Job Title: Operations Manager (Financial Planning) Location: Central London Package: Up to 56,000, quarterly bonus scheme, private medical insurance, hybrid, and more Working hours: Full Time, Monday-Friday, 8:45am-5:30pm A fantastic opportunity has arisen for an experienced Operations Manager to join a highly established and reputable Chartered Financial Planner in Central London. This is a crucial role to this firm, as you will be bridging the gap between high level strategy and daily execution, optimising workflows, and ensuring the firm remains compliant and profitable In this role, you will be overseeing day to day functions of the business ensuring operational excellence. If you are an operations manager with finance experience, then this is the perfect role for you. With great benefits, salary, bonuses, and flexibility, look no further Operations Manager Job Responsibilities Prepare management accounts and assist with the production of statutory company accounts, including bank reconciliations, income reconciliation, payroll, P11D compliance, introducer payments, and financial reporting. Oversee regulatory and financial compliance by managing FCA requirements, including GABRIEL submissions, Appointed Representative compliance, CPD records, professional renewals, PII, and liaising with the FCA, compliance consultants, and external accountants. Lead governance activities by chairing Investment and Proposition Committee meetings, organising board meetings, maintaining the business plan, overseeing the Training & Competence (T&C) scheme, monitoring file reviews, and producing Management Information (MI). Manage the firm's IT infrastructure, including hardware, software, third-party technology platforms, and IT security, ensuring systems remain secure and efficient. Conduct regular adviser 1:1 meetings, supporting performance management, professional development, and ongoing regulatory compliance across the advisory team. Oversee all HR activities, including recruitment, onboarding, employment contracts, staff handbook updates, annual performance reviews, and employee incentive programmes. Coordinate company administration by managing business premises, maintaining relationships with suppliers and third-party providers, and ensuring the smooth day-to-day operation of the business. Plan and deliver marketing campaigns while building strong relationships with external stakeholders, including accountants and other professional partners. Operations Manager Job Requirements 5+ years in an operations or Senior Admin role within a regulated business Must have experience working for an IFA (independent financial advisory) Demonstrable track record of managing a small-to-medium-sized teams A degree-level education Level 4 Diploma, Prince 2, recognisable accounting qualification preferrable Tech-Savvy with advanced Excel skills and experience with back-office financial software Should be detail oriented, organised, enthusiastic, and self-motivated Operations Manager Salary & Benefits Salary ranging from 45,000- 65,000 (can be higher depending on experience) Quarterly bonus scheme. Up to 11,000 p.a. Projected Bonus in 2026 - 10,000 Private Medical Insurance and Travel Insurance with Vitality Health Gym membership with Virgin Active or Pure Gym Excellent Pension scheme Annual holidays. Hybrid working. Option to work from home 2 days a week Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Aug 11, 2026
Full time
Job Title: Operations Manager (Financial Planning) Location: Central London Package: Up to 56,000, quarterly bonus scheme, private medical insurance, hybrid, and more Working hours: Full Time, Monday-Friday, 8:45am-5:30pm A fantastic opportunity has arisen for an experienced Operations Manager to join a highly established and reputable Chartered Financial Planner in Central London. This is a crucial role to this firm, as you will be bridging the gap between high level strategy and daily execution, optimising workflows, and ensuring the firm remains compliant and profitable In this role, you will be overseeing day to day functions of the business ensuring operational excellence. If you are an operations manager with finance experience, then this is the perfect role for you. With great benefits, salary, bonuses, and flexibility, look no further Operations Manager Job Responsibilities Prepare management accounts and assist with the production of statutory company accounts, including bank reconciliations, income reconciliation, payroll, P11D compliance, introducer payments, and financial reporting. Oversee regulatory and financial compliance by managing FCA requirements, including GABRIEL submissions, Appointed Representative compliance, CPD records, professional renewals, PII, and liaising with the FCA, compliance consultants, and external accountants. Lead governance activities by chairing Investment and Proposition Committee meetings, organising board meetings, maintaining the business plan, overseeing the Training & Competence (T&C) scheme, monitoring file reviews, and producing Management Information (MI). Manage the firm's IT infrastructure, including hardware, software, third-party technology platforms, and IT security, ensuring systems remain secure and efficient. Conduct regular adviser 1:1 meetings, supporting performance management, professional development, and ongoing regulatory compliance across the advisory team. Oversee all HR activities, including recruitment, onboarding, employment contracts, staff handbook updates, annual performance reviews, and employee incentive programmes. Coordinate company administration by managing business premises, maintaining relationships with suppliers and third-party providers, and ensuring the smooth day-to-day operation of the business. Plan and deliver marketing campaigns while building strong relationships with external stakeholders, including accountants and other professional partners. Operations Manager Job Requirements 5+ years in an operations or Senior Admin role within a regulated business Must have experience working for an IFA (independent financial advisory) Demonstrable track record of managing a small-to-medium-sized teams A degree-level education Level 4 Diploma, Prince 2, recognisable accounting qualification preferrable Tech-Savvy with advanced Excel skills and experience with back-office financial software Should be detail oriented, organised, enthusiastic, and self-motivated Operations Manager Salary & Benefits Salary ranging from 45,000- 65,000 (can be higher depending on experience) Quarterly bonus scheme. Up to 11,000 p.a. Projected Bonus in 2026 - 10,000 Private Medical Insurance and Travel Insurance with Vitality Health Gym membership with Virgin Active or Pure Gym Excellent Pension scheme Annual holidays. Hybrid working. Option to work from home 2 days a week Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
This role involves overseeing property-related projects within the professional services industry, ensuring they are delivered on time and within budget. The position is based in Ramsgate and requires strong organisational and project management skills. Client Details Our client is a growing specialist real estate and development consultancy that provides project delivery, development, and regeneration expertise to housing associations, local authorities, and public sector organisations across London and the South East. With extensive experience supporting organisations that require additional capability, technical expertise, and project leadership, the consultancy works closely with clients to deliver complex residential and mixed-use developments. Their team combines strong technical knowledge with hands-on project delivery experience, providing practical solutions that ensure projects progress efficiently and achieve successful outcomes. Due to continued growth and increasing demand from both housing association and local authority clients, they are seeking a Project Manager to support the delivery of a diverse portfolio of development projects. This role offers the opportunity to take ownership of live schemes, work directly with senior stakeholders, and contribute to projects that create lasting value for communities. This is an excellent opportunity for an ambitious development professional looking to broaden their experience across a wide range of projects while working within a flexible, supportive, and entrepreneurial environment. Description Manage the day-to-day delivery of residential and regeneration projects on behalf of housing association, local authority, and public sector clients Monitor project progress across all stages of development, ensuring key milestones, budgets, and programme objectives are achieved Act as a client representative, coordinating consultants, contractors, and project stakeholders throughout the development lifecycle Undertake site visits and project reviews, identifying risks and opportunities and providing clear recommendations to clients Prepare reports, project updates, and governance documentation for senior stakeholders and board-level audiences Support procurement activities, tender processes, and contractor appointments where required Review technical information, drawings, specifications, and development proposals to ensure projects remain aligned with client objectives Assist with contract administration and project controls, ensuring robust project governance is maintained Manage stakeholder relationships across clients, contractors, consultants, and local authority representatives Monitor project budgets and expenditure, highlighting financial risks and supporting cost control measures Identify and resolve project delivery challenges, ensuring schemes continue to progress effectively Provide clear communication and professional advice to clients throughout project delivery Support business growth by contributing to new opportunities and expanding client relationships Promote high standards of project management, customer service, and professional delivery across all assignments Profile Experience within a housing association, local authority, consultancy, employer's agent, contract administration, or development environment Approximately 3-4 years' experience within project management, development, construction, or regeneration Demonstrable experience supporting or managing development projects with values exceeding 2m Strong understanding of construction processes and project delivery methodologies Experience liaising directly with contractors, consultants, and project stakeholders Ability to work independently and take ownership of project outcomes Technically minded with the confidence to review and challenge development and construction information Experience as a Contract Administrator or supporting Contract Administration functions Exposure to Employer's Agent services would be advantageous Strong written communication skills with experience producing reports and project documentation Excellent organisational and problem-solving abilities Comfortable managing multiple priorities across a range of live projects Strong stakeholder management skills with the ability to build trusted relationships Ability to work in a client-facing role and represent the organisation professionally Residential development experience is desirable but not essential Relevant qualification in construction, project management, surveying, development, or a related discipline would be beneficial Self-motivated, proactive, and able to drive projects forward with minimal supervision Job Offer Competitive salary of circa 45,000 Permanent PAYE position with pension provision Opportunity to work across a diverse portfolio of development and regeneration projects Exposure to both housing association and local authority clients Highly autonomous role with significant responsibility and client interaction Flexible working environment with a strong emphasis on trust and professional independence Hybrid working arrangements with approximately one day per week in the office Opportunity to broaden experience across project management, development, contract administration, and client advisory services Genuine career growth opportunities within a growing consultancy business Supportive and collaborative team culture with direct access to senior professionals Varied and interesting project portfolio, ranging from smaller residential developments through to larger-scale schemes Opportunity to make a tangible impact on the delivery of much-needed housing and community projects across the South East
Aug 11, 2026
Full time
This role involves overseeing property-related projects within the professional services industry, ensuring they are delivered on time and within budget. The position is based in Ramsgate and requires strong organisational and project management skills. Client Details Our client is a growing specialist real estate and development consultancy that provides project delivery, development, and regeneration expertise to housing associations, local authorities, and public sector organisations across London and the South East. With extensive experience supporting organisations that require additional capability, technical expertise, and project leadership, the consultancy works closely with clients to deliver complex residential and mixed-use developments. Their team combines strong technical knowledge with hands-on project delivery experience, providing practical solutions that ensure projects progress efficiently and achieve successful outcomes. Due to continued growth and increasing demand from both housing association and local authority clients, they are seeking a Project Manager to support the delivery of a diverse portfolio of development projects. This role offers the opportunity to take ownership of live schemes, work directly with senior stakeholders, and contribute to projects that create lasting value for communities. This is an excellent opportunity for an ambitious development professional looking to broaden their experience across a wide range of projects while working within a flexible, supportive, and entrepreneurial environment. Description Manage the day-to-day delivery of residential and regeneration projects on behalf of housing association, local authority, and public sector clients Monitor project progress across all stages of development, ensuring key milestones, budgets, and programme objectives are achieved Act as a client representative, coordinating consultants, contractors, and project stakeholders throughout the development lifecycle Undertake site visits and project reviews, identifying risks and opportunities and providing clear recommendations to clients Prepare reports, project updates, and governance documentation for senior stakeholders and board-level audiences Support procurement activities, tender processes, and contractor appointments where required Review technical information, drawings, specifications, and development proposals to ensure projects remain aligned with client objectives Assist with contract