For more information, please contact Lucas Ward at RGB Recruitment We are partnered with one of the UK's largest and longest-established independent landscape practices. They are seeking an enthusiastic and experienced Landscape Planner to support continued growth in their Manchester office. You will deliver projects covering all aspects of landscape planning, including landscape and townscape character assessments, landscape and visual impact assessment (LIVAs), landscape and visual sensitivity and capacity assessment studies and mitigation and enhancement proposalsYou will work on projects from some of the largest energy and infrastructure projects in the UK down to small-scale housing projects and developments in protected areas. Requirements: Be a Chartered Member of the Landscape Institute. At least 5, ideally 10+ years of professional experience in landscape planning. Demonstrable team management, mentoring and client facing skills A good understanding of the UK planning process. A comprehensive understanding of LVIA in accordance with best practice guidance, the planning process and EIA; Very strong analytical and written skills, with demonstrable technical report writing experience. Excellent organisation, presentation and communication skills; and A full valid driving licence. They possess strong staff retention rates due to: A competitive salary with range of benefits A flexible working scheme to allow for a healthy work-life balance 2 days per week working from home Further Benefits and Rewards: Friendly, sociable, open plan city centre office environment Cycle to work scheme Life Assurance (4 x annual salary) Enhanced holiday allowance (23 days per annum starting and going up to 30 days) plus Bank Holidays Employee Assistance Programme - with free access to specialist external advice and counselling Workplace pension Paid professional membership fees Employee social events One paid day a year for volunteer activities Recruitment bonus Employee benefits platform (a selection of over 250 perks chosen to support employees' financial, physical and emotional wellbeing)
Jul 12, 2026
Full time
For more information, please contact Lucas Ward at RGB Recruitment We are partnered with one of the UK's largest and longest-established independent landscape practices. They are seeking an enthusiastic and experienced Landscape Planner to support continued growth in their Manchester office. You will deliver projects covering all aspects of landscape planning, including landscape and townscape character assessments, landscape and visual impact assessment (LIVAs), landscape and visual sensitivity and capacity assessment studies and mitigation and enhancement proposalsYou will work on projects from some of the largest energy and infrastructure projects in the UK down to small-scale housing projects and developments in protected areas. Requirements: Be a Chartered Member of the Landscape Institute. At least 5, ideally 10+ years of professional experience in landscape planning. Demonstrable team management, mentoring and client facing skills A good understanding of the UK planning process. A comprehensive understanding of LVIA in accordance with best practice guidance, the planning process and EIA; Very strong analytical and written skills, with demonstrable technical report writing experience. Excellent organisation, presentation and communication skills; and A full valid driving licence. They possess strong staff retention rates due to: A competitive salary with range of benefits A flexible working scheme to allow for a healthy work-life balance 2 days per week working from home Further Benefits and Rewards: Friendly, sociable, open plan city centre office environment Cycle to work scheme Life Assurance (4 x annual salary) Enhanced holiday allowance (23 days per annum starting and going up to 30 days) plus Bank Holidays Employee Assistance Programme - with free access to specialist external advice and counselling Workplace pension Paid professional membership fees Employee social events One paid day a year for volunteer activities Recruitment bonus Employee benefits platform (a selection of over 250 perks chosen to support employees' financial, physical and emotional wellbeing)
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a mod click apply for full job details
Jul 11, 2026
Full time
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a mod click apply for full job details
OHL Project Manager Location: Milnethorpe Cumbria Employment type: Full Time Working Hours: (Monday to Friday, 8am to 5pm ) What s in it for you We believe in looking after our people, and it shows. When you join Ipsum, you re not just taking a job you re starting a career with real support behind it. 25 days annual leave plus bank holidays Option to buy up to 5 additional holidays Group Personal Pension Plan Career development & progression with the opportunity to earn professional qualifications 24/7 access to a virtual GP and Mental health support & counselling services Cycle to Work scheme Discount club - supermarkets, phone bills, gyms & more?!? Life assurance cover Long service recognition Enhanced Maternity Pay Paid volunteering opportunities in your community About the role Project Manager/Planner is a process role, responsible for providing strategic planning and programming. Client driven within the Power Division, ensuring the planning of works, all booking of the dates, the resource, the Distribution Network (HV or LV), supply interruptions, traffic management (as and when required), full job packs (including all work instructions, relevant RAMs, safe digs), generation (where required), all materials, all relevant safety information. Financial and operational targets are maintained or exceeded, maintaining exceptional customer service levels across all the projects they are responsible for. As an OHL Project Manager you will be responsible for Day to day planning of projects (mainly a given work stream) Day to day client liaison Actively configure network requirements (HV / LV) to enable works. Monitor performance and safety requirements regularly and implement improvements. Arrange Surveys and carry out quoting of individual projects based on a contract schedule of rates Ensure resources are adequate for the workload Ensure plant & materials are adequate for the works Ensure Ipsum Power policies are implemented, monitored, and audited. Operate in full compliance with Ipsum Power Policies, procedures, and instructions. Post Work commercial and asset paperwork / forms submitted About you Proven experience in a Project Planning / Project Management position preferably power distribution/transmission. Preferably C&G electrical qualification (or willing to work towards) Knowledge of Process Implementation, Planning Works / Projects Proven experience of working in client focused environment with performance management responsibility Understanding of a distribution network Professional, customer focused with a good standard of verbal and numerical reasoning. Ability to communicate both up and down within Ipsum and the Client Organisation Excellent communication skills Excellent time management skills, with ability to deliver tasks to deadline. Our commitment to Equal Opportunities We re proud to be an equal opportunities employer. We welcome applications from all backgrounds and experiences, and we re committed to building a diverse and inclusive workforce.? Before applying, please review our Privacy Policy to understand how we process your data in line with GDPR.? Next steps If you re interested in this opportunity, please apply or reach out to the Talent Team for more info!
