Audit Director - Birmingham Birmingham, West Midlands Hybrid Working Competitive Salary + Partnership Pathway We are recruiting an Audit Director for a highly respected and growing accountancy and business advisory firm based in Birmingham. This is an outstanding opportunity for an experienced audit professional to take on a senior leadership role within a progressive firm while playing a key part in the continued growth and development of its audit offering. This role is ideal for an existing Audit Director or Responsible Individual (RI), or an ambitious Associate Director or Senior Manager looking for a clear and supported pathway towards RI status and future Partnership. The Role As an Audit Director, you will work closely with Partners and senior leadership to lead client engagements, develop client relationships, and contribute to the strategic growth of the audit function. You will oversee a diverse portfolio of clients, ranging from owner-managed businesses to larger corporate groups, ensuring audit assignments are delivered to the highest technical and professional standards. Acting as a trusted adviser, you will lead client meetings, manage key stakeholder relationships, and provide commercial insight to support client objectives. You will take responsibility for leading audit teams on complex engagements, supporting audit quality and compliance standards, and driving continuous improvement across the department. For individuals already holding RI status, there will be the opportunity to take responsibility for an existing portfolio, while those working towards RI will receive structured support and development. The role will also involve supporting business development initiatives, networking activities, and identifying opportunities to win new work. You will work closely with Partners and colleagues across the wider business to strengthen client relationships and contribute to the continued growth of the firm. Alongside client responsibilities, you will play an important role in mentoring and developing team members, helping to build future leaders and maintain a collaborative, high-performing culture. This position offers a genuine route to Partnership and the opportunity to influence the future direction of a growing audit practice. About You You will be ACA or ACCA qualified, with significant audit experience gained within a UK accountancy practice environment. You may already hold Responsible Individual status, or you will be able to demonstrate the experience, technical capability, and ambition required to achieve RI status in the near future. You will have experience managing complex audit assignments, developing client relationships, and leading teams. Strong technical knowledge, commercial awareness, and a proactive approach to business development are essential. Excellent communication and leadership skills are key, alongside the ability to build trusted relationships with clients, colleagues, and stakeholders. Previous experience mentoring and developing team members would also be highly advantageous. You will be ambitious, commercially minded, and motivated by the opportunity to play a significant role in the growth and success of a progressive professional services firm. What's on Offer Hybrid and flexible working Clear pathway to Partnership Structured support towards RI status Exposure to a high-quality and diverse client portfolio Significant leadership and business development responsibilities Supportive and collaborative leadership team Ongoing professional development and training Opportunity to influence the future growth of the audit function Location Birmingham, West Midlands Easily commutable from Solihull, Sutton Coldfield, Bromsgrove, Redditch, Dudley, Walsall, Coventry, Worcester and surrounding areas Apply For a confidential discussion or to apply, please contact Jack Wood on or .
Jun 30, 2026
Full time
Audit Director - Birmingham Birmingham, West Midlands Hybrid Working Competitive Salary + Partnership Pathway We are recruiting an Audit Director for a highly respected and growing accountancy and business advisory firm based in Birmingham. This is an outstanding opportunity for an experienced audit professional to take on a senior leadership role within a progressive firm while playing a key part in the continued growth and development of its audit offering. This role is ideal for an existing Audit Director or Responsible Individual (RI), or an ambitious Associate Director or Senior Manager looking for a clear and supported pathway towards RI status and future Partnership. The Role As an Audit Director, you will work closely with Partners and senior leadership to lead client engagements, develop client relationships, and contribute to the strategic growth of the audit function. You will oversee a diverse portfolio of clients, ranging from owner-managed businesses to larger corporate groups, ensuring audit assignments are delivered to the highest technical and professional standards. Acting as a trusted adviser, you will lead client meetings, manage key stakeholder relationships, and provide commercial insight to support client objectives. You will take responsibility for leading audit teams on complex engagements, supporting audit quality and compliance standards, and driving continuous improvement across the department. For individuals already holding RI status, there will be the opportunity to take responsibility for an existing portfolio, while those working towards RI will receive structured support and development. The role will also involve supporting business development initiatives, networking activities, and identifying opportunities to win new work. You will work closely with Partners and colleagues across the wider business to strengthen client relationships and contribute to the continued growth of the firm. Alongside client responsibilities, you will play an important role in mentoring and developing team members, helping to build future leaders and maintain a collaborative, high-performing culture. This position offers a genuine route to Partnership and the opportunity to influence the future direction of a growing audit practice. About You You will be ACA or ACCA qualified, with significant audit experience gained within a UK accountancy practice environment. You may already hold Responsible Individual status, or you will be able to demonstrate the experience, technical capability, and ambition required to achieve RI status in the near future. You will have experience managing complex audit assignments, developing client relationships, and leading teams. Strong technical knowledge, commercial awareness, and a proactive approach to business development are essential. Excellent communication and leadership skills are key, alongside the ability to build trusted relationships with clients, colleagues, and stakeholders. Previous experience mentoring and developing team members would also be highly advantageous. You will be ambitious, commercially minded, and motivated by the opportunity to play a significant role in the growth and success of a progressive professional services firm. What's on Offer Hybrid and flexible working Clear pathway to Partnership Structured support towards RI status Exposure to a high-quality and diverse client portfolio Significant leadership and business development responsibilities Supportive and collaborative leadership team Ongoing professional development and training Opportunity to influence the future growth of the audit function Location Birmingham, West Midlands Easily commutable from Solihull, Sutton Coldfield, Bromsgrove, Redditch, Dudley, Walsall, Coventry, Worcester and surrounding areas Apply For a confidential discussion or to apply, please contact Jack Wood on or .
Senior Tax Advisor £60,000 - £70,000 OTE £80,000 - £90,000 Fully Remote Our client is a high-growth tax and strategic advisory firm working with entrepreneurs, privately owned businesses, high-net-worth individuals and ambitious companies across the UK and overseas. The firm has grown significantly over recent years, combining high-level technical tax advice with a modern, commercially led approach to client service. As the business continues to scale, this is a key senior appointment for someone who wants more influence, more autonomy and a genuine role in shaping the future of an advisory-led tax function. This is not a traditional corporate-led accountancy firm. You will be joining an ambitious, founder-led advisory business with a high-calibre client base, a strong market profile and a clear plan for continued growth. The Role You will work closely with the senior leadership team, taking responsibility for complex tax advisory work while helping to lead and develop the wider tax department. The client base includes founder-led businesses, scaling companies, entrepreneurs and private clients with significant wealth. These are clients who need proactive, commercially intelligent advice rather than standard compliance-led support. Many are growing quickly, restructuring, expanding internationally, planning transactions or dealing with increasingly complex tax considerations. You will be involved in leading advisory projects, managing senior client relationships and providing clear, technically robust advice across both corporate and private client tax matters. Typical responsibilities will include: • Leading complex tax advisory engagements for entrepreneurs, owner-managed businesses and high-net-worth individuals • Advising on corporate tax, private client tax and wider strategic tax planning • Supporting clients through growth, restructuring, succession, investment, transactions and international expansion • Acting as a trusted adviser to entrepreneurs and privately owned businesses • Reviewing technical work and helping to develop the wider tax team • Working with senior leadership to shape the advisory function as the firm continues to scale • Identifying opportunities to improve service delivery, technical standards and client outcomes Why This Opportunity Stands Out This is a chance to access the quality of work, resources and client complexity often associated with larger firms, but within a more agile, entrepreneurial and genuinely influential environment. You will not be one of many senior people in a large corporate structure. You will be a central figure in the firm's next phase of growth, with visibility across the business and the opportunity to help build something of long-term value. The firm has achieved significant year-on-year growth and continues to attract increasingly complex advisory work. There is a clear strategy for the future, continued investment in technology and infrastructure, and a strong appetite to keep raising standards across the business. For the right person, there is also the potential for extensive bonus incentives and longer-term equity participation. Your Profile This is a senior appointment, so it is essential that you are already proven within tax advisory. Ideally, you will have: • CTA, ACA, ACCA, CA qualification • Proven background in corporate and/or private client tax advisory • An ability to lead advisory conversations • The ability to advise entrepreneurs, owner-managed businesses and high-net-worth individuals • Experience reviewing complex tax matters and applying legislation in commercial scenarios • International tax exposure would be advantageous • The confidence to work closely with senior stakeholders and help drive a department forward This role would suit an experienced Tax Senior or Tax Manager who wants to move into a more entrepreneurial, advisory-led environment with genuine influence and long-term upside. For more details or a confidential discussion, please get in touch.
Jun 30, 2026
Full time
Senior Tax Advisor £60,000 - £70,000 OTE £80,000 - £90,000 Fully Remote Our client is a high-growth tax and strategic advisory firm working with entrepreneurs, privately owned businesses, high-net-worth individuals and ambitious companies across the UK and overseas. The firm has grown significantly over recent years, combining high-level technical tax advice with a modern, commercially led approach to client service. As the business continues to scale, this is a key senior appointment for someone who wants more influence, more autonomy and a genuine role in shaping the future of an advisory-led tax function. This is not a traditional corporate-led accountancy firm. You will be joining an ambitious, founder-led advisory business with a high-calibre client base, a strong market profile and a clear plan for continued growth. The Role You will work closely with the senior leadership team, taking responsibility for complex tax advisory work while helping to lead and develop the wider tax department. The client base includes founder-led businesses, scaling companies, entrepreneurs and private clients with significant wealth. These are clients who need proactive, commercially intelligent advice rather than standard compliance-led support. Many are growing quickly, restructuring, expanding internationally, planning transactions or dealing with increasingly complex tax considerations. You will be involved in leading advisory projects, managing senior client relationships and providing clear, technically robust advice across both corporate and private client tax matters. Typical responsibilities will include: • Leading complex tax advisory engagements for entrepreneurs, owner-managed businesses and high-net-worth individuals • Advising on corporate tax, private client tax and wider strategic tax planning • Supporting clients through growth, restructuring, succession, investment, transactions and international expansion • Acting as a trusted adviser to entrepreneurs and privately owned businesses • Reviewing technical work and helping to develop the wider tax team • Working with senior leadership to shape the advisory function as the firm continues to scale • Identifying opportunities to improve service delivery, technical standards and client outcomes Why This Opportunity Stands Out This is a chance to access the quality of work, resources and client complexity often associated with larger firms, but within a more agile, entrepreneurial and genuinely influential environment. You will not be one of many senior people in a large corporate structure. You will be a central figure in the firm's next phase of growth, with visibility across the business and the opportunity to help build something of long-term value. The firm has achieved significant year-on-year growth and continues to attract increasingly complex advisory work. There is a clear strategy for the future, continued investment in technology and infrastructure, and a strong appetite to keep raising standards across the business. For the right person, there is also the potential for extensive bonus incentives and longer-term equity participation. Your Profile This is a senior appointment, so it is essential that you are already proven within tax advisory. Ideally, you will have: • CTA, ACA, ACCA, CA qualification • Proven background in corporate and/or private client tax advisory • An ability to lead advisory conversations • The ability to advise entrepreneurs, owner-managed businesses and high-net-worth individuals • Experience reviewing complex tax matters and applying legislation in commercial scenarios • International tax exposure would be advantageous • The confidence to work closely with senior stakeholders and help drive a department forward This role would suit an experienced Tax Senior or Tax Manager who wants to move into a more entrepreneurial, advisory-led environment with genuine influence and long-term upside. For more details or a confidential discussion, please get in touch.
