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Reed
Sales Advisor
Reed Cirencester, Gloucestershire
Sales Advisor -Private Medical Insurance Annual Salary: £35,000 (OTE £70,000-£100,000+) Location: Circencester Job Type: Full-time Join a leading UK Health and Protection Insurance comparison business as a Private Medical Insurance Adviser. This role offers an excellent opportunity for experienced sales professionals to maximise their earnings and develop a long-term career within a growing company. With a supportive, high-performance culture and no cold calling, you will handle high-quality inbound leads, making this a prime position for those looking to enhance their sales career. Day-to-day of the role: Engage with customers who have expressed interest in Private Medical Insurance, understanding their needs to recommend suitable solutions. Utilise a consultative sales approach to ensure customer satisfaction and effective service delivery. Work within a dynamic team environment to meet and exceed sales targets. Maintain up-to-date knowledge of the insurance market and products to provide accurate information to customers. Required Skills & Qualifications: Proven experience in sales, particularly in roles such as telephone sales, insurance sales, telesales, broker environments, or financial services sales. Strong communication and interpersonal skills, with the ability to engage effectively with customers and team members. Target-driven with a track record of achieving sales goals. Experience in a consultative sales role is highly advantageous. Benefits: Uncapped commission with realistic OTE of £70,000-£100,000+ High-quality inbound leads provided. Comprehensive training and ongoing development opportunities. Clear career progression opportunities within the company. Life Assurance (4x salary) and Group Income Protection. 6% Employer Pension Contribution. 26 Days Holiday + Bank Holidays. Performance Incentives & Rewards. Paid Volunteering Day. Retail, Technology & Lifestyle Discounts. Long Service Recognition.
Jul 07, 2026
Full time
Sales Advisor -Private Medical Insurance Annual Salary: £35,000 (OTE £70,000-£100,000+) Location: Circencester Job Type: Full-time Join a leading UK Health and Protection Insurance comparison business as a Private Medical Insurance Adviser. This role offers an excellent opportunity for experienced sales professionals to maximise their earnings and develop a long-term career within a growing company. With a supportive, high-performance culture and no cold calling, you will handle high-quality inbound leads, making this a prime position for those looking to enhance their sales career. Day-to-day of the role: Engage with customers who have expressed interest in Private Medical Insurance, understanding their needs to recommend suitable solutions. Utilise a consultative sales approach to ensure customer satisfaction and effective service delivery. Work within a dynamic team environment to meet and exceed sales targets. Maintain up-to-date knowledge of the insurance market and products to provide accurate information to customers. Required Skills & Qualifications: Proven experience in sales, particularly in roles such as telephone sales, insurance sales, telesales, broker environments, or financial services sales. Strong communication and interpersonal skills, with the ability to engage effectively with customers and team members. Target-driven with a track record of achieving sales goals. Experience in a consultative sales role is highly advantageous. Benefits: Uncapped commission with realistic OTE of £70,000-£100,000+ High-quality inbound leads provided. Comprehensive training and ongoing development opportunities. Clear career progression opportunities within the company. Life Assurance (4x salary) and Group Income Protection. 6% Employer Pension Contribution. 26 Days Holiday + Bank Holidays. Performance Incentives & Rewards. Paid Volunteering Day. Retail, Technology & Lifestyle Discounts. Long Service Recognition.
Ingeus
Justice Benefit & Debt Advisor
Ingeus Bristol, Somerset
Justice Benefit and Debt Advisor Salary: £28,755 Location: Bristol and Bath and coverage in Gloucester Contract: Full time Permanent Rebuilding your life whilst on probation is one of the toughest challenges a person can face. Financial difficulties can often create additional barriers to moving forward click apply for full job details
Jul 07, 2026
Full time
Justice Benefit and Debt Advisor Salary: £28,755 Location: Bristol and Bath and coverage in Gloucester Contract: Full time Permanent Rebuilding your life whilst on probation is one of the toughest challenges a person can face. Financial difficulties can often create additional barriers to moving forward click apply for full job details
Cherry Professional - Relationship Led Recruitment
Accounts Senior
Cherry Professional - Relationship Led Recruitment Derby, Derbyshire
Accounts Senior Derby £35,000 to £40,000 Cherry Professional is delighted to partner with a leading Accounts & Advisory firm in Derby to appoint an Accounts Senior. This firm boasts of an amazing culture, where colleague enjoy fantastic training & development which in turn leads to career progression. With a modern hybrid working model, the firm encourages ambition and rewards excellence. What's the role all about? Working with a portfolio of clients, you'll take responsibility for the preparation of Financial Statements, Management Accounts and Tax Returns. You'll support the junior members of the Team, encouraging their development as in turn your Manager helps you to develop your Client Management skills. You'll need to have great communication skills for this job! You'll be entrusted with Client relations from Day One, and be part of the Team that delivers an excellent service to the Client Portfolio. So what do I need to have? We are looking for a recently qualified Accountant (ACA, ACCA, AAT) with experience in the preparation of Financial Statements. You'll be comfortable dealing directly with your clients. What now? If you think this sounds like you, and you're looking for a rewarding role at a firm with a truly collaborative culture, apply today.Cherry Professional are recruiting for this opportunity on behalf of our client. Please view our Privacy Policy on our website to understand how your data will be used if you apply for this role.
Jul 07, 2026
Full time
Accounts Senior Derby £35,000 to £40,000 Cherry Professional is delighted to partner with a leading Accounts & Advisory firm in Derby to appoint an Accounts Senior. This firm boasts of an amazing culture, where colleague enjoy fantastic training & development which in turn leads to career progression. With a modern hybrid working model, the firm encourages ambition and rewards excellence. What's the role all about? Working with a portfolio of clients, you'll take responsibility for the preparation of Financial Statements, Management Accounts and Tax Returns. You'll support the junior members of the Team, encouraging their development as in turn your Manager helps you to develop your Client Management skills. You'll need to have great communication skills for this job! You'll be entrusted with Client relations from Day One, and be part of the Team that delivers an excellent service to the Client Portfolio. So what do I need to have? We are looking for a recently qualified Accountant (ACA, ACCA, AAT) with experience in the preparation of Financial Statements. You'll be comfortable dealing directly with your clients. What now? If you think this sounds like you, and you're looking for a rewarding role at a firm with a truly collaborative culture, apply today.Cherry Professional are recruiting for this opportunity on behalf of our client. Please view our Privacy Policy on our website to understand how your data will be used if you apply for this role.
Clark James recruitment
PARAPLANNER/IFA ADMINISTRATOR
Clark James recruitment Chatham, Kent
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
Jul 07, 2026
Contractor
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
C&C Search Ltd
Investor Relations Data & Reporting Analyst
C&C Search Ltd
Gr C&C Search is currently recruiting a Data & Reporting Analyst for a leading private equity environment, offering excellent benefits, strong progression and a hybrid working model, based in Central London. This Data & Reporting Analyst role is perfect for a data-driven professional who thrives on systems, reporting and data integrity within a fast-paced, high-performing investor relations team. All about the role and company I would be working for! Position: Data & Reporting Analyst Salary: £50,000 - £60,000 + bonus Hybrid set up: 4 days in the office, 1 day from home (occasional 5 days) Benefits: Generous holiday allowance, pension, private healthcare, discretionary bonus, wellbeing initiatives, collaborative team culture, exposure to senior stakeholders What they do: A global private equity advisory firm Company culture and what makes them great to work for: This organisation is known for excellence, collaboration, and continuous improvement. The Investor Relations team operates in a dynamic, high-performance environment where data accuracy and operational efficiency are critical. Employees are given real ownership from day one, working closely with senior stakeholders and contributing to meaningful projects. The culture encourages curiosity, innovation, and progression, making it an ideal environment for someone looking to build a long-term career in data. Key responsibilities for this Data & Reporting Analyst position: • Act as a CRM super user (DealCloud and other systems), ensuring high data integrity, user support, and system optimisation • Build, maintain, and improve reporting dashboards, investor data tracking, and fundraising analytics • Identify and resolve data inconsistencies, duplication, and errors across platforms • Create structured searches, filters, and views to support investor communications and project workflows • Collaborate with IT on system enhancements, integrations, and data workflows • Support data clean-up initiatives and improve overall data discipline across the IR function • Produce accurate and insightful reports for senior stakeholders • Contribute to process improvements and support AI and automation tools within the team What background and experience are the company looking for? • Strong experience working with CRM systems such as DealCloud, Salesforce, HubSpot, or similar • Advanced Excel skills with the ability to analyse, reconcile, and manipulate data • Exceptional attention to detail with a natural ability to spot inconsistencies and errors • A genuine passion for data, systems, and data integrity • Strong problem-solving skills with the ability to structure and interpret complex data sets • Confident communicator, able to work with both technical and non-technical stakeholders • Exposure to financial services, reporting, or data-heavy environments • Experience with BI tools, AI tools, or automation is beneficial• Graduate preferred ideally with a scientific or computer science related degree Please apply online asap for this Data & Reporting Analyst role, if your experience aligns and this sounds like the perfect next step in your career! For this role C&C Search is acting as an employment agency. At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody. We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.