Jul 11, 2026
Full time
OHL Project Manager Location: Milnethorpe Cumbria Employment type: Full Time Working Hours: (Monday to Friday, 8am to 5pm ) What s in it for you We believe in looking after our people, and it shows. When you join Ipsum, you re not just taking a job you re starting a career with real support behind it. 25 days annual leave plus bank holidays Option to buy up to 5 additional holidays Group Personal Pension Plan Career development & progression with the opportunity to earn professional qualifications 24/7 access to a virtual GP and Mental health support & counselling services Cycle to Work scheme Discount club - supermarkets, phone bills, gyms & more?!? Life assurance cover Long service recognition Enhanced Maternity Pay Paid volunteering opportunities in your community About the role Project Manager/Planner is a process role, responsible for providing strategic planning and programming. Client driven within the Power Division, ensuring the planning of works, all booking of the dates, the resource, the Distribution Network (HV or LV), supply interruptions, traffic management (as and when required), full job packs (including all work instructions, relevant RAMs, safe digs), generation (where required), all materials, all relevant safety information. Financial and operational targets are maintained or exceeded, maintaining exceptional customer service levels across all the projects they are responsible for. As an OHL Project Manager you will be responsible for Day to day planning of projects (mainly a given work stream) Day to day client liaison Actively configure network requirements (HV / LV) to enable works. Monitor performance and safety requirements regularly and implement improvements. Arrange Surveys and carry out quoting of individual projects based on a contract schedule of rates Ensure resources are adequate for the workload Ensure plant & materials are adequate for the works Ensure Ipsum Power policies are implemented, monitored, and audited. Operate in full compliance with Ipsum Power Policies, procedures, and instructions. Post Work commercial and asset paperwork / forms submitted About you Proven experience in a Project Planning / Project Management position preferably power distribution/transmission. Preferably C&G electrical qualification (or willing to work towards) Knowledge of Process Implementation, Planning Works / Projects Proven experience of working in client focused environment with performance management responsibility Understanding of a distribution network Professional, customer focused with a good standard of verbal and numerical reasoning. Ability to communicate both up and down within Ipsum and the Client Organisation Excellent communication skills Excellent time management skills, with ability to deliver tasks to deadline. Our commitment to Equal Opportunities We re proud to be an equal opportunities employer. We welcome applications from all backgrounds and experiences, and we re committed to building a diverse and inclusive workforce.? Before applying, please review our Privacy Policy to understand how we process your data in line with GDPR.? Next steps If you re interested in this opportunity, please apply or reach out to the Talent Team for more info!