Our client is a highly respected wealth management practice seeking a proactive, organised, and detail-driven Financial Administrator to support daily operations and ensure exceptional client service. This role is ideal for someone who thrives in a fast-paced environment, enjoys working closely with advisers, and takes pride in delivering high-quality administrative and client support. If you're experienced, client-focused, and looking for a role where your contribution genuinely matters, this could be the perfect next step. The Opportunity As a Financial Administrator, you will play a key role in ensuring the smooth running of the practice. You'll support advisers, manage client workflows, and maintain high standards of accuracy and professionalism across all administrative processes. This is a hands-on role with real responsibility, you'll be involved in client communication , case management , new business processing , and meeting preparation , helping to deliver a seamless client experience. The Role New Business Processing Prepare and submit advice packs including illustrations, applications, and suitability letters Prioritise casework to meet agreed SLAs Ensure all documentation is accurate, compliant, and complete Client Meeting Follow-Up Format and process meeting notes Update internal systems including Salesforce and other platforms Complete all post-meeting actions promptly and accurately Client Review Management Support advisers with the coordination of client review cycles Monitor review tasks and ensure timely delivery Maintain accurate records throughout the review process Client Communication & Call Handling Handle incoming calls professionally and client-centrically Log, resolve, or escalate queries in line with service standards Maintain clear, accurate communication records Mail & Document Processing Manage incoming and outgoing mail Scan, prioritise, and log documents within required turnaround times Marketing & Client Engagement Organise and distribute marketing materials for campaigns and client occasions Ensure communications are accurate, compliant, and brand-aligned Case & Pipeline Management Maintain end-to-end ownership of allocated cases Follow up on provider requests such as LOAs Track pipeline business weekly and chase outstanding items Meeting Preparation & Onboarding Prepare client files ahead of meetings Set up new clients across internal systems and ensure data accuracy Professional Communication Draft clear, professional written communications to clients, providers, and internal teams What They're Looking For Previous experience in a senior administrative or client support role within financial services Strong organisational skills and exceptional attention to detail Ability to manage multiple tasks in a deadline-driven environment Strong verbal and written communication skills Proficiency in Microsoft Office and familiarity with Salesforce Client-focused mindset with a commitment to high-quality service Confident telephone manner and ability to build rapport Ability to work independently and collaboratively Why This Role? This is a fantastic opportunity to join a stable, well-regarded wealth management practice where your work directly contributes to outstanding client outcomes. You'll be part of a supportive, professional team with opportunities to grow, develop, and take on more responsibility over time. Please contact Laura at Financial Divisions
Jun 30, 2026
Full time
Our client is a highly respected wealth management practice seeking a proactive, organised, and detail-driven Financial Administrator to support daily operations and ensure exceptional client service. This role is ideal for someone who thrives in a fast-paced environment, enjoys working closely with advisers, and takes pride in delivering high-quality administrative and client support. If you're experienced, client-focused, and looking for a role where your contribution genuinely matters, this could be the perfect next step. The Opportunity As a Financial Administrator, you will play a key role in ensuring the smooth running of the practice. You'll support advisers, manage client workflows, and maintain high standards of accuracy and professionalism across all administrative processes. This is a hands-on role with real responsibility, you'll be involved in client communication , case management , new business processing , and meeting preparation , helping to deliver a seamless client experience. The Role New Business Processing Prepare and submit advice packs including illustrations, applications, and suitability letters Prioritise casework to meet agreed SLAs Ensure all documentation is accurate, compliant, and complete Client Meeting Follow-Up Format and process meeting notes Update internal systems including Salesforce and other platforms Complete all post-meeting actions promptly and accurately Client Review Management Support advisers with the coordination of client review cycles Monitor review tasks and ensure timely delivery Maintain accurate records throughout the review process Client Communication & Call Handling Handle incoming calls professionally and client-centrically Log, resolve, or escalate queries in line with service standards Maintain clear, accurate communication records Mail & Document Processing Manage incoming and outgoing mail Scan, prioritise, and log documents within required turnaround times Marketing & Client Engagement Organise and distribute marketing materials for campaigns and client occasions Ensure communications are accurate, compliant, and brand-aligned Case & Pipeline Management Maintain end-to-end ownership of allocated cases Follow up on provider requests such as LOAs Track pipeline business weekly and chase outstanding items Meeting Preparation & Onboarding Prepare client files ahead of meetings Set up new clients across internal systems and ensure data accuracy Professional Communication Draft clear, professional written communications to clients, providers, and internal teams What They're Looking For Previous experience in a senior administrative or client support role within financial services Strong organisational skills and exceptional attention to detail Ability to manage multiple tasks in a deadline-driven environment Strong verbal and written communication skills Proficiency in Microsoft Office and familiarity with Salesforce Client-focused mindset with a commitment to high-quality service Confident telephone manner and ability to build rapport Ability to work independently and collaboratively Why This Role? This is a fantastic opportunity to join a stable, well-regarded wealth management practice where your work directly contributes to outstanding client outcomes. You'll be part of a supportive, professional team with opportunities to grow, develop, and take on more responsibility over time. Please contact Laura at Financial Divisions
Audit Director Bristol £100,000 - £115,000 A leading Top 10 UK accountancy and business advisory firm is seeking an experienced Audit Director to join its growing team in Bristol. This is an excellent opportunity for a senior audit professional to take ownership of a significant client portfolio, lead complex engagements, and play a key role in the strategic development of the audit function. Working within a well-established Audit & Assurance team, you will partner with OMBs and large clients across a range of sectors, providing high-level technical expertise and acting as a trusted business adviser. What's great about this Audit Director role? Competitive salary Hybrid and flexible working options Birthday leave Professional subscription support Wide range of benefits Clear progression routes to Partner Your role as an Audit Director: Manage the end-to-end audit process including planning, budgeting, and delivery. Oversee all aspects of client engagements, ensuring work is allocated effectively and service standards remain high. Ensure audits are delivered within agreed timescales and budgets. Lead engagements for large and technically complex audit clients. Analyse complex business situations to identify key issues and priorities. Provide strategic advice to owner-managers on both business and personal matters. Build long-term trusted relationships with clients. Coach, mentor, and develop members of the audit team. Support the development of junior staff and future leaders within the practice. What you'll need to succeed: ACA / ACCA / CA (or equivalent) qualified. Strong technical knowledge of IFRS and UK GAAP. Proven experience managing a large and varied audit client portfolio. Experience auditing clients across multiple industries. Demonstrated leadership experience, including coaching and mentoring teams. Strong commercial awareness and client relationship management skills. What next: I am looking for an ambitious Audit Director to join this growing team. Please get in touch for further details: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Jun 30, 2026
Full time
Audit Director Bristol £100,000 - £115,000 A leading Top 10 UK accountancy and business advisory firm is seeking an experienced Audit Director to join its growing team in Bristol. This is an excellent opportunity for a senior audit professional to take ownership of a significant client portfolio, lead complex engagements, and play a key role in the strategic development of the audit function. Working within a well-established Audit & Assurance team, you will partner with OMBs and large clients across a range of sectors, providing high-level technical expertise and acting as a trusted business adviser. What's great about this Audit Director role? Competitive salary Hybrid and flexible working options Birthday leave Professional subscription support Wide range of benefits Clear progression routes to Partner Your role as an Audit Director: Manage the end-to-end audit process including planning, budgeting, and delivery. Oversee all aspects of client engagements, ensuring work is allocated effectively and service standards remain high. Ensure audits are delivered within agreed timescales and budgets. Lead engagements for large and technically complex audit clients. Analyse complex business situations to identify key issues and priorities. Provide strategic advice to owner-managers on both business and personal matters. Build long-term trusted relationships with clients. Coach, mentor, and develop members of the audit team. Support the development of junior staff and future leaders within the practice. What you'll need to succeed: ACA / ACCA / CA (or equivalent) qualified. Strong technical knowledge of IFRS and UK GAAP. Proven experience managing a large and varied audit client portfolio. Experience auditing clients across multiple industries. Demonstrated leadership experience, including coaching and mentoring teams. Strong commercial awareness and client relationship management skills. What next: I am looking for an ambitious Audit Director to join this growing team. Please get in touch for further details: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
A rare opportunity has emerged for an experienced IT Audit Manager to join a highly regarded firm of Chartered Accountants based in London. This is a senior role within a well-established and growing practice, offering the chance to lead and develop a specialist team while working with a varied and prestigious client portfolio. The firm offers flexible working arrangements, a company pension scheme, and much more, making this an exceptional opportunity for a driven professional looking to take their career to the next level. As IT Audit Manager, you will play a central role in delivering high-quality IT audit services across a broad range of clients, from owner-managed businesses to listed companies and public sector organisations. You will be responsible for planning, executing, and reviewing IT audit engagements, ensuring that work is completed to the highest technical and regulatory standards. This is a client-facing position that requires strong communication skills, the ability to build lasting relationships, and the confidence to advise stakeholders at all levels. Crowe Watson Recruitment is proud to be working exclusively with this leading firm to appoint the right candidate for this position. As one of the UK's most trusted specialist recruiters in the accountancy practice sector, Crowe Watson has a strong track record of placing high-calibre professionals into leading firms across the country. If you are an ambitious IT audit professional with the skills and experience to thrive in a dynamic and forward-thinking environment, we would love to hear from you. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you. Please note that we are unable to offer visa sponsorship for this position. Applicants must have the right to work in the UK. Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience. Key Responsibilities Leading and managing IT audit engagements from planning through to completion and reporting Overseeing the delivery of IT general controls reviews, system implementation audits, and cybersecurity assessments Coaching, mentoring, and developing junior members of the IT audit team Contributing to business development initiatives, including proposals and the identification of new service opportunities Building and maintaining strong relationships with clients, acting as a trusted adviser on IT risk and controls matters Requirements Must have previous experience working within a UK Practice environment Strong technical knowledge of IT general controls, cybersecurity frameworks, and relevant regulatory requirements such as GDPR and SOX Relevant professional qualifications such as ACA, CISA, CISSP, or equivalent are highly desirable Excellent communication and stakeholder management skills, with the ability to present complex findings clearly to both technical and non-technical audiences Proven experience managing IT audit engagements, ideally within a Top 50 or Top 100 accountancy firm
Jun 30, 2026
Full time
A rare opportunity has emerged for an experienced IT Audit Manager to join a highly regarded firm of Chartered Accountants based in London. This is a senior role within a well-established and growing practice, offering the chance to lead and develop a specialist team while working with a varied and prestigious client portfolio. The firm offers flexible working arrangements, a company pension scheme, and much more, making this an exceptional opportunity for a driven professional looking to take their career to the next level. As IT Audit Manager, you will play a central role in delivering high-quality IT audit services across a broad range of clients, from owner-managed businesses to listed companies and public sector organisations. You will be responsible for planning, executing, and reviewing IT audit engagements, ensuring that work is completed to the highest technical and regulatory standards. This is a client-facing position that requires strong communication skills, the ability to build lasting relationships, and the confidence to advise stakeholders at all levels. Crowe Watson Recruitment is proud to be working exclusively with this leading firm to appoint the right candidate for this position. As one of the UK's most trusted specialist recruiters in the accountancy practice sector, Crowe Watson has a strong track record of placing high-calibre professionals into leading firms across the country. If you are an ambitious IT audit professional with the skills and experience to thrive in a dynamic and forward-thinking environment, we would love to hear from you. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you. Please note that we are unable to offer visa sponsorship for this position. Applicants must have the right to work in the UK. Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience. Key Responsibilities Leading and managing IT audit engagements from planning through to completion and reporting Overseeing the delivery of IT general controls reviews, system implementation audits, and cybersecurity assessments Coaching, mentoring, and developing junior members of the IT audit team Contributing to business development initiatives, including proposals and the identification of new service opportunities Building and maintaining strong relationships with clients, acting as a trusted adviser on IT risk and controls matters Requirements Must have previous experience working within a UK Practice environment Strong technical knowledge of IT general controls, cybersecurity frameworks, and relevant regulatory requirements such as GDPR and SOX Relevant professional qualifications such as ACA, CISA, CISSP, or equivalent are highly desirable Excellent communication and stakeholder management skills, with the ability to present complex findings clearly to both technical and non-technical audiences Proven experience managing IT audit engagements, ideally within a Top 50 or Top 100 accountancy firm
Audit Director / Partner Designate - London - £140,000-£180,000 + bonus + clear equity pathway Location: London Hybrid Working Salary: Highly Competitive + Equity Potential + Excellent Benefits Are you an experienced Audit Senior Manager ready to take the next step into Director level? Perhaps you're already operating as an Audit Director seeking a clearer route to Partnership, or an established Partner looking for a fresh platform with ambitious growth plans. We are working exclusively with a highly respected, top-tier professional services firm that continues to invest heavily in its audit offering and leadership team. Due to sustained growth and a strong pipeline of opportunities, the firm is seeking an exceptional audit leader to play a key role in shaping the future of the practice. This is a genuine career-defining opportunity offering a clear pathway to Partnership for the right individual. The Opportunity You will inherit a substantial and diverse portfolio of clients, ranging from entrepreneurial owner-managed businesses through to large corporates, international groups, charities and complex organisations. Beyond portfolio management, you will have the opportunity to influence strategy, drive business development initiatives and help shape the next phase of the firm's growth. The firm is particularly interested in individuals who enjoy building relationships, developing teams and identifying opportunities to add value beyond compliance-led services. Key Responsibilities Lead a significant audit portfolio and act as a trusted adviser to senior stakeholders. Oversee the delivery of high-quality audit and assurance engagements. Develop and strengthen existing client relationships while identifying new opportunities. Support and contribute to business development and networking activities. Mentor, develop and inspire managers and future leaders within the team. Work closely with senior leadership to influence strategic direction and growth plans. Drive operational excellence, quality standards and regulatory compliance. About You We are keen to speak with: Audit Senior Managers seeking their first Director appointment. Audit Directors looking for a stronger platform and a credible route to Partnership. Existing Audit Partners interested in joining a growing and ambitious firm. You will ideally possess: ACA or ACCA qualification (or equivalent). Significant experience within a UK accountancy practice environment. Strong technical audit and assurance expertise. A commercial mindset with the ability to build and develop client relationships. Experience managing substantial client portfolios and leading high-performing teams. Excellent communication and stakeholder management skills. A track record of contributing to business growth, client retention or business development activities. What's on Offer? Clear and realistic pathway to Partnership. Access to an impressive and varied client portfolio. Significant autonomy and influence within the business. Hybrid and flexible working arrangements. Strong investment in leadership development. Highly competitive remuneration package with equity potential. Opportunity to join a collaborative and forward-thinking leadership team. If you are considering your next move and want to explore a genuine Audit Director or Partner opportunity within a progressive and highly regarded firm, we would welcome a confidential discussion.