Jul 07, 2026
Full time
Gr C&C Search is currently recruiting a Data & Reporting Analyst for a leading private equity environment, offering excellent benefits, strong progression and a hybrid working model, based in Central London. This Data & Reporting Analyst role is perfect for a data-driven professional who thrives on systems, reporting and data integrity within a fast-paced, high-performing investor relations team. All about the role and company I would be working for! Position: Data & Reporting Analyst Salary: £50,000 - £60,000 + bonus Hybrid set up: 4 days in the office, 1 day from home (occasional 5 days) Benefits: Generous holiday allowance, pension, private healthcare, discretionary bonus, wellbeing initiatives, collaborative team culture, exposure to senior stakeholders What they do: A global private equity advisory firm Company culture and what makes them great to work for: This organisation is known for excellence, collaboration, and continuous improvement. The Investor Relations team operates in a dynamic, high-performance environment where data accuracy and operational efficiency are critical. Employees are given real ownership from day one, working closely with senior stakeholders and contributing to meaningful projects. The culture encourages curiosity, innovation, and progression, making it an ideal environment for someone looking to build a long-term career in data. Key responsibilities for this Data & Reporting Analyst position: • Act as a CRM super user (DealCloud and other systems), ensuring high data integrity, user support, and system optimisation • Build, maintain, and improve reporting dashboards, investor data tracking, and fundraising analytics • Identify and resolve data inconsistencies, duplication, and errors across platforms • Create structured searches, filters, and views to support investor communications and project workflows • Collaborate with IT on system enhancements, integrations, and data workflows • Support data clean-up initiatives and improve overall data discipline across the IR function • Produce accurate and insightful reports for senior stakeholders • Contribute to process improvements and support AI and automation tools within the team What background and experience are the company looking for? • Strong experience working with CRM systems such as DealCloud, Salesforce, HubSpot, or similar • Advanced Excel skills with the ability to analyse, reconcile, and manipulate data • Exceptional attention to detail with a natural ability to spot inconsistencies and errors • A genuine passion for data, systems, and data integrity • Strong problem-solving skills with the ability to structure and interpret complex data sets • Confident communicator, able to work with both technical and non-technical stakeholders • Exposure to financial services, reporting, or data-heavy environments • Experience with BI tools, AI tools, or automation is beneficial• Graduate preferred ideally with a scientific or computer science related degree Please apply online asap for this Data & Reporting Analyst role, if your experience aligns and this sounds like the perfect next step in your career! For this role C&C Search is acting as an employment agency. At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody. We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.
HW Finance
Interim Finance Director
HW Finance Hull, Yorkshire
HW Finance are delighted to be partnering with a well-established manufacturing SME in East Yorkshire to recruit an experienced Interim Finance Director . This is a hands-on leadership role requiring an individual who can quickly integrate into the business, provide strong financial stewardship, and ensure the smooth running of the finance function while supporting the senior leadership team. The successful candidate will combine strategic financial leadership with a willingness to remain close to the detail and actively support day-to-day operations. Manufacturing experience is essential, with particular emphasis on costing, margins, operational reporting, cash flow management, and commercial decision support. Key Responsibilities Lead and manage the finance function, ensuring continuity of BAU activities. Deliver accurate and timely monthly management accounts and board reporting. Oversee budgeting, forecasting, cash flow management, and working capital. Partner with operational leaders to improve manufacturing performance and profitability. Drive financial controls, governance, and compliance across the business. Support inventory management, product costing, margin analysis, and CAPEX evaluation. Provide commercial insight and challenge to support strategic decision-making. Mentor and develop the existing finance team. Act as a trusted advisor to the Managing Director and senior leadership team. Identify and implement process improvements where required. Candidate Requirements Fully qualified accountant (ACA, ACCA, ACMA/CIMA). Proven experience as an Interim Finance Director, Finance Director, or Financial Controller within a manufacturing environment. Strong SME background with a pragmatic, hands-on approach. Experience managing BAU finance operations whilst supporting business improvement initiatives. Strong understanding of manufacturing finance, including stock, costing, margins, and operational KPIs. Ability to operate effectively in a fast-paced environment and deliver results from day one. Excellent stakeholder management and communication skills. The Opportunity This is an excellent opportunity for an experienced interim finance professional who enjoys combining strategic leadership with operational involvement. The role will suit someone who can provide stability, challenge, and commercial insight while ensuring the finance function continues to perform at a high level during a period of transition and growth.
Jul 07, 2026
Contractor
HW Finance are delighted to be partnering with a well-established manufacturing SME in East Yorkshire to recruit an experienced Interim Finance Director . This is a hands-on leadership role requiring an individual who can quickly integrate into the business, provide strong financial stewardship, and ensure the smooth running of the finance function while supporting the senior leadership team. The successful candidate will combine strategic financial leadership with a willingness to remain close to the detail and actively support day-to-day operations. Manufacturing experience is essential, with particular emphasis on costing, margins, operational reporting, cash flow management, and commercial decision support. Key Responsibilities Lead and manage the finance function, ensuring continuity of BAU activities. Deliver accurate and timely monthly management accounts and board reporting. Oversee budgeting, forecasting, cash flow management, and working capital. Partner with operational leaders to improve manufacturing performance and profitability. Drive financial controls, governance, and compliance across the business. Support inventory management, product costing, margin analysis, and CAPEX evaluation. Provide commercial insight and challenge to support strategic decision-making. Mentor and develop the existing finance team. Act as a trusted advisor to the Managing Director and senior leadership team. Identify and implement process improvements where required. Candidate Requirements Fully qualified accountant (ACA, ACCA, ACMA/CIMA). Proven experience as an Interim Finance Director, Finance Director, or Financial Controller within a manufacturing environment. Strong SME background with a pragmatic, hands-on approach. Experience managing BAU finance operations whilst supporting business improvement initiatives. Strong understanding of manufacturing finance, including stock, costing, margins, and operational KPIs. Ability to operate effectively in a fast-paced environment and deliver results from day one. Excellent stakeholder management and communication skills. The Opportunity This is an excellent opportunity for an experienced interim finance professional who enjoys combining strategic leadership with operational involvement. The role will suit someone who can provide stability, challenge, and commercial insight while ensuring the finance function continues to perform at a high level during a period of transition and growth.
Astute Recruitment Ltd
Interim Finance Director
Astute Recruitment Ltd Nottingham, Nottinghamshire
Interim Finance Director - Business Sale / Investment Readiness £600 - £900 per day Nottingham Our client, a market-leading SME, is a SAAS business, is seeking an immediately available finance professional to support a critical phase of growth and transformation as the business prepares for a potential sale, acquisition, or investment process. This is a hands-on, high-impact role requiring an experienced individual who can quickly immerse themselves in the business, take ownership of the financial workstreams, and ensure the company is fully prepared for external scrutiny and due diligence. Key Responsibilities: Prepare and enhance financial information for a potential sale, acquisition, or investment process. Review and improve the quality and accuracy of financial reporting and management accounts. Support due diligence activities, responding to investor and buyer enquiries. Analyse financial performance, identify key value drivers, and provide commercial insight. Ensure financial records, controls, and documentation are robust and audit ready. Work closely with senior stakeholders and external advisors throughout the transaction process. Identify and resolve issues that could impact valuation or transaction readiness. Candidate Profile: Qualified accountant (ACA, ACCA, CIMA or equivalent). Previous experience preparing a small SAAS business for sale, acquisition, private equity investment, or fundraising. Strong technical accounting and financial analysis skills. Comfortable operating in a fast-paced SME environment. Highly hands-on, proactive, and able to work independently. Available to start immediately or at short notice. This is an excellent opportunity to play a pivotal role in a significant corporate transaction and make a tangible impact on the future success of the business.
Jul 07, 2026
Seasonal
Interim Finance Director - Business Sale / Investment Readiness £600 - £900 per day Nottingham Our client, a market-leading SME, is a SAAS business, is seeking an immediately available finance professional to support a critical phase of growth and transformation as the business prepares for a potential sale, acquisition, or investment process. This is a hands-on, high-impact role requiring an experienced individual who can quickly immerse themselves in the business, take ownership of the financial workstreams, and ensure the company is fully prepared for external scrutiny and due diligence. Key Responsibilities: Prepare and enhance financial information for a potential sale, acquisition, or investment process. Review and improve the quality and accuracy of financial reporting and management accounts. Support due diligence activities, responding to investor and buyer enquiries. Analyse financial performance, identify key value drivers, and provide commercial insight. Ensure financial records, controls, and documentation are robust and audit ready. Work closely with senior stakeholders and external advisors throughout the transaction process. Identify and resolve issues that could impact valuation or transaction readiness. Candidate Profile: Qualified accountant (ACA, ACCA, CIMA or equivalent). Previous experience preparing a small SAAS business for sale, acquisition, private equity investment, or fundraising. Strong technical accounting and financial analysis skills. Comfortable operating in a fast-paced SME environment. Highly hands-on, proactive, and able to work independently. Available to start immediately or at short notice. This is an excellent opportunity to play a pivotal role in a significant corporate transaction and make a tangible impact on the future success of the business.