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Jul 11, 2026
Full time
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Jul 11, 2026
Full time
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Jul 11, 2026
Full time
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
An established and highly regarded independent financial planning firm based in Bourne End, Buckinghamshire is seeking an Office Manager / Senior Paraplanner to support its growing client base and lead a small team of paraplanners and administrators. This is a key position within the business, combining technical paraplanning expertise with leadership and operational responsibility click apply for full job details
Jul 11, 2026
Full time
An established and highly regarded independent financial planning firm based in Bourne End, Buckinghamshire is seeking an Office Manager / Senior Paraplanner to support its growing client base and lead a small team of paraplanners and administrators. This is a key position within the business, combining technical paraplanning expertise with leadership and operational responsibility click apply for full job details
For more information, please contact Lucas Ward at RGB Recruitment We are partnered with one of the UK's largest and longest-established independent landscape practices. They are seeking an enthusiastic and experienced Landscape Planner to support continued growth in their Leeds office. You will deliver projects covering all aspects of landscape planning, including landscape and townscape character assessments, landscape and visual impact assessment (LIVAs), landscape and visual sensitivity and capacity assessment studies and mitigation and enhancement proposalsYou will work on projects from some of the largest energy and infrastructure projects in the UK down to small-scale housing projects and developments in protected areas. Requirements: Be a Chartered Member of the Landscape Institute. At least 5, ideally 10+ years of professional experience in landscape planning. Demonstrable team management, mentoring and client facing skills A good understanding of the UK planning process. A comprehensive understanding of LVIA in accordance with best practice guidance, the planning process and EIA; Very strong analytical and written skills, with demonstrable technical report writing experience. Excellent organisation, presentation and communication skills; and A full valid driving licence. They possess strong staff retention rates due to: A competitive salary with range of benefits A flexible working scheme to allow for a healthy work-life balance 2 days per week working from home Further Benefits and Rewards: Friendly, sociable, open plan city centre office environment Cycle to work scheme Life Assurance (4 x annual salary) Enhanced holiday allowance (23 days per annum starting and going up to 30 days) plus Bank Holidays Employee Assistance Programme - with free access to specialist external advice and counselling Workplace pension Paid professional membership fees Employee social events One paid day a year for volunteer activities Recruitment bonus Employee benefits platform (a selection of over 250 perks chosen to support employees' financial, physical and emotional wellbeing)
Jul 11, 2026
Full time
For more information, please contact Lucas Ward at RGB Recruitment We are partnered with one of the UK's largest and longest-established independent landscape practices. They are seeking an enthusiastic and experienced Landscape Planner to support continued growth in their Leeds office. You will deliver projects covering all aspects of landscape planning, including landscape and townscape character assessments, landscape and visual impact assessment (LIVAs), landscape and visual sensitivity and capacity assessment studies and mitigation and enhancement proposalsYou will work on projects from some of the largest energy and infrastructure projects in the UK down to small-scale housing projects and developments in protected areas. Requirements: Be a Chartered Member of the Landscape Institute. At least 5, ideally 10+ years of professional experience in landscape planning. Demonstrable team management, mentoring and client facing skills A good understanding of the UK planning process. A comprehensive understanding of LVIA in accordance with best practice guidance, the planning process and EIA; Very strong analytical and written skills, with demonstrable technical report writing experience. Excellent organisation, presentation and communication skills; and A full valid driving licence. They possess strong staff retention rates due to: A competitive salary with range of benefits A flexible working scheme to allow for a healthy work-life balance 2 days per week working from home Further Benefits and Rewards: Friendly, sociable, open plan city centre office environment Cycle to work scheme Life Assurance (4 x annual salary) Enhanced holiday allowance (23 days per annum starting and going up to 30 days) plus Bank Holidays Employee Assistance Programme - with free access to specialist external advice and counselling Workplace pension Paid professional membership fees Employee social events One paid day a year for volunteer activities Recruitment bonus Employee benefits platform (a selection of over 250 perks chosen to support employees' financial, physical and emotional wellbeing)
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Jul 11, 2026
Full time
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Jul 11, 2026
Full time