Jun 30, 2026
Full time
Audit Director / Partner Designate - London - £140,000-£180,000 + bonus + clear equity pathway Location: London Hybrid Working Salary: Highly Competitive + Equity Potential + Excellent Benefits Are you an experienced Audit Senior Manager ready to take the next step into Director level? Perhaps you're already operating as an Audit Director seeking a clearer route to Partnership, or an established Partner looking for a fresh platform with ambitious growth plans. We are working exclusively with a highly respected, top-tier professional services firm that continues to invest heavily in its audit offering and leadership team. Due to sustained growth and a strong pipeline of opportunities, the firm is seeking an exceptional audit leader to play a key role in shaping the future of the practice. This is a genuine career-defining opportunity offering a clear pathway to Partnership for the right individual. The Opportunity You will inherit a substantial and diverse portfolio of clients, ranging from entrepreneurial owner-managed businesses through to large corporates, international groups, charities and complex organisations. Beyond portfolio management, you will have the opportunity to influence strategy, drive business development initiatives and help shape the next phase of the firm's growth. The firm is particularly interested in individuals who enjoy building relationships, developing teams and identifying opportunities to add value beyond compliance-led services. Key Responsibilities Lead a significant audit portfolio and act as a trusted adviser to senior stakeholders. Oversee the delivery of high-quality audit and assurance engagements. Develop and strengthen existing client relationships while identifying new opportunities. Support and contribute to business development and networking activities. Mentor, develop and inspire managers and future leaders within the team. Work closely with senior leadership to influence strategic direction and growth plans. Drive operational excellence, quality standards and regulatory compliance. About You We are keen to speak with: Audit Senior Managers seeking their first Director appointment. Audit Directors looking for a stronger platform and a credible route to Partnership. Existing Audit Partners interested in joining a growing and ambitious firm. You will ideally possess: ACA or ACCA qualification (or equivalent). Significant experience within a UK accountancy practice environment. Strong technical audit and assurance expertise. A commercial mindset with the ability to build and develop client relationships. Experience managing substantial client portfolios and leading high-performing teams. Excellent communication and stakeholder management skills. A track record of contributing to business growth, client retention or business development activities. What's on Offer? Clear and realistic pathway to Partnership. Access to an impressive and varied client portfolio. Significant autonomy and influence within the business. Hybrid and flexible working arrangements. Strong investment in leadership development. Highly competitive remuneration package with equity potential. Opportunity to join a collaborative and forward-thinking leadership team. If you are considering your next move and want to explore a genuine Audit Director or Partner opportunity within a progressive and highly regarded firm, we would welcome a confidential discussion.
Director of Finance Liverpool £70,000 - £72,000 Will consider 30-37.5 hours (flexible) 30 days holiday + bank holidays Are you an experienced finance leader ready to step into a pivotal, strategic role where your work genuinely makes a difference? We're partnering with a values-driven charity to recruit a Director of Finance to join their Senior Leadership Team. The Opportunity This is a high-impact leadership role overseeing a £20-25m budget , where you'll shape financial strategy, influence key decisions and ensure long-term sustainability. Working closely with the CEO, Board and senior colleagues, you'll bring insight, challenge and clarity to support growth and impact. You'll lead and develop a capable finance function, ensuring strong financial controls, robust reporting and compliance across a complex, multi-income environment. What You'll Be Doing Leading financial strategy, business planning and long-term forecasting Providing expert financial insight to the Board and senior stakeholders Overseeing budgeting, reporting, audit and financial controls Supporting major funding bids, contracts and partnerships Driving financial sustainability, risk management and value for money Acting as a key adviser on governance, compliance and regulatory requirements About You You'll be a qualified accountant (ACA/ACCA/CIMA/CIPFA) with a strong track record in senior finance leadership roles. We're particularly keen to hear from candidates who bring: Experience operating at Director or Head of Finance level within complex organisations Strong strategic planning, financial modelling and stakeholder engagement skills A collaborative leadership style with the ability to influence at Board level Experience in charity, housing, supported housing, social care or a similar mission-driven sector (highly desirable) Why Apply? Join an organisation at an exciting stage of growth and development Play a key role in shaping services that have real social impact Work in a collaborative, purpose-led leadership team Enjoy flexibility on working hours and a supportive culture If you are interested in this position then please apply asap.
Jun 30, 2026
Full time
Director of Finance Liverpool £70,000 - £72,000 Will consider 30-37.5 hours (flexible) 30 days holiday + bank holidays Are you an experienced finance leader ready to step into a pivotal, strategic role where your work genuinely makes a difference? We're partnering with a values-driven charity to recruit a Director of Finance to join their Senior Leadership Team. The Opportunity This is a high-impact leadership role overseeing a £20-25m budget , where you'll shape financial strategy, influence key decisions and ensure long-term sustainability. Working closely with the CEO, Board and senior colleagues, you'll bring insight, challenge and clarity to support growth and impact. You'll lead and develop a capable finance function, ensuring strong financial controls, robust reporting and compliance across a complex, multi-income environment. What You'll Be Doing Leading financial strategy, business planning and long-term forecasting Providing expert financial insight to the Board and senior stakeholders Overseeing budgeting, reporting, audit and financial controls Supporting major funding bids, contracts and partnerships Driving financial sustainability, risk management and value for money Acting as a key adviser on governance, compliance and regulatory requirements About You You'll be a qualified accountant (ACA/ACCA/CIMA/CIPFA) with a strong track record in senior finance leadership roles. We're particularly keen to hear from candidates who bring: Experience operating at Director or Head of Finance level within complex organisations Strong strategic planning, financial modelling and stakeholder engagement skills A collaborative leadership style with the ability to influence at Board level Experience in charity, housing, supported housing, social care or a similar mission-driven sector (highly desirable) Why Apply? Join an organisation at an exciting stage of growth and development Play a key role in shaping services that have real social impact Work in a collaborative, purpose-led leadership team Enjoy flexibility on working hours and a supportive culture If you are interested in this position then please apply asap.
(Senior) Legal Counsel - Private Equity Portfolio Operations A legal role with direct exposure to business transformation We're looking for an experienced lawyer to join a specialist portfolio operations team within a leading international private equity investor. Unlike a traditional in-house role focused on a single business, this position offers exposure to a diverse portfolio of companies across multiple sectors, geographies, and stages of the investment life-cycle. You'll work closely with investment professionals, operational experts, and management teams to support strategic projects, navigate complex legal challenges, and help portfolio companies deliver their commercial objectives. This is an opportunity for a lawyer who enjoys combining technical legal expertise with practical business problem-solving and wants to see the direct impact of their work on company performance and value creation. The Role As a (Senior) Legal Counsel, you will support portfolio companies on a broad range of corporate, commercial, governance, and restructuring matters. You will be a trusted adviser to management teams while collaborating closely with colleagues across investment, operations, finance, HR, and compliance functions. The role offers significant variety, autonomy, and stakeholder exposure, with the opportunity to work on multiple projects simultaneously across different jurisdictions. Key Responsibilities Advise portfolio companies on a wide range of corporate, commercial, governance, litigation, and restructuring matters. Support businesses throughout the investment life-cycle, including acquisitions, carve-outs, integration projects, transformation initiatives, and exits. Develop and implement legal policies, governance frameworks, and best-practice standards across portfolio companies. Partner with management teams to identify legal risks and develop practical, commercially focused solutions. Coordinate and manage external legal advisers across multiple jurisdictions and areas of expertise. Support compliance with group policies, governance requirements, and regulatory obligations. Contribute to the development of the legal practice through knowledge sharing, mentoring, and continuous improvement initiatives. About You You are a commercially minded lawyer who is comfortable operating in fast-paced environments and working closely with senior business stakeholders. You will likely bring: Qualification as a solicitor, attorney, or equivalent legal professional. At least 5 year's post-qualification experience in corporate and commercial law. Experience gained within a leading law firm, private equity environment, restructuring practice, or in-house legal team. Strong understanding of corporate governance, commercial contracting, transactions, and business transformation projects. The ability to balance legal risk with commercial objectives and deliver pragmatic advice. Excellent communication and stakeholder management skills. Strong organisational skills and the ability to manage multiple priorities across different businesses and jurisdictions. Why Join? This role provides the opportunity to work on complex, high-impact matters across an international portfolio rather than focusing on a single organisation. You'll gain broad exposure to different industries, business challenges, and strategic initiatives while working alongside experienced investment and operational professionals. It's an ideal opportunity for a lawyer seeking greater commercial exposure, increased responsibility, and a role where legal expertise is closely integrated with business decision-making and operational improvement. If you're looking for a position that combines legal complexity, commercial engagement, and the opportunity to influence outcomes across a diverse portfolio of businesses, we'd welcome your application.
Jun 30, 2026
Full time
(Senior) Legal Counsel - Private Equity Portfolio Operations A legal role with direct exposure to business transformation We're looking for an experienced lawyer to join a specialist portfolio operations team within a leading international private equity investor. Unlike a traditional in-house role focused on a single business, this position offers exposure to a diverse portfolio of companies across multiple sectors, geographies, and stages of the investment life-cycle. You'll work closely with investment professionals, operational experts, and management teams to support strategic projects, navigate complex legal challenges, and help portfolio companies deliver their commercial objectives. This is an opportunity for a lawyer who enjoys combining technical legal expertise with practical business problem-solving and wants to see the direct impact of their work on company performance and value creation. The Role As a (Senior) Legal Counsel, you will support portfolio companies on a broad range of corporate, commercial, governance, and restructuring matters. You will be a trusted adviser to management teams while collaborating closely with colleagues across investment, operations, finance, HR, and compliance functions. The role offers significant variety, autonomy, and stakeholder exposure, with the opportunity to work on multiple projects simultaneously across different jurisdictions. Key Responsibilities Advise portfolio companies on a wide range of corporate, commercial, governance, litigation, and restructuring matters. Support businesses throughout the investment life-cycle, including acquisitions, carve-outs, integration projects, transformation initiatives, and exits. Develop and implement legal policies, governance frameworks, and best-practice standards across portfolio companies. Partner with management teams to identify legal risks and develop practical, commercially focused solutions. Coordinate and manage external legal advisers across multiple jurisdictions and areas of expertise. Support compliance with group policies, governance requirements, and regulatory obligations. Contribute to the development of the legal practice through knowledge sharing, mentoring, and continuous improvement initiatives. About You You are a commercially minded lawyer who is comfortable operating in fast-paced environments and working closely with senior business stakeholders. You will likely bring: Qualification as a solicitor, attorney, or equivalent legal professional. At least 5 year's post-qualification experience in corporate and commercial law. Experience gained within a leading law firm, private equity environment, restructuring practice, or in-house legal team. Strong understanding of corporate governance, commercial contracting, transactions, and business transformation projects. The ability to balance legal risk with commercial objectives and deliver pragmatic advice. Excellent communication and stakeholder management skills. Strong organisational skills and the ability to manage multiple priorities across different businesses and jurisdictions. Why Join? This role provides the opportunity to work on complex, high-impact matters across an international portfolio rather than focusing on a single organisation. You'll gain broad exposure to different industries, business challenges, and strategic initiatives while working alongside experienced investment and operational professionals. It's an ideal opportunity for a lawyer seeking greater commercial exposure, increased responsibility, and a role where legal expertise is closely integrated with business decision-making and operational improvement. If you're looking for a position that combines legal complexity, commercial engagement, and the opportunity to influence outcomes across a diverse portfolio of businesses, we'd welcome your application.