Michael Page Finance
M&A Project Manager-Finance
Michael Page Finance
The Project Manager will oversee financial and operational processes with direct access to the senior leadership team, ensuring efficiencies across all projects. This permanent role offers an exciting opportunity to make a significant impact in a fast-paced environment. Client Details The employer is a well-established organisation known for its robust operations and commitment to excellence. As a medium-sized enterprise, they are focused on delivering high-quality solutions to their clients while fostering a professional and results-driven work culture. Description Help develop and deliver key strategic initiatives to grow the business Develop and evaluate new operational models to support growth and enhance efficiencies through technology Assist the leadership team in appraising acquisition opportunities and be a core part of the acquisition process and integration. Analyse operational results across the division to better understand company performance and work with the leadership team to evaluate new initiatives to drive revenue and profit growth. Assessing various strategic initiatives will be a major part of the role as well as working closely with many different and varying operational teams. To initiate, evaluate and lead major tenders Review locations of current sites and developing a strategy for upgrading sites and new sites for geographical expansion To help with the training and development of our graduate program, apprentice program and sales academies. Profile Qualified accountant-ACA, ACCA or CIMA qualified Advisory exposure- M&A or TS Love of big data and getting into the detail while not losing sight of the big picture Excellent interpersonal, communication and people skills as well as enjoy dealing with people at all levels Intellectually curious with a passion for technology and innovation Able to build consensus by engaging with people at all levels both inside and outside the organisation Desire to be a part of the leadership team in the future Job Offer Competitive salary ranging from £65,000 to £75,000. Additional benefits including a company car and performance-based bonus. A professional and supportive company culture with genuine mentoring Opportunities to make a meaningful impact
Jul 07, 2026
Full time
The Project Manager will oversee financial and operational processes with direct access to the senior leadership team, ensuring efficiencies across all projects. This permanent role offers an exciting opportunity to make a significant impact in a fast-paced environment. Client Details The employer is a well-established organisation known for its robust operations and commitment to excellence. As a medium-sized enterprise, they are focused on delivering high-quality solutions to their clients while fostering a professional and results-driven work culture. Description Help develop and deliver key strategic initiatives to grow the business Develop and evaluate new operational models to support growth and enhance efficiencies through technology Assist the leadership team in appraising acquisition opportunities and be a core part of the acquisition process and integration. Analyse operational results across the division to better understand company performance and work with the leadership team to evaluate new initiatives to drive revenue and profit growth. Assessing various strategic initiatives will be a major part of the role as well as working closely with many different and varying operational teams. To initiate, evaluate and lead major tenders Review locations of current sites and developing a strategy for upgrading sites and new sites for geographical expansion To help with the training and development of our graduate program, apprentice program and sales academies. Profile Qualified accountant-ACA, ACCA or CIMA qualified Advisory exposure- M&A or TS Love of big data and getting into the detail while not losing sight of the big picture Excellent interpersonal, communication and people skills as well as enjoy dealing with people at all levels Intellectually curious with a passion for technology and innovation Able to build consensus by engaging with people at all levels both inside and outside the organisation Desire to be a part of the leadership team in the future Job Offer Competitive salary ranging from £65,000 to £75,000. Additional benefits including a company car and performance-based bonus. A professional and supportive company culture with genuine mentoring Opportunities to make a meaningful impact
The Collective Network Limited
Finance Manager
The Collective Network Limited Peterborough, Cambridgeshire
We are looking for a Finance Manager to join a rapidly growing, privately-owned SME experiencing sustained year-on-year growth, with ambitious expansion plans on a full-time, permanent basis. This is a broad, hands-on role responsible for running the day-to-day finance function while supporting business performance and decision-making. You will take ownership of core finance activities, ensuring accurate reporting, strong financial control, and providing meaningful insight to the leadership team. Key Responsibilities Manage the end-to-end finance function, including month-end close and management accounts Prepare monthly management accounts with clear commentary on performance and variances Lead budgeting and forecasting processes Oversee cash flow management, including forecasting and working capital optimisation Maintain balance sheet integrity through regular reconciliations Oversee AP/AR and transactional finance activities where required Partner with stakeholders across the business to provide financial insight and support decision-making Liaise with external accountants, auditors, and advisors Identify and implement improvements to financial processes and controls About You Experience Proven experience as a Finance Manager within an SME environment Strong background in management accounts and financial control Experience across both transactional and commercial finance Comfortable operating in a hands-on role, either standalone or within a small team Skills & Capabilities Strong Excel skills Ability to produce clear, insightful financial reporting High attention to detail and ownership of financial data Confident stakeholder engagement across all levels Ability to balance day-to-day responsibilities with forward planning Personal Attributes Hands-on and proactive approach Commercially minded Self-sufficient and accountable Adaptable in a fast-paced environment Success in the Role Accurate and timely financial reporting Strong control and visibility over cash flow Improved financial processes and efficiency Finance acting as a key partner to the wider business If this role aligns with what you're looking for, get in touch with Dayam at The Collective Network to find out more.
Jul 07, 2026
Full time
We are looking for a Finance Manager to join a rapidly growing, privately-owned SME experiencing sustained year-on-year growth, with ambitious expansion plans on a full-time, permanent basis. This is a broad, hands-on role responsible for running the day-to-day finance function while supporting business performance and decision-making. You will take ownership of core finance activities, ensuring accurate reporting, strong financial control, and providing meaningful insight to the leadership team. Key Responsibilities Manage the end-to-end finance function, including month-end close and management accounts Prepare monthly management accounts with clear commentary on performance and variances Lead budgeting and forecasting processes Oversee cash flow management, including forecasting and working capital optimisation Maintain balance sheet integrity through regular reconciliations Oversee AP/AR and transactional finance activities where required Partner with stakeholders across the business to provide financial insight and support decision-making Liaise with external accountants, auditors, and advisors Identify and implement improvements to financial processes and controls About You Experience Proven experience as a Finance Manager within an SME environment Strong background in management accounts and financial control Experience across both transactional and commercial finance Comfortable operating in a hands-on role, either standalone or within a small team Skills & Capabilities Strong Excel skills Ability to produce clear, insightful financial reporting High attention to detail and ownership of financial data Confident stakeholder engagement across all levels Ability to balance day-to-day responsibilities with forward planning Personal Attributes Hands-on and proactive approach Commercially minded Self-sufficient and accountable Adaptable in a fast-paced environment Success in the Role Accurate and timely financial reporting Strong control and visibility over cash flow Improved financial processes and efficiency Finance acting as a key partner to the wider business If this role aligns with what you're looking for, get in touch with Dayam at The Collective Network to find out more.
AMS Group Accountants
Integration Manager
AMS Group Accountants
Location: Hybrid (London / Manchester) Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 300 employees across 12 offices. Our trading divisions span Audit, Accounts, Tax and Advisory, and we've completed eight acquisitions since 2021 with further growth planned.In 2024 we were named the 7th Best Accountancy Firm to Work for in the UK, recognised as Best Employer in Tax (Tolley's Taxation Awards 2025) and Employer of the Year (GM Chamber of Commerce Awards 2024). About the role This is a critical hire during a period of significant acquisition activity. As Integration Manager, you'll lead and coordinate the end-to-end integration of multiple acquired businesses into the Group - protecting deal value, reducing risk and ensuring the smooth transition of people, processes and clients.You'll bring deep integration experience, strong programme management discipline and the ability to operate hands-on in a high-growth, entrepreneurial environment. Reporting to the Head of Value Creation, you'll act as the central coordination point across acquired entities, leadership teams, functional leads and external advisers. What you'll be doing • Leading the planning, execution and monitoring of integration workstreams across concurrent acquisitions• Establishing integration governance, reporting cadences, RAID logs and decision-making frameworks• Designing and managing Day 1 readiness plans covering communications, operational preparedness, client impacts and risk controls• Building and delivering structured Day 30 / Day 100 integration roadmaps with clear milestones, owners, budgets and KPIs• Overseeing integration across finance, billing, MI reporting, HR, technology, systems migration, compliance, client communications and commercial alignment• Supporting cultural integration and guiding leaders through organisational design, role mapping and change communications• Identifying and proactively mitigating operational, financial, commercial and compliance risks• Tracking synergy delivery and reporting progress transparently to the Executive Team What you'll bring • Proven experience delivering integrations for multiple acquisitions in a professional services environment - accountancy, legal, consulting, wealth management or similar• Strong programme and project management capability with a track record across complex, multi-workstream integrations• Deep understanding of operational processes, systems migrations, data integrity and change management• Strong financial acumen and comfort interpreting budgets, models and synergy assumptions• High emotional intelligence - able to build trust quickly, work with leaders under pressure and maintain calm in ambiguity• Exceptional communication and stakeholder management skills• Experience integrating firms into a multi-site or national group structure is a bonus• Exposure to FCA-regulated businesses, PE-backed environments or prior delivery of integration playbooks or PMO frameworks is advantageous What's on offer • 25 days holiday plus the option to buy up to 5 more• Birthday off• Company bonus scheme• Pension scheme• Health cash plan• Enhanced parental pay and company sick pay• Perkbox subscriptionAMS Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.You may have experience of the following: M&A Integration Manager, Post-Merger Integration Lead, Integration Programme Manager, PMO Manager, Merger Integration Consultant, Change & Integration Manager, Transformation Programme Manager, Acquisitions Integration Lead, Business Integration Manager, Group Integration LeadREF-
Jul 07, 2026
Full time