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Can consider part time A well-established, independent financial planning firm with an excellent reputation for delivering high-quality, personalised financial advice. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative and supportive team. This is an excellent opportunity for an Paraplanner who enjoys producing high-quality technical work, working closely with advisers and building long-term relationships within a genuinely client-focused business. The Role Working alongside experienced Financial Planners, you will be responsible for providing technical support throughout the advice process, helping to ensure clients receive an exceptional service. Your responsibilities will include: Preparing suitability reports across pensions, investments and protection. Conducting technical research using a range of financial planning tools. Analysing existing client arrangements and making recommendations. Liaising with advisers and administrators to ensure a smooth client journey. Supporting advisers with complex cases and technical queries. Keeping up to date with FCA regulations and industry developments. Maintaining accurate client records and ensuring compliance standards are met. We're looking for someone who has: Previous experience working as a Paraplanner within an Independent Financial Planning or Wealth Management firm. ( Will also consider someone more junior) Strong technical knowledge of pensions, investments and protection. Experience writing suitability reports. Excellent attention to detail and organisational skills. Strong communication skills and the ability to work collaboratively. Diploma qualified (Level 4) or working towards this qualification. If you're an experienced Paraplanner looking to join an independent firm where quality of advice and client relationships come first, we'd love to hear from you. For more details please apply or contact Tegan at Dynamite Recruitment
Jul 11, 2026
Full time
Can consider part time A well-established, independent financial planning firm with an excellent reputation for delivering high-quality, personalised financial advice. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative and supportive team. This is an excellent opportunity for an Paraplanner who enjoys producing high-quality technical work, working closely with advisers and building long-term relationships within a genuinely client-focused business. The Role Working alongside experienced Financial Planners, you will be responsible for providing technical support throughout the advice process, helping to ensure clients receive an exceptional service. Your responsibilities will include: Preparing suitability reports across pensions, investments and protection. Conducting technical research using a range of financial planning tools. Analysing existing client arrangements and making recommendations. Liaising with advisers and administrators to ensure a smooth client journey. Supporting advisers with complex cases and technical queries. Keeping up to date with FCA regulations and industry developments. Maintaining accurate client records and ensuring compliance standards are met. We're looking for someone who has: Previous experience working as a Paraplanner within an Independent Financial Planning or Wealth Management firm. ( Will also consider someone more junior) Strong technical knowledge of pensions, investments and protection. Experience writing suitability reports. Excellent attention to detail and organisational skills. Strong communication skills and the ability to work collaboratively. Diploma qualified (Level 4) or working towards this qualification. If you're an experienced Paraplanner looking to join an independent firm where quality of advice and client relationships come first, we'd love to hear from you. For more details please apply or contact Tegan at Dynamite Recruitment
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This Head of Client Services job offers you the chance to take ownership of a growing client support function within a highly regarded wealth management firm, where your input will genuinely shape the future of the business. As Head of Client Services, you will lead a well established team supporting financial planners, ensuring a seamless client journey from onboarding through to ongoing servicing click apply for full job details
Jul 11, 2026
Full time
This Head of Client Services job offers you the chance to take ownership of a growing client support function within a highly regarded wealth management firm, where your input will genuinely shape the future of the business. As Head of Client Services, you will lead a well established team supporting financial planners, ensuring a seamless client journey from onboarding through to ongoing servicing click apply for full job details
CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED
Cambridge, Cambridgeshire
Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, contin click apply for full job details
Jul 11, 2026
Full time
Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, contin click apply for full job details
Paraplanner Location Farnham, Surrey (GU9) Hybrid or Remote working Salary - Negotiable - Highly Competitive This is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients click apply for full job details
Jul 10, 2026
Full time
Paraplanner Location Farnham, Surrey (GU9) Hybrid or Remote working Salary - Negotiable - Highly Competitive This is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients click apply for full job details
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration click apply for full job details
Jul 10, 2026
Full time
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration click apply for full job details
Tax Manager - Hybrid working Personal Tax Bedfordshire Salary up to £60,000 Are you a Tax Managerlooking for a new challenge? Do you have a background working as a Tax Managerin public practice? If so, I want to hear from you! We are proud to partner with an outstanding accountancy practice in Bedfordshire who are looking to hire a top quality Tax Manager to their team. The Tax Manager is a key leadership role within the Personal Tax department, responsible for driving strategic compliance and tax planning for high-net-worth individuals and complex private clients. Reporting into the Tax Director, this position ensures precise, timely, and HMRC-compliant delivery of personal income tax returns, including self-assessment, capital gains tax (CGT), inheritance tax (IHT), and annual tax on enveloped dwellings (ATED). The role involves leading a team of tax professionals, delivering tailored tax efficiency strategies, and maintaining rigorous quality controls. With a strong focus on regulatory compliance, client service excellence, and continuous improvement, the Tax Manager plays a vital role in enhancing the firm's reputation as a trusted advisor in personal tax. The ideal candidate combines deep technical expertise, proven leadership, and a commitment to professional development, contributing directly to the firm's growth and service innovation in personal tax advisory. Responsibilities: Lead end-to-end preparation and review of complex personal tax returns, including self-assessment, CGT, IHT, and