Finance Systems & Transformation Manager Salary: £75,000 - £80,000 Location: Holborn, London Working Pattern: Hybrid - 3 days in the office, 2 days from home This is an exciting opportunity for an experienced Finance Systems & Transformation Manager to join a fast-growing live events business during a period of significant change. You'll lead the finance systems road map, play a key role in the implementation of Microsoft Dynamics 365 Business Central, and help shape a scalable, best-in-class finance function. Reporting to senior finance leadership, you'll combine strategic thinking with hands-on delivery to improve systems, processes, and controls, driving transformation that supports the business's continued growth. The Role Finance Transformation & ERP Leadership Lead the finance workstream for the implementation and optimisation of Microsoft Dynamics 365 Business Central. Partner with Finance, IT, and external implementation teams to ensure successful project delivery from design through to go-live and beyond. Translate finance requirements into practical system solutions that improve efficiency, reporting, and control. Drive user adoption through effective change management, training, and stakeholder engagement. Operating Model, Processes & Controls Design and embed the future-state finance operating model, creating scalable processes that support continued business growth. Establish robust governance, controls, and documented procedures aligned with best practices and Group standards. Identify opportunities to automate manual activities and streamline end-to-end finance processes. Promote a culture of continuous improvement across finance operations. Systems Strategy & Optimisation Own the ongoing development and enhancement of finance systems, ensuring they remain fit for purpose as the business evolves. Define reporting structures, workflows, and data models that enable accurate, timely, and insightful financial information. Manage system upgrades, integration's, and enhancement initiatives while maintaining data integrity and operational resilience. Act as the finance systems subject matter expert and trusted adviser to senior stakeholders. Data, Reporting & Business Insight Develop reporting capabilities that support both statutory and management reporting requirements. Strengthen finance data governance and ensure consistency across systems and reporting outputs. Collaborate with Finance, FP&A, and IT teams to improve access to high-quality data and actionable business insights. Support the adoption of reporting tools and technologies that enhance decision-making. Stakeholder Management Build strong partnerships across Finance, Technology, and Operational teams. Serve as the key interface between finance users and technical specialists, ensuring business priorities are effectively delivered. Influence senior stakeholders and provide leadership throughout transformation initiatives. Mentor users and promote best practice in finance systems and processes. What We're Looking For ACA, ACCA, or CIMA qualified, or equivalent relevant experience. Demonstrable success leading finance systems initiatives, ERP implementations, or large-scale finance transformation programmes. Strong hands-on experience with Microsoft Dynamics 365 Business Central or a comparable ERP platform. Deep understanding of finance processes, including record-to-report, procure-to-pay, and order-to-cash. Proven ability to design and implement finance processes, controls, and operating procedures in a changing environment. Excellent project management, analytical, and problem-solving skills with a focus on delivering practical outcomes. Experience with OneStream, financial consolidation tools, or business intelligence platforms would be advantageous but is not essential. Why Join? This is more than a systems role; it is an opportunity to shape the future of finance within a business undergoing genuine transformation. You will have the autonomy to influence strategy, modernise processes and deliver lasting change while working with senior leaders on initiatives that directly support the company's ambitious growth plans. If you are passionate about combining finance expertise with technology and transformation and you thrive in environments where you can build, improve and lead, this role offers an outstanding next step in your career. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Jun 30, 2026
Full time
Finance Systems & Transformation Manager Salary: £75,000 - £80,000 Location: Holborn, London Working Pattern: Hybrid - 3 days in the office, 2 days from home This is an exciting opportunity for an experienced Finance Systems & Transformation Manager to join a fast-growing live events business during a period of significant change. You'll lead the finance systems road map, play a key role in the implementation of Microsoft Dynamics 365 Business Central, and help shape a scalable, best-in-class finance function. Reporting to senior finance leadership, you'll combine strategic thinking with hands-on delivery to improve systems, processes, and controls, driving transformation that supports the business's continued growth. The Role Finance Transformation & ERP Leadership Lead the finance workstream for the implementation and optimisation of Microsoft Dynamics 365 Business Central. Partner with Finance, IT, and external implementation teams to ensure successful project delivery from design through to go-live and beyond. Translate finance requirements into practical system solutions that improve efficiency, reporting, and control. Drive user adoption through effective change management, training, and stakeholder engagement. Operating Model, Processes & Controls Design and embed the future-state finance operating model, creating scalable processes that support continued business growth. Establish robust governance, controls, and documented procedures aligned with best practices and Group standards. Identify opportunities to automate manual activities and streamline end-to-end finance processes. Promote a culture of continuous improvement across finance operations. Systems Strategy & Optimisation Own the ongoing development and enhancement of finance systems, ensuring they remain fit for purpose as the business evolves. Define reporting structures, workflows, and data models that enable accurate, timely, and insightful financial information. Manage system upgrades, integration's, and enhancement initiatives while maintaining data integrity and operational resilience. Act as the finance systems subject matter expert and trusted adviser to senior stakeholders. Data, Reporting & Business Insight Develop reporting capabilities that support both statutory and management reporting requirements. Strengthen finance data governance and ensure consistency across systems and reporting outputs. Collaborate with Finance, FP&A, and IT teams to improve access to high-quality data and actionable business insights. Support the adoption of reporting tools and technologies that enhance decision-making. Stakeholder Management Build strong partnerships across Finance, Technology, and Operational teams. Serve as the key interface between finance users and technical specialists, ensuring business priorities are effectively delivered. Influence senior stakeholders and provide leadership throughout transformation initiatives. Mentor users and promote best practice in finance systems and processes. What We're Looking For ACA, ACCA, or CIMA qualified, or equivalent relevant experience. Demonstrable success leading finance systems initiatives, ERP implementations, or large-scale finance transformation programmes. Strong hands-on experience with Microsoft Dynamics 365 Business Central or a comparable ERP platform. Deep understanding of finance processes, including record-to-report, procure-to-pay, and order-to-cash. Proven ability to design and implement finance processes, controls, and operating procedures in a changing environment. Excellent project management, analytical, and problem-solving skills with a focus on delivering practical outcomes. Experience with OneStream, financial consolidation tools, or business intelligence platforms would be advantageous but is not essential. Why Join? This is more than a systems role; it is an opportunity to shape the future of finance within a business undergoing genuine transformation. You will have the autonomy to influence strategy, modernise processes and deliver lasting change while working with senior leaders on initiatives that directly support the company's ambitious growth plans. If you are passionate about combining finance expertise with technology and transformation and you thrive in environments where you can build, improve and lead, this role offers an outstanding next step in your career. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
The client has an in-house pensions team seeking an experienced Governance Manager to oversee governance, risk and compliance for an award-winning Local Government Pension Scheme (LGPS). The Fund administers pensions for approximately 180 employer organisations and 86,000 members. This senior role combines strategic leadership, stakeholder engagement and regulatory oversight, ensuring governance frameworks remain effective, compliant and embedded across the organisation. The successful candidate will have strong knowledge of UK pensions legislation and regulatory requirements, together with excellent communication and stakeholder management skills. This role is a permanent contract. The working arrangement will be hybrid working with a minimum of 2 days onsite. Duties and Responsibilities but not limited to: Lead the development, implementation and continuous improvement of the Fund's governance framework, ensuring compliance with all relevant pension legislation, regulatory requirements, codes of practice and governance standards. Act as the primary governance adviser and key point of contact for internal and external stakeholders on governance, risk, compliance and regulatory matters. Support the management and administration of Pension Committee and Local Pension Board activities, including agenda planning, preparation and presentation of reports, governance documentation and meeting support. Develop, maintain and review governance policies, procedures, terms of reference, schemes of delegation and other key governance documentation to ensure ongoing regulatory compliance and operational effectiveness. Ensure the Fund complies with the requirements of The Pensions Regulator, General Data Protection Regulations (GDPR), and all relevant statutory and non-statutory guidance affecting public sector pension schemes. Maintain governance assurance processes, monitoring compliance performance and reporting outcomes, risks and recommendations to senior management, Pension Committee and Local Pension Board members. Lead on governance-related risk management activities, including maintaining the Fund Risk Register, monitoring controls, identifying emerging risks and ensuring appropriate mitigation plans are implemented. Coordinate responses to internal and external audits, ensuring recommendations are addressed, action plans are delivered and governance controls remain effective. Oversee governance-related training and development programmes, ensuring Committee and Board members maintain the knowledge and understanding required to perform their duties effectively. Lead the management and reporting of governance breaches, regulatory incidents and data protection matters, ensuring appropriate escalation, investigation and resolution processes are followed. Support the development and delivery of strategic business plans, governance objectives and performance measures, ensuring progress is monitored and reported regularly. Provide governance oversight and support for organisational change initiatives, projects and service improvements, ensuring appropriate controls and assurance mechanisms are embedded. Support procurement activities and contract management processes, monitoring supplier performance, contract compliance, extensions and re-tendering exercises where required. Build and maintain effective working relationships with regulators, auditors, advisers, employers, suppliers and other key stakeholders to promote governance excellence and best practice. Provide expert technical advice and guidance on governance, compliance, risk and regulatory matters to senior management and decision-making bodies. Personal Requirements: Degree educated and/or holding a relevant professional qualification in pensions, governance, compliance, risk management, project management or a related discipline, or able to demonstrate equivalent experience. Extensive knowledge of UK pension legislation, governance frameworks, regulatory codes and compliance requirements, ideally within the Local Government Pension Scheme (LGPS) environment. Significant experience delivering governance, risk and compliance services within a large and complex defined benefit pension scheme or similarly regulated environment. Proven experience supporting committees, boards or senior governance bodies, including preparing reports, presenting information and advising stakeholders. Strong understanding of governance assurance, risk management frameworks, internal controls and audit processes. Experience developing, reviewing and implementing governance policies, procedures and operational improvements. Knowledge and experience of GDPR, data protection requirements and regulatory reporting obligations. Experience managing procurement exercises, supplier relationships and contract performance. Experience in business planning and performance monitoring. Experience delivering training and governance awareness programmes. Excellent written and verbal communication skills with the ability to explain complex technical and regulatory matters clearly and concisely. Strong stakeholder management, influencing and relationship-building skills with the ability to engage effectively at senior levels. Proven leadership capability with the ability to motivate colleagues, support change and foster a culture of continuous improvement. Strong numerical and reporting skills with experience interpreting performance and governance information. An appreciation of the role of public sector organisations and the governance standards expected within highly regulated environments. Working Hours: 36hrs / Monday - Friday Pay: £65,516.00 per annum + Benefits Please note this role is within the scope of IR35.
Jun 30, 2026
Full time
The client has an in-house pensions team seeking an experienced Governance Manager to oversee governance, risk and compliance for an award-winning Local Government Pension Scheme (LGPS). The Fund administers pensions for approximately 180 employer organisations and 86,000 members. This senior role combines strategic leadership, stakeholder engagement and regulatory oversight, ensuring governance frameworks remain effective, compliant and embedded across the organisation. The successful candidate will have strong knowledge of UK pensions legislation and regulatory requirements, together with excellent communication and stakeholder management skills. This role is a permanent contract. The working arrangement will be hybrid working with a minimum of 2 days onsite. Duties and Responsibilities but not limited to: Lead the development, implementation and continuous improvement of the Fund's governance framework, ensuring compliance with all relevant pension legislation, regulatory requirements, codes of practice and governance standards. Act as the primary governance adviser and key point of contact for internal and external stakeholders on governance, risk, compliance and regulatory matters. Support the management and administration of Pension Committee and Local Pension Board activities, including agenda planning, preparation and presentation of reports, governance documentation and meeting support. Develop, maintain and review governance policies, procedures, terms of reference, schemes of delegation and other key governance documentation to ensure ongoing regulatory compliance and operational effectiveness. Ensure the Fund complies with the requirements of The Pensions Regulator, General Data Protection Regulations (GDPR), and all relevant statutory and non-statutory guidance affecting public sector pension schemes. Maintain governance assurance processes, monitoring compliance performance and reporting outcomes, risks and recommendations to senior management, Pension Committee and Local Pension Board members. Lead on governance-related risk management activities, including maintaining the Fund Risk Register, monitoring controls, identifying emerging risks and ensuring appropriate mitigation plans are implemented. Coordinate responses to internal and external audits, ensuring recommendations are addressed, action plans are delivered and governance controls remain effective. Oversee governance-related training and development programmes, ensuring Committee and Board members maintain the knowledge and understanding required to perform their duties effectively. Lead the management and reporting of governance breaches, regulatory incidents and data protection matters, ensuring appropriate escalation, investigation and resolution processes are followed. Support the development and delivery of strategic business plans, governance objectives and performance measures, ensuring progress is monitored and reported regularly. Provide governance oversight and support for organisational change initiatives, projects and service improvements, ensuring appropriate controls and assurance mechanisms are embedded. Support procurement activities and contract management processes, monitoring supplier performance, contract compliance, extensions and re-tendering exercises where required. Build and maintain effective working relationships with regulators, auditors, advisers, employers, suppliers and other key stakeholders to promote governance excellence and best practice. Provide expert technical advice and guidance on governance, compliance, risk and regulatory matters to senior management and decision-making bodies. Personal Requirements: Degree educated and/or holding a relevant professional qualification in pensions, governance, compliance, risk management, project management or a related discipline, or able to demonstrate equivalent experience. Extensive knowledge of UK pension legislation, governance frameworks, regulatory codes and compliance requirements, ideally within the Local Government Pension Scheme (LGPS) environment. Significant experience delivering governance, risk and compliance services within a large and complex defined benefit pension scheme or similarly regulated environment. Proven experience supporting committees, boards or senior governance bodies, including preparing reports, presenting information and advising stakeholders. Strong understanding of governance assurance, risk management frameworks, internal controls and audit processes. Experience developing, reviewing and implementing governance policies, procedures and operational improvements. Knowledge and experience of GDPR, data protection requirements and regulatory reporting obligations. Experience managing procurement exercises, supplier relationships and contract performance. Experience in business planning and performance monitoring. Experience delivering training and governance awareness programmes. Excellent written and verbal communication skills with the ability to explain complex technical and regulatory matters clearly and concisely. Strong stakeholder management, influencing and relationship-building skills with the ability to engage effectively at senior levels. Proven leadership capability with the ability to motivate colleagues, support change and foster a culture of continuous improvement. Strong numerical and reporting skills with experience interpreting performance and governance information. An appreciation of the role of public sector organisations and the governance standards expected within highly regulated environments. Working Hours: 36hrs / Monday - Friday Pay: £65,516.00 per annum + Benefits Please note this role is within the scope of IR35.