administration and project controls, ensuring robust project governance is maintained Manage stakeholder relationships across clients, contractors, consultants, and local authority representatives Monitor project budgets and expenditure, highlighting financial risks and supporting cost control measures Identify and resolve project delivery challenges, ensuring schemes continue to progress effectively Provide clear communication and professional advice to clients throughout project delivery Support business growth by contributing to new opportunities and expanding client relationships Promote high standards of project management, customer service, and professional delivery across all assignments Profile Experience within a housing association, local authority, consultancy, employer's agent, contract administration, or development environment Approximately 3-4 years' experience within project management, development, construction, or regeneration Demonstrable experience supporting or managing development projects with values exceeding 2m Strong understanding of construction processes and project delivery methodologies Experience liaising directly with contractors, consultants, and project stakeholders Ability to work independently and take ownership of project outcomes Technically minded with the confidence to review and challenge development and construction information Experience as a Contract Administrator or supporting Contract Administration functions Exposure to Employer's Agent services would be advantageous Strong written communication skills with experience producing reports and project documentation Excellent organisational and problem-solving abilities Comfortable managing multiple priorities across a range of live projects Strong stakeholder management skills with the ability to build trusted relationships Ability to work in a client-facing role and represent the organisation professionally Residential development experience is desirable but not essential Relevant qualification in construction, project management, surveying, development, or a related discipline would be beneficial Self-motivated, proactive, and able to drive projects forward with minimal supervision Job Offer Competitive salary of circa 45,000 Permanent PAYE position with pension provision Opportunity to work across a diverse portfolio of development and regeneration projects Exposure to both housing association and local authority clients Highly autonomous role with significant responsibility and client interaction Flexible working environment with a strong emphasis on trust and professional independence Hybrid working arrangements with approximately one day per week in the office Opportunity to broaden experience across project management, development, contract administration, and client advisory services Genuine career growth opportunities within a growing consultancy business Supportive and collaborative team culture with direct access to senior professionals Varied and interesting project portfolio, ranging from smaller residential developments through to larger-scale schemes Opportunity to make a tangible impact on the delivery of much-needed housing and community projects across the South East
Position: Senior Accountant Location: Edgbaston Working Arrangement - (Hybrid - 3 days office, 2 days remote) Package: 40,000 - 55,000, 25 days holiday plus BH, basic pension As a Senior Accountant, you will play a pivotal role in the technical delivery and relationship management of the firm, focusing on high-level accuracy and client satisfaction. You will take full ownership of your own designated portfolio of clients, primarily within the property and construction sectors, managing their needs from end-to-end with clarity and energy. Your primary focus will be the meticulous oversight and review of statutory accounts, corporation tax, and personal tax returns, ensuring every file adheres to the highest quality standards. Additionally, you will serve as the primary point of contact for your clients, conducting meetings via phone or Zoom to explain complex financial matters with personality and professional insight. This role is perfectly suited to an ACA/ACCA qualified professional with 3-4 years of post-qualified practice experience who thrives in a collaborative, growing environment. If you are looking for a forward-thinking culture where your individual contributions and ability to mentor a team of three are truly recognized, look no further. Senior Accountant Job Responsibilities Manage a dedicated portfolio of clients primarily from the property and construction sectors. Review and finalise statutory accounts, corporation tax returns, and personal tax returns. Take full accountability for the client workflow, providing high-level technical oversight and advisory. Manage, mentor, and coach a team of three accounting professionals to ensure technical excellence. Conduct regular client meetings via phone, email, and Zoom to provide guidance and strategic support. Stay up-to-date with technical standards through regular CPD and technical training. Drive practice efficiencies by suggesting and implementing improvements to systems and processes. Senior Accountant Job Requirements ACA or ACCA qualified status is essential. Minimum of 3-4 years post-qualified experience within a practice environment. Strong technical expertise in statutory accounts preparation, personal tax, and VAT. Experience in Property or Construction accounting is highly advantageous. Excellent communication skills with the ability to build trusted, long-term relationships. A self-motivated, proactive approach to managing a team and portfolio independently. Commitment to a "can-do" attitude and a mindset that embraces continuous change. Senior Accountant Salary & Benefits Competitive Salary: Starting range of 40,000 - 55,000, dependent on experience and seniority. Generous Leave: 25 days holiday plus statutory bank holidays. Hybrid Working: A modern model offering 3 days in-office and 2 days remote flexibility. Financial Perks: Basic pension scheme and performance-related incentives. Growth & Culture: Access to regular CPD and a clear path for progression as the firm triples in size. Team Connection: Weekly celebrations of wins and two annual in-person team building days. Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Aug 11, 2026
Full time
Position: Senior Accountant Location: Edgbaston Working Arrangement - (Hybrid - 3 days office, 2 days remote) Package: 40,000 - 55,000, 25 days holiday plus BH, basic pension As a Senior Accountant, you will play a pivotal role in the technical delivery and relationship management of the firm, focusing on high-level accuracy and client satisfaction. You will take full ownership of your own designated portfolio of clients, primarily within the property and construction sectors, managing their needs from end-to-end with clarity and energy. Your primary focus will be the meticulous oversight and review of statutory accounts, corporation tax, and personal tax returns, ensuring every file adheres to the highest quality standards. Additionally, you will serve as the primary point of contact for your clients, conducting meetings via phone or Zoom to explain complex financial matters with personality and professional insight. This role is perfectly suited to an ACA/ACCA qualified professional with 3-4 years of post-qualified practice experience who thrives in a collaborative, growing environment. If you are looking for a forward-thinking culture where your individual contributions and ability to mentor a team of three are truly recognized, look no further. Senior Accountant Job Responsibilities Manage a dedicated portfolio of clients primarily from the property and construction sectors. Review and finalise statutory accounts, corporation tax returns, and personal tax returns. Take full accountability for the client workflow, providing high-level technical oversight and advisory. Manage, mentor, and coach a team of three accounting professionals to ensure technical excellence. Conduct regular client meetings via phone, email, and Zoom to provide guidance and strategic support. Stay up-to-date with technical standards through regular CPD and technical training. Drive practice efficiencies by suggesting and implementing improvements to systems and processes. Senior Accountant Job Requirements ACA or ACCA qualified status is essential. Minimum of 3-4 years post-qualified experience within a practice environment. Strong technical expertise in statutory accounts preparation, personal tax, and VAT. Experience in Property or Construction accounting is highly advantageous. Excellent communication skills with the ability to build trusted, long-term relationships. A self-motivated, proactive approach to managing a team and portfolio independently. Commitment to a "can-do" attitude and a mindset that embraces continuous change. Senior Accountant Salary & Benefits Competitive Salary: Starting range of 40,000 - 55,000, dependent on experience and seniority. Generous Leave: 25 days holiday plus statutory bank holidays. Hybrid Working: A modern model offering 3 days in-office and 2 days remote flexibility. Financial Perks: Basic pension scheme and performance-related incentives. Growth & Culture: Access to regular CPD and a clear path for progression as the firm triples in size. Team Connection: Weekly celebrations of wins and two annual in-person team building days. Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Estate Agent Senior Sales Negotiator Offered with an impressive basic salary of £30,000 plus a £2,400 car allowance you will paid straight off of the current office pipeline of £80,000 in an office that is predicted to achieve £200,000 with very realistic on target earnings of £40,000 to £45,000. Do you want to work every other Saturday? Are you feeling unsettled or undervalued within your current position and just fed up with all the false promises? Estate Agent Senior Sales Negotiator Are you an outstanding Estate Agent with the business acumen and charisma to become the most dominant Estate Agent in town? An established and ambitious independent Estate Agency are looking for a multi skilled Estate Agent with strong selling and closing skills. Estate Agent Senior Sales Negotiator This well established and forward thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Sales Negotiator Interview applicants in a structured fashion, identifying needs and business opportunities. Contact qualified applicants regularly, advising them of suitable properties and arranging viewing appointments. Negotiate with potential purchasers, ensuring that our clients' interests are your primary concern. Co-ordinate your transactions ensuring that you provide the highest standards of customer care to buyers and sellers, expediting the matter and securing future recommendations. Integrate into a team environment and to provide support to your colleagues and Branch Manager. Ensure that service standards laid down by the company are met. Achieve sales targets as agreed with your Branch Manager. To be familiar with all systems, procedures and legislation. Project a professional image to the public and work colleagues. Estate Agent Senior Sales Negotiator Basic salary £30,000 plus £2,400 car allowance. On target earnings of £40,000 to £45,000. Working every other Saturday. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Aug 11, 2026
Full time
Estate Agent Senior Sales Negotiator Offered with an impressive basic salary of £30,000 plus a £2,400 car allowance you will paid straight off of the current office pipeline of £80,000 in an office that is predicted to achieve £200,000 with very realistic on target earnings of £40,000 to £45,000. Do you want to work every other Saturday? Are you feeling unsettled or undervalued within your current position and just fed up with all the false promises? Estate Agent Senior Sales Negotiator Are you an outstanding Estate Agent with the business acumen and charisma to become the most dominant Estate Agent in town? An established and ambitious independent Estate Agency are looking for a multi skilled Estate Agent with strong selling and closing skills. Estate Agent Senior Sales Negotiator This well established and forward thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Sales Negotiator Interview applicants in a structured fashion, identifying needs and business opportunities. Contact qualified applicants regularly, advising them of suitable properties and arranging viewing appointments. Negotiate with potential purchasers, ensuring that our clients' interests are your primary concern. Co-ordinate your transactions ensuring that you provide the highest standards of customer care to buyers and sellers, expediting the matter and securing future recommendations. Integrate into a team environment and to provide support to your colleagues and Branch Manager. Ensure that service standards laid down by the company are met. Achieve sales targets as agreed with your Branch Manager. To be familiar with all systems, procedures and legislation. Project a professional image to the public and work colleagues. Estate Agent Senior Sales Negotiator Basic salary £30,000 plus £2,400 car allowance. On target earnings of £40,000 to £45,000. Working every other Saturday. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Aug 11, 2026
Full time
Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Human Resources Advisor - Torquay Hotel Indigo Torquay is looking for a Human Resources Advisor to join our growing team and bring the Hotel Indigo values to life! Hotel Indigo Torquay brings a vibrant new addition to this idyllic coastal town. Nestled along the stunning English Riviera, the hotel offers guests breathtaking views of Tor Bay and easy access to some of Torquay's most iconic beaches and walking trails, where nature can be truly appreciated. Close to local attractions, including the historic Torre Abbey and the lively harbour, guests can also indulge in the region's renowned culinary scene featuring fresh seafood and artisanal delights. Hotel Indigo provides a unique and memorable experience, offering a tonic for the body, imagination, and soul, while capturing the spirit of this historic English seaside destination. You'll support the day-to-day running of the HR function, including administration, HR processes, colleague initiatives, events, projects and policy guidance for managers. This is a part-time role: 24 hours per week , based onsite at Hotel Indigo Torquay , with flexibility on working days and shifts dependent on business needs. Your main responsibilities will be: Support the People Plan and help create a positive colleague experience.Coach and advise managers on HR policy, performance, retention and colleague matters.Support recruitment, onboarding and the first 90 days for new colleagues.Help identify talent and development opportunities, including early careers activity.Use HR systems and data to track activity, share insights and support decisions.Deliver colleague survey activity, action planning and consistent HR standards.Improve HR processes and ways of working, monitoring progress against objectives. To succeed as an HR Advisor, you will need: At least 2 years' HR Advisor/generalist experience, ideally in hospitality, retail or another fast-paced service environment.CIPD Level 5 is desired but not essential, a good understanding of UK employment law and best practice is essential for this role.Confidence advising managers and finding practical, people-focused solutions.Strong organisation, attention to detail and the ability to manage multiple priorities.A proactive, resilient and confident approach, with the ability to work independently.Confidence using HR systems, reporting and data to support decision-making.A clear passion for building a positive, inclusive workplace culture. Just like no two Hotel Indigos are alike, we believe no two individuals are alike. Therefore, we offer our colleagues with a wide range of additional benefits to support you. By taking a confident step in your career and joining us, you can expect to receive Financial security - 21,000.00 per annum based on a 24-hours per week contract, guaranteed hours, paid overtime, a free meal on shift, paid holidays and enhanced sick pay! Plus Tronc paid monthly if in eligible role. Growth and development - extensive training, opportunities for career progression across the world, plus 2 paid days volunteering per year with a cause of your choice. IHG has been recognised as a 'Best Employer 2025' in the UK by Mercer. Colleague perks - worldwide discounted room rates and discounted F&B whilst on employee rate (IHG has over 6,000 hotels and growing), plus generous friends and family rate. Discounts through our portal on your supermarket shop, experiences and loads of retailers on our perks portal. Wellbeing - generous maternity/paternity pay, employee assistance programme available 24/7 and access to mental health first-aiders If you are looking to join a Hotel company where you can be your authentic self , unite a shared passion for local discovery and celebrate your creative and fun-loving nature click apply today to see where this adventure could take you! Y ou must meet the legal requirements to work in the UK. As a Disability Confident Committed Employer, we are committed to providing an inclusive and accessible recruitment process. Please let us know if you require any adjustments or support at any stage, and your recruiter will assist you accordingly. At IHG Hotels & Resorts, we are proud to be an equal opportunity employer. We firmly believe that all our colleagues deserve to be treated equally and have the same opportunities to develop and grow their skills within our business and provide equal employment opportunities to all applicants and colleagues without regard to an individual's, race, colour, ethnicity, national origin, religion, sex, sexual orientation, gender identity or expression, age, disability, marital or familial status, veteran status or any other characteristic protected by law. Hotel Indigo is an upper-upscale lifestyle brand that captures the true spirit of the neighbourhood. With over 150 properties worldwide, we look for individuals that can inspire our guests to make unique discoveries through meaningful connections to the diverse people, places, and cultures of the local area. Bring your story, to inspire new ones. Don't quite meet every single requirement, but still believe you'd be a great fit for the job? We'll never know unless you hit the 'Apply' button. Start your journey with us today. 1324 Hotel Indigo
Aug 10, 2026
Full time
Human Resources Advisor - Torquay Hotel Indigo Torquay is looking for a Human Resources Advisor to join our growing team and bring the Hotel Indigo values to life! Hotel Indigo Torquay brings a vibrant new addition to this idyllic coastal town. Nestled along the stunning English Riviera, the hotel offers guests breathtaking views of Tor Bay and easy access to some of Torquay's most iconic beaches and walking trails, where nature can be truly appreciated. Close to local attractions, including the historic Torre Abbey and the lively harbour, guests can also indulge in the region's renowned culinary scene featuring fresh seafood and artisanal delights. Hotel Indigo provides a unique and memorable experience, offering a tonic for the body, imagination, and soul, while capturing the spirit of this historic English seaside destination. You'll support the day-to-day running of the HR function, including administration, HR processes, colleague initiatives, events, projects and policy guidance for managers. This is a part-time role: 24 hours per week , based onsite at Hotel Indigo Torquay , with flexibility on working days and shifts dependent on business needs. Your main responsibilities will be: Support the People Plan and help create a positive colleague experience.Coach and advise managers on HR policy, performance, retention and colleague matters.Support recruitment, onboarding and the first 90 days for new colleagues.Help identify talent and development opportunities, including early careers activity.Use HR systems and data to track activity, share insights and support decisions.Deliver colleague survey activity, action planning and consistent HR standards.Improve HR processes and ways of working, monitoring progress against objectives. To succeed as an HR Advisor, you will need: At least 2 years' HR Advisor/generalist experience, ideally in hospitality, retail or another fast-paced service environment.CIPD Level 5 is desired but not essential, a good understanding of UK employment law and best practice is essential for this role.Confidence advising managers and finding practical, people-focused solutions.Strong organisation, attention to detail and the ability to manage multiple priorities.A proactive, resilient and confident approach, with the ability to work independently.Confidence using HR systems, reporting and data to support decision-making.A clear passion for building a positive, inclusive workplace culture. Just like no two Hotel Indigos are alike, we believe no two individuals are alike. Therefore, we offer our colleagues with a wide range of additional benefits to support you. By taking a confident step in your career and joining us, you can expect to receive Financial security - 21,000.00 per annum based on a 24-hours per week contract, guaranteed hours, paid overtime, a free meal on shift, paid holidays and enhanced sick pay! Plus Tronc paid monthly if in eligible role. Growth and development - extensive training, opportunities for career progression across the world, plus 2 paid days volunteering per year with a cause of your choice. IHG has been recognised as a 'Best Employer 2025' in the UK by Mercer. Colleague perks - worldwide discounted room rates and discounted F&B whilst on employee rate (IHG has over 6,000 hotels and growing), plus generous friends and family rate. Discounts through our portal on your supermarket shop, experiences and loads of retailers on our perks portal. Wellbeing - generous maternity/paternity pay, employee assistance programme available 24/7 and access to mental health first-aiders If you are looking to join a Hotel company where you can be your authentic self , unite a shared passion for local discovery and celebrate your creative and fun-loving nature click apply today to see where this adventure could take you! Y ou must meet the legal requirements to work in the UK. As a Disability Confident Committed Employer, we are committed to providing an inclusive and accessible recruitment process. Please let us know if you require any adjustments or support at any stage, and your recruiter will assist you accordingly. At IHG Hotels & Resorts, we are proud to be an equal opportunity employer. We firmly believe that all our colleagues deserve to be treated equally and have the same opportunities to develop and grow their skills within our business and provide equal employment opportunities to all applicants and colleagues without regard to an individual's, race, colour, ethnicity, national origin, religion, sex, sexual orientation, gender identity or expression, age, disability, marital or familial status, veteran status or any other characteristic protected by law. Hotel Indigo is an upper-upscale lifestyle brand that captures the true spirit of the neighbourhood. With over 150 properties worldwide, we look for individuals that can inspire our guests to make unique discoveries through meaningful connections to the diverse people, places, and cultures of the local area. Bring your story, to inspire new ones. Don't quite meet every single requirement, but still believe you'd be a great fit for the job? We'll never know unless you hit the 'Apply' button. Start your journey with us today. 1324 Hotel Indigo
Job Purpose You will be working for one of the UK's largest independent transport planning consultancies with offices across the UK. The company is committed to helping their clients find effective, innovative solutions to complex transport challenges, while fostering a collaborative and supportive internal culture where people can thrive. As an Associate Partner, you will oversee multiple large-scale projects, act as a trusted advisor to clients, mentor and develop teams, and contribute to the strategic growth and reputation of the business. Key Responsibilities Lead and manage large, complex transport planning projects, overseeing multiple workstreams and ensuring high-quality delivery across technical, financial, and operational aspects. Act as a trusted advisor to clients and stakeholders, providing strategic guidance and expert transport planning advice. Conduct negotiations with multiple stakeholders, resolving complex issues and ensuring successful outcomes. Identify, assess, and manage project risks to minimise impact and maintain delivery standards. Provide prominent troubleshooting and guidance within the team, supporting colleagues across all aspects of project work. Support or act as an Expert Witness when required, providing authoritative input on technical matters (optional). Contribute to organisational development by participating in operational groups and practice improvement initiatives. Other Duties Promote and represent the profession through webinars, seminars, conferences, and professional institution activities. Contribute to business growth through work-winning activities, securing repeat business, and maintaining a strong client base. Support the development and mentoring of senior and junior staff, fostering professional growth and knowledge sharing. Oversee commercial success, including WIP management, budgetary control, and aged debtor management. Actively participate in strategic initiatives to enhance practice reputation, operational efficiency, and service delivery. Person Specification Essential Criteria Extensive experience in development-related transport planning with a strong track record of leading large, complex projects. Chartered membership of a relevant professional institution (e.g., CIHT, TPS, CILT). Proven ability to manage multiple projects, resources, and budgets effectively. Exceptional problem-solving skills and ability to provide guidance and support across teams. Strong client relationship management skills, with experience acting as a trusted advisor to senior clients and stakeholders. Ability to negotiate successfully with multiple parties and resolve complex challenges. Commercially aware with experience in business development and contributing to practice growth. Excellent leadership and interpersonal skills, with a history of mentoring and developing staff. Strong communication and presentation skills, capable of delivering technical advice clearly and confidently. Desirable Criteria Experience acting as an Expert Witness in planning or transport matters. Track record of strategic business contributions, including shaping operational practices and organisational growth. Proven ability to generate repeat business and cultivate a portfolio of commercial clients. Engagement in professional promotion activities such as conferences, seminars, and industry events. Knowledge of sustainability, active travel, and decarbonisation initiatives within transport planning. Benefits 25 days holiday + Bank holidays (increasing to 30 days with long service) 5% employer pension contributions (increasing to 15% with long service) Discretionary Bonus Scheme Professional development and training opportunities Payment of 2 x professional subscriptions Private Medical Insurance Life Assurance Critical Illness
Aug 10, 2026
Full time
Job Purpose You will be working for one of the UK's largest independent transport planning consultancies with offices across the UK. The company is committed to helping their clients find effective, innovative solutions to complex transport challenges, while fostering a collaborative and supportive internal culture where people can thrive. As an Associate Partner, you will oversee multiple large-scale projects, act as a trusted advisor to clients, mentor and develop teams, and contribute to the strategic growth and reputation of the business. Key Responsibilities Lead and manage large, complex transport planning projects, overseeing multiple workstreams and ensuring high-quality delivery across technical, financial, and operational aspects. Act as a trusted advisor to clients and stakeholders, providing strategic guidance and expert transport planning advice. Conduct negotiations with multiple stakeholders, resolving complex issues and ensuring successful outcomes. Identify, assess, and manage project risks to minimise impact and maintain delivery standards. Provide prominent troubleshooting and guidance within the team, supporting colleagues across all aspects of project work. Support or act as an Expert Witness when required, providing authoritative input on technical matters (optional). Contribute to organisational development by participating in operational groups and practice improvement initiatives. Other Duties Promote and represent the profession through webinars, seminars, conferences, and professional institution activities. Contribute to business growth through work-winning activities, securing repeat business, and maintaining a strong client base. Support the development and mentoring of senior and junior staff, fostering professional growth and knowledge sharing. Oversee commercial success, including WIP management, budgetary control, and aged debtor management. Actively participate in strategic initiatives to enhance practice reputation, operational efficiency, and service delivery. Person Specification Essential Criteria Extensive experience in development-related transport planning with a strong track record of leading large, complex projects. Chartered membership of a relevant professional institution (e.g., CIHT, TPS, CILT). Proven ability to manage multiple projects, resources, and budgets effectively. Exceptional problem-solving skills and ability to provide guidance and support across teams. Strong client relationship management skills, with experience acting as a trusted advisor to senior clients and stakeholders. Ability to negotiate successfully with multiple parties and resolve complex challenges. Commercially aware with experience in business development and contributing to practice growth. Excellent leadership and interpersonal skills, with a history of mentoring and developing staff. Strong communication and presentation skills, capable of delivering technical advice clearly and confidently. Desirable Criteria Experience acting as an Expert Witness in planning or transport matters. Track record of strategic business contributions, including shaping operational practices and organisational growth. Proven ability to generate repeat business and cultivate a portfolio of commercial clients. Engagement in professional promotion activities such as conferences, seminars, and industry events. Knowledge of sustainability, active travel, and decarbonisation initiatives within transport planning. Benefits 25 days holiday + Bank holidays (increasing to 30 days with long service) 5% employer pension contributions (increasing to 15% with long service) Discretionary Bonus Scheme Professional development and training opportunities Payment of 2 x professional subscriptions Private Medical Insurance Life Assurance Critical Illness