ATED filings. Deliver strategic tax planning advice to high-net-worth clients, covering trusts, gift planning, and tax-efficient investment structures. Supervise and mentor a team of tax professionals, ensuring adherence to quality standards, deadlines, and compliance protocols. Conduct thorough technical reviews of tax computations and supporting documentation in line with HMRC guidance and case law. Collaborate directly with clients and external advisors (e.g., solicitors, accountants, financial planners) to gather data and deliver actionable tax solutions. Monitor and respond to changes in tax legislation, HMRC updates, and emerging trends, integrating insights into practice and client advice. Develop and refine internal tax policies, templates, and workflows to improve efficiency, consistency, and scalability. Serve as a subject matter expert, supporting training programs and knowledge-sharing initiatives across the department. Ensure timely submission of all tax filings and manage HMRC correspondence, queries, and appeals effectively. Requirements Tax Manager CTA (Chartered Tax Adviser) or ATT (Associate Tax Technician), with a proven track record in personal tax. Experience in personal tax compliance and advisory, preferably within an accountancy firm. Demonstrated expertise in preparing and reviewing self-assessment returns, CGT, IHT, and trust taxation. In-depth knowledge of HMRC regulations, including PAYE, dividend taxation, and anti-avoidance rules (e.g., TCGA 1992, IHTA 1984). Exceptional analytical, problem-solving, and communication skills with the ability to simplify complex tax concepts for clients. Experience leading teams, including performance management, mentoring, and professional development planning. Proficiency in tax software (e.g., Thomson Reuters Checkpoint, CCH AnswerBase, TaxCalc) and advanced Excel skills. Ability to manage multiple deadlines under pressure while maintaining accuracy and confidentiality. Commitment to ongoing CPD and adherence to ICAEW or ICAH professional conduct standards. Benefits Tax Manager Competitive salary based on experience Flexible working and work life balance Friendly and supportive team environment Ongoing training and professional development Study support for ACCA, ACA or AAT Clear progression opportunities within the firm Exposure to a varied client portfolio Modern office and systems Regular team socials and events Pension scheme Paid holiday plus bank holidays On site parking or easy local access Please contact Andy Irvine on , a , Andrew Irvine LinkedIn for a confidential conversation. Refer a friend We're keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We're looking to work with the best accountancy practice and tax staff in the Southeast so if your friends, family or colleagues are considering a
Jul 10, 2026
Full time
Tax Manager - Hybrid working Personal Tax Bedfordshire Salary up to £60,000 Are you a Tax Managerlooking for a new challenge? Do you have a background working as a Tax Managerin public practice? If so, I want to hear from you! We are proud to partner with an outstanding accountancy practice in Bedfordshire who are looking to hire a top quality Tax Manager to their team. The Tax Manager is a key leadership role within the Personal Tax department, responsible for driving strategic compliance and tax planning for high-net-worth individuals and complex private clients. Reporting into the Tax Director, this position ensures precise, timely, and HMRC-compliant delivery of personal income tax returns, including self-assessment, capital gains tax (CGT), inheritance tax (IHT), and annual tax on enveloped dwellings (ATED). The role involves leading a team of tax professionals, delivering tailored tax efficiency strategies, and maintaining rigorous quality controls. With a strong focus on regulatory compliance, client service excellence, and continuous improvement, the Tax Manager plays a vital role in enhancing the firm's reputation as a trusted advisor in personal tax. The ideal candidate combines deep technical expertise, proven leadership, and a commitment to professional development, contributing directly to the firm's growth and service innovation in personal tax advisory. Responsibilities: Lead end-to-end preparation and review of complex personal tax returns, including self-assessment, CGT, IHT, and ATED filings. Deliver strategic tax planning advice to high-net-worth clients, covering trusts, gift planning, and tax-efficient investment structures. Supervise and mentor a team of tax professionals, ensuring adherence to quality standards, deadlines, and compliance protocols. Conduct thorough technical reviews of tax computations and supporting documentation in line with HMRC guidance and case law. Collaborate directly with clients and external advisors (e.g., solicitors, accountants, financial planners) to gather data and deliver actionable tax solutions. Monitor and respond to changes in tax legislation, HMRC updates, and emerging trends, integrating insights into practice and client advice. Develop and refine internal tax policies, templates, and workflows to improve efficiency, consistency, and scalability. Serve as a subject matter expert, supporting training programs and knowledge-sharing initiatives across the department. Ensure timely submission of all tax filings and manage HMRC correspondence, queries, and appeals effectively. Requirements Tax Manager CTA (Chartered Tax Adviser) or ATT (Associate Tax Technician), with a proven track record in personal tax. Experience in personal tax compliance and advisory, preferably within an accountancy firm. Demonstrated expertise in preparing and reviewing self-assessment returns, CGT, IHT, and trust taxation. In-depth knowledge of HMRC regulations, including PAYE, dividend taxation, and anti-avoidance rules (e.g., TCGA 1992, IHTA 1984). Exceptional analytical, problem-solving, and communication skills with the ability to simplify complex tax concepts for clients. Experience leading teams, including performance management, mentoring, and professional development planning. Proficiency in tax software (e.g., Thomson Reuters Checkpoint, CCH AnswerBase, TaxCalc) and advanced Excel skills. Ability to manage multiple deadlines under pressure while maintaining accuracy and confidentiality. Commitment to ongoing CPD and adherence to ICAEW or ICAH professional conduct standards. Benefits Tax Manager Competitive salary based on experience Flexible working and work life balance Friendly and supportive team environment Ongoing training and professional development Study support for ACCA, ACA or AAT Clear progression opportunities within the firm Exposure to a varied client portfolio Modern office and systems Regular team socials and events Pension scheme Paid holiday plus bank holidays On site parking or easy local access Please contact Andy Irvine on , a , Andrew Irvine LinkedIn for a confidential conversation. Refer a friend We're keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We're looking to work with the best accountancy practice and tax staff in the Southeast so if your friends, family or colleagues are considering a