Location: Hybrid (London / Manchester) Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 300 employees across 12 offices. Our trading divisions span Audit, Accounts, Tax and Advisory, and we've completed eight acquisitions since 2021 with further growth planned.In 2024 we were named the 7th Best Accountancy Firm to Work for in the UK, recognised as Best Employer in Tax (Tolley's Taxation Awards 2025) and Employer of the Year (GM Chamber of Commerce Awards 2024). About the role This is a critical hire during a period of significant acquisition activity. As Integration Manager, you'll lead and coordinate the end-to-end integration of multiple acquired businesses into the Group - protecting deal value, reducing risk and ensuring the smooth transition of people, processes and clients.You'll bring deep integration experience, strong programme management discipline and the ability to operate hands-on in a high-growth, entrepreneurial environment. Reporting to the Head of Value Creation, you'll act as the central coordination point across acquired entities, leadership teams, functional leads and external advisers. What you'll be doing • Leading the planning, execution and monitoring of integration workstreams across concurrent acquisitions• Establishing integration governance, reporting cadences, RAID logs and decision-making frameworks• Designing and managing Day 1 readiness plans covering communications, operational preparedness, client impacts and risk controls• Building and delivering structured Day 30 / Day 100 integration roadmaps with clear milestones, owners, budgets and KPIs• Overseeing integration across finance, billing, MI reporting, HR, technology, systems migration, compliance, client communications and commercial alignment• Supporting cultural integration and guiding leaders through organisational design, role mapping and change communications• Identifying and proactively mitigating operational, financial, commercial and compliance risks• Tracking synergy delivery and reporting progress transparently to the Executive Team What you'll bring • Proven experience delivering integrations for multiple acquisitions in a professional services environment - accountancy, legal, consulting, wealth management or similar• Strong programme and project management capability with a track record across complex, multi-workstream integrations• Deep understanding of operational processes, systems migrations, data integrity and change management• Strong financial acumen and comfort interpreting budgets, models and synergy assumptions• High emotional intelligence - able to build trust quickly, work with leaders under pressure and maintain calm in ambiguity• Exceptional communication and stakeholder management skills• Experience integrating firms into a multi-site or national group structure is a bonus• Exposure to FCA-regulated businesses, PE-backed environments or prior delivery of integration playbooks or PMO frameworks is advantageous What's on offer • 25 days holiday plus the option to buy up to 5 more• Birthday off• Company bonus scheme• Pension scheme• Health cash plan• Enhanced parental pay and company sick pay• Perkbox subscriptionAMS Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.You may have experience of the following: M&A Integration Manager, Post-Merger Integration Lead, Integration Programme Manager, PMO Manager, Merger Integration Consultant, Change & Integration Manager, Transformation Programme Manager, Acquisitions Integration Lead, Business Integration Manager, Group Integration LeadREF-
Adecco
Finance/ Office Manager
Adecco Thame, Oxfordshire
Adecco are currently recruiting for an experienced Finance & Office Manager to join a well-established and growing UK business. This is a varied and pivotal role within the organisation, offering responsibility across finance, HR administration, and office operations. You will play a key part in ensuring the smooth day-to-day running of the business, acting as a central point of coordination across multiple functions. The business has a strong reputation for stability and professionalism, combined with a supportive, close-knit team environment. They value individuals who take ownership, contribute ideas, and can work collaboratively across different areas of the business. This role will take ownership of finance processes (with support from a Finance Controller), alongside HR coordination and general office management responsibilities. It would suit someone who enjoys a broad, hands-on position with real autonomy and variety. Key Responsibilities Finance Oversee day-to-day financial activities alongside the Finance Controller Support reporting, reconciliations, and general accounting processes Ensure accurate financial data and compliance with procedures Assist with budgeting, forecasting, and financial controls HR & Payroll Administration Liaise with external payroll provider and manage payroll adjustments Prepare payroll data for processing (including Excel-based reporting) Administer pension schemes and ensure compliance Manage onboarding and offboarding processes Maintain employee records and HR documentation Provide general HR support, with access to external employment law advice where required Office & Administration Oversee day-to-day office operations and administration Support internal coordination across departments Assist with compliance and record keeping Provide ad hoc support to senior leadership About You Qualified accountant (ACCA, CIMA, ACA or equivalent) Strong finance background with experience in a similar all-round role Experience supporting payroll processes and pension administration Working knowledge of HR processes, including on-boarding and employee records Understanding of UK employment law basics (or ability to liaise with third-party advisors) Strong Excel and systems skills Highly organised with excellent attention to detail Comfortable working across multiple functions in a hands-on role Benefits Salary - £45,000 to £58,000 Good working hours - Monday to Friday 9am to 5pm 20 days annual leave + Bank Holidays + additional Christmas shutdown Pension Free parking This is an excellent opportunity for someone looking for a broad and influential role within a supportive business, where you can make a real impact across finance and operations. For more information, please contact Adecco Aylesbury or apply via this job site. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jul 07, 2026
Full time
Adecco are currently recruiting for an experienced Finance & Office Manager to join a well-established and growing UK business. This is a varied and pivotal role within the organisation, offering responsibility across finance, HR administration, and office operations. You will play a key part in ensuring the smooth day-to-day running of the business, acting as a central point of coordination across multiple functions. The business has a strong reputation for stability and professionalism, combined with a supportive, close-knit team environment. They value individuals who take ownership, contribute ideas, and can work collaboratively across different areas of the business. This role will take ownership of finance processes (with support from a Finance Controller), alongside HR coordination and general office management responsibilities. It would suit someone who enjoys a broad, hands-on position with real autonomy and variety. Key Responsibilities Finance Oversee day-to-day financial activities alongside the Finance Controller Support reporting, reconciliations, and general accounting processes Ensure accurate financial data and compliance with procedures Assist with budgeting, forecasting, and financial controls HR & Payroll Administration Liaise with external payroll provider and manage payroll adjustments Prepare payroll data for processing (including Excel-based reporting) Administer pension schemes and ensure compliance Manage onboarding and offboarding processes Maintain employee records and HR documentation Provide general HR support, with access to external employment law advice where required Office & Administration Oversee day-to-day office operations and administration Support internal coordination across departments Assist with compliance and record keeping Provide ad hoc support to senior leadership About You Qualified accountant (ACCA, CIMA, ACA or equivalent) Strong finance background with experience in a similar all-round role Experience supporting payroll processes and pension administration Working knowledge of HR processes, including on-boarding and employee records Understanding of UK employment law basics (or ability to liaise with third-party advisors) Strong Excel and systems skills Highly organised with excellent attention to detail Comfortable working across multiple functions in a hands-on role Benefits Salary - £45,000 to £58,000 Good working hours - Monday to Friday 9am to 5pm 20 days annual leave + Bank Holidays + additional Christmas shutdown Pension Free parking This is an excellent opportunity for someone looking for a broad and influential role within a supportive business, where you can make a real impact across finance and operations. For more information, please contact Adecco Aylesbury or apply via this job site. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
People First
Mandarin speaking Finance and Treasury Executive
People First
To see more Chinese jobs please follow us on WeChat: teamchinapf AND pfteamchina Ref 23452 Job Title: Mandarin speaking Finance and Treasury Executive The Skills You'll Need: Fluent Mandarin and English, solid finance and treasury experience, ideally within energy trading and marketing. German tax and finance knowledge highly preferred. Strong analytical skills, attention to detail, and ability to work in a fast-paced international environment. Your New Salary: Up to £50,000 depending on experience, plus bonus Job Status: Permanent, hybrid working with 4 days in the office Finance and Treasury Executive - What You'll be Doing: Finance: Support the month-end closing process and monthly reconciliations to ensure timely and accurate financial reporting Maintain monthly and annual financial reporting processes, including management reports, financial analysis, and ad-hoc reporting Maintain accurate accounting records and assist with IFRS reporting packages and UK & Germany statutory financial statements Ensure compliance with internal controls and applicable accounting and reporting standards Liaise with internal and external auditors and support the annual audit process Assist with annual budget preparation, forecasting, variance analysis, and financial performance monitoring Prepare financial reports and analysis for management and key stakeholders Prepare supporting documentation for VAT returns and corporate tax filings Coordinate with external tax advisors regarding tax matters and enquiries Support additional finance-related projects and responsibilities as required Treasury: Manage daily treasury activities including bank account administration, online payments, reconciliations, and cash flow reporting Monitor daily cash movements, ensuring timely collections from customers and payments to suppliers Perform monthly cash flow analysis and support month-end treasury reporting Ensure compliance with company policies regarding the holding and management of multiple currencies including USD, EUR, and GBP Coordinate with trading and operations teams to issue SBLCs and LCs, prepare loan documentation, and negotiate terms with banks and counterparties Support banking facility negotiations and internal PCG application processes Finance and Treasury Executive - The Skills You'll Need to Succeed: • Fluent Mandarin and English, both spoken and written (essential) • Bachelor's degree or above in Accounting, Finance, or a related discipline • Solid experience in a finance and treasury role, ideally within the energy trading and marketing industry • Experience in Germany or strong knowledge of German tax and financial regulations (highly preferred) • Strong interpersonal, communication, and stakeholder management skills • Excellent team player with the ability to collaborate across multiple functions • Proficient in Microsoft Office applications, particularly Excel • Strong analytical skills with excellent attention to detail Preferred: • Experience using SAP and CXL systems • Professional accounting qualification such as ACA, ACCA, or equivalent • Previous experience within a Big Four accounting firm Please view all our Team China jobs at people-first-recruitment Please follow us on Linkedin: people-first-team-china We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
Jul 07, 2026
Full time
To see more Chinese jobs please follow us on WeChat: teamchinapf AND pfteamchina Ref 23452 Job Title: Mandarin speaking Finance and Treasury Executive The Skills You'll Need: Fluent Mandarin and English, solid finance and treasury experience, ideally within energy trading and marketing. German tax and finance knowledge highly preferred. Strong analytical skills, attention to detail, and ability to work in a fast-paced international environment. Your New Salary: Up to £50,000 depending on experience, plus bonus Job Status: Permanent, hybrid working with 4 days in the office Finance and Treasury Executive - What You'll be Doing: Finance: Support the month-end closing process and monthly reconciliations to ensure timely and accurate financial reporting Maintain monthly and annual financial reporting processes, including management reports, financial analysis, and ad-hoc reporting Maintain accurate accounting records and assist with IFRS reporting packages and UK & Germany statutory financial statements Ensure compliance with internal controls and applicable accounting and reporting standards Liaise with internal and external auditors and support the annual audit process Assist with annual budget preparation, forecasting, variance analysis, and financial performance monitoring Prepare financial reports and analysis for management and key stakeholders Prepare supporting documentation for VAT returns and corporate tax filings Coordinate with external tax advisors regarding tax matters and enquiries Support additional finance-related projects and responsibilities as required Treasury: Manage daily treasury activities including bank account administration, online payments, reconciliations, and cash flow reporting Monitor daily cash movements, ensuring timely collections from customers and payments to suppliers Perform monthly cash flow analysis and support month-end treasury reporting Ensure compliance with company policies regarding the holding and management of multiple currencies including USD, EUR, and GBP Coordinate with trading and operations teams to issue SBLCs and LCs, prepare loan documentation, and negotiate terms with banks and counterparties Support banking facility negotiations and internal PCG application processes Finance and Treasury Executive - The Skills You'll Need to Succeed: • Fluent Mandarin and English, both spoken and written (essential) • Bachelor's degree or above in Accounting, Finance, or a related discipline • Solid experience in a finance and treasury role, ideally within the energy trading and marketing industry • Experience in Germany or strong knowledge of German tax and financial regulations (highly preferred) • Strong interpersonal, communication, and stakeholder management skills • Excellent team player with the ability to collaborate across multiple functions • Proficient in Microsoft Office applications, particularly Excel • Strong analytical skills with excellent attention to detail Preferred: • Experience using SAP and CXL systems • Professional accounting qualification such as ACA, ACCA, or equivalent • Previous experience within a Big Four accounting firm Please view all our Team China jobs at people-first-recruitment Please follow us on Linkedin: people-first-team-china We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
Morgan McKinley (Guildford)
IFA Administrator
Morgan McKinley (Guildford) Guildford, Surrey
IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 40k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!
