for a commercially minded practice professional looking to move into a more advisory-focused, relationship-led role within a respected regional practice. Key Responsibilities Manage a portfolio of 50-100 owner-managed and family business clients, acting as the primary relationship contact Build strong, long-term client relationships through regular communication and structured review meetings Deliver a high-quality blend of compliance and advisory services tailored to client needs Oversee preparation and review of accounts, business tax computations, and VAT returns Ensure work is delivered accurately, efficiently, and within agreed deadlines and budgets Provide proactive advice on improving profitability, cash flow, and business performance Identify tax planning opportunities and support effective tax mitigation strategies Contribute to discussions around business structure, growth, and long-term planning Support delivery of management information, dashboards, and performance insight reporting Identify opportunities for additional advisory services within the client portfolio Maintain high-quality client files and ensure robust technical standards are met Work collaboratively with Directors and the wider team on client delivery and projects Contribute to process improvement and the adoption of more efficient working practices Stay up to date with relevant tax, accounting, and regulatory developments About You ACA or ACCA qualified, or qualified by experience within UK practice Strong background in general practice, accounts, and business tax Proven experience managing client relationships or a portfolio of clients Confident working directly with business owners and senior stakeholders Strong technical knowledge of accounts and tax compliance Commercially aware with a genuine interest in business performance and advisory work Strong communication skills with a proactive, client-focused approach Organised, self-motivated, and able to manage multiple priorities effectively Interest in developing advisory and value-added client services What's on Offer Competitive salary with excellent benefits package Opportunity to work within a boutique, advisory-led practice in Carlisle Direct exposure to owner-managed and family business clients across the region Genuine opportunity to develop into a more senior advisory role over time Supportive and collaborative working environment Strong focus on client value, quality, and professional development Flexible and hybrid working available for the right candidate How to Apply To apply for this position, please submit your CV via this website or contact W Talent Finance directly for a confidential discussion.
R&D Tax Consultant - Boutique Firm I am currently supporting an ambitious, fast-growing boutique London based R&D tax advisory firm. Known for their personalised approach and technical credibility, they partner with a wide range of forward thinking companies across multiple sectors. As part of their continued growth, they're looking to hire a commercially minded and technical R&D Tax Consultant to join their collaborative and high-performing team.This is an excellent opportunity for someone to work on both the financial and technical side of R&D and looking to play a key role in the growth of the company. You would be working directly with the Head of Tax and other team members, providing advice to clients and working on the end-to-end claim. This is an ideal role for someone who wants to develop a niche within a high-demand market. The Role: Managing a portfolio of clients from a range of sectors Conducting in-depth financial reviews to identify and assess qualifying R&D expenditure Evaluating project eligibility against current R&D tax legislation and guidelines Producing clear, structured, and persuasive technical documentation to support claims Acting as a key point of contact for stakeholders Keeping up to date with changes in R&D tax rules and industry developments The ideal Candidate: Previous exposure to R&D tax, finance or technical environments Motivation to specialise in R&D A proactive, "can-do" attitude and willingness to learn A naturally analytical mindset with confidence working with financial data What you'll get in return: Competitive salary and bonus Direct exposure to senior stakeholders A supportive onboarding and training structure The opportunity to carve out a niche specialism If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 22, 2026
Full time
R&D Tax Consultant - Boutique Firm I am currently supporting an ambitious, fast-growing boutique London based R&D tax advisory firm. Known for their personalised approach and technical credibility, they partner with a wide range of forward thinking companies across multiple sectors. As part of their continued growth, they're looking to hire a commercially minded and technical R&D Tax Consultant to join their collaborative and high-performing team.This is an excellent opportunity for someone to work on both the financial and technical side of R&D and looking to play a key role in the growth of the company. You would be working directly with the Head of Tax and other team members, providing advice to clients and working on the end-to-end claim. This is an ideal role for someone who wants to develop a niche within a high-demand market. The Role: Managing a portfolio of clients from a range of sectors Conducting in-depth financial reviews to identify and assess qualifying R&D expenditure Evaluating project eligibility against current R&D tax legislation and guidelines Producing clear, structured, and persuasive technical documentation to support claims Acting as a key point of contact for stakeholders Keeping up to date with changes in R&D tax rules and industry developments The ideal Candidate: Previous exposure to R&D tax, finance or technical environments Motivation to specialise in R&D A proactive, "can-do" attitude and willingness to learn A naturally analytical mindset with confidence working with financial data What you'll get in return: Competitive salary and bonus Direct exposure to senior stakeholders A supportive onboarding and training structure The opportunity to carve out a niche specialism If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Financial Adviser Are you an ambitious Financial Adviser looking for the security of employed status while retaining the flexibility and autonomy to build long-term client relationships? An