Come and join a growing, successful Wealth Management business as our Financial Services Administrator with a view to progressing to a trainee Paraplanner within 6 to 12 months! Remote Working but must be able to commute to Sheffield for meetings once a month. Progression Opportunity to Trainee Paraplanner (6-12 Months) Are you an experienced Financial Services Administrator looking to join a profess click apply for full job details
Jul 10, 2026
Full time
Come and join a growing, successful Wealth Management business as our Financial Services Administrator with a view to progressing to a trainee Paraplanner within 6 to 12 months! Remote Working but must be able to commute to Sheffield for meetings once a month. Progression Opportunity to Trainee Paraplanner (6-12 Months) Are you an experienced Financial Services Administrator looking to join a profess click apply for full job details
West Midlands & Worcestershire Perm Hub
Shirley, West Midlands
Head of PMO & Portfolio Delivery Salary: 80,000 - 90,000 per annum Location: Solihull, West Midlands (Hybrid Working) Lead the Delivery of Business & Technology Transformation Our client is undertaking a major business and technology transformation and is seeking an experienced Head of PMO & Portfolio Delivery to establish and lead its Project Management Office. This is a pivotal leadership role overseeing the organisation's portfolio of strategic business and technology projects, ensuring programmes are prioritised, governed and delivered against agreed objectives, budgets and timescales. Reporting into the senior technology leadership team, you will lead a team of Project Managers and Business Analysts, embedding a culture of delivery excellence, accountability and continuous improvement. You'll ensure projects are not only well governed but also effectively executed, driving tangible business outcomes and enabling the organisation's wider transformation strategy. Alongside portfolio governance and project delivery, you will take ownership of supplier performance management, ensuring third-party partners deliver against agreed contractual commitments, service levels and commercial expectations. You will also oversee supplier financial governance, validating invoices, monitoring expenditure and ensuring accuracy and value for money. What You'll Be Doing Lead and develop the Project Management Office (PMO). Own and manage the organisation's portfolio of strategic business and technology projects. Lead, coach and develop a team of Project Managers and Business Analysts. Establish and embed best practice portfolio governance using P3O (Portfolio, Programme and Project Office) principles. Ensure projects are delivered successfully against agreed scope, quality, budget and timescales. Drive consistent project delivery methodologies across the organisation. Develop portfolio roadmaps, project prioritisation and resource planning. Produce Executive-level portfolio reporting and governance dashboards. Manage portfolio risks, dependencies and issue resolution. Ensure business cases remain aligned to strategic priorities and expected benefits. Build strong relationships with Executive stakeholders, business leaders and technology teams. Champion continuous improvement across project delivery, governance and planning. Lead supplier relationship management across strategic technology partners. Monitor supplier performance against contractual KPIs and Service Level Agreements (SLAs). Review supplier service delivery performance, driving accountability and continuous improvement. Validate supplier invoices and financial submissions, ensuring contractual accuracy and effective cost control. Support procurement activities, supplier selection and contract reviews. Ensure project benefits are realised and embedded into operational delivery. Foster a collaborative, delivery-focused culture across the PMO and wider organisation. What We're Looking For We're looking for a highly organised, delivery-focused leader who thrives in complex environments and enjoys bringing structure, governance and momentum to strategic change. You'll be equally comfortable presenting portfolio updates to Executive leadership, coaching Project Managers, challenging suppliers on performance or working with business stakeholders to overcome delivery challenges. Most importantly, you'll be someone who enjoys making things happen. You'll combine excellent governance with a pragmatic approach to execution, ensuring projects deliver real business value. Why Join? This is an opportunity to build and lead a PMO that sits at the heart of a significant transformation programme. You'll influence strategic investment decisions, shape the future delivery framework, develop high-performing project teams and ensure ambitious business and technology programmes are delivered successfully. If you're passionate about governance, leadership and delivering complex change while building trusted relationships across business, technology and supplier communities, this is a role where you'll make a lasting impact. Essential Skills & Experience Significant experience leading a Project Management Office or Portfolio Management function. Proven experience managing large portfolios of business and technology projects. Strong understanding of P3O (Portfolio, Programme and Project Office) frameworks and governance. Experience managing and developing Project Managers and Business Analysts. Excellent portfolio planning, prioritisation and resource management skills. Strong programme and project governance experience. Experience establishing PMO standards, frameworks and delivery methodologies. Commercially astute with experience managing budgets and project financials. Supplier and vendor management experience. Experience reviewing supplier performance against contractual KPIs and SLAs. Experience reviewing supplier invoices and ensuring financial accuracy and value for money. Strong stakeholder management and influencing skills. Excellent communication and presentation skills. Experience supporting large-scale business or digital transformation programmes. Desirable P3O Practitioner. PRINCE2 Practitioner. MSP (Managing Successful Programmes). AgilePM or Scrum qualifications. Change Management certification. Experience working within technology transformation programmes. Experience with Microsoft Project, Azure DevOps, Planner or similar portfolio management tools. Experience using Power BI or portfolio reporting tools.