Jul 07, 2026
Full time
IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 40k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!
Career Legal
Pricing Manager
Career Legal
This client is a global law firm with 650 lawyers across their office network. The London office is a key component of their global platform, offering UK and U.S. legal advice to major international companies and financial institutions, entrepreneurs and investors while drawing upon the resources of their global network. They are looking for a bright and enthusiastic Pricing Manager, based in the London office to support the high-quality delivery of value-focused solutions in Europe. The ideal candidate is client-service oriented, analytically strong, and comfortable operating as a trusted advisor to partners and senior attorneys. Responsibilities Develop, negotiate, and implement custom fee arrangements that satisfy the client's business objectives while meeting firm strategic and financial requirements. Advise attorneys on value-based pricing strategy specific to key practice areas and industries, including guiding matters through the firm's pricing approval process as needed. Monitor matter performance against budgets and pricing assumptions; identify variances, escalate risks, and recommend corrective actions. Draft useful and actionable written deliverables for internal and external stakeholders including client-facing proposal language and financial summaries. Leverage technology, data analytics, and emerging AI-enabled tools to enhance matter planning, forecasting, reporting, and scalability. Provide research, data analysis, and project support for strategic initiatives and department-wide projects. Review fee arrangements, special provisions, and terms and conditions within client engagements to ensure compliance with firm-wide policies and procedures Document best practices, lessons learned, and process improvements to support continuous improvement across the Client Value function. Candidate Profile Bachelor's degree required; degree in Accounting, Finance, or Economics preferred. Minimum 6 years of professional experience required, including 4 years of experience in a similar role within a professional services firm. Corporate law firm experience preferred. Advanced proficiency in Excel including scenario modeling and data visualization required. Exceptional interpersonal and relationship-building skills. Must have the ability to interact effectively with firm clients, attorneys, and firm professional staff at all levels. Experience with legal and financial systems such as Aderant, Iridium, Clocktimizer, Foundation, HighQ, Smartsheet, Power BI, SSRS, or similar tools strongly preferred. Familiarity with timecard narratives and basic task code usage a plus. Ability to manage multiple tasks in a fast-paced, deadline-driven environment. Collaborative mindset with the ability to work independently and as part of a team. Important Notice It is Career Legal's policy, as a matter of courtesy, to respond to all applications within three working days. However, because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted, you within three working days your application has been unsuccessful, and your details have not been retained. Please apply for any other position that you may see in the future. Thank you. Career Legal is a Recruitment Agency and is advertising this vacancy on behalf of one of its clients.
Jul 07, 2026
Full time
This client is a global law firm with 650 lawyers across their office network. The London office is a key component of their global platform, offering UK and U.S. legal advice to major international companies and financial institutions, entrepreneurs and investors while drawing upon the resources of their global network. They are looking for a bright and enthusiastic Pricing Manager, based in the London office to support the high-quality delivery of value-focused solutions in Europe. The ideal candidate is client-service oriented, analytically strong, and comfortable operating as a trusted advisor to partners and senior attorneys. Responsibilities Develop, negotiate, and implement custom fee arrangements that satisfy the client's business objectives while meeting firm strategic and financial requirements. Advise attorneys on value-based pricing strategy specific to key practice areas and industries, including guiding matters through the firm's pricing approval process as needed. Monitor matter performance against budgets and pricing assumptions; identify variances, escalate risks, and recommend corrective actions. Draft useful and actionable written deliverables for internal and external stakeholders including client-facing proposal language and financial summaries. Leverage technology, data analytics, and emerging AI-enabled tools to enhance matter planning, forecasting, reporting, and scalability. Provide research, data analysis, and project support for strategic initiatives and department-wide projects. Review fee arrangements, special provisions, and terms and conditions within client engagements to ensure compliance with firm-wide policies and procedures Document best practices, lessons learned, and process improvements to support continuous improvement across the Client Value function. Candidate Profile Bachelor's degree required; degree in Accounting, Finance, or Economics preferred. Minimum 6 years of professional experience required, including 4 years of experience in a similar role within a professional services firm. Corporate law firm experience preferred. Advanced proficiency in Excel including scenario modeling and data visualization required. Exceptional interpersonal and relationship-building skills. Must have the ability to interact effectively with firm clients, attorneys, and firm professional staff at all levels. Experience with legal and financial systems such as Aderant, Iridium, Clocktimizer, Foundation, HighQ, Smartsheet, Power BI, SSRS, or similar tools strongly preferred. Familiarity with timecard narratives and basic task code usage a plus. Ability to manage multiple tasks in a fast-paced, deadline-driven environment. Collaborative mindset with the ability to work independently and as part of a team. Important Notice It is Career Legal's policy, as a matter of courtesy, to respond to all applications within three working days. However, because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted, you within three working days your application has been unsuccessful, and your details have not been retained. Please apply for any other position that you may see in the future. Thank you. Career Legal is a Recruitment Agency and is advertising this vacancy on behalf of one of its clients.
Pro-Finance
Private Client Senior Manager - Family Office
Pro-Finance
Private Client Tax Senior Manager - Family Office Top 10 Firm £85,000 - £98,000 + Benefits Central London / Hybrid I'm partnering with a Top 10 accountancy practice that's investing heavily in its Family Office offering and is now looking to appoint an exceptional Private Client Tax Senior Manager to join the team at a genuinely exciting point in its growth. This Private Client Tax Senior Manager role offers something rare in the current market: elite-level private client advisory work, a genuinely positive and inclusive culture, and a clear long-term future within a highly respected, partner-led firm. As a Private Client Tax Senior Manager , you'll work closely with Partners on complex matters for HNW/UHNW individuals, trustees, executors and family offices , while benefiting from the structure, brand and progression opportunities of a national Top 10 firm. The Opportunity - Private Client Tax Senior Manager This Private Client Tax Senior Manager position sits within a fast?growing Family Office team , advising on sophisticated UK and international private client matters. You'll take ownership of a high?quality portfolio and act as a trusted adviser, while also shaping the team's future through mentoring and business development. Typical Private Client Tax Senior Manager responsibilities include: Advising family offices, trusts, estates and HNW/UHNW individuals Leading on complex personal tax, trust and estate planning Portfolio oversight including billing, WIP and delivery standards Supporting Partners with advisory projects and strategic new work Coaching and developing Managers and Assistants Why this Private Client Tax Senior Manager role stands out True Family Office exposure without moving into a niche boutique A clearly defined pathway to Director / Partner Strong emphasis on advisory quality , not just chargeable hours Flexible and hybrid working fully embedded in the culture An award-winning, collaborative firm at a particularly exciting stage of growth This is a Private Client Tax Senior Manager role designed for someone who wants influence, visibility and progression -without compromising balance or values. About You This role would suit a Private Client Tax Senior Manager who: Is ACA and/or CTA qualified Is already operating at Private Client Tax Senior Manager level Brings strong advisory capability (trusts essential; estates desirable) Is confident managing senior stakeholders and complex client relationships Has ambition to progress within a supportive, high?calibre environment Package £85,000 - £98,000 (depending on experience) 25 days' holiday + bank holidays Hybrid & flexible working Private medical insurance (eligibility applies) Life assurance, financial coaching & mortgage advice Strong pension and lifestyle benefits Clear, supported progression for Private Client Tax Senior Managers Firm Overview The firm is part of a Top 10 international group , combining a partner-led, relationship-driven ethos with the scale, stability and resource of a large organisation. Diversity, inclusion, flexibility and long-term career development are integral to how they operate. Interested? For a confidential conversation about this Private Client Tax Senior Manager - Family Office opportunity, please contact: Kate Green / . Early conversations are encouraged, given the seniority and profile of this hire. 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.