Job Title: Client Manager / Portfolio Manager Location: Harrow Salary: £55 - 65K Reports To: Partner / Director About the Role We are seeking an experienced and client-focused Client Manager / Portfolio Manager to join our client who owns a growing accountancy practice. This is a non-audit role focused on managing a portfolio of owner-managed businesses, SMEs, and high-net-worth individuals, providing proactive accounting, tax, and advisory services. The successful candidate will be responsible for maintaining strong client relationships, overseeing service delivery, reviewing work prepared by junior team members, and identifying opportunities to add value to clients' businesses. Key Responsibilities Portfolio Management Manage a diverse portfolio of clients across various sectors. Act as the primary point of contact for clients, building and maintaining strong professional relationships. Ensure timely delivery of accounts, tax returns, and advisory services. Monitor workflow and deadlines to ensure compliance with statutory requirements. Conduct regular client meetings to discuss business performance, tax planning, and future objectives. Accounts & Tax Review statutory accounts prepared under UK GAAP and FRS 102/FRS 105. Review corporation tax returns and associated computations. Review self-assessment tax returns for directors, sole traders, and high-net-worth individuals. Provide tax planning and advisory support where appropriate. Assist clients with management accounts, cash flow forecasting, and business planning. Client Advisory Provide proactive business and financial advice to clients. Identify opportunities for improving profitability, efficiency, and tax position. Support clients with business growth strategies, financing requirements, and restructuring projects. Liaise with external stakeholders including banks, solicitors, financial advisers, and HMRC. Team Management Review work prepared by junior and semi-senior team members. Provide technical guidance, mentoring, and training. Assist with resource planning and workload allocation. Support the development and progression of team members. Practice Development Identify opportunities to expand services within existing client relationships. Participate in networking events and business development activities. Support fee reviews and engagement renewals. Contribute to continuous improvement of internal processes and client service standards. Person Specification Essential ACA / ACCA qualified (or qualified by experience with significant practice experience). Minimum 5 years' experience within a UK accountancy practice. Strong experience managing a client portfolio. Excellent knowledge of statutory accounts preparation and tax compliance. Experience reviewing work and supervising junior staff. Strong communication and relationship management skills. Commercially aware with a proactive approach to client service. Experience using accounting software and cloud-based systems. Desirable Experience in business advisory and tax planning. Exposure to specialist sectors such as property, healthcare, construction, or professional services. Business development and networking experience. ICAEW or ACCA practising environment experience. Benefits Competitive salary package. Performance-related bonus. Flexible and hybrid working arrangements. Professional development and training support. Clear progression pathway to Senior Manager or Partner level. Pension scheme. Generous annual leave entitlement. Employee wellbeing initiatives. Ideal Candidate Profile This role would suit an experienced Accountant, Senior Accountant, Assistant Manager, or Client Manager currently working within practice who enjoys managing client relationships and providing advisory-led services rather than undertaking audit work. The successful individual will be commercially minded, technically strong, and passionate about helping clients achieve their business objectives.
Jun 30, 2026
Full time
Job Title: Client Manager / Portfolio Manager Location: Harrow Salary: £55 - 65K Reports To: Partner / Director About the Role We are seeking an experienced and client-focused Client Manager / Portfolio Manager to join our client who owns a growing accountancy practice. This is a non-audit role focused on managing a portfolio of owner-managed businesses, SMEs, and high-net-worth individuals, providing proactive accounting, tax, and advisory services. The successful candidate will be responsible for maintaining strong client relationships, overseeing service delivery, reviewing work prepared by junior team members, and identifying opportunities to add value to clients' businesses. Key Responsibilities Portfolio Management Manage a diverse portfolio of clients across various sectors. Act as the primary point of contact for clients, building and maintaining strong professional relationships. Ensure timely delivery of accounts, tax returns, and advisory services. Monitor workflow and deadlines to ensure compliance with statutory requirements. Conduct regular client meetings to discuss business performance, tax planning, and future objectives. Accounts & Tax Review statutory accounts prepared under UK GAAP and FRS 102/FRS 105. Review corporation tax returns and associated computations. Review self-assessment tax returns for directors, sole traders, and high-net-worth individuals. Provide tax planning and advisory support where appropriate. Assist clients with management accounts, cash flow forecasting, and business planning. Client Advisory Provide proactive business and financial advice to clients. Identify opportunities for improving profitability, efficiency, and tax position. Support clients with business growth strategies, financing requirements, and restructuring projects. Liaise with external stakeholders including banks, solicitors, financial advisers, and HMRC. Team Management Review work prepared by junior and semi-senior team members. Provide technical guidance, mentoring, and training. Assist with resource planning and workload allocation. Support the development and progression of team members. Practice Development Identify opportunities to expand services within existing client relationships. Participate in networking events and business development activities. Support fee reviews and engagement renewals. Contribute to continuous improvement of internal processes and client service standards. Person Specification Essential ACA / ACCA qualified (or qualified by experience with significant practice experience). Minimum 5 years' experience within a UK accountancy practice. Strong experience managing a client portfolio. Excellent knowledge of statutory accounts preparation and tax compliance. Experience reviewing work and supervising junior staff. Strong communication and relationship management skills. Commercially aware with a proactive approach to client service. Experience using accounting software and cloud-based systems. Desirable Experience in business advisory and tax planning. Exposure to specialist sectors such as property, healthcare, construction, or professional services. Business development and networking experience. ICAEW or ACCA practising environment experience. Benefits Competitive salary package. Performance-related bonus. Flexible and hybrid working arrangements. Professional development and training support. Clear progression pathway to Senior Manager or Partner level. Pension scheme. Generous annual leave entitlement. Employee wellbeing initiatives. Ideal Candidate Profile This role would suit an experienced Accountant, Senior Accountant, Assistant Manager, or Client Manager currently working within practice who enjoys managing client relationships and providing advisory-led services rather than undertaking audit work. The successful individual will be commercially minded, technically strong, and passionate about helping clients achieve their business objectives.
Finance & HR Manager Full Time Permanent Based in Salisbury Office Based (5 Days Per Week) The Opportunity Talent Finance are partnering with a growing SME based near Salisbury to recruit a Finance & HR Manager. This is a broad, hands on position offering the opportunity to take ownership of the day to day finance function whilst also supporting the people and operational side of the business. Working closely with the leadership team, you'll play a key role in ensuring the smooth running of the business, providing accurate financial information, maintaining strong controls and supporting employees across a range of HR activities. This role would suit an experienced Finance Manager, Financial Controller, Company Accountant or Head of Finance from an SME environment who enjoys variety, autonomy and being part of a close knit team. Key ResponsibilitiesFinance • Oversee the day to day finance function • Produce monthly management accounts and financial reporting • Manage cashflow reporting and forecasting • Support annual budgeting and forecasting processes • Maintain accurate balance sheet reconciliations and financial controls • Manage purchase ledger, sales ledger and payroll processes • Liaise with external accountants, auditors and advisers • Ensure compliance with VAT and statutory reporting requirements • Provide financial analysis and insight to support business decision making HR & Business Support • Act as the first point of contact for HR related matters • Support recruitment, onboarding and employee administration • Maintain employee records and HR documentation • Assist with performance review and employee engagement processes • Support policies, procedures and employment compliance • Coordinate training and development activities • Assist with Health & Safety administration and wider business support activities where required About You • Previous experience as a Finance Manager, Company Accountant or similar • Experience working within an SME environment • Comfortable operating in a broad, hands on role • Strong management accounting, reporting and cashflow experience • Confident working independently and managing multiple priorities • Experience supporting HR administration and people processes would be advantageous • Strong communication skills and ability to build relationships across the business • Qualified, part qualified or qualified by experience will all be considered What's On Offer • Salary circa £50,000 • Permanent, full time opportunity • Key role within a growing and successful SME • Broad and varied position with real ownership • Direct exposure to senior leadership and business decision making • Opportunity to make a genuine impact within the organisation For a confidential discussion, please contact Anja Davison at Talent Finance. Talent Finance is committed to promoting Equity, Diversity and Inclusion in the workplace. We review all applicants on equal merit and do not discriminate on the basis of age, gender, sex, relationship status, disability, race, religion or belief, or sexual orientation.
Jun 30, 2026
Full time
Finance & HR Manager Full Time Permanent Based in Salisbury Office Based (5 Days Per Week) The Opportunity Talent Finance are partnering with a growing SME based near Salisbury to recruit a Finance & HR Manager. This is a broad, hands on position offering the opportunity to take ownership of the day to day finance function whilst also supporting the people and operational side of the business. Working closely with the leadership team, you'll play a key role in ensuring the smooth running of the business, providing accurate financial information, maintaining strong controls and supporting employees across a range of HR activities. This role would suit an experienced Finance Manager, Financial Controller, Company Accountant or Head of Finance from an SME environment who enjoys variety, autonomy and being part of a close knit team. Key ResponsibilitiesFinance • Oversee the day to day finance function • Produce monthly management accounts and financial reporting • Manage cashflow reporting and forecasting • Support annual budgeting and forecasting processes • Maintain accurate balance sheet reconciliations and financial controls • Manage purchase ledger, sales ledger and payroll processes • Liaise with external accountants, auditors and advisers • Ensure compliance with VAT and statutory reporting requirements • Provide financial analysis and insight to support business decision making HR & Business Support • Act as the first point of contact for HR related matters • Support recruitment, onboarding and employee administration • Maintain employee records and HR documentation • Assist with performance review and employee engagement processes • Support policies, procedures and employment compliance • Coordinate training and development activities • Assist with Health & Safety administration and wider business support activities where required About You • Previous experience as a Finance Manager, Company Accountant or similar • Experience working within an SME environment • Comfortable operating in a broad, hands on role • Strong management accounting, reporting and cashflow experience • Confident working independently and managing multiple priorities • Experience supporting HR administration and people processes would be advantageous • Strong communication skills and ability to build relationships across the business • Qualified, part qualified or qualified by experience will all be considered What's On Offer • Salary circa £50,000 • Permanent, full time opportunity • Key role within a growing and successful SME • Broad and varied position with real ownership • Direct exposure to senior leadership and business decision making • Opportunity to make a genuine impact within the organisation For a confidential discussion, please contact Anja Davison at Talent Finance. Talent Finance is committed to promoting Equity, Diversity and Inclusion in the workplace. We review all applicants on equal merit and do not discriminate on the basis of age, gender, sex, relationship status, disability, race, religion or belief, or sexual orientation.
Job Title: Corporate Finance Executive Location: Maidenhead Salary: BOE About the Role Our client is seeking a motivated and commercially minded Corporate Finance Executive to join their growing Corporate Finance team. This role offers the opportunity to work across a broad range of transaction support and lead advisory (M&A) engagements for a diverse client base. The successful candidate will gain exposure to acquisitions, disposals, management buyouts (MBOs), debt and equity fundraising, and financial due diligence projects, working alongside experienced corporate finance professionals. This is an excellent opportunity for an ambitious finance professional looking to develop their transactional expertise within a dynamic and client-focused environment. Key Responsibilities Transaction Support & Advisory Assist in the execution of Transaction Support and Lead Advisory (M&A) engagements. Support clients through business acquisitions, disposals, equity and debt fundraising, and management buyouts (MBOs). Work alongside Directors on Financial Due Diligence assignments for corporate and private equity clients. Assist senior colleagues on larger, more complex transactions while acting as the primary day-to-day contact on smaller engagements. Build strong relationships with clients and stakeholders, communicating effectively throughout transaction processes. Support the management of transaction timelines, ensuring projects progress efficiently and key deadlines are achieved. Financial Analysis & Reporting Produce accurate financial analysis and databooks for target businesses. Identify key commercial and financial issues impacting transactions and communicate findings clearly within reports. Develop practical solutions to transaction-related issues and present recommendations to clients. Demonstrate an understanding of common transaction structures involving financial and trade buyers. Undertake market research on companies, sectors, industry trends, potential investors and acquisition targets. Prepare Information Memorandums, business plans, funding documentation and other transaction materials. Financial Modelling As experience develops, responsibilities will expand to include: Building integrated financial models. Developing funding models incorporating debt and equity structures. Producing investment appraisal and buyout models. Business Development Build and maintain a strong network of professional contacts. Participate in marketing initiatives and business development activities. Support deal origination opportunities and wider corporate finance initiatives. Contribute to office-wide activities and practice development. Performance Expectations Support the delivery of advisory and transaction services across a varied portfolio of assignments. Contribute towards an annual WIP input target of approximately £175,000 (equivalent to around 85% utilisation across 45 working weeks). Maintain Continuing Professional Development (CPD) requirements and continue developing knowledge of deal structures, transaction processes and financial modelling. Skills & Experience Essential Skills Strong analytical ability with excellent attention to detail. Advanced Excel skills and a genuine interest in developing financial modelling expertise. Excellent written and verbal communication skills. Strong interpersonal skills with the confidence to build relationships with clients, legal advisers and other professional stakeholders. Ability to manage competing priorities and perform effectively under pressure. Experience Minimum of 3 years' audit or accounting experience. Previous exposure to Transaction Services or M&A is advantageous but not essential. Qualifications ACA or ACCA qualified . Personal Attributes Positive, collaborative team player with strong relationship-building skills. Self-motivated with excellent organisational and prioritisation abilities. Commercially aware with a proactive approach to problem solving. Highly professional with exceptional attention to detail. Confident communicator who is comfortable working with both internal colleagues and external clients.