JOB DESCRIPTION We are currently recruiting for an Independent Living Advisor to join our team on a full time permanent contract, covering the Waterlooville region. This is an excellent opportunity for someone who is passionate about supporting older people to maintain their independence, wellbeing, and quality of life. You will be working 35 per week, over 5 days, Monday - Friday. Reporting to the Independent Living Manager, you will play a vital role in delivering high-quality housing management services across our sheltered schemes. You will build strong relationships with residents, support prospective tenants through viewings and the moving-in process, and ensure residents fully understand their tenancy agreements, including their rights and responsibilities. You will also provide advice and guidance on accessing financial support, including housing-related benefits, and signpost or refer residents to appropriate services such as assistive technology, property adaptations, or additional support where needed. As part of your day-to-day responsibilities, you will carry out scheme inspections, ensure health and safety standards are met, and monitor contractor performance to maintain high service delivery standards. As this is a floating role, flexibility to travel across schemes in the Hampshire region is essential. A full UK driving licence and access to your own vehicle is required. Mileage expenses are reimbursed at 45p per mile for business travel. What we are looking for: Experience of supporting older people and promoting independent living A strong commitment to equality, diversity, and inclusion Excellent communication skills, with the ability to explain complex information clearly Good administrative and numeracy skills Ability to work independently as well as part of a team Strong written and verbal communication skills Proficiency in Microsoft Office applications A full UK driving licence and access to a vehicle If you are interested in making a real difference, please review the role profile and create your application today. This position will require a basic DBS check which will be paid for by The Guinness Partnership. TGPCVL
Aug 10, 2026
Full time
JOB DESCRIPTION We are currently recruiting for an Independent Living Advisor to join our team on a full time permanent contract, covering the Waterlooville region. This is an excellent opportunity for someone who is passionate about supporting older people to maintain their independence, wellbeing, and quality of life. You will be working 35 per week, over 5 days, Monday - Friday. Reporting to the Independent Living Manager, you will play a vital role in delivering high-quality housing management services across our sheltered schemes. You will build strong relationships with residents, support prospective tenants through viewings and the moving-in process, and ensure residents fully understand their tenancy agreements, including their rights and responsibilities. You will also provide advice and guidance on accessing financial support, including housing-related benefits, and signpost or refer residents to appropriate services such as assistive technology, property adaptations, or additional support where needed. As part of your day-to-day responsibilities, you will carry out scheme inspections, ensure health and safety standards are met, and monitor contractor performance to maintain high service delivery standards. As this is a floating role, flexibility to travel across schemes in the Hampshire region is essential. A full UK driving licence and access to your own vehicle is required. Mileage expenses are reimbursed at 45p per mile for business travel. What we are looking for: Experience of supporting older people and promoting independent living A strong commitment to equality, diversity, and inclusion Excellent communication skills, with the ability to explain complex information clearly Good administrative and numeracy skills Ability to work independently as well as part of a team Strong written and verbal communication skills Proficiency in Microsoft Office applications A full UK driving licence and access to a vehicle If you are interested in making a real difference, please review the role profile and create your application today. This position will require a basic DBS check which will be paid for by The Guinness Partnership. TGPCVL
Your new company A respected independent accountancy practice in Frome is looking to appoint an Accountant to join its growing client services team. Working closely with local businesses, entrepreneurs and established SMEs, you'll play a key role in delivering high-quality financial and tax services while helping clients make informed business decisions. Your new role Client Portfolio Management Managing a varied portfolio of business and individual clients. Acting as the primary contact for day-to-day client queries. Developing long-term relationships and providing an excellent client experience. Attending client meetings and discussing financial performance and planning opportunities. Accounts & Compliance Preparing and reviewing year-end accounts for limited companies, partnerships and sole traders. Preparing and reviewing VAT returns. Preparing management accounts and financial reporting packs. Assisting with corporation tax and self-assessment compliance. Ensuring all statutory filing deadlines are met. Advisory Support Supporting clients with budgeting and cashflow Advising on accounting systems and process improvements. Identifying opportunities to improve profitability and operational efficiency. Assisting business owners in understanding key financial performance indicators. Team Collaboration Supporting and mentoring trainees and junior accountants. Reviewing work and providing constructive feedback. Working collaboratively with Partners and Managers on complex assignments and advisory projects. What you'll need to succeed Essential Skills & Experience ACA or ACCA qualified, or qualified by substantial practice experience. Experience within an accountancy practice. Strong working knowledge of accounts production and taxation. Excellent communication and interpersonal skills. Ability to manage multiple clients and competing deadlines. Commercial awareness and a proactive approach to problem solving. Desirable Experience with Xero, QuickBooks, Sage or other cloud-based accounting platforms. Exposure to management accounts and business advisory services. Experience reviewing junior team members' work. Knowledge of modern accountancy technology and digital bookkeeping systems. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Aug 10, 2026
Full time
Your new company A respected independent accountancy practice in Frome is looking to appoint an Accountant to join its growing client services team. Working closely with local businesses, entrepreneurs and established SMEs, you'll play a key role in delivering high-quality financial and tax services while helping clients make informed business decisions. Your new role Client Portfolio Management Managing a varied portfolio of business and individual clients. Acting as the primary contact for day-to-day client queries. Developing long-term relationships and providing an excellent client experience. Attending client meetings and discussing financial performance and planning opportunities. Accounts & Compliance Preparing and reviewing year-end accounts for limited companies, partnerships and sole traders. Preparing and reviewing VAT returns. Preparing management accounts and financial reporting packs. Assisting with corporation tax and self-assessment compliance. Ensuring all statutory filing deadlines are met. Advisory Support Supporting clients with budgeting and cashflow Advising on accounting systems and process improvements. Identifying opportunities to improve profitability and operational efficiency. Assisting business owners in understanding key financial performance indicators. Team Collaboration Supporting and mentoring trainees and junior accountants. Reviewing work and providing constructive feedback. Working collaboratively with Partners and Managers on complex assignments and advisory projects. What you'll need to succeed Essential Skills & Experience ACA or ACCA qualified, or qualified by substantial practice experience. Experience within an accountancy practice. Strong working knowledge of accounts production and taxation. Excellent communication and interpersonal skills. Ability to manage multiple clients and competing deadlines. Commercial awareness and a proactive approach to problem solving. Desirable Experience with Xero, QuickBooks, Sage or other cloud-based accounting platforms. Exposure to management accounts and business advisory services. Experience reviewing junior team members' work. Knowledge of modern accountancy technology and digital bookkeeping systems. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Birmingham Midlands Area Up to 75,000 + Bonus + Benefits A leading and rapidly growing independent wealth management business is seeking an experienced Financial Planner to join its established Midlands advisory team. This is an outstanding opportunity for a client-focused Financial Planner who wants to spend time delivering high-quality financial planning and building meaningful client relationships. The business has built a strong reputation for delivering holistic advice, helping clients navigate every stage of their financial journey. With significant investment in support infrastructure, paraplanning, compliance and client servicing, all advisers are enabled to focus on what they do best, providing exceptional financial planning advice. You'll be joining a highly respected name that combines the resources, stability and opportunities of a large national wealth management group with their culture, flexibility and client-centric approach within a regional, local independent practice. The Opportunity As a Financial Planner, you will inherit and develop an existing portfolio of clients whilst also working with new enquiries being generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and varied wealth strategies. The role offers an excellent balance between servicing existing relationships and developing new in-house opportunities, allowing you to focus on delivering long-term value to clients rather than operating in a heavily sales-driven environment. Why This Role Stands Out Established Client Relationships You'll work with an existing client base from an existing senior planner handover, allowing you to focus on advice delivery and relationship management whilst still identifying new advice areas. Strong Support Structure Dedicated paraplanning, administration and compliance support enables advisers to maximise client-facing time and focus on delivering high-quality outcomes. Quality Over Quantity The business promotes a true financial planning approach, placing client outcomes at the heart of every recommendation, rather than focusing on or transactional advice. Growing National Presence As part of a highly successful and expanding wealth management group, advisers benefit from long-term stability, ongoing investment and clear opportunities for career progression. Professional Development The organisation actively supports adviser development, professional qualifications and continuous improvement, making it an excellent environment for ambitious planners looking to further their careers. Collaborative Culture You'll join a supportive and professional team where knowledge sharing, collaboration and client-first thinking are genuinely valued. Key Responsibilities Conduct annual review meetings and ongoing client servicing activities Build and maintain long-term trusted relationships with clients Gather and analyse client information to identify planning needs and objectives Deliver holistic advice across: Retirement Planning, Pensions, Investments, Protection, Estate Planning, Wealth Preservation. Produce clear and suitable recommendations tailored to individual client circumstancs. Work closely with paraplanning and support teams to deliver an outstanding client experience. Maintain FCA competency standards and professional qualifications. Keep abreast of technical, legislative and regulatory developments. Ensure all advice is delivered in a compliant and professional manner. About You Current and existing experience as a Financial Planner/Independent Financial Adviser CAS & SPS Strong technical knowledge across pensions and investments Excellent relationship-building and communication skills Experience delivering holistic financial planning advice A professional, ethical and client-centric approach Evidence of track record to date Diploma qualified, willingness to study towards Chartered status Package & Benefits Basic salary up to 75,000 - Performance related bonus schemes - Existing, senior client relationships to inherit - Pension scheme - Generous annual leave - Life assurance - Income protection - Employee Assistance Program - Financial wellbeing support - Ongoing professional development - Long-term, senior career progression opportunities - Flexible working arrangements. Are you Interested? If you're an experienced Financial Planner seeking a role where you can focus on delivering quality advice, supported by a respected wealth management business with ambitious growth plans, we'd welcome a confidential discussion. Whether you're looking for a stronger client proposition, improved support, greater earning potential or simply a better environment in which to advise, this opportunity could represent an excellent next step in your career! Please apply to us here at Recruit Wealth for an immediate response.