Jul 07, 2026
Full time
Private Client Tax Senior Manager - Family Office Top 10 Firm £85,000 - £98,000 + Benefits Central London / Hybrid I'm partnering with a Top 10 accountancy practice that's investing heavily in its Family Office offering and is now looking to appoint an exceptional Private Client Tax Senior Manager to join the team at a genuinely exciting point in its growth. This Private Client Tax Senior Manager role offers something rare in the current market: elite-level private client advisory work, a genuinely positive and inclusive culture, and a clear long-term future within a highly respected, partner-led firm. As a Private Client Tax Senior Manager , you'll work closely with Partners on complex matters for HNW/UHNW individuals, trustees, executors and family offices , while benefiting from the structure, brand and progression opportunities of a national Top 10 firm. The Opportunity - Private Client Tax Senior Manager This Private Client Tax Senior Manager position sits within a fast?growing Family Office team , advising on sophisticated UK and international private client matters. You'll take ownership of a high?quality portfolio and act as a trusted adviser, while also shaping the team's future through mentoring and business development. Typical Private Client Tax Senior Manager responsibilities include: Advising family offices, trusts, estates and HNW/UHNW individuals Leading on complex personal tax, trust and estate planning Portfolio oversight including billing, WIP and delivery standards Supporting Partners with advisory projects and strategic new work Coaching and developing Managers and Assistants Why this Private Client Tax Senior Manager role stands out True Family Office exposure without moving into a niche boutique A clearly defined pathway to Director / Partner Strong emphasis on advisory quality , not just chargeable hours Flexible and hybrid working fully embedded in the culture An award-winning, collaborative firm at a particularly exciting stage of growth This is a Private Client Tax Senior Manager role designed for someone who wants influence, visibility and progression -without compromising balance or values. About You This role would suit a Private Client Tax Senior Manager who: Is ACA and/or CTA qualified Is already operating at Private Client Tax Senior Manager level Brings strong advisory capability (trusts essential; estates desirable) Is confident managing senior stakeholders and complex client relationships Has ambition to progress within a supportive, high?calibre environment Package £85,000 - £98,000 (depending on experience) 25 days' holiday + bank holidays Hybrid & flexible working Private medical insurance (eligibility applies) Life assurance, financial coaching & mortgage advice Strong pension and lifestyle benefits Clear, supported progression for Private Client Tax Senior Managers Firm Overview The firm is part of a Top 10 international group , combining a partner-led, relationship-driven ethos with the scale, stability and resource of a large organisation. Diversity, inclusion, flexibility and long-term career development are integral to how they operate. Interested? For a confidential conversation about this Private Client Tax Senior Manager - Family Office opportunity, please contact: Kate Green / . Early conversations are encouraged, given the seniority and profile of this hire. 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.
Additional Resources
Paraplanner
Additional Resources
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Jul 07, 2026
Full time
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Vaisto Recruitment Ltd
Audit & Accounts Director
Vaisto Recruitment Ltd Liverpool, Merseyside
Audit & Accounts Director / Partner - Liverpool £market rate/negotiable - depending on experience and client-base following Audit & Accounts Director / Partner Description: Vaisto Recruitment is working in Partnership with a mid-tier accountancy practice, in their search for an Audit & Accounts Director / Partner to join their established Liverpool office. You will be responsible for playing a lead role in the continued growth of this successful practice, working alongside the Liverpool Partners and wider Partnership team. The ideal candidate will be a Director, or Associate Director, ready to take a step up. Ideally you will have extensive experience in general practice, working with a mixed portfolio of audit and accounting clients. Benefits: An opportunity to make this newly created role your own, with unrivalled opportunity for progression Flexible and hybrid working Generous holiday entitlements and wider benefits package (including company pension, enhanced maternity/paternity leave, financial planning services, health and wellbeing programmes, private medical insurance) Salary is commensurate to experience and will depend on the value of portfolio you have experience in managing, alongside your network, potential client following and business development capabilities Audit & Accounting Director / Associate Director Key Responsibilities: Lead and oversee audit and accounting engagements, ensuring compliance with regulatory requirements and professional standards. Develop and maintain strong client relationships, acting as a trusted advisor and providing strategic advice on financial and business matters. Drive business development initiatives, identifying opportunities to expand the client base and enhance service offerings. Collaborate with firm leadership to develop and implement strategic plans, goals, and initiatives to drive growth and profitability. Lead, mentor and coach team members, fostering a culture of excellence, collaboration, and professional development. Stay abreast of industry trends, regulatory changes, and best practices, and leverage this knowledge to enhance service delivery and client satisfaction. Audit & Accounts Director / Partner - Essential Skills and Experience: - Proven experience in managing a client portfolio at Senior Manager or Director level within an accounting practice. - Demonstrable success in business development and client acquisition. - Strong leadership capabilities with the ability to mentor and guide a team. - Exceptional communication and interpersonal skills, ensuring effective client relations. - A professional accounting qualification (ACA, ACCA, or equivalent) Vaisto Recruitment offers a generous referral scheme. If you refer a practice candidate to me (who is not already registered) as a thank you will receive a voucher up to the value of £1000.Vouchers are paid on successful completion of the referral's probation period. The above vacancy is only one of many that I am handling. Vaisto Recruitment specialises in permanent and contract practice assignments including: - Audit Partner / Audit Director / Audit Associate Director / Audit Manager / Audit Senior / Audit Associate / Audit Semi Senior - Business Services Partner / Business Services Director / Business Services Manager / Business Services Associate / Accounts Senior / Accounts Associate - Tax Partner / Tax Director / Tax Manager / Tax Senior Manager / Tax Senior / Tax Semi Senior - Accounts Partner / Accounts Director / Accounts Manager / Accounts Senior / Accounts Semi Senior - Corporate Finance Partner / Corporate Finance Director / Corporate Finance Manager / Corporate Finance Executive / Corporate Finance Senior M&A - Payroll Bureau - Practice Managers
Jul 07, 2026
Full time
Audit & Accounts Director / Partner - Liverpool £market rate/negotiable - depending on experience and client-base following Audit & Accounts Director / Partner Description: Vaisto Recruitment is working in Partnership with a mid-tier accountancy practice, in their search for an Audit & Accounts Director / Partner to join their established Liverpool office. You will be responsible for playing a lead role in the continued growth of this successful practice, working alongside the Liverpool Partners and wider Partnership team. The ideal candidate will be a Director, or Associate Director, ready to take a step up. Ideally you will have extensive experience in general practice, working with a mixed portfolio of audit and accounting clients. Benefits: An opportunity to make this newly created role your own, with unrivalled opportunity for progression Flexible and hybrid working Generous holiday entitlements and wider benefits package (including company pension, enhanced maternity/paternity leave, financial planning services, health and wellbeing programmes, private medical insurance) Salary is commensurate to experience and will depend on the value of portfolio you have experience in managing, alongside your network, potential client following and business development capabilities Audit & Accounting Director / Associate Director Key Responsibilities: Lead and oversee audit and accounting engagements, ensuring compliance with regulatory requirements and professional standards. Develop and maintain strong client relationships, acting as a trusted advisor and providing strategic advice on financial and business matters. Drive business development initiatives, identifying opportunities to expand the client base and enhance service offerings. Collaborate with firm leadership to develop and implement strategic plans, goals, and initiatives to drive growth and profitability. Lead, mentor and coach team members, fostering a culture of excellence, collaboration, and professional development. Stay abreast of industry trends, regulatory changes, and best practices, and leverage this knowledge to enhance service delivery and client satisfaction. Audit & Accounts Director / Partner - Essential Skills and Experience: - Proven experience in managing a client portfolio at Senior Manager or Director level within an accounting practice. - Demonstrable success in business development and client acquisition. - Strong leadership capabilities with the ability to mentor and guide a team. - Exceptional communication and interpersonal skills, ensuring effective client relations. - A professional accounting qualification (ACA, ACCA, or equivalent) Vaisto Recruitment offers a generous referral scheme. If you refer a practice candidate to me (who is not already registered) as a thank you will receive a voucher up to the value of £1000.Vouchers are paid on successful completion of the referral's probation period. The above vacancy is only one of many that I am handling. Vaisto Recruitment specialises in permanent and contract practice assignments including: - Audit Partner / Audit Director / Audit Associate Director / Audit Manager / Audit Senior / Audit Associate / Audit Semi Senior - Business Services Partner / Business Services Director / Business Services Manager / Business Services Associate / Accounts Senior / Accounts Associate - Tax Partner / Tax Director / Tax Manager / Tax Senior Manager / Tax Senior / Tax Semi Senior - Accounts Partner / Accounts Director / Accounts Manager / Accounts Senior / Accounts Semi Senior - Corporate Finance Partner / Corporate Finance Director / Corporate Finance Manager / Corporate Finance Executive / Corporate Finance Senior M&A - Payroll Bureau - Practice Managers
Lifeworks
Director of Operations - Finance & Support Services
Lifeworks Totnes, Devon
