A highly regarded hospitality and events organisation operating from one of the most impressive and distinctive venues in the Farnham area. Set within beautiful historic surrounding, the location offers a working environment that is genuinely unlike a traditional office setting. Not only will you be working within the enviable environment, but you will be working in a very collaborative and cohesive team. You will take full ownership of its finance function. This is a broad and highly visible position combining financial control, management reporting, commercial business partnering and hands-on operational accounting. Working closely with the Board of Directors, the successful candidate will provide clear financial insight, maintain robust controls and support informed commercial decision-making across the organisation. Job Title: Head of Finance Job Type : Permanent Location : Farnham Salary: £65,000 - £75,000 Reference no: 6126 Head of Finance - Benefits Senior and highly visible position within an established hospitality business Direct exposure to the Board of Directors Full ownership of the finance function Opportunity to influence financial controls, systems and commercial decision-making Broad role combining strategic input with hands-on accounting Support from a part-time Finance Assistant Hybrid working: 4 days in the office, 1 day working from home. Hours: 09.30 am - 17:30 25 days annual leave Private health cover Discretionary bonus Head of Finance - About The Role The successful Head of Finance will take responsibility for the complete day-to-day financial management of the organisation, ensuring accurate reporting, effective controls and full compliance with statutory requirements. You will act as a key business partner to Board of Directors, providing commercial insight, challenging financial performance and supporting the delivery of the organisation's strategic objectives. This is a hands-on role that will require the successful candidate to manage the monthly reporting cycle while retaining oversight of payroll, invoicing, cash flow, supplier payments, revenue recognition and financial controls. Responsibilities will include: Producing accurate monthly management accounts, including the profit and loss account, balance sheet and supporting schedules Preparing the monthly accounts pack and presenting financial performance to the Board in a deck slide formation Leading the annual budgeting process and completing monthly forecast updates Producing cash flow forecasts and identifying potential financial risks and opportunities Analysing financial results, investigating variances and recommending appropriate actions Providing commercial support and financial insight to Heads of Department Developing and maintaining effective financial controls, processes and accounting policies Managing year-end statutory accounts, audit requirements and tax matters in conjunction with external advisers Ensuring compliance with PAYE, National Insurance, workplace pensions, VAT and other statutory obligations Processing monthly payroll for permanent and casual employees Managing pension submissions and payments through NEST Overseeing client invoicing, receipts, deferred revenue and credit control Completing daily and monthly bank reconciliations Managing supplier reconciliations, payment runs and credit card expenditure Maintaining accruals, prepayments and the fixed asset register Managing monthly stock takes and calculating food and beverage cost of sales Preparing profit and loss reporting in USALI format Ensuring all balance sheet accounts are reconciled and fully supported Completing quarterly VAT returns Coordinating finance-related projects and process improvements Managing and developing the part-time Finance Assistant Representing finance at weekly operational meetings Supporting the administration of casual workers, including starter documentation, payroll information and right-to-work records The successful Head of Finance will have: A minimum of five years' experience within a self-accounting finance environment Previous financial management experience gained within hospitality, events, hotels or a similarly operational business Experience producing management accounts, budgets, forecasts and cash flow reporting Strong working knowledge of balance sheet controls, payroll, VAT and statutory compliance The ability to operate at both a strategic and detailed transactional level