Aug 10, 2026
Full time
Birmingham Midlands Area Up to 75,000 + Bonus + Benefits A leading and rapidly growing independent wealth management business is seeking an experienced Financial Planner to join its established Midlands advisory team. This is an outstanding opportunity for a client-focused Financial Planner who wants to spend time delivering high-quality financial planning and building meaningful client relationships. The business has built a strong reputation for delivering holistic advice, helping clients navigate every stage of their financial journey. With significant investment in support infrastructure, paraplanning, compliance and client servicing, all advisers are enabled to focus on what they do best, providing exceptional financial planning advice. You'll be joining a highly respected name that combines the resources, stability and opportunities of a large national wealth management group with their culture, flexibility and client-centric approach within a regional, local independent practice. The Opportunity As a Financial Planner, you will inherit and develop an existing portfolio of clients whilst also working with new enquiries being generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and varied wealth strategies. The role offers an excellent balance between servicing existing relationships and developing new in-house opportunities, allowing you to focus on delivering long-term value to clients rather than operating in a heavily sales-driven environment. Why This Role Stands Out Established Client Relationships You'll work with an existing client base from an existing senior planner handover, allowing you to focus on advice delivery and relationship management whilst still identifying new advice areas. Strong Support Structure Dedicated paraplanning, administration and compliance support enables advisers to maximise client-facing time and focus on delivering high-quality outcomes. Quality Over Quantity The business promotes a true financial planning approach, placing client outcomes at the heart of every recommendation, rather than focusing on or transactional advice. Growing National Presence As part of a highly successful and expanding wealth management group, advisers benefit from long-term stability, ongoing investment and clear opportunities for career progression. Professional Development The organisation actively supports adviser development, professional qualifications and continuous improvement, making it an excellent environment for ambitious planners looking to further their careers. Collaborative Culture You'll join a supportive and professional team where knowledge sharing, collaboration and client-first thinking are genuinely valued. Key Responsibilities Conduct annual review meetings and ongoing client servicing activities Build and maintain long-term trusted relationships with clients Gather and analyse client information to identify planning needs and objectives Deliver holistic advice across: Retirement Planning, Pensions, Investments, Protection, Estate Planning, Wealth Preservation. Produce clear and suitable recommendations tailored to individual client circumstancs. Work closely with paraplanning and support teams to deliver an outstanding client experience. Maintain FCA competency standards and professional qualifications. Keep abreast of technical, legislative and regulatory developments. Ensure all advice is delivered in a compliant and professional manner. About You Current and existing experience as a Financial Planner/Independent Financial Adviser CAS & SPS Strong technical knowledge across pensions and investments Excellent relationship-building and communication skills Experience delivering holistic financial planning advice A professional, ethical and client-centric approach Evidence of track record to date Diploma qualified, willingness to study towards Chartered status Package & Benefits Basic salary up to 75,000 - Performance related bonus schemes - Existing, senior client relationships to inherit - Pension scheme - Generous annual leave - Life assurance - Income protection - Employee Assistance Program - Financial wellbeing support - Ongoing professional development - Long-term, senior career progression opportunities - Flexible working arrangements. Are you Interested? If you're an experienced Financial Planner seeking a role where you can focus on delivering quality advice, supported by a respected wealth management business with ambitious growth plans, we'd welcome a confidential discussion. Whether you're looking for a stronger client proposition, improved support, greater earning potential or simply a better environment in which to advise, this opportunity could represent an excellent next step in your career! Please apply to us here at Recruit Wealth for an immediate response.
Financial Planning Administrator £30k - £40k plus bonuses Established Wealth Management Firm Offices in Godalming (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions.
Aug 10, 2026
Full time
Financial Planning Administrator £30k - £40k plus bonuses Established Wealth Management Firm Offices in Godalming (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions.
About the Role An exciting opportunity has arisen for an experienced Insurance Consultant to join a well-established specialist insurance team providing advisory, broking and claims support to financial institutions involved in shipping and offshore finance.Working with a global client base, you will provide expert insurance advice to lenders and their legal advisers, reviewing marine insurance programmes and delivering clear, technical guidance on insurance adequacy. This is an excellent opportunity to join a highly respected team within a specialist area of the marine insurance market. Key Responsibilities Review owners' insurance programmes and prepare detailed insurance reports assessing the adequacy of cover. Provide technical insurance advice to financial institutions and their legal advisers. Work within a specialist team supporting a portfolio of high-profile finance clients. Build and maintain strong client relationships, delivering a high standard of service and technical expertise. Ensure compliance with regulatory requirements, internal policies and mandatory training. Support financial reporting processes, including monthly income forecasting where required. What We're Looking For Strong technical knowledge of marine insurance. Previous experience providing insurance advice or consulting services within the marine insurance market. Ability to work independently and take ownership of workload with minimal supervision. Excellent organisational and time management skills, with the ability to manage multiple priorities. Strong IT skills, including proficiency with Microsoft Office. A proactive approach with a focus on delivering exceptional client service. Professional communication skills and the ability to build relationships with stakeholders at all levels. Strong attention to detail and the ability to anticipate issues and provide practical solutions.
Aug 10, 2026
Full time
About the Role An exciting opportunity has arisen for an experienced Insurance Consultant to join a well-established specialist insurance team providing advisory, broking and claims support to financial institutions involved in shipping and offshore finance.Working with a global client base, you will provide expert insurance advice to lenders and their legal advisers, reviewing marine insurance programmes and delivering clear, technical guidance on insurance adequacy. This is an excellent opportunity to join a highly respected team within a specialist area of the marine insurance market. Key Responsibilities Review owners' insurance programmes and prepare detailed insurance reports assessing the adequacy of cover. Provide technical insurance advice to financial institutions and their legal advisers. Work within a specialist team supporting a portfolio of high-profile finance clients. Build and maintain strong client relationships, delivering a high standard of service and technical expertise. Ensure compliance with regulatory requirements, internal policies and mandatory training. Support financial reporting processes, including monthly income forecasting where required. What We're Looking For Strong technical knowledge of marine insurance. Previous experience providing insurance advice or consulting services within the marine insurance market. Ability to work independently and take ownership of workload with minimal supervision. Excellent organisational and time management skills, with the ability to manage multiple priorities. Strong IT skills, including proficiency with Microsoft Office. A proactive approach with a focus on delivering exceptional client service. Professional communication skills and the ability to build relationships with stakeholders at all levels. Strong attention to detail and the ability to anticipate issues and provide practical solutions.
Job description: Job Overview We are seeking a dedicated and professional Independent Financial Adviser to provide expert financial guidance and planning services to a diverse client base. ALL client leads provided! Existing book to manage. Employed or Self-Employed. This role involves assessing clients financial needs, developing tailored strategies, and supporting them in achieving their financial goa click apply for full job details
Aug 10, 2026
Full time
Job description: Job Overview We are seeking a dedicated and professional Independent Financial Adviser to provide expert financial guidance and planning services to a diverse client base. ALL client leads provided! Existing book to manage. Employed or Self-Employed. This role involves assessing clients financial needs, developing tailored strategies, and supporting them in achieving their financial goa click apply for full job details
Accounts Senior - Ilford Chartered Accountancy Practice Full Time, Permanent "Senior - adjective - of or for more experienced people." Sheridan Maine is delighted to be working with a well-established chartered accountancy practice in Ilford that is looking to appoint an experienced Accounts Senior to join its growing team. This is an excellent opportunity for an ambitious practice accountant who enjoys working closely with clients and is looking to develop their career within a supportive and professional environment. As an Accounts Senior, you will take responsibility for a varied portfolio of clients, providing a range of accounting and tax services while building strong, long-term relationships. Your responsibilities as the Accounts Senior will include: Preparing year-end accounts for a range of clients Preparing management accounts and financial reports Completing corporation tax and personal tax returns Assisting with VAT returns and other compliance work Supporting clients with day-to-day accounting queries Reviewing accounts prepared by more junior team members Liaising directly with clients and developing strong working relationships Supporting the wider team with ad hoc accounting and advisory work The successful Accounts Senior will have previous experience working within a UK accountancy practice and will be confident managing a portfolio of clients. You will ideally have: Strong practice accountancy experience (ideally a minimum of 2 years) ACA or ACCA qualified, part-qualified or qualified by experience Excellent communication and client relationship skills Strong attention to detail and organisational skills A proactive approach and the ability to work independently This is a fantastic opportunity to join a chartered accountancy practice with an established client base and a strong reputation for providing a high-quality, personal service. The firm offers a supportive environment where you will have the opportunity to develop your technical skills, take on increasing responsibility and progress your career. If you're an experienced Accounts Senior looking for your next opportunity within a respected accountancy practice, this role offers the chance to work with a varied portfolio of clients while continuing to develop your career. You are required to be eligible to work in the UK full time without restriction. Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.
Aug 10, 2026
Full time
Accounts Senior - Ilford Chartered Accountancy Practice Full Time, Permanent "Senior - adjective - of or for more experienced people." Sheridan Maine is delighted to be working with a well-established chartered accountancy practice in Ilford that is looking to appoint an experienced Accounts Senior to join its growing team. This is an excellent opportunity for an ambitious practice accountant who enjoys working closely with clients and is looking to develop their career within a supportive and professional environment. As an Accounts Senior, you will take responsibility for a varied portfolio of clients, providing a range of accounting and tax services while building strong, long-term relationships. Your responsibilities as the Accounts Senior will include: Preparing year-end accounts for a range of clients Preparing management accounts and financial reports Completing corporation tax and personal tax returns Assisting with VAT returns and other compliance work Supporting clients with day-to-day accounting queries Reviewing accounts prepared by more junior team members Liaising directly with clients and developing strong working relationships Supporting the wider team with ad hoc accounting and advisory work The successful Accounts Senior will have previous experience working within a UK accountancy practice and will be confident managing a portfolio of clients. You will ideally have: Strong practice accountancy experience (ideally a minimum of 2 years) ACA or ACCA qualified, part-qualified or qualified by experience Excellent communication and client relationship skills Strong attention to detail and organisational skills A proactive approach and the ability to work independently This is a fantastic opportunity to join a chartered accountancy practice with an established client base and a strong reputation for providing a high-quality, personal service. The firm offers a supportive environment where you will have the opportunity to develop your technical skills, take on increasing responsibility and progress your career. If you're an experienced Accounts Senior looking for your next opportunity within a respected accountancy practice, this role offers the chance to work with a varied portfolio of clients while continuing to develop your career. You are required to be eligible to work in the UK full time without restriction. Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.