Jun 30, 2026
Full time
Job Title: Corporate Finance Executive Location: Maidenhead Salary: BOE About the Role Our client is seeking a motivated and commercially minded Corporate Finance Executive to join their growing Corporate Finance team. This role offers the opportunity to work across a broad range of transaction support and lead advisory (M&A) engagements for a diverse client base. The successful candidate will gain exposure to acquisitions, disposals, management buyouts (MBOs), debt and equity fundraising, and financial due diligence projects, working alongside experienced corporate finance professionals. This is an excellent opportunity for an ambitious finance professional looking to develop their transactional expertise within a dynamic and client-focused environment. Key Responsibilities Transaction Support & Advisory Assist in the execution of Transaction Support and Lead Advisory (M&A) engagements. Support clients through business acquisitions, disposals, equity and debt fundraising, and management buyouts (MBOs). Work alongside Directors on Financial Due Diligence assignments for corporate and private equity clients. Assist senior colleagues on larger, more complex transactions while acting as the primary day-to-day contact on smaller engagements. Build strong relationships with clients and stakeholders, communicating effectively throughout transaction processes. Support the management of transaction timelines, ensuring projects progress efficiently and key deadlines are achieved. Financial Analysis & Reporting Produce accurate financial analysis and databooks for target businesses. Identify key commercial and financial issues impacting transactions and communicate findings clearly within reports. Develop practical solutions to transaction-related issues and present recommendations to clients. Demonstrate an understanding of common transaction structures involving financial and trade buyers. Undertake market research on companies, sectors, industry trends, potential investors and acquisition targets. Prepare Information Memorandums, business plans, funding documentation and other transaction materials. Financial Modelling As experience develops, responsibilities will expand to include: Building integrated financial models. Developing funding models incorporating debt and equity structures. Producing investment appraisal and buyout models. Business Development Build and maintain a strong network of professional contacts. Participate in marketing initiatives and business development activities. Support deal origination opportunities and wider corporate finance initiatives. Contribute to office-wide activities and practice development. Performance Expectations Support the delivery of advisory and transaction services across a varied portfolio of assignments. Contribute towards an annual WIP input target of approximately £175,000 (equivalent to around 85% utilisation across 45 working weeks). Maintain Continuing Professional Development (CPD) requirements and continue developing knowledge of deal structures, transaction processes and financial modelling. Skills & Experience Essential Skills Strong analytical ability with excellent attention to detail. Advanced Excel skills and a genuine interest in developing financial modelling expertise. Excellent written and verbal communication skills. Strong interpersonal skills with the confidence to build relationships with clients, legal advisers and other professional stakeholders. Ability to manage competing priorities and perform effectively under pressure. Experience Minimum of 3 years' audit or accounting experience. Previous exposure to Transaction Services or M&A is advantageous but not essential. Qualifications ACA or ACCA qualified . Personal Attributes Positive, collaborative team player with strong relationship-building skills. Self-motivated with excellent organisational and prioritisation abilities. Commercially aware with a proactive approach to problem solving. Highly professional with exceptional attention to detail. Confident communicator who is comfortable working with both internal colleagues and external clients.
My client, a well established and award winning Pension organisation, currently seek an experienced Pensions Manager to join a growing outsourced pensions management and scheme secretarial team. This is a client-facing role where you will act as the key point of contact, leading the delivery of high-quality governance and pension management services across a diverse portfolio of schemes. The Role As a senior member of the team, you will take ownership of client relationships and play a key role in delivering high-level pensions management services. You will combine strong technical expertise with excellent communication skills to support clients, improve member outcomes, and contribute to business growth. Your work will be varied and engaging, spanning scheme secretarial duties, project management, governance oversight, and stakeholder coordination. You will also support the development of team members and contribute to continuous service improvement initiatives. Key Responsibilities Act as the primary lead for outsourced pensions services, including scheme secretarial duties and day-to-day client and adviser relationships Manage a portfolio of pension schemes and projects, overseeing delivery from initiation through to completion Ensure high-quality delivery of administration and governance services in line with contractual, regulatory, and internal standards Maintain scheme compliance, proactively identifying risks and implementing preventative measures Develop and deliver scheme business plans, overseeing budgets, supplier costs, and financial performance to ensure profitability and cost efficiency Lead pensions management projects, including adviser reviews and service improvement initiatives Build strong client relationships and networks, supporting business development and marketing activity Provide leadership, mentoring, and support to colleagues where required Stay up to date with industry developments through ongoing professional development About You You are a self-motivated and driven pensions professional with a strong desire to deliver excellent client outcomes. You bring a balance of technical knowledge, commercial awareness, and the ability to communicate effectively with a wide range of stakeholders. Essential Skills & Experience Strong background in the pensions industry, with recent experience of occupational pension schemes In-depth understanding of pension legislation, governance, and regulatory requirements In-depth knowledge of defined benefit (DB) and defined contribution (DC) schemes Proven experience in pensions management, including scheme governance and compliance Strong project management and organisational skills Demonstrated ability to manage multiple clients and priorities effectively Experience in client relationship management and stakeholder engagement Excellent written and verbal communication skills, with the ability to explain complex concepts clearly Strong financial and budget management capability Proficiency in Microsoft Office (Excel, Word, PowerPoint) and ability to learn new systems In return, you will be rewarded with an outstanding work environment and a generous remuneration and benefits package, along with excellent prospects for development as the organisation continues to grow.
Jun 30, 2026
Full time
My client, a well established and award winning Pension organisation, currently seek an experienced Pensions Manager to join a growing outsourced pensions management and scheme secretarial team. This is a client-facing role where you will act as the key point of contact, leading the delivery of high-quality governance and pension management services across a diverse portfolio of schemes. The Role As a senior member of the team, you will take ownership of client relationships and play a key role in delivering high-level pensions management services. You will combine strong technical expertise with excellent communication skills to support clients, improve member outcomes, and contribute to business growth. Your work will be varied and engaging, spanning scheme secretarial duties, project management, governance oversight, and stakeholder coordination. You will also support the development of team members and contribute to continuous service improvement initiatives. Key Responsibilities Act as the primary lead for outsourced pensions services, including scheme secretarial duties and day-to-day client and adviser relationships Manage a portfolio of pension schemes and projects, overseeing delivery from initiation through to completion Ensure high-quality delivery of administration and governance services in line with contractual, regulatory, and internal standards Maintain scheme compliance, proactively identifying risks and implementing preventative measures Develop and deliver scheme business plans, overseeing budgets, supplier costs, and financial performance to ensure profitability and cost efficiency Lead pensions management projects, including adviser reviews and service improvement initiatives Build strong client relationships and networks, supporting business development and marketing activity Provide leadership, mentoring, and support to colleagues where required Stay up to date with industry developments through ongoing professional development About You You are a self-motivated and driven pensions professional with a strong desire to deliver excellent client outcomes. You bring a balance of technical knowledge, commercial awareness, and the ability to communicate effectively with a wide range of stakeholders. Essential Skills & Experience Strong background in the pensions industry, with recent experience of occupational pension schemes In-depth understanding of pension legislation, governance, and regulatory requirements In-depth knowledge of defined benefit (DB) and defined contribution (DC) schemes Proven experience in pensions management, including scheme governance and compliance Strong project management and organisational skills Demonstrated ability to manage multiple clients and priorities effectively Experience in client relationship management and stakeholder engagement Excellent written and verbal communication skills, with the ability to explain complex concepts clearly Strong financial and budget management capability Proficiency in Microsoft Office (Excel, Word, PowerPoint) and ability to learn new systems In return, you will be rewarded with an outstanding work environment and a generous remuneration and benefits package, along with excellent prospects for development as the organisation continues to grow.
Blusource Professional Services Ltd
Market Harborough, Leicestershire
We are working with a quick-growing advisory tax firm, based in Market Harborough, who are seeking to hire a job opportunity for a Tax Advisor. This role is suited to someone with related or relevant experience for a crucial role. The company are welcoming both full-time and part-time applicants. You will work closely with the owner and client lead, with full support given and development towards becoming a valued advisor on offer. Key Responsibilities: Drafting comprehensive tax advisory reports covering Stamp Duty Land Tax (SDLT), Capital Gains Tax (CGT), Inheritance Tax (IHT), and company restructuring matters. Preparing and issuing client engagement letters and managing the onboarding process for new and existing clients. Preparing and issuing invoices, ensuring accurate billing and effective administration of client matters. Liaising directly with HMRC in relation to client affairs, enquiries, disclosures, and compliance matters. Assisting with the preparation and submission of inheritance tax forms, as well as the creation, registration, and ongoing administration of trusts. Arranging, attending, and leading client meetings to discuss tax planning opportunities, compliance obligations, and advisory matters. Supporting business development initiatives through client relationship management, networking, and identifying opportunities for additional services. Drafting and submitting a range of tax returns, ensuring compliance with relevant legislation and filing deadlines. Assisting with the incorporation and formation of companies, including the preparation of associated documentation. Conducting detailed research into complex tax legislation and case law, applying technical analysis to client-specific circumstances and providing practical recommendations. Supporting senior advisers on tax planning projects for individuals, trusts, and corporate clients. Maintaining up-to-date knowledge of tax legislation and regulatory developments to ensure accurate and commercially focused advice. Benefits: Competitive salary in line with market rate Open to both full-time and part-time applicants Study support for ATT or CTA after probation Flexible working hours Hybrid working after probation Free parking Annual bonus scheme Progression and professional development opportunities Annual salary reviews
Jun 29, 2026
Full time
We are working with a quick-growing advisory tax firm, based in Market Harborough, who are seeking to hire a job opportunity for a Tax Advisor. This role is suited to someone with related or relevant experience for a crucial role. The company are welcoming both full-time and part-time applicants. You will work closely with the owner and client lead, with full support given and development towards becoming a valued advisor on offer. Key Responsibilities: Drafting comprehensive tax advisory reports covering Stamp Duty Land Tax (SDLT), Capital Gains Tax (CGT), Inheritance Tax (IHT), and company restructuring matters. Preparing and issuing client engagement letters and managing the onboarding process for new and existing clients. Preparing and issuing invoices, ensuring accurate billing and effective administration of client matters. Liaising directly with HMRC in relation to client affairs, enquiries, disclosures, and compliance matters. Assisting with the preparation and submission of inheritance tax forms, as well as the creation, registration, and ongoing administration of trusts. Arranging, attending, and leading client meetings to discuss tax planning opportunities, compliance obligations, and advisory matters. Supporting business development initiatives through client relationship management, networking, and identifying opportunities for additional services. Drafting and submitting a range of tax returns, ensuring compliance with relevant legislation and filing deadlines. Assisting with the incorporation and formation of companies, including the preparation of associated documentation. Conducting detailed research into complex tax legislation and case law, applying technical analysis to client-specific circumstances and providing practical recommendations. Supporting senior advisers on tax planning projects for individuals, trusts, and corporate clients. Maintaining up-to-date knowledge of tax legislation and regulatory developments to ensure accurate and commercially focused advice. Benefits: Competitive salary in line with market rate Open to both full-time and part-time applicants Study support for ATT or CTA after probation Flexible working hours Hybrid working after probation Free parking Annual bonus scheme Progression and professional development opportunities Annual salary reviews