exciting opportunity has arisen for experienced Financial Advisers to join a growing advisory business and offers the chance to inherit an established client bank! Working remotely or from your own office, you will focus on delivering high-quality financial planning and ongoing support to private clients, backed by a comprehensive infrastructure designed to help you succeed. The Opportunity Take over and develop an established adviser client portfolio Deliver holistic financial planning and wealth management solutions Build and maintain long-term client relationships Benefit from extensive compliance, operational and technical support Enjoy a flexible home-based working environment Access ongoing training, mentoring and professional development About You To be considered, you will ideally have: A minimum of 2 years' financial advisory experience Competent Adviser Status (CAS) A current Statement of Professional Standing (SPS) Strong relationship management and client service skills The ability to work independently and manage your own diary A professional and compliant approach to financial advice Excellent organisational and communication skills A positive, forward-thinking attitude and desire to develop your career What's on Offer? Basic salary of up to £52,000 15% revenue bonus Profit share bonus scheme Contributory pension scheme Group Life Assurance (3x salary) £250 per month car allowance Home-based and flexible working arrangements If you are looking for a role that combines the stability of employed status with the opportunity to develop and grow an existing client portfolio, we would love to hear from you.
Jun 22, 2026
Full time
Financial Adviser Are you an ambitious Financial Adviser looking for the security of employed status while retaining the flexibility and autonomy to build long-term client relationships? An exciting opportunity has arisen for experienced Financial Advisers to join a growing advisory business and offers the chance to inherit an established client bank! Working remotely or from your own office, you will focus on delivering high-quality financial planning and ongoing support to private clients, backed by a comprehensive infrastructure designed to help you succeed. The Opportunity Take over and develop an established adviser client portfolio Deliver holistic financial planning and wealth management solutions Build and maintain long-term client relationships Benefit from extensive compliance, operational and technical support Enjoy a flexible home-based working environment Access ongoing training, mentoring and professional development About You To be considered, you will ideally have: A minimum of 2 years' financial advisory experience Competent Adviser Status (CAS) A current Statement of Professional Standing (SPS) Strong relationship management and client service skills The ability to work independently and manage your own diary A professional and compliant approach to financial advice Excellent organisational and communication skills A positive, forward-thinking attitude and desire to develop your career What's on Offer? Basic salary of up to £52,000 15% revenue bonus Profit share bonus scheme Contributory pension scheme Group Life Assurance (3x salary) £250 per month car allowance Home-based and flexible working arrangements If you are looking for a role that combines the stability of employed status with the opportunity to develop and grow an existing client portfolio, we would love to hear from you.
Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary 30,000 - 34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. 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 (url removed)
Jun 22, 2026
Full time
Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary 30,000 - 34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. 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 (url removed)
Varied role in great team Your new company A highly respected and fast-growing accountancy practice is looking to strengthen its Salisbury team with an ambitious Part-qualified Accountant for the role of Accounts Semi Senior. The firm is known for its modern, collaborative approach, supporting SMEs with quality advisory and compliance services. With a large regional network and a strong focus on professional development, this is an excellent environment for someone who wants long-term progression within practice. Your new role Working as part of a friendly, supportive accounts team, you'll assist in preparing financial statements, management accounts and tax returns for a varied portfolio of clients.Daily responsibilities include: Preparing accounts and VAT returns from client records Producing accurate working paper files Supporting senior team members with deadlines, budgets and client deliverables Communicating with clients and delivering a high-quality service Highlighting issues and suggesting solutions before manager/partner review Assisting with client meetings where required What you'll need to succeed AAT qualified and ideally working towards further qualifications Previous experience in an accountancy practice Strong knowledge of VAT and Income Tax Excellent communication skills and the confidence to build client relationships Strong attention to detail and the ability to manage multiple deadlines A proactive, positive team player who can work independently when needed What you'll get in return Accounts Semi Senior is looking for a supportive, forward-thinking practice where you can continue to develop, get in touch today to find out more - completely confidentially. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Jun 22, 2026
Full time