Workforce Staffing Ltd
Astwood Bank, Worcestershire
Senior Tax Associate Location: Bromsgrove • Competitive salary with regular reviews • 23 days annual leave plus bank holidays • Additional holiday entitlement with length of service • Enhanced employer pension contributions • Flexible working options to support work-life balance • Fully funded ATT/CTA study support and ongoing professional development • Health Cash Plan including online GP, mental health support, discounted gym membership and wellbeing benefits • Free on-site parking • Genuine career progression within a growing and ambitious firm • Regular company and team social events • A collaborative, supportive culture where your ideas and development matter Build a Career, Not Just a Job We're looking for an ambitious Senior Tax Associate who wants to work with a varied portfolio of clients, develop their advisory skills and play an important role within a growing and highly regarded tax team. This is a role where you'll have real responsibility from day one. You'll manage your own portfolio, work closely with experienced tax professionals, mentor junior colleagues and gain exposure to a wide variety of personal tax matters. Whether you're looking to strengthen your technical expertise, progress towards management or simply work in an environment where your contribution is recognised, you'll be supported every step of the way. This team values collaboration, quality and continuous learning, giving you the opportunity to develop professionally while maintaining an excellent work-life balance. The Role As a Senior Tax Associate, you'll take ownership of your own client portfolio, ensuring outstanding service while delivering high-quality compliance and advisory work. Your responsibilities will include : • Managing a portfolio of personal tax clients and ensuring all compliance deadlines are met. • Building trusted relationships with clients, providing proactive advice and clear communication throughout the tax cycle. • Preparing complex Self-Assessment tax returns and reviewing financial information with accuracy and attention to detail. • Identifying planning opportunities and assisting with tax advisory projects. • Liaising with internal departments, including Accounts and Payroll, to provide a seamless client experience. • Supporting and reviewing the work of junior team members while providing coaching and guidance. • Managing your workload effectively, balancing multiple deadlines and priorities. • Keeping up to date with UK tax legislation and contributing to the team's technical knowledge. About You You'll be someone who enjoys building relationships, solving problems and delivering an exceptional client experience. Ideally, you'll have: • At least two years' experience in a personal tax position. • Experience working with Owner Managed Businesses • ATT qualified and CTA qualified, or currently studying towards CTA. • Strong technical knowledge and a genuine passion for taxation. • Excellent communication skills with the ability to explain complex tax matters in a clear and practical way. • A proactive, organised and commercially minded approach. • Excellent attention to detail and pride in producing high-quality work. • The confidence to work independently while collaborating effectively within a team. • A positive attitude, ambition and the desire to continue developing your career. Why This Opportunity? This is an excellent opportunity for an experienced tax professional who wants to be challenged, recognised and rewarded. You'll be joining a business that genuinely invests in its people, encourages professional growth and provides the support needed to build a long-term and successful career. If you're ready to take the next step in your tax career then give me a call, Louisa (phone number removed)
Aug 10, 2026
Full time
Senior Tax Associate Location: Bromsgrove • Competitive salary with regular reviews • 23 days annual leave plus bank holidays • Additional holiday entitlement with length of service • Enhanced employer pension contributions • Flexible working options to support work-life balance • Fully funded ATT/CTA study support and ongoing professional development • Health Cash Plan including online GP, mental health support, discounted gym membership and wellbeing benefits • Free on-site parking • Genuine career progression within a growing and ambitious firm • Regular company and team social events • A collaborative, supportive culture where your ideas and development matter Build a Career, Not Just a Job We're looking for an ambitious Senior Tax Associate who wants to work with a varied portfolio of clients, develop their advisory skills and play an important role within a growing and highly regarded tax team. This is a role where you'll have real responsibility from day one. You'll manage your own portfolio, work closely with experienced tax professionals, mentor junior colleagues and gain exposure to a wide variety of personal tax matters. Whether you're looking to strengthen your technical expertise, progress towards management or simply work in an environment where your contribution is recognised, you'll be supported every step of the way. This team values collaboration, quality and continuous learning, giving you the opportunity to develop professionally while maintaining an excellent work-life balance. The Role As a Senior Tax Associate, you'll take ownership of your own client portfolio, ensuring outstanding service while delivering high-quality compliance and advisory work. Your responsibilities will include : • Managing a portfolio of personal tax clients and ensuring all compliance deadlines are met. • Building trusted relationships with clients, providing proactive advice and clear communication throughout the tax cycle. • Preparing complex Self-Assessment tax returns and reviewing financial information with accuracy and attention to detail. • Identifying planning opportunities and assisting with tax advisory projects. • Liaising with internal departments, including Accounts and Payroll, to provide a seamless client experience. • Supporting and reviewing the work of junior team members while providing coaching and guidance. • Managing your workload effectively, balancing multiple deadlines and priorities. • Keeping up to date with UK tax legislation and contributing to the team's technical knowledge. About You You'll be someone who enjoys building relationships, solving problems and delivering an exceptional client experience. Ideally, you'll have: • At least two years' experience in a personal tax position. • Experience working with Owner Managed Businesses • ATT qualified and CTA qualified, or currently studying towards CTA. • Strong technical knowledge and a genuine passion for taxation. • Excellent communication skills with the ability to explain complex tax matters in a clear and practical way. • A proactive, organised and commercially minded approach. • Excellent attention to detail and pride in producing high-quality work. • The confidence to work independently while collaborating effectively within a team. • A positive attitude, ambition and the desire to continue developing your career. Why This Opportunity? This is an excellent opportunity for an experienced tax professional who wants to be challenged, recognised and rewarded. You'll be joining a business that genuinely invests in its people, encourages professional growth and provides the support needed to build a long-term and successful career. If you're ready to take the next step in your tax career then give me a call, Louisa (phone number removed)
Sales Advisor - Immediate Start in Central London (No Experience Required) Looking to develop your skills within a customer-facing sales environment Our client offers an opportunity to gain experience within a face to face sales and customer service environment, supported by experienced sales professionals. Based in London, our client is a sales and marketing company representing recognisable non-profit brands through face-to-face customer acquisition campaigns. Due to continued growth, they are looking to expand their sales division with motivated individuals interested in developing sales and customer service skills. This opportunity operates on a subcontracted basis. Earnings consist of a Brand Awareness Fee (daily earnings paid to you for representing a client for a full day) plus commission and performance incentives. Please note: This role is not suitable for students/international students, as the role requires full-time equivalent availability. What They Are Looking For: Strong English communication and interpersonal skills. No previous experience required; customer-facing backgrounds are welcome. Comfortable working independently and as part of a team. Positive attitude and willingness to learn. Full-time equivalent availability (4-5 days per week, Mon-Sat). The Role: Engage with customers face-to-face within residential campaigns across London. Provide information about products and services while answering customer enquiries. Deliver a positive and professional customer experience. Support customer acquisition activities and complete relevant sales administration. What They Offer: Culture: Regular social events and a supportive environment. Travel & Networking: Opportunities to attend networking events, team activities, and awards nights. Financial Rewards: A Competitive Brand Awareness Fee (when applicable) , plus commission and performance incentives. Upskilling Sessions: invites to daily sessions ran by experienced sales professionals to help you increase your commissions. No previous experience is necessary. Applicants from customer service, sales, retail, hospitality, waiting staff, front of house, administration, warehouse and other customer-facing backgrounds may have transferable skills relevant to this opportunity. This role is not suitable for candidates still in education (school/College/University) or current international students.Our client is looking for candidates who can work 4/5 full days per week (Mon-Sat). Please note, by applying to this advert you acknowledge our privacy policy applies and give consent for Blackwater Recruitment to share the data you provide with our client so that they may contact you regarding the role or any other role they deem you suitable for. For more information, please see our website before applying.
Aug 10, 2026
Full time
Sales Advisor - Immediate Start in Central London (No Experience Required) Looking to develop your skills within a customer-facing sales environment Our client offers an opportunity to gain experience within a face to face sales and customer service environment, supported by experienced sales professionals. Based in London, our client is a sales and marketing company representing recognisable non-profit brands through face-to-face customer acquisition campaigns. Due to continued growth, they are looking to expand their sales division with motivated individuals interested in developing sales and customer service skills. This opportunity operates on a subcontracted basis. Earnings consist of a Brand Awareness Fee (daily earnings paid to you for representing a client for a full day) plus commission and performance incentives. Please note: This role is not suitable for students/international students, as the role requires full-time equivalent availability. What They Are Looking For: Strong English communication and interpersonal skills. No previous experience required; customer-facing backgrounds are welcome. Comfortable working independently and as part of a team. Positive attitude and willingness to learn. Full-time equivalent availability (4-5 days per week, Mon-Sat). The Role: Engage with customers face-to-face within residential campaigns across London. Provide information about products and services while answering customer enquiries. Deliver a positive and professional customer experience. Support customer acquisition activities and complete relevant sales administration. What They Offer: Culture: Regular social events and a supportive environment. Travel & Networking: Opportunities to attend networking events, team activities, and awards nights. Financial Rewards: A Competitive Brand Awareness Fee (when applicable) , plus commission and performance incentives. Upskilling Sessions: invites to daily sessions ran by experienced sales professionals to help you increase your commissions. No previous experience is necessary. Applicants from customer service, sales, retail, hospitality, waiting staff, front of house, administration, warehouse and other customer-facing backgrounds may have transferable skills relevant to this opportunity. This role is not suitable for candidates still in education (school/College/University) or current international students.Our client is looking for candidates who can work 4/5 full days per week (Mon-Sat). Please note, by applying to this advert you acknowledge our privacy policy applies and give consent for Blackwater Recruitment to share the data you provide with our client so that they may contact you regarding the role or any other role they deem you suitable for. For more information, please see our website before applying.