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst who understands how a financial advice business works in practice. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities Mapping current and future state processes Supporting project discovery and requirements gathering activities Helping shape and improve adviser, client and operational journeys Producing meaningful management information and business insights Supporting the development and enhancement of the firm's client portal Assisting with testing, implementation and change adoption activities Working closely with technology teams to ensure business requirements are clearly understood What We're Looking For Experience within a Financial Advice, Wealth Management or Financial Planning business Strong understanding of adviser and client journeys Experience improving business processes and operational efficiency Excellent stakeholder engagement and communication skills Ability to challenge constructively and identify practical solutions Strong organisational skills and attention to detail We'd Particularly Like To Speak To Business Analysts within Wealth Management Business Change Analysts Operational Improvement Analysts Senior Paraplanners who have been heavily involved in process improvement or change projects Practice or Operations professionals who have delivered business improvement initiatives Nice To Have Power BI, Excel or MI reporting experience Exposure to CRM systems, adviser platforms or client portals Knowledge of FCA-regulated environments and Consumer Duty Experience supporting business change or transformation projects What's On Offer Opportunity to join a newly established Business Analysis & Change function Significant exposure to senior leadership and strategic initiatives Genuine opportunity to influence how the business operates Hybrid working with approximately two days per week in the office Competitive salary, benefits package and long-term career development Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
Jun 27, 2026
Full time
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst who understands how a financial advice business works in practice. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities Mapping current and future state processes Supporting project discovery and requirements gathering activities Helping shape and improve adviser, client and operational journeys Producing meaningful management information and business insights Supporting the development and enhancement of the firm's client portal Assisting with testing, implementation and change adoption activities Working closely with technology teams to ensure business requirements are clearly understood What We're Looking For Experience within a Financial Advice, Wealth Management or Financial Planning business Strong understanding of adviser and client journeys Experience improving business processes and operational efficiency Excellent stakeholder engagement and communication skills Ability to challenge constructively and identify practical solutions Strong organisational skills and attention to detail We'd Particularly Like To Speak To Business Analysts within Wealth Management Business Change Analysts Operational Improvement Analysts Senior Paraplanners who have been heavily involved in process improvement or change projects Practice or Operations professionals who have delivered business improvement initiatives Nice To Have Power BI, Excel or MI reporting experience Exposure to CRM systems, adviser platforms or client portals Knowledge of FCA-regulated environments and Consumer Duty Experience supporting business change or transformation projects What's On Offer Opportunity to join a newly established Business Analysis & Change function Significant exposure to senior leadership and strategic initiatives Genuine opportunity to influence how the business operates Hybrid working with approximately two days per week in the office Competitive salary, benefits package and long-term career development Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
Job Title: Head of Compliance (SMF16 & SMF17) Location: London (Mayfair) Working Pattern: Part-time - 2 days per week (office-based) Salary: 130k- 140k Competitive (pro-rata for 2 days per week) Deerfoot Recruitment is assisting a well-established independent financial planning business to recruit an experienced Head of Compliance to join its senior leadership team based in London. This is an excellent opportunity for a hands-on compliance professional to take ownership of a firm's compliance and financial crime framework while also operating at a strategic level. The successful individual will report directly to the Board and assume the SMF16 (Compliance Oversight) and SMF17 (Money Laundering Reporting Officer) responsibilities. The role combines strategic leadership with day-to-day operational involvement and is ideally suited to someone who enjoys working closely with financial planners and senior stakeholders to promote strong governance, regulatory adherence, and positive client outcomes. Key Responsibilities Hold SMF16 and SMF17 regulated responsibilities. Lead and enhance the firm's Compliance Monitoring Programme using a risk-based approach. Conduct suitability and client file reviews, identifying trends and areas for improvement. Produce compliance management information, Board reports, and trend analysis. Maintain and update compliance policies, procedures, and regulatory documentation. Provide clear, pragmatic regulatory guidance to advisers and the wider business. Oversee the financial crime framework, including AML, sanctions, and fraud controls. Monitor regulatory developments and implement required changes. Act as key liaison with the FCA where appropriate. Support Training & Competence and adviser oversight frameworks. Foster and maintain a strong culture of compliance across the business. Candidate Profile The successful candidate will be an experienced compliance professional with a strong background in the IFA or financial planning sector and proven experience within an FCA-regulated environment. They will be comfortable operating at both strategic and operational levels, engaging confidently with senior leadership while remaining actively involved in day-to-day compliance activity. Essential experience includes: Prior experience at SMF16/SMF17 level or equivalent responsibility. Strong background within an IFA or financial planning business. In-depth knowledge of FCA regulation, SMCR, Consumer Duty, AML, and financial crime. Proven experience conducting suitability and file reviews. Experience developing Compliance Monitoring Programmes. Strong report writing, MI production, and Board-level communication skills. Experience maintaining compliance policies and procedures. Strong stakeholder engagement and communication skills. Desirable: Experience with Intelligent Office (IO). Relevant compliance qualification (e.g. ICA). What's on Offer Senior leadership role within a respected independent financial planning business. Opportunity to shape and enhance the compliance framework. Direct exposure to Board and senior decision-making. Competitive pro-rata salary, discretionary bonus, and benefits. Supportive and collaborative London-based working environment. To apply, please contact Deerfoot Recruitment for a confidential discussion regarding this opportunity. Head of Compliance & MLRO / Head of Compliance (SMF16/SMF17) / Compliance Director & MLRO / Compliance Officer (SMF16/SMF17) / Compliance Oversight Director / Head of Compliance - Wealth Management / Head of Compliance - Financial Planning Compliance Director - IFA Business / Head of Risk & Compliance - Financial Planning / Senior Compliance Manager (SMF16/17) Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate 1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.
Jun 27, 2026
Full time
Job Title: Head of Compliance (SMF16 & SMF17) Location: London (Mayfair) Working Pattern: Part-time - 2 days per week (office-based) Salary: 130k- 140k Competitive (pro-rata for 2 days per week) Deerfoot Recruitment is assisting a well-established independent financial planning business to recruit an experienced Head of Compliance to join its senior leadership team based in London. This is an excellent opportunity for a hands-on compliance professional to take ownership of a firm's compliance and financial crime framework while also operating at a strategic level. The successful individual will report directly to the Board and assume the SMF16 (Compliance Oversight) and SMF17 (Money Laundering Reporting Officer) responsibilities. The role combines strategic leadership with day-to-day operational involvement and is ideally suited to someone who enjoys working closely with financial planners and senior stakeholders to promote strong governance, regulatory adherence, and positive client outcomes. Key Responsibilities Hold SMF16 and SMF17 regulated responsibilities. Lead and enhance the firm's Compliance Monitoring Programme using a risk-based approach. Conduct suitability and client file reviews, identifying trends and areas for improvement. Produce compliance management information, Board reports, and trend analysis. Maintain and update compliance policies, procedures, and regulatory documentation. Provide clear, pragmatic regulatory guidance to advisers and the wider business. Oversee the financial crime framework, including AML, sanctions, and fraud controls. Monitor regulatory developments and implement required changes. Act as key liaison with the FCA where appropriate. Support Training & Competence and adviser oversight frameworks. Foster and maintain a strong culture of compliance across the business. Candidate Profile The successful candidate will be an experienced compliance professional with a strong background in the IFA or financial planning sector and proven experience within an FCA-regulated environment. They will be comfortable operating at both strategic and operational levels, engaging confidently with senior leadership while remaining actively involved in day-to-day compliance activity. Essential experience includes: Prior experience at SMF16/SMF17 level or equivalent responsibility. Strong background within an IFA or financial planning business. In-depth knowledge of FCA regulation, SMCR, Consumer Duty, AML, and financial crime. Proven experience conducting suitability and file reviews. Experience developing Compliance Monitoring Programmes. Strong report writing, MI production, and Board-level communication skills. Experience maintaining compliance policies and procedures. Strong stakeholder engagement and communication skills. Desirable: Experience with Intelligent Office (IO). Relevant compliance qualification (e.g. ICA). What's on Offer Senior leadership role within a respected independent financial planning business. Opportunity to shape and enhance the compliance framework. Direct exposure to Board and senior decision-making. Competitive pro-rata salary, discretionary bonus, and benefits. Supportive and collaborative London-based working environment. To apply, please contact Deerfoot Recruitment for a confidential discussion regarding this opportunity. Head of Compliance & MLRO / Head of Compliance (SMF16/SMF17) / Compliance Director & MLRO / Compliance Officer (SMF16/SMF17) / Compliance Oversight Director / Head of Compliance - Wealth Management / Head of Compliance - Financial Planning Compliance Director - IFA Business / Head of Risk & Compliance - Financial Planning / Senior Compliance Manager (SMF16/17) Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate 1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.
Description At Gordon Murray Group, people and relationships are at the heart of everything we do. We are looking for an exceptional Executive Assistant to provide comprehensive support to the Owners of the business, ensuring the smooth coordination of executive priorities, business operations, customer engagement, and VIP experiences. Reporting directly to the Owners, this is a highly trusted and varied role that combines traditional executive support with customer hospitality, event coordination, and stakeholder management. You will act as a key liaison across the organisation, supporting senior leadership while helping to deliver the world-class customer experience synonymous with the Gordon Murray brand. This is your chance to: Provide comprehensive diary, inbox, and travel management for the Owners, anticipating requirements and proactively resolving scheduling conflicts. Act as a primary point of coordination between the Owners and the GMG Leadership Team, ensuring information, actions, and decisions flow effectively across the business. Prepare, format, and proofread correspondence, briefing papers, presentations, reports, and board materials with exceptional attention to detail. Handle confidential and sensitive information with absolute discretion and professionalism. Coordinate leadership meetings, including agenda preparation, minute-taking, and follow-up of actions and decisions. Support a variety of business projects and initiatives on behalf of the Owners, liaising with internal departments, external advisers, and key stakeholders. Assist in the planning and delivery of customer visits, VIP hospitality programmes, and corporate events, ensuring an exceptional guest experience. Act as a key point of contact for high-value customers, partners, and guests, managing communications with warmth, professionalism, and discretion. Coordinate seamlessly with internal teams and external suppliers to deliver successful events, visits, and hospitality activities. Support launch events, showcases, and special customer experiences, including guest management, itineraries, logistics, and contingency planning. Support gifting, welcome packs, and bespoke touches that enhance the overall customer journey. Represent the business at customer visits and key events, ensuring a visible and professional presence throughout. Gather feedback following customer interactions and events, sharing insights with the Leadership Team to help continuously improve the guest experience. Support travel, event attendance, and customer commitments where required, including occasional evenings, weekends, and business travel. About you: You'll be an experienced Executive Assistant, Personal Assistant or have supported a Family Office with a proven ability to support senior leaders in a fast-paced, high-performance environment. You will be highly organised, adaptable, and capable of managing multiple priorities while maintaining exceptional attention to detail and professionalism. Equally comfortable managing executive schedules and confidential business matters as you are hosting VIP guests and coordinating events, you'll thrive in a role where no two days are the same. Proven experience as an Executive Assistant, Personal Assistant, or similar role supporting senior executives, business owners, or leadership teams. Experience within a premium, luxury, high-performance, or customer-focused environment would be highly advantageous. Exposure to hospitality, customer experience, or VIP guest management would be beneficial. Exceptional organisational and time-management skills, with the ability to balance multiple priorities effectively. Outstanding written and verbal communication skills, with a polished and professional approach. Strong relationship-building capability and the confidence to engage with senior stakeholders, customers, and external partners. Absolute discretion, integrity, and trustworthiness when handling confidential and commercially sensitive information. A proactive, solutions-focused mindset with the ability to anticipate needs and resolve issues before they arise. Flexible and willing to travel and work outside standard office hours when required to support customer events and business activities. Benefits As well as the opportunity to work with a fantastic team, the position comes with: Competitive Base Salary Private Medical Scheme Life Assurance Holiday Loyalty Bonus Scheme Enhanced Personal Pension Plan Enhanced Maternity & Paternity Pay Cycle to Work Scheme Salary Sacrifice Car Lease Scheme Parking Onsite Gordon Murray Group is committed to equal employment opportunities regardless of age, sexual orientation, gender, pregnancy, religion, nationality, ethnic origin, disability, medical history, race, marital status, genetic information or parental status. We strive to promote a workplace that celebrates diversity and encourages individuals to express their opinions and beliefs. Please do not hesitate to get in touch should you require any reasonable adjustments to assist with your application. All applicants must have the Right to Work in the UK.