Director of Operations - Finance & Support Services Dartington (& Torquay as required)Working Hours: 37.5 hours per week, 52 weeks per year, ideally Monday-Friday Salary: £51,663.00 - £59,597.00 per annum (DOE)Are you a skilled operations professional with a background in finance?We have a brand-new opportunity at Lifeworks Charity for a Director of Operations (Finance & Support Services) to play a crucial role in our Central Support team. You will drive the sustainable growth and operational efficiency of the charity, directly contributing to our charitable impact.You'll blend your financial expertise with your keen eye for operational oversight in this hybrid role, ensuring our resources are managed effectively to benefit the young people and families we support. Who we are: Since 1996, we've been empowering people with learning disabilities in Devon to achieve their dreams and build fulfilling lives. Our core values of kindness, respect, and positivity guide everything we do. What you'll do: Finance - Manage and maintain all financial aspects of the charity, including (but not limited to) budgeting, forecasting, reporting, ledgers, balance sheets, bank reconciliations, debtor accounts, cash flow management, insurance, property and procurement.- Take a lead on the development of financial and fundraising processes and strategies.- Manage and be the main point of contact for all aspects of ESFA and DfE funding compliance and reporting.- Lead a small team to deliver outstanding support to the charity and act as a key financial advisor to managers across the organisation.- Produce clear and concise monthly management accounts and provide financial insights to senior managers and the Board of Trustees.- Working closely with external auditors, prepare and oversee our year-end accounts. Operations - Ensure that charity governance and compliance is upheld by contributing to record maintenance, managing registers and supporting with reviews of policies and procedures.- Work with our external IT partners to manage our technology. You will make sure that the correct infrastructure, systems and processes are in the right place at the right time.- Lead on IT security for the charity, implementing regular reviews to monitor compliance.- Act as the Data Controller and manage all areas of data protection regulations, always prioritising data security.- Develop and review charity policies as necessary, ensuring they align with best practices and legal requirements.- Ensure compliance with Health and Safety policies, liaising with external advisors to maintain safety within the workplace.Last but not least, we are looking for someone who is an advocate for people with learning disabilities and shares our common goal of making sure the people we support achieve their best lives with us. You may not be involved in the day-to-day work with our service users, but the work you will do is vital to the success of our charity. What we're looking for: You'll be a motivated and experienced professional who is passionate about making a difference. You should be:- Part qualified in ACCA, CIMA or ACA (or fully qualified would be a bonus), along with significant experience.- A proven leader with the ability to inspire and develop a team.- An expert in financial management, from budgeting to reporting.- An excellent communicator who can clearly explain complex financial information to all audiences.- Experienced in managing a broad portfolio, ideally including Health and Safety, IT, or facilities.- Knowledgeable about governance frameworks and risk management.If you are a strategic thinker with a hands-on approach and a desire to contribute to a vital cause, we would love to hear from you.We're passionate about supporting our staff just as much as we are about supporting our service users. When you join our team, you can expect:- A holiday entitlement of 33 days' holiday (inclusive of bank holidays)- A fully funded DBS check and update service to ensure a smooth onboarding process- Access to valuable resources, including an employee assistance program to support your mental and emotional healthBuilding a diverse and safe team:At Lifeworks, we're committed to fostering a workplace that reflects the diversity of our community. As a Disability Confident Employer, we actively encourage applications from individuals with disabilities who meet the job criteria, and we guarantee qualified candidates with disabilities an interview.Lifeworks is committed to safeguarding and promoting the welfare of children, young people and adults at risk. To achieve this commitment, we will ensure the continuous development, improvement and review of robust safeguarding processes and procedures that continuously promote a culture of vigilance in respect of safeguarding within our organisation. All staff undergo Safer Recruitment checks which include pre-employment checks, reference checks, and a DBS check with Barred List checks (where applicable).Early applications encouraged!This vacancy is scheduled to close on the 19th of July 2026, but may close earlier if suitable candidates are identified. So, to ensure your application is considered, ensure you apply early!The interview format will consist of 3 parts: a formal interview assessment, a short presentation and a Q&A with staff members. If you are selected for interview, further details will be shared ahead of the above date.Apply today and tell us why you'd be a great fit for our team.Please note that this role was previously advertised as Operations Manager. We ask that previous applicants for this role do not reapply.We'd appreciate no contact from agencies regarding this role. We are only accepting direct applications.
Jul 07, 2026
Full time
Director of Operations - Finance & Support Services Dartington (& Torquay as required)Working Hours: 37.5 hours per week, 52 weeks per year, ideally Monday-Friday Salary: £51,663.00 - £59,597.00 per annum (DOE)Are you a skilled operations professional with a background in finance?We have a brand-new opportunity at Lifeworks Charity for a Director of Operations (Finance & Support Services) to play a crucial role in our Central Support team. You will drive the sustainable growth and operational efficiency of the charity, directly contributing to our charitable impact.You'll blend your financial expertise with your keen eye for operational oversight in this hybrid role, ensuring our resources are managed effectively to benefit the young people and families we support. Who we are: Since 1996, we've been empowering people with learning disabilities in Devon to achieve their dreams and build fulfilling lives. Our core values of kindness, respect, and positivity guide everything we do. What you'll do: Finance - Manage and maintain all financial aspects of the charity, including (but not limited to) budgeting, forecasting, reporting, ledgers, balance sheets, bank reconciliations, debtor accounts, cash flow management, insurance, property and procurement.- Take a lead on the development of financial and fundraising processes and strategies.- Manage and be the main point of contact for all aspects of ESFA and DfE funding compliance and reporting.- Lead a small team to deliver outstanding support to the charity and act as a key financial advisor to managers across the organisation.- Produce clear and concise monthly management accounts and provide financial insights to senior managers and the Board of Trustees.- Working closely with external auditors, prepare and oversee our year-end accounts. Operations - Ensure that charity governance and compliance is upheld by contributing to record maintenance, managing registers and supporting with reviews of policies and procedures.- Work with our external IT partners to manage our technology. You will make sure that the correct infrastructure, systems and processes are in the right place at the right time.- Lead on IT security for the charity, implementing regular reviews to monitor compliance.- Act as the Data Controller and manage all areas of data protection regulations, always prioritising data security.- Develop and review charity policies as necessary, ensuring they align with best practices and legal requirements.- Ensure compliance with Health and Safety policies, liaising with external advisors to maintain safety within the workplace.Last but not least, we are looking for someone who is an advocate for people with learning disabilities and shares our common goal of making sure the people we support achieve their best lives with us. You may not be involved in the day-to-day work with our service users, but the work you will do is vital to the success of our charity. What we're looking for: You'll be a motivated and experienced professional who is passionate about making a difference. You should be:- Part qualified in ACCA, CIMA or ACA (or fully qualified would be a bonus), along with significant experience.- A proven leader with the ability to inspire and develop a team.- An expert in financial management, from budgeting to reporting.- An excellent communicator who can clearly explain complex financial information to all audiences.- Experienced in managing a broad portfolio, ideally including Health and Safety, IT, or facilities.- Knowledgeable about governance frameworks and risk management.If you are a strategic thinker with a hands-on approach and a desire to contribute to a vital cause, we would love to hear from you.We're passionate about supporting our staff just as much as we are about supporting our service users. When you join our team, you can expect:- A holiday entitlement of 33 days' holiday (inclusive of bank holidays)- A fully funded DBS check and update service to ensure a smooth onboarding process- Access to valuable resources, including an employee assistance program to support your mental and emotional healthBuilding a diverse and safe team:At Lifeworks, we're committed to fostering a workplace that reflects the diversity of our community. As a Disability Confident Employer, we actively encourage applications from individuals with disabilities who meet the job criteria, and we guarantee qualified candidates with disabilities an interview.Lifeworks is committed to safeguarding and promoting the welfare of children, young people and adults at risk. To achieve this commitment, we will ensure the continuous development, improvement and review of robust safeguarding processes and procedures that continuously promote a culture of vigilance in respect of safeguarding within our organisation. All staff undergo Safer Recruitment checks which include pre-employment checks, reference checks, and a DBS check with Barred List checks (where applicable).Early applications encouraged!This vacancy is scheduled to close on the 19th of July 2026, but may close earlier if suitable candidates are identified. So, to ensure your application is considered, ensure you apply early!The interview format will consist of 3 parts: a formal interview assessment, a short presentation and a Q&A with staff members. If you are selected for interview, further details will be shared ahead of the above date.Apply today and tell us why you'd be a great fit for our team.Please note that this role was previously advertised as Operations Manager. We ask that previous applicants for this role do not reapply.We'd appreciate no contact from agencies regarding this role. We are only accepting direct applications.