Your new company A well-established accountancy and business advisory firm is looking to appoint a Senior Accounts and Tax Assistant to join its growing team. This is an excellent opportunity for someone with accountancy practice experience who is developing their technical knowledge and wants to build a long-term career in accounts, bookkeeping, VAT and client reporting. Your new role A Senior Accounts and Tax Assistant, you will support the preparation of financial accounts by processing invoices, reconciling accounts and maintaining accurate financial records. You will assist senior colleagues with bookkeeping, VAT returns and compliance work, helping to ensure efficient financial operations and accurate reporting for clients. You will communicate professionally with clients, request missing information, handle basic queries and escalate more complex matters where required. You will also support timely client service delivery, identify areas for improvement and work collaboratively with senior team members. The role will involve working with accounting and performance software including CCH, Microsoft Office, client portals and people systems, while continuing to develop sector-specific knowledge and awareness of relevant legislation and accounting standards. What you'll need to succeed You will ideally be studying towards a relevant accountancy qualification, such as AAT, ACA, ACCA or CA, or be qualified by experience. You should have experience gained within an accountancy practice environment, with exposure to accounts preparation, bookkeeping, VAT, reconciliations and compliance-focused work. You will need strong attention to detail, the ability to clear review queries with reduced assistance and the confidence to work independently on less complex compliance tasks. You should also be able to spot potential issues, risks or areas of contention and escalate them appropriately. The successful candidate will have a developing technical understanding of accounts, tax computations, disclosure requirements, Companies House information, filing deadlines, reconciliations, asset disposals, loan schedules, bad debts and related accounting matters. What you'll get in return You will receive a competitive salary of up to 37,000, depending on experience, alongside the opportunity to join a supportive and professional accountancy practice environment. You will gain exposure to a broad range of client work, develop your technical accounting knowledge and work closely with experienced colleagues who can support your continued career progression. This role offers the chance to build on your existing practice experience while continuing your professional studies or developing further as a qualified-by-experience accounting professional. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Aug 09, 2026
Full time
Your new company A well-established accountancy and business advisory firm is looking to appoint a Senior Accounts and Tax Assistant to join its growing team. This is an excellent opportunity for someone with accountancy practice experience who is developing their technical knowledge and wants to build a long-term career in accounts, bookkeeping, VAT and client reporting. Your new role A Senior Accounts and Tax Assistant, you will support the preparation of financial accounts by processing invoices, reconciling accounts and maintaining accurate financial records. You will assist senior colleagues with bookkeeping, VAT returns and compliance work, helping to ensure efficient financial operations and accurate reporting for clients. You will communicate professionally with clients, request missing information, handle basic queries and escalate more complex matters where required. You will also support timely client service delivery, identify areas for improvement and work collaboratively with senior team members. The role will involve working with accounting and performance software including CCH, Microsoft Office, client portals and people systems, while continuing to develop sector-specific knowledge and awareness of relevant legislation and accounting standards. What you'll need to succeed You will ideally be studying towards a relevant accountancy qualification, such as AAT, ACA, ACCA or CA, or be qualified by experience. You should have experience gained within an accountancy practice environment, with exposure to accounts preparation, bookkeeping, VAT, reconciliations and compliance-focused work. You will need strong attention to detail, the ability to clear review queries with reduced assistance and the confidence to work independently on less complex compliance tasks. You should also be able to spot potential issues, risks or areas of contention and escalate them appropriately. The successful candidate will have a developing technical understanding of accounts, tax computations, disclosure requirements, Companies House information, filing deadlines, reconciliations, asset disposals, loan schedules, bad debts and related accounting matters. What you'll get in return You will receive a competitive salary of up to 37,000, depending on experience, alongside the opportunity to join a supportive and professional accountancy practice environment. You will gain exposure to a broad range of client work, develop your technical accounting knowledge and work closely with experienced colleagues who can support your continued career progression. This role offers the chance to build on your existing practice experience while continuing your professional studies or developing further as a qualified-by-experience accounting professional. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Independent Financial Adviser Location: Grantham or Newark Hours: Monday to Friday, 9.00am5.15pm Salary: Dependent on experience Are you an experienced Independent Financial Adviser looking for a role where you can build trusted client relationships, work closely with a respected professional services team and play a key part in the growth of an ambitious Wealth Management division? We are recruiting o click apply for full job details
Aug 09, 2026
Full time
Independent Financial Adviser Location: Grantham or Newark Hours: Monday to Friday, 9.00am5.15pm Salary: Dependent on experience Are you an experienced Independent Financial Adviser looking for a role where you can build trusted client relationships, work closely with a respected professional services team and play a key part in the growth of an ambitious Wealth Management division? We are recruiting o click apply for full job details
Construction / Building Services Private Equity Turnaround Strategic Finance Leadership. Business Transformation. Operational Impact. Are you a commercially sharp CFO or experienced Finance Director ready to play a pivotal role in rebuilding, transforming and scaling a Private Equity-backed business? Liftec Express - a leading independent provider of lift and escalator maintenance, repair and modernisation services across the UK - is entering an important phase of performance acceleration, operational transformation and value creation. We are now seeking a high-calibre Finance Director with strong construction, engineering or building services experience and a sound understanding of percentage-of-completion accounting. This is not a step-up opportunity or a role for someone who wants to oversee an already polished finance function. We are hiring an experienced finance leader who has previously operated as the number-one finance person within a business and already has the playbook required to lead change, strengthen controls and help rebuild the financial infrastructure. You will partner closely with the Managing Director and Private Equity stakeholders to drive financial excellence, improve operational performance and support ambitious long-term growth. This is a genuinely hands-on, high-impact leadership role within a fast-paced SME. You will operate at board level while remaining close enough to the detail to understand the numbers, challenge processes and support the team in delivering the basics brilliantly. The Role at a Glance Role: CFO / Finance Director - Qualified Location: Dartford, Kent - Hybrid, with at least three days per week at HQ Package: Competitive Base Salary + 15% Annual Bonus Paid Quarterly + Car Allowance, Pension and Extensive Benefits Hours: 40 per week: 08:00-17:00, with one hour for lunch Company: Pioneer of the British lift industry. Formerly part of OTIS and Private Equity-backed by R Capital since 2025. Specialism: Independent provider of lift installation, maintenance, repair and modernisation services. Pedigree: Clients include national retail chains, major hospitals, leading facilities management providers and Ministry of Defence sites. Culture: Safety Focused Ethical Accountable Quality Driven Hands-On Your Background: Proven experience as a Finance Director, CFO or number-one finance leader within a turnaround, Private Equity-backed or high-change SME. Core Skills: ACA or ACCA qualified Construction or Engineering Accounting Percentage-of-Completion Accounting Cash and Working Capital Transformation Team Leadership About Liftec Express Liftec Express is a well-established and highly-respected name in the UK lift and escalator services sector. Previously part of OTIS - one of the world's leading manufacturers and service providers of elevators, escalators and moving walkways - the business is now owned by R Capital. With greater agility as an independent company, Liftec Express is rebuilding its platform and preparing for a significant period of growth. The business delivers maintenance, repair, installation and modernisation solutions across commercial, residential and public-sector environments, including prestigious and high-profile sites. Liftec Express currently retains much of the operational infrastructure of a larger SME, while operating with the agility and resourcefulness of a smaller organisation. The successful Finance Director must therefore be equally comfortable shaping strategy, improving systems and getting personally involved in the detail. As a Private Equity-backed organisation, Liftec Express is focused on operational excellence, cash optimisation, cost control and sustainable growth. This is a rare opportunity to join the senior leadership team during a major transformation and value-creation phase. The Opportunity: Reporting directly to the Managing Director, you will lead the entire finance function and act as a strategic partner to the MD, senior leadership team and Private Equity owners. You will bring clarity, discipline and commercial insight to the organisation while establishing the controls, reporting and financial infrastructure required to support future growth. This role requires someone who can operate strategically at director and board level while remaining willing to work through the underlying detail. You will not simply manage the finance function; you will strengthen, reshape and modernise it. • Provide strategic financial leadership to the Managing Director, leadership team and Private Equity stakeholders. • Take full ownership of FP&A, financial control, management reporting, compliance, audit and tax. • Deliver accurate, insightful and timely monthly management accounts. • Lead budgeting, forecasting, scenario planning and long-term financial planning. • Improve cash flow, working capital, credit control and debt recovery. • Strengthen financial controls, governance, systems and core processes. • Provide robust commercial analysis to support operational and investment decisions. • Develop performance targets and value-creation initiatives across the business. • Prepare high-quality board packs and investor reporting. • Manage relationships with Private Equity stakeholders, auditors, banks and external advisors. • Support the business through restructuring, transformation and future growth. • Drive cost reduction, margin improvement and stronger P&L performance. • Lead and develop the finance team, setting high standards while providing the support required for them to succeed. • Explore opportunities to improve efficiency through automation, AI and smarter use of financial technology. The business is particularly interested in how AI, automation and improved systems could enhance areas such as credit control, debt collection, reporting and finance administration while controlling costs as the organisation grows. About You: You are a commercially astute, technically credible and execution-focused finance leader who thrives in high-change, performance-driven environments. Crucially, you have already operated as a Finance Director, CFO or number-one finance leader within an entity. This is not a first FD appointment or a conventional career-progression role. You will arrive with the experience, judgement and confidence to take ownership from the outset. • ACA or ACCA qualification. • Significant post-qualified experience, ideally including 10+ years in progressively senior finance roles. • Previous experience as a Finance Director, CFO, Head of Finance or senior finance leader with full ownership of the function. • Strong knowledge of double-entry accounting and core financial controls. • Practical experience of construction, engineering, building services or project-based accounting. • A strong understanding of percentage-of-completion accounting, contract accounting and revenue recognition. • Experience operating within a turnaround, restructuring or major business-transformation environment. • A track record of improving profitability, cash flow and working-capital performance. • Strong financial modelling, forecasting and performance-management capability. • Experience of leading and developing a sizeable finance team. • The ability to move confidently between strategic leadership and detailed operational problem-solving. • Excellent communication, influencing and stakeholder-management skills. • Fluent written and spoken English. A background in lift services is not essential. However, you must have experience in engineering, construction, building services, field services or a similarly project-led environment. Your Leadership Style: • You will be a visible and credible leader who sets high standards but also gives the team the support, clarity and direction required to deliver. • Leads from the front. • Takes complete ownership of outcomes. • Is not afraid to challenge, investigate or get into the detail. • Holds themselves and others accountable. • Brings energy and momentum to change. • Is analytical, evidence-led and commercially curious. • Remains open-minded, inquisitive and willing to learn. • Operates with honesty, integrity and sound judgement. • Builds trust quickly with operational colleagues, investors and external partners. • Understands that seniority does not remove the need to get the fundamentals right. Extreme ownership and doing the basics brilliantly are central to the leadership culture Liftec Express is building. Benefits: • Competitive base salary • 15% annual bonus, paid quarterly • Car allowance • Pension from day one through Aviva • 25 days holiday plus bank holidays • Employee Assistance Programme from day one • Death in Service cover at three times salary • Discretionary sickness scheme • Enhanced maternity and paternity provision, subject to service • Employee discounts platform • Employee referral scheme • Role-dependent incentive scheme Why Join Liftec Express? • Join the senior leadership team of a Private Equity-backed transformation business. • Work directly with the Managing Director and investors. • Make a visible impact on cash, profitability, governance and operational performance. • Rebuild and modernise a finance function rather than simply maintain one. • Shape the systems . click apply for full job details
Aug 08, 2026
Full time