Varied role in great team Your new company A highly respected and fast-growing accountancy practice is looking to strengthen its Salisbury team with an ambitious Part-qualified Accountant for the role of Accounts Semi Senior. The firm is known for its modern, collaborative approach, supporting SMEs with quality advisory and compliance services. With a large regional network and a strong focus on professional development, this is an excellent environment for someone who wants long-term progression within practice. Your new role Working as part of a friendly, supportive accounts team, you'll assist in preparing financial statements, management accounts and tax returns for a varied portfolio of clients.Daily responsibilities include: Preparing accounts and VAT returns from client records Producing accurate working paper files Supporting senior team members with deadlines, budgets and client deliverables Communicating with clients and delivering a high-quality service Highlighting issues and suggesting solutions before manager/partner review Assisting with client meetings where required What you'll need to succeed AAT qualified and ideally working towards further qualifications Previous experience in an accountancy practice Strong knowledge of VAT and Income Tax Excellent communication skills and the confidence to build client relationships Strong attention to detail and the ability to manage multiple deadlines A proactive, positive team player who can work independently when needed What you'll get in return Accounts Semi Senior is looking for a supportive, forward-thinking practice where you can continue to develop, get in touch today to find out more - completely confidentially. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Mortgage Case Manager Corsham Full Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Mortgage Case Manager to join our client based in their Corsham Branch. Job Purpose To manage mortgage applications from submission through to completion, ensuring excellent client service and efficient communication with lenders, while also supporting advisers, office operations, and third-party referrals. Act as the first point of contact for clients on mortgage applications. Contact clients within 24 hours of application submission. Progress applications through workflow stages in the system. Obtain regular updates from lenders/providers and promptly request outstanding information from clients. Aim to secure offers within 10 days of application submission. Proactively resolve issues (e.g. valuation access). Engage lender BDMs where appropriate and challenge decisions or timelines when necessary. Stay up to date on lender requirements and timescales, sharing updates with advisers. Maintain regular client contact (By phone in the first instance, followed by email/message if unavailable). Ensure accurate, complete, and up-to-date client records on Mortgage Keeper. Keep advisers informed of case progress and issues. Review and check mortgage offers thoroughly before notifying brokers. Liaise with introducers as required Office Management and Sales Support Upload and allocate client documents to the CRM, notifying advisers as appropriate. Handle correspondence from lenders/providers, directing it to relevant teams. Support directors with ad hoc administrative tasks. Monitor and manage stationery, office supplies, and equipment (including printers and first aid kit). Maintain accurate records of posted mail and reconcile with company postal bills. Support brokers to facilitate sales growth by ensuring effective communication and smooth processes Third-Party Referrals Refer clients to trusted third parties for additional services where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture Contribute ideas to improve back-office processes and business operations. Escalate staff complaints to directors and client ML concerns to the MLO/FCA in line with regulations. Required Qualifications 5 GCSEs grade 5 / C and above. Experience Minimum 2 years working in a Financial Advisory firm. Knowledge, Skills and Abilities Excellent communication, negotiation and interpersonal skills. Proficient in relevant IT systems. Highly organised with effective prioritisation and time management. Able to work independently. Strong team player with relationship-building and negotiation skills. Committed to ongoing professional development. By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Jun 22, 2026
Full time
Mortgage Case Manager Corsham Full Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Mortgage Case Manager to join our client based in their Corsham Branch. Job Purpose To manage mortgage applications from submission through to completion, ensuring excellent client service and efficient communication with lenders, while also supporting advisers, office operations, and third-party referrals. Act as the first point of contact for clients on mortgage applications. Contact clients within 24 hours of application submission. Progress applications through workflow stages in the system. Obtain regular updates from lenders/providers and promptly request outstanding information from clients. Aim to secure offers within 10 days of application submission. Proactively resolve issues (e.g. valuation access). Engage lender BDMs where appropriate and challenge decisions or timelines when necessary. Stay up to date on lender requirements and timescales, sharing updates with advisers. Maintain regular client contact (By phone in the first instance, followed by email/message if unavailable). Ensure accurate, complete, and up-to-date client records on Mortgage Keeper. Keep advisers informed of case progress and issues. Review and check mortgage offers thoroughly before notifying brokers. Liaise with introducers as required Office Management and Sales Support Upload and allocate client documents to the CRM, notifying advisers as appropriate. Handle correspondence from lenders/providers, directing it to relevant teams. Support directors with ad hoc administrative tasks. Monitor and manage stationery, office supplies, and equipment (including printers and first aid kit). Maintain accurate records of posted mail and reconcile with company postal bills. Support brokers to facilitate sales growth by ensuring effective communication and smooth processes Third-Party Referrals Refer clients to trusted third parties for additional services where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture Contribute ideas to improve back-office processes and business operations. Escalate staff complaints to directors and client ML concerns to the MLO/FCA in line with regulations. Required Qualifications 5 GCSEs grade 5 / C and above. Experience Minimum 2 years working in a Financial Advisory firm. Knowledge, Skills and Abilities Excellent communication, negotiation and interpersonal skills. Proficient in relevant IT systems. Highly organised with effective prioritisation and time management. Able to work independently. Strong team player with relationship-building and negotiation skills. Committed to ongoing professional development. By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
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.