Jul 10, 2026
Full time
Head of PMO & Portfolio Delivery Salary: 80,000 - 90,000 per annum Location: Solihull, West Midlands (Hybrid Working) Lead the Delivery of Business & Technology Transformation Our client is undertaking a major business and technology transformation and is seeking an experienced Head of PMO & Portfolio Delivery to establish and lead its Project Management Office. This is a pivotal leadership role overseeing the organisation's portfolio of strategic business and technology projects, ensuring programmes are prioritised, governed and delivered against agreed objectives, budgets and timescales. Reporting into the senior technology leadership team, you will lead a team of Project Managers and Business Analysts, embedding a culture of delivery excellence, accountability and continuous improvement. You'll ensure projects are not only well governed but also effectively executed, driving tangible business outcomes and enabling the organisation's wider transformation strategy. Alongside portfolio governance and project delivery, you will take ownership of supplier performance management, ensuring third-party partners deliver against agreed contractual commitments, service levels and commercial expectations. You will also oversee supplier financial governance, validating invoices, monitoring expenditure and ensuring accuracy and value for money. What You'll Be Doing Lead and develop the Project Management Office (PMO). Own and manage the organisation's portfolio of strategic business and technology projects. Lead, coach and develop a team of Project Managers and Business Analysts. Establish and embed best practice portfolio governance using P3O (Portfolio, Programme and Project Office) principles. Ensure projects are delivered successfully against agreed scope, quality, budget and timescales. Drive consistent project delivery methodologies across the organisation. Develop portfolio roadmaps, project prioritisation and resource planning. Produce Executive-level portfolio reporting and governance dashboards. Manage portfolio risks, dependencies and issue resolution. Ensure business cases remain aligned to strategic priorities and expected benefits. Build strong relationships with Executive stakeholders, business leaders and technology teams. Champion continuous improvement across project delivery, governance and planning. Lead supplier relationship management across strategic technology partners. Monitor supplier performance against contractual KPIs and Service Level Agreements (SLAs). Review supplier service delivery performance, driving accountability and continuous improvement. Validate supplier invoices and financial submissions, ensuring contractual accuracy and effective cost control. Support procurement activities, supplier selection and contract reviews. Ensure project benefits are realised and embedded into operational delivery. Foster a collaborative, delivery-focused culture across the PMO and wider organisation. What We're Looking For We're looking for a highly organised, delivery-focused leader who thrives in complex environments and enjoys bringing structure, governance and momentum to strategic change. You'll be equally comfortable presenting portfolio updates to Executive leadership, coaching Project Managers, challenging suppliers on performance or working with business stakeholders to overcome delivery challenges. Most importantly, you'll be someone who enjoys making things happen. You'll combine excellent governance with a pragmatic approach to execution, ensuring projects deliver real business value. Why Join? This is an opportunity to build and lead a PMO that sits at the heart of a significant transformation programme. You'll influence strategic investment decisions, shape the future delivery framework, develop high-performing project teams and ensure ambitious business and technology programmes are delivered successfully. If you're passionate about governance, leadership and delivering complex change while building trusted relationships across business, technology and supplier communities, this is a role where you'll make a lasting impact. Essential Skills & Experience Significant experience leading a Project Management Office or Portfolio Management function. Proven experience managing large portfolios of business and technology projects. Strong understanding of P3O (Portfolio, Programme and Project Office) frameworks and governance. Experience managing and developing Project Managers and Business Analysts. Excellent portfolio planning, prioritisation and resource management skills. Strong programme and project governance experience. Experience establishing PMO standards, frameworks and delivery methodologies. Commercially astute with experience managing budgets and project financials. Supplier and vendor management experience. Experience reviewing supplier performance against contractual KPIs and SLAs. Experience reviewing supplier invoices and ensuring financial accuracy and value for money. Strong stakeholder management and influencing skills. Excellent communication and presentation skills. Experience supporting large-scale business or digital transformation programmes. Desirable P3O Practitioner. PRINCE2 Practitioner. MSP (Managing Successful Programmes). AgilePM or Scrum qualifications. Change Management certification. Experience working within technology transformation programmes. Experience with Microsoft Project, Azure DevOps, Planner or similar portfolio management tools. Experience using Power BI or portfolio reporting tools.