Verelogic
Experienced Insolvency Administrator
Verelogic City, Edinburgh
Job Title: Experienced Insolvency Administrator Location: Edinburgh Salary: Based on Experience About the Opportunity Are you looking to develop your career within a respected professional services environment where you can make a genuine impact? This is an excellent opportunity to join an established and growing firm that values its people, encourages development, and provides the support needed to build a successful career. Our client is a well-established independent professional services firm with a strong reputation for delivering high-quality advice and support to a diverse client base. With a collaborative culture and a focus on developing talent, they provide an environment where individuals can thrive and progress. About Our Client Our client provides a range of specialist advisory services to businesses and individuals, supporting organisations through key stages of growth, change, and challenge. The firm works with a broad portfolio of clients, including owner-managed businesses, SMEs, larger organisations, and private individuals. The business is built around strong relationships, practical advice, and delivering a personal service. Employees are encouraged to contribute, develop their skills, and play an important role within a supportive team environment. The Role Insolvency Administrator Working as part of a specialist insolvency team, you will support the management and administration of a portfolio of mainly corporate insolvency cases, with responsibility for handling your own portfolio of smaller assignments. The role will involve managing a variety of tasks, including: Assisting with the administration of corporate and personal insolvency cases Supporting senior team members with case progression and compliance requirements Managing the realisation of assets, including book debts, property, and funds held Reviewing and dealing with creditor claims and queries Liaising with banks to obtain relevant financial information and documentation Assisting with employee-related matters, including correspondence, claims, and liaison with relevant bodies Preparing and submitting statutory and regulatory returns where required Responding to telephone and written enquiries from stakeholders Providing general administrative support across the insolvency team About You The successful candidate will ideally have experience working within an insolvency environment and be looking to continue developing their career within this specialist area. You will have: Previous experience within an insolvency team (ideally 2 3 years or more) Strong organisational and administrative skills The ability to manage workloads effectively and meet deadlines Excellent attention to detail and a proactive approach Strong written and verbal communication skills The ability to work independently while contributing positively to a wider team Good IT skills, including experience with Microsoft Office and document management systems Experience using insolvency case management software would be advantageous, although training will be provided Benefits Our client offers a competitive benefits package, including: Competitive salary Flexible working options where available Hybrid and agile working arrangements following successful completion of probation Workplace pension scheme Life assurance cover Employee Assistance Programme and wellbeing support Access to employee discounts and reward schemes Professional development opportunities and regular career discussions Opportunities to contribute to workplace wellbeing initiatives Referral incentives
Jul 07, 2026
Full time
Job Title: Experienced Insolvency Administrator Location: Edinburgh Salary: Based on Experience About the Opportunity Are you looking to develop your career within a respected professional services environment where you can make a genuine impact? This is an excellent opportunity to join an established and growing firm that values its people, encourages development, and provides the support needed to build a successful career. Our client is a well-established independent professional services firm with a strong reputation for delivering high-quality advice and support to a diverse client base. With a collaborative culture and a focus on developing talent, they provide an environment where individuals can thrive and progress. About Our Client Our client provides a range of specialist advisory services to businesses and individuals, supporting organisations through key stages of growth, change, and challenge. The firm works with a broad portfolio of clients, including owner-managed businesses, SMEs, larger organisations, and private individuals. The business is built around strong relationships, practical advice, and delivering a personal service. Employees are encouraged to contribute, develop their skills, and play an important role within a supportive team environment. The Role Insolvency Administrator Working as part of a specialist insolvency team, you will support the management and administration of a portfolio of mainly corporate insolvency cases, with responsibility for handling your own portfolio of smaller assignments. The role will involve managing a variety of tasks, including: Assisting with the administration of corporate and personal insolvency cases Supporting senior team members with case progression and compliance requirements Managing the realisation of assets, including book debts, property, and funds held Reviewing and dealing with creditor claims and queries Liaising with banks to obtain relevant financial information and documentation Assisting with employee-related matters, including correspondence, claims, and liaison with relevant bodies Preparing and submitting statutory and regulatory returns where required Responding to telephone and written enquiries from stakeholders Providing general administrative support across the insolvency team About You The successful candidate will ideally have experience working within an insolvency environment and be looking to continue developing their career within this specialist area. You will have: Previous experience within an insolvency team (ideally 2 3 years or more) Strong organisational and administrative skills The ability to manage workloads effectively and meet deadlines Excellent attention to detail and a proactive approach Strong written and verbal communication skills The ability to work independently while contributing positively to a wider team Good IT skills, including experience with Microsoft Office and document management systems Experience using insolvency case management software would be advantageous, although training will be provided Benefits Our client offers a competitive benefits package, including: Competitive salary Flexible working options where available Hybrid and agile working arrangements following successful completion of probation Workplace pension scheme Life assurance cover Employee Assistance Programme and wellbeing support Access to employee discounts and reward schemes Professional development opportunities and regular career discussions Opportunities to contribute to workplace wellbeing initiatives Referral incentives
Morgan McKinley
CFO
Morgan McKinley
Chief Financial Officer (CFO) - Luxury Hospitality & Wellness On behalf of an iconic, household name in the luxury hospitality and wellness sector, our client is a market-leading brand currently executing a transformative, heavily backed modernization and expansion strategy. Supported by a premier institutional investment partner, the group is deploying significant capital into portfolio-wide asset upgrades, sustainability infrastructure, and next-generation wellness technology. Simultaneously, the business is pivoting toward a highly scalable, asset-light domestic and international management contract and franchise model. Reporting directly to the CEO and Board, the incoming CFO will assume ultimate accountability for the group's financial strategy, capital structure, and operational efficiency during a defining chapter of growth and strategic valuation milestones. Key Responsibilities C-Suite & Board Leadership: Act as a strategic co-pilot to the CEO and Board, providing the financial vision required to steer the group through aggressive scaling and business model evolution. Capital Governance & ROI: Oversee the financial allocation, deployment, and performance tracking of a multi-million-pound capital expenditure and multi-site refurbishment program. Investor Relations & Funding: Manage the critical relationship with the group's primary institutional investment partners, ensuring robust reporting, covenant compliance, and optimized capital structuring. Operational Turnaround & Margin Protection: Drive aggressive profitability initiatives across the estate, implementing strict cost controls and operational efficiencies to successfully counter macroeconomic and inflationary headwinds. Corporate Strategy & Valuation: Lead relationships with tier-one external advisory firms to evaluate long-term strategic options, joint ventures, and corporate valuation milestones. The Ideal Profile C-Suite Track Record: Proven experience as a CFO, Deputy CFO, or Finance Director within luxury hospitality, elite leisure, premium spa/wellness, or high-end multi-site real estate/retail . Capital Program Stewardship: A successful history of governing large-scale capital allocation programs and property integrations. Business Transformation Expertise: Direct experience navigating structural corporate shifts, specifically the transition from asset-heavy models to asset-light (management contract/franchise) frameworks. Commercial Grit: A proven ability to optimize bottom-line performance, restructure costs, and protect margins in a high-cost economic landscape. Corporate Finance & M&A Savvy: Strong background in corporate fundraising, refinancing, institutional investor relations, or preparing a business for strategic options/valuation events.
Jul 07, 2026
Full time
Chief Financial Officer (CFO) - Luxury Hospitality & Wellness On behalf of an iconic, household name in the luxury hospitality and wellness sector, our client is a market-leading brand currently executing a transformative, heavily backed modernization and expansion strategy. Supported by a premier institutional investment partner, the group is deploying significant capital into portfolio-wide asset upgrades, sustainability infrastructure, and next-generation wellness technology. Simultaneously, the business is pivoting toward a highly scalable, asset-light domestic and international management contract and franchise model. Reporting directly to the CEO and Board, the incoming CFO will assume ultimate accountability for the group's financial strategy, capital structure, and operational efficiency during a defining chapter of growth and strategic valuation milestones. Key Responsibilities C-Suite & Board Leadership: Act as a strategic co-pilot to the CEO and Board, providing the financial vision required to steer the group through aggressive scaling and business model evolution. Capital Governance & ROI: Oversee the financial allocation, deployment, and performance tracking of a multi-million-pound capital expenditure and multi-site refurbishment program. Investor Relations & Funding: Manage the critical relationship with the group's primary institutional investment partners, ensuring robust reporting, covenant compliance, and optimized capital structuring. Operational Turnaround & Margin Protection: Drive aggressive profitability initiatives across the estate, implementing strict cost controls and operational efficiencies to successfully counter macroeconomic and inflationary headwinds. Corporate Strategy & Valuation: Lead relationships with tier-one external advisory firms to evaluate long-term strategic options, joint ventures, and corporate valuation milestones. The Ideal Profile C-Suite Track Record: Proven experience as a CFO, Deputy CFO, or Finance Director within luxury hospitality, elite leisure, premium spa/wellness, or high-end multi-site real estate/retail . Capital Program Stewardship: A successful history of governing large-scale capital allocation programs and property integrations. Business Transformation Expertise: Direct experience navigating structural corporate shifts, specifically the transition from asset-heavy models to asset-light (management contract/franchise) frameworks. Commercial Grit: A proven ability to optimize bottom-line performance, restructure costs, and protect margins in a high-cost economic landscape. Corporate Finance & M&A Savvy: Strong background in corporate fundraising, refinancing, institutional investor relations, or preparing a business for strategic options/valuation events.

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