Jun 26, 2026
Full time
Description At Gordon Murray Group, people and relationships are at the heart of everything we do. We are looking for an exceptional Executive Assistant to provide comprehensive support to the Owners of the business, ensuring the smooth coordination of executive priorities, business operations, customer engagement, and VIP experiences. Reporting directly to the Owners, this is a highly trusted and varied role that combines traditional executive support with customer hospitality, event coordination, and stakeholder management. You will act as a key liaison across the organisation, supporting senior leadership while helping to deliver the world-class customer experience synonymous with the Gordon Murray brand. This is your chance to: Provide comprehensive diary, inbox, and travel management for the Owners, anticipating requirements and proactively resolving scheduling conflicts. Act as a primary point of coordination between the Owners and the GMG Leadership Team, ensuring information, actions, and decisions flow effectively across the business. Prepare, format, and proofread correspondence, briefing papers, presentations, reports, and board materials with exceptional attention to detail. Handle confidential and sensitive information with absolute discretion and professionalism. Coordinate leadership meetings, including agenda preparation, minute-taking, and follow-up of actions and decisions. Support a variety of business projects and initiatives on behalf of the Owners, liaising with internal departments, external advisers, and key stakeholders. Assist in the planning and delivery of customer visits, VIP hospitality programmes, and corporate events, ensuring an exceptional guest experience. Act as a key point of contact for high-value customers, partners, and guests, managing communications with warmth, professionalism, and discretion. Coordinate seamlessly with internal teams and external suppliers to deliver successful events, visits, and hospitality activities. Support launch events, showcases, and special customer experiences, including guest management, itineraries, logistics, and contingency planning. Support gifting, welcome packs, and bespoke touches that enhance the overall customer journey. Represent the business at customer visits and key events, ensuring a visible and professional presence throughout. Gather feedback following customer interactions and events, sharing insights with the Leadership Team to help continuously improve the guest experience. Support travel, event attendance, and customer commitments where required, including occasional evenings, weekends, and business travel. About you: You'll be an experienced Executive Assistant, Personal Assistant or have supported a Family Office with a proven ability to support senior leaders in a fast-paced, high-performance environment. You will be highly organised, adaptable, and capable of managing multiple priorities while maintaining exceptional attention to detail and professionalism. Equally comfortable managing executive schedules and confidential business matters as you are hosting VIP guests and coordinating events, you'll thrive in a role where no two days are the same. Proven experience as an Executive Assistant, Personal Assistant, or similar role supporting senior executives, business owners, or leadership teams. Experience within a premium, luxury, high-performance, or customer-focused environment would be highly advantageous. Exposure to hospitality, customer experience, or VIP guest management would be beneficial. Exceptional organisational and time-management skills, with the ability to balance multiple priorities effectively. Outstanding written and verbal communication skills, with a polished and professional approach. Strong relationship-building capability and the confidence to engage with senior stakeholders, customers, and external partners. Absolute discretion, integrity, and trustworthiness when handling confidential and commercially sensitive information. A proactive, solutions-focused mindset with the ability to anticipate needs and resolve issues before they arise. Flexible and willing to travel and work outside standard office hours when required to support customer events and business activities. Benefits As well as the opportunity to work with a fantastic team, the position comes with: Competitive Base Salary Private Medical Scheme Life Assurance Holiday Loyalty Bonus Scheme Enhanced Personal Pension Plan Enhanced Maternity & Paternity Pay Cycle to Work Scheme Salary Sacrifice Car Lease Scheme Parking Onsite Gordon Murray Group is committed to equal employment opportunities regardless of age, sexual orientation, gender, pregnancy, religion, nationality, ethnic origin, disability, medical history, race, marital status, genetic information or parental status. We strive to promote a workplace that celebrates diversity and encourages individuals to express their opinions and beliefs. Please do not hesitate to get in touch should you require any reasonable adjustments to assist with your application. All applicants must have the Right to Work in the UK.
Job Title: Head of Compliance (SMF16 & SMF17) Location: London (Mayfair) Working Pattern: part time - 2 days per week (office-based) Salary: £130k-£140k Competitive (pro-rata for 2 days per week) Deerfoot Recruitment is assisting a well-established independent financial planning business to recruit an experienced Head of Compliance to join its senior leadership team based in London. This is an excellent opportunity for a hands-on compliance professional to take ownership of a firm's compliance and financial crime framework while also operating at a strategic level. The successful individual will report directly to the Board and assume the SMF16 (Compliance Oversight) and SMF17 (Money Laundering Reporting Officer) responsibilities. The role combines strategic leadership with day-to-day operational involvement and is ideally suited to someone who enjoys working closely with financial planners and senior stakeholders to promote strong governance, regulatory adherence, and positive client outcomes. Key Responsibilities Hold SMF16 and SMF17 regulated responsibilities. Lead and enhance the firm's Compliance Monitoring Programme using a risk-based approach. Conduct suitability and client file reviews, identifying trends and areas for improvement. Produce compliance management information, Board reports, and trend analysis. Maintain and update compliance policies, procedures, and regulatory documentation. Provide clear, pragmatic regulatory guidance to advisers and the wider business. Oversee the financial crime framework, including AML, sanctions, and fraud controls. Monitor regulatory developments and implement required changes. Act as key liaison with the FCA where appropriate. Support Training & Competence and adviser oversight frameworks. Foster and maintain a strong culture of compliance across the business. Candidate Profile The successful candidate will be an experienced compliance professional with a strong background in the IFA or financial planning sector and proven experience within an FCA-regulated environment. They will be comfortable operating at both strategic and operational levels, engaging confidently with senior leadership while remaining actively involved in day-to-day compliance activity. Essential experience includes: Prior experience at SMF16/SMF17 level or equivalent responsibility. Strong background within an IFA or financial planning business. In-depth knowledge of FCA regulation, SMCR, Consumer Duty, AML, and financial crime. Proven experience conducting suitability and file reviews. Experience developing Compliance Monitoring Programmes. Strong report writing, MI production, and Board-level communication skills. Experience maintaining compliance policies and procedures. Strong stakeholder engagement and communication skills. Desirable: Experience with Intelligent Office (IO). Relevant compliance qualification (eg ICA). What's on Offer Senior leadership role within a respected independent financial planning business. Opportunity to shape and enhance the compliance framework. Direct exposure to Board and senior decision-making. Competitive pro-rata salary, discretionary bonus, and benefits. Supportive and collaborative London-based working environment. To apply, please contact Deerfoot Recruitment for a confidential discussion regarding this opportunity. Head of Compliance & MLRO/Head of Compliance (SMF16/SMF17)/Compliance Director & MLRO/Compliance Officer (SMF16/SMF17)/Compliance Oversight Director/Head of Compliance - Wealth Management/Head of Compliance - Financial Planning Compliance Director - IFA Business/Head of Risk & Compliance - Financial Planning/Senior Compliance Manager (SMF16/17) Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.
Jun 26, 2026
Full time
Job Title: Head of Compliance (SMF16 & SMF17) Location: London (Mayfair) Working Pattern: part time - 2 days per week (office-based) Salary: £130k-£140k Competitive (pro-rata for 2 days per week) Deerfoot Recruitment is assisting a well-established independent financial planning business to recruit an experienced Head of Compliance to join its senior leadership team based in London. This is an excellent opportunity for a hands-on compliance professional to take ownership of a firm's compliance and financial crime framework while also operating at a strategic level. The successful individual will report directly to the Board and assume the SMF16 (Compliance Oversight) and SMF17 (Money Laundering Reporting Officer) responsibilities. The role combines strategic leadership with day-to-day operational involvement and is ideally suited to someone who enjoys working closely with financial planners and senior stakeholders to promote strong governance, regulatory adherence, and positive client outcomes. Key Responsibilities Hold SMF16 and SMF17 regulated responsibilities. Lead and enhance the firm's Compliance Monitoring Programme using a risk-based approach. Conduct suitability and client file reviews, identifying trends and areas for improvement. Produce compliance management information, Board reports, and trend analysis. Maintain and update compliance policies, procedures, and regulatory documentation. Provide clear, pragmatic regulatory guidance to advisers and the wider business. Oversee the financial crime framework, including AML, sanctions, and fraud controls. Monitor regulatory developments and implement required changes. Act as key liaison with the FCA where appropriate. Support Training & Competence and adviser oversight frameworks. Foster and maintain a strong culture of compliance across the business. Candidate Profile The successful candidate will be an experienced compliance professional with a strong background in the IFA or financial planning sector and proven experience within an FCA-regulated environment. They will be comfortable operating at both strategic and operational levels, engaging confidently with senior leadership while remaining actively involved in day-to-day compliance activity. Essential experience includes: Prior experience at SMF16/SMF17 level or equivalent responsibility. Strong background within an IFA or financial planning business. In-depth knowledge of FCA regulation, SMCR, Consumer Duty, AML, and financial crime. Proven experience conducting suitability and file reviews. Experience developing Compliance Monitoring Programmes. Strong report writing, MI production, and Board-level communication skills. Experience maintaining compliance policies and procedures. Strong stakeholder engagement and communication skills. Desirable: Experience with Intelligent Office (IO). Relevant compliance qualification (eg ICA). What's on Offer Senior leadership role within a respected independent financial planning business. Opportunity to shape and enhance the compliance framework. Direct exposure to Board and senior decision-making. Competitive pro-rata salary, discretionary bonus, and benefits. Supportive and collaborative London-based working environment. To apply, please contact Deerfoot Recruitment for a confidential discussion regarding this opportunity. Head of Compliance & MLRO/Head of Compliance (SMF16/SMF17)/Compliance Director & MLRO/Compliance Officer (SMF16/SMF17)/Compliance Oversight Director/Head of Compliance - Wealth Management/Head of Compliance - Financial Planning Compliance Director - IFA Business/Head of Risk & Compliance - Financial Planning/Senior Compliance Manager (SMF16/17) Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. Responsibilities: Play a significant role in supporting the Partners with the management of their client portfolio and growing the firm's Succession planning and IHT advisory business. Act as a client relationship point of contact for significant high net worth individuals and their families. Be responsible for undertaking Succession Planning Reviews and related assignments for key clients. Win new clients through networking and business development together with the wider BDO Private Wealth group and our mutual professional contacts. Act as a key point of contact within the Firm for the client. Responsibility for tax planning and complex IHT issues with a focus on variety of directly held assets or use of family vehicles, e.g. companies and trusts. Advise on ad hoc projects and be deemed as an expert in some areas of Private Client Tax, including but not limited to IHT, succession planning and use of trusts. Profitably manage a small portfolio of complex clients. Ensure that the firm's quality control procedures are adhered to on their clients. Commercial management of their clients i.e. setting budgets, monitoring workflows and contributing to a commercial and sustainably profitable business. Be involved in the team, supporting your peers from a technical perspective, and developing the next generation of advisers. Identify risk and technical matters, as well as identifying opportunities, and acting on these accordingly. Develop, execute and manage the account development for own client portfolio. Contribute to the tax group's sales and marketing activities in developing new work wins. Overall responsibility for resource planning and allocation for their portfolio. Staff training and development including recommendations for promotion. Counsel, appraise, develop and motivate staff as appropriate. Liaise with Tax Authorities. Liaising between clients and their other advisers in a collaborative and efficient manner. Act as a liaison between the client and other service lines and tax specialists within the firm. Act as a role model for the firm, both externally and internally. Consult with colleagues and Partners on technical and risk matters. We are looking for someone who: Has an in depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures. Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide support to the wider private client team as a technical expert at the highest level on a wide range of inheritance tax matters. Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations Has experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities. Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide technical expertise and support to the wider private client team on a wide range of inheritance tax matters. Is able to provide private client and trust compliance and advisory services to a wide range of clients using resource from a shared service team. Has an understanding of potential risks to the firm arising from various aspects of client engagement. Can guide and supervise less experienced colleagues. Can support, train, mentor and advise others. Will challenge current practice - driving improvements and championing change. Takes personal responsibility for own decisions and actions and those of others. Leads projects of varying scale and complexity. CTA and/or ACA qualified or equivalent. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 26, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. Responsibilities: Play a significant role in supporting the Partners with the management of their client portfolio and growing the firm's Succession planning and IHT advisory business. Act as a client relationship point of contact for significant high net worth individuals and their families. Be responsible for undertaking Succession Planning Reviews and related assignments for key clients. Win new clients through networking and business development together with the wider BDO Private Wealth group and our mutual professional contacts. Act as a key point of contact within the Firm for the client. Responsibility for tax planning and complex IHT issues with a focus on variety of directly held assets or use of family vehicles, e.g. companies and trusts. Advise on ad hoc projects and be deemed as an expert in some areas of Private Client Tax, including but not limited to IHT, succession planning and use of trusts. Profitably manage a small portfolio of complex clients. Ensure that the firm's quality control procedures are adhered to on their clients. Commercial management of their clients i.e. setting budgets, monitoring workflows and contributing to a commercial and sustainably profitable business. Be involved in the team, supporting your peers from a technical perspective, and developing the next generation of advisers. Identify risk and technical matters, as well as identifying opportunities, and acting on these accordingly. Develop, execute and manage the account development for own client portfolio. Contribute to the tax group's sales and marketing activities in developing new work wins. Overall responsibility for resource planning and allocation for their portfolio. Staff training and development including recommendations for promotion. Counsel, appraise, develop and motivate staff as appropriate. Liaise with Tax Authorities. Liaising between clients and their other advisers in a collaborative and efficient manner. Act as a liaison between the client and other service lines and tax specialists within the firm. Act as a role model for the firm, both externally and internally. Consult with colleagues and Partners on technical and risk matters. We are looking for someone who: Has an in depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures. Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide support to the wider private client team as a technical expert at the highest level on a wide range of inheritance tax matters. Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations Has experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities. Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide technical expertise and support to the wider private client team on a wide range of inheritance tax matters. Is able to provide private client and trust compliance and advisory services to a wide range of clients using resource from a shared service team. Has an understanding of potential risks to the firm arising from various aspects of client engagement. Can guide and supervise less experienced colleagues. Can support, train, mentor and advise others. Will challenge current practice - driving improvements and championing change. Takes personal responsibility for own decisions and actions and those of others. Leads projects of varying scale and complexity. CTA and/or ACA qualified or equivalent. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