Construction / Building Services Private Equity Turnaround Strategic Finance Leadership. Business Transformation. Operational Impact. Are you a commercially sharp CFO or experienced Finance Director ready to play a pivotal role in rebuilding, transforming and scaling a Private Equity-backed business? Liftec Express - a leading independent provider of lift and escalator maintenance, repair and modernisation services across the UK - is entering an important phase of performance acceleration, operational transformation and value creation. We are now seeking a high-calibre Finance Director with strong construction, engineering or building services experience and a sound understanding of percentage-of-completion accounting. This is not a step-up opportunity or a role for someone who wants to oversee an already polished finance function. We are hiring an experienced finance leader who has previously operated as the number-one finance person within a business and already has the playbook required to lead change, strengthen controls and help rebuild the financial infrastructure. You will partner closely with the Managing Director and Private Equity stakeholders to drive financial excellence, improve operational performance and support ambitious long-term growth. This is a genuinely hands-on, high-impact leadership role within a fast-paced SME. You will operate at board level while remaining close enough to the detail to understand the numbers, challenge processes and support the team in delivering the basics brilliantly. The Role at a Glance Role: CFO / Finance Director - Qualified Location: Dartford, Kent - Hybrid, with at least three days per week at HQ Package: Competitive Base Salary + 15% Annual Bonus Paid Quarterly + Car Allowance, Pension and Extensive Benefits Hours: 40 per week: 08:00-17:00, with one hour for lunch Company: Pioneer of the British lift industry. Formerly part of OTIS and Private Equity-backed by R Capital since 2025. Specialism: Independent provider of lift installation, maintenance, repair and modernisation services. Pedigree: Clients include national retail chains, major hospitals, leading facilities management providers and Ministry of Defence sites. Culture: Safety Focused Ethical Accountable Quality Driven Hands-On Your Background: Proven experience as a Finance Director, CFO or number-one finance leader within a turnaround, Private Equity-backed or high-change SME. Core Skills: ACA or ACCA qualified Construction or Engineering Accounting Percentage-of-Completion Accounting Cash and Working Capital Transformation Team Leadership About Liftec Express Liftec Express is a well-established and highly-respected name in the UK lift and escalator services sector. Previously part of OTIS - one of the world's leading manufacturers and service providers of elevators, escalators and moving walkways - the business is now owned by R Capital. With greater agility as an independent company, Liftec Express is rebuilding its platform and preparing for a significant period of growth. The business delivers maintenance, repair, installation and modernisation solutions across commercial, residential and public-sector environments, including prestigious and high-profile sites. Liftec Express currently retains much of the operational infrastructure of a larger SME, while operating with the agility and resourcefulness of a smaller organisation. The successful Finance Director must therefore be equally comfortable shaping strategy, improving systems and getting personally involved in the detail. As a Private Equity-backed organisation, Liftec Express is focused on operational excellence, cash optimisation, cost control and sustainable growth. This is a rare opportunity to join the senior leadership team during a major transformation and value-creation phase. The Opportunity: Reporting directly to the Managing Director, you will lead the entire finance function and act as a strategic partner to the MD, senior leadership team and Private Equity owners. You will bring clarity, discipline and commercial insight to the organisation while establishing the controls, reporting and financial infrastructure required to support future growth. This role requires someone who can operate strategically at director and board level while remaining willing to work through the underlying detail. You will not simply manage the finance function; you will strengthen, reshape and modernise it. • Provide strategic financial leadership to the Managing Director, leadership team and Private Equity stakeholders. • Take full ownership of FP&A, financial control, management reporting, compliance, audit and tax. • Deliver accurate, insightful and timely monthly management accounts. • Lead budgeting, forecasting, scenario planning and long-term financial planning. • Improve cash flow, working capital, credit control and debt recovery. • Strengthen financial controls, governance, systems and core processes. • Provide robust commercial analysis to support operational and investment decisions. • Develop performance targets and value-creation initiatives across the business. • Prepare high-quality board packs and investor reporting. • Manage relationships with Private Equity stakeholders, auditors, banks and external advisors. • Support the business through restructuring, transformation and future growth. • Drive cost reduction, margin improvement and stronger P&L performance. • Lead and develop the finance team, setting high standards while providing the support required for them to succeed. • Explore opportunities to improve efficiency through automation, AI and smarter use of financial technology. The business is particularly interested in how AI, automation and improved systems could enhance areas such as credit control, debt collection, reporting and finance administration while controlling costs as the organisation grows. About You: You are a commercially astute, technically credible and execution-focused finance leader who thrives in high-change, performance-driven environments. Crucially, you have already operated as a Finance Director, CFO or number-one finance leader within an entity. This is not a first FD appointment or a conventional career-progression role. You will arrive with the experience, judgement and confidence to take ownership from the outset. • ACA or ACCA qualification. • Significant post-qualified experience, ideally including 10+ years in progressively senior finance roles. • Previous experience as a Finance Director, CFO, Head of Finance or senior finance leader with full ownership of the function. • Strong knowledge of double-entry accounting and core financial controls. • Practical experience of construction, engineering, building services or project-based accounting. • A strong understanding of percentage-of-completion accounting, contract accounting and revenue recognition. • Experience operating within a turnaround, restructuring or major business-transformation environment. • A track record of improving profitability, cash flow and working-capital performance. • Strong financial modelling, forecasting and performance-management capability. • Experience of leading and developing a sizeable finance team. • The ability to move confidently between strategic leadership and detailed operational problem-solving. • Excellent communication, influencing and stakeholder-management skills. • Fluent written and spoken English. A background in lift services is not essential. However, you must have experience in engineering, construction, building services, field services or a similarly project-led environment. Your Leadership Style: • You will be a visible and credible leader who sets high standards but also gives the team the support, clarity and direction required to deliver. • Leads from the front. • Takes complete ownership of outcomes. • Is not afraid to challenge, investigate or get into the detail. • Holds themselves and others accountable. • Brings energy and momentum to change. • Is analytical, evidence-led and commercially curious. • Remains open-minded, inquisitive and willing to learn. • Operates with honesty, integrity and sound judgement. • Builds trust quickly with operational colleagues, investors and external partners. • Understands that seniority does not remove the need to get the fundamentals right. Extreme ownership and doing the basics brilliantly are central to the leadership culture Liftec Express is building. Benefits: • Competitive base salary • 15% annual bonus, paid quarterly • Car allowance • Pension from day one through Aviva • 25 days holiday plus bank holidays • Employee Assistance Programme from day one • Death in Service cover at three times salary • Discretionary sickness scheme • Enhanced maternity and paternity provision, subject to service • Employee discounts platform • Employee referral scheme • Role-dependent incentive scheme Why Join Liftec Express? • Join the senior leadership team of a Private Equity-backed transformation business. • Work directly with the Managing Director and investors. • Make a visible impact on cash, profitability, governance and operational performance. • Rebuild and modernise a finance function rather than simply maintain one. • Shape the systems . click apply for full job details
Qualified Accountant Are you looking to move to a modern Accounting Practice that works closely with ambitious SMEs, founders/business owners, and entrepreneurs across the UK? Do you want to be a trusted business advisor helping clients grow through proactive strategic support, cloud technology and financial insight? Job Title Senior Client Accountant Location Milton Keynes / Hybrid Working Available Employment Type Full-Time The Role This is a client-facing role responsible for managing a portfolio of SME clients and delivering high-quality accounting, tax, and advisory services. You will work closely with the leadership team to ensure client deadlines are met, maintain excellent client relationships, supervise junior team members, and identify opportunities to improve processes and add value to clients. This role would suit an experienced practice accountant who enjoys working directly with founders/business owners and wants to play an active role in a growing modern accountancy practice. You will manage a portfolio of ambitious SME clients using Xero and cloud tools, working directly on advisory and growth projects. Key Responsibilities Client Management & Advisory Manage a portfolio of SME clients across a range of industries. Build and maintain strong client relationships through proactive communication and support. Provide clients with financial insight and practical business advice. Accounts & Tax Prepare and review statutory accounts under FRS 102 and FRS 105. Prepare and review corporation tax computations and CT600 submissions. Prepare management accounts and financial reports for clients. Team Leadership & Review Review bookkeeping, VAT, and accounts preparation completed by junior team members. Provide guidance, mentoring, and technical support to junior colleagues. Assist with workflow management and resource planning. Systems & Process Improvement Work confidently with cloud accounting software including Xero, Dext, and other digital tools. Support implementation of efficient systems and automation opportunities. Identify opportunities to improve internal processes and client workflows. Company Secretarial & Compliance Assist with Companies House filings and company secretarial matters. Maintain awareness of Companies Act requirements and UK compliance obligations. Support onboarding and engagement renewal processes for clients. Skills & Experience Required Essential ACA / ACCA qualified or qualified by experience. UK Practice experience within an accountancy firm is preferred. Strong technical knowledge across accounts, corporation tax, VAT, and personal tax. Experience managing a portfolio of SME clients independently. Strong working knowledge of Xero and cloud accounting systems. Excellent communication and client relationship management skills. Strong attention to detail and organisational skills Desirable Experience using AI, Dext, Engager, TaxCalc, or similar practice software. Experience supervising or mentoring junior staff. Exposure to management accounts and advisory-focused services. Knowledge of funding, forecasting, or business planning support. What Is on Offer Competitive salary ( 40-50k) based on experience Flexible working opportunities (Hybrid 4/1) Ongoing professional development and CPD support Opportunity to grow within a modern and expanding practice Friendly, collaborative, and supportive working environment 23 Days Holiday + 8 Bank Holidays About my Client They are building a modern advisory-focused practice where relationships, technology, and commercial thinking sit at the heart of what they do. You will have the opportunity to work closely with founders/business owners, contribute ideas, develop your career, and make a genuine impact within a growing firm. They are more interested in capability, attitude, and client communication skills than ticking every box of prior experience. If you are looking for a role with responsibility, variety, and progression potential, we would love to hear from you.
Aug 08, 2026
Full time
Qualified Accountant Are you looking to move to a modern Accounting Practice that works closely with ambitious SMEs, founders/business owners, and entrepreneurs across the UK? Do you want to be a trusted business advisor helping clients grow through proactive strategic support, cloud technology and financial insight? Job Title Senior Client Accountant Location Milton Keynes / Hybrid Working Available Employment Type Full-Time The Role This is a client-facing role responsible for managing a portfolio of SME clients and delivering high-quality accounting, tax, and advisory services. You will work closely with the leadership team to ensure client deadlines are met, maintain excellent client relationships, supervise junior team members, and identify opportunities to improve processes and add value to clients. This role would suit an experienced practice accountant who enjoys working directly with founders/business owners and wants to play an active role in a growing modern accountancy practice. You will manage a portfolio of ambitious SME clients using Xero and cloud tools, working directly on advisory and growth projects. Key Responsibilities Client Management & Advisory Manage a portfolio of SME clients across a range of industries. Build and maintain strong client relationships through proactive communication and support. Provide clients with financial insight and practical business advice. Accounts & Tax Prepare and review statutory accounts under FRS 102 and FRS 105. Prepare and review corporation tax computations and CT600 submissions. Prepare management accounts and financial reports for clients. Team Leadership & Review Review bookkeeping, VAT, and accounts preparation completed by junior team members. Provide guidance, mentoring, and technical support to junior colleagues. Assist with workflow management and resource planning. Systems & Process Improvement Work confidently with cloud accounting software including Xero, Dext, and other digital tools. Support implementation of efficient systems and automation opportunities. Identify opportunities to improve internal processes and client workflows. Company Secretarial & Compliance Assist with Companies House filings and company secretarial matters. Maintain awareness of Companies Act requirements and UK compliance obligations. Support onboarding and engagement renewal processes for clients. Skills & Experience Required Essential ACA / ACCA qualified or qualified by experience. UK Practice experience within an accountancy firm is preferred. Strong technical knowledge across accounts, corporation tax, VAT, and personal tax. Experience managing a portfolio of SME clients independently. Strong working knowledge of Xero and cloud accounting systems. Excellent communication and client relationship management skills. Strong attention to detail and organisational skills Desirable Experience using AI, Dext, Engager, TaxCalc, or similar practice software. Experience supervising or mentoring junior staff. Exposure to management accounts and advisory-focused services. Knowledge of funding, forecasting, or business planning support. What Is on Offer Competitive salary ( 40-50k) based on experience Flexible working opportunities (Hybrid 4/1) Ongoing professional development and CPD support Opportunity to grow within a modern and expanding practice Friendly, collaborative, and supportive working environment 23 Days Holiday + 8 Bank Holidays About my Client They are building a modern advisory-focused practice where relationships, technology, and commercial thinking sit at the heart of what they do. You will have the opportunity to work closely with founders/business owners, contribute ideas, develop your career, and make a genuine impact within a growing firm. They are more interested in capability, attitude, and client communication skills than ticking every box of prior experience. If you are looking for a role with responsibility, variety, and progression potential, we would love to hear from you.