Jun 22, 2026
Full time
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.
In-House Tax Manager - Lancashire £65,000 to £85,000 + Benefits - Very agile and hybrid An exciting opportunity has arisen for an experienced In-House Tax Manager to join a private equity-backed UK business operating across multiple European territories during a period of continued international growth and transformation. Reporting into senior finance leadership, this highly visible in-house role will take ownership of international tax compliance,VAT and indirect taxes across Europe, while also supporting wider corporate tax matters. The successful candidate will play a key strategic role in supporting acquisitions, cross-border expansion and future exit readiness, partnering closely with stakeholders across the business and external advisers internationally. Prepare and submit accurate and timely tax returns, including VAT, corporation tax, DTTP, and other statutory filings across the UK and international groups. Ensure compliance with all relevant tax laws, regulations, and reporting requirements across different regions. Support tax planning activities to identify efficiencies while maintaining compliance. Liaise with external advisors, tax authorities, and company secretaries as required. Maintain comprehensive and accurate tax records and supporting documentation. Monitor legislative changes and assess their impact on business operations. Assist with month-end and year-end close activities related to tax and treasury. Reconcile tax and treasury balance sheet accounts and prepare management reports on cash position, tax exposure, and treasury performance. Contribute to improvements in financial controls, systems, and processes to ensure compliance and efficiency. Work closely with private equity stakeholders, supporting M&A due diligence, post-acquisition integration, and financial reporting. Ideally you will be a fully qualified tax professional and be a proactive, pragmatic self-starter with excellent communication skills, capable of working collaboratively across functions and with external parties. Joining this forward-looking business offers the chance to shape the financial and tax strategy of a pioneering European tech company. You will work closely with an experienced leadership team and private equity investors, gaining unique insight into rapid scale-up, international expansion, and potential exit strategies.
Jun 22, 2026
Full time
In-House Tax Manager - Lancashire £65,000 to £85,000 + Benefits - Very agile and hybrid An exciting opportunity has arisen for an experienced In-House Tax Manager to join a private equity-backed UK business operating across multiple European territories during a period of continued international growth and transformation. Reporting into senior finance leadership, this highly visible in-house role will take ownership of international tax compliance,VAT and indirect taxes across Europe, while also supporting wider corporate tax matters. The successful candidate will play a key strategic role in supporting acquisitions, cross-border expansion and future exit readiness, partnering closely with stakeholders across the business and external advisers internationally. Prepare and submit accurate and timely tax returns, including VAT, corporation tax, DTTP, and other statutory filings across the UK and international groups. Ensure compliance with all relevant tax laws, regulations, and reporting requirements across different regions. Support tax planning activities to identify efficiencies while maintaining compliance. Liaise with external advisors, tax authorities, and company secretaries as required. Maintain comprehensive and accurate tax records and supporting documentation. Monitor legislative changes and assess their impact on business operations. Assist with month-end and year-end close activities related to tax and treasury. Reconcile tax and treasury balance sheet accounts and prepare management reports on cash position, tax exposure, and treasury performance. Contribute to improvements in financial controls, systems, and processes to ensure compliance and efficiency. Work closely with private equity stakeholders, supporting M&A due diligence, post-acquisition integration, and financial reporting. Ideally you will be a fully qualified tax professional and be a proactive, pragmatic self-starter with excellent communication skills, capable of working collaboratively across functions and with external parties. Joining this forward-looking business offers the chance to shape the financial and tax strategy of a pioneering European tech company. You will work closely with an experienced leadership team and private equity investors, gaining unique insight into rapid scale-up, international expansion, and potential exit strategies.