Paraplanner (our Ref AL1412) Leicester (hybrid option after qualifying period) Salary £35,000 - £42,000 dep on experience + excellent benefits & parking My client is an award-winning pensions and investments organisation and they service high net worth clients across the UK. They build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. This year they received, for the fourth time, a Best Financial Advisor to Work for award by Professional Advisor and they are now looking to recruit another experienced Paraplanner to join their team. The main responsibilities of the role: Prepare suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of SSAS and SIPP products against competitors To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. To produce one off comparisons and reports for bespoke client cases where necessary To assist the Head of Paraplanning to support the Group Team with regard to processes and day to day queries. To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To maintain good working relationships with colleagues, third party providers and clients QUALIFICATIONS & EXPERIENCE Part-qualified towards the Diploma in Financial Planning and willing to complete the qualification within a reasonable timeframe Financial service administration experience At least 2 years experience as a paraplanner KNOWLEDGE & SKILLS To have critical analysis skills in order to decipher information from notes and files in order to prepare reports and cashflows. Knowledge of the advice process. Knowledge relating to pension (specifically SSAS and/or SIPP), investment and protection products Knowledge of the FCA rules relating to Conduct of Business, Money Laundering, Training & Competence, and Client Money and the ability to adapt these to the workplace to ensure compliant practices. Knowledge of Data Protection legislation and the ability to apply this within the workplace. A good working knowledge of Outlook, Word and Excel Ability to communicate effectively with clients, third parties and professional connections via various methods phone, letter, e-mail, etc. Ability to operate an effective diary system. Ability to create and maintain accurate computer-based records. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Jul 10, 2026
Full time
Paraplanner (our Ref AL1412) Leicester (hybrid option after qualifying period) Salary £35,000 - £42,000 dep on experience + excellent benefits & parking My client is an award-winning pensions and investments organisation and they service high net worth clients across the UK. They build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. This year they received, for the fourth time, a Best Financial Advisor to Work for award by Professional Advisor and they are now looking to recruit another experienced Paraplanner to join their team. The main responsibilities of the role: Prepare suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of SSAS and SIPP products against competitors To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. To produce one off comparisons and reports for bespoke client cases where necessary To assist the Head of Paraplanning to support the Group Team with regard to processes and day to day queries. To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To maintain good working relationships with colleagues, third party providers and clients QUALIFICATIONS & EXPERIENCE Part-qualified towards the Diploma in Financial Planning and willing to complete the qualification within a reasonable timeframe Financial service administration experience At least 2 years experience as a paraplanner KNOWLEDGE & SKILLS To have critical analysis skills in order to decipher information from notes and files in order to prepare reports and cashflows. Knowledge of the advice process. Knowledge relating to pension (specifically SSAS and/or SIPP), investment and protection products Knowledge of the FCA rules relating to Conduct of Business, Money Laundering, Training & Competence, and Client Money and the ability to adapt these to the workplace to ensure compliant practices. Knowledge of Data Protection legislation and the ability to apply this within the workplace. A good working knowledge of Outlook, Word and Excel Ability to communicate effectively with clients, third parties and professional connections via various methods phone, letter, e-mail, etc. Ability to operate an effective diary system. Ability to create and maintain accurate computer-based records. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact. As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clie click apply for full job details
Jul 10, 2026
Full time
Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact. As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clie click apply for full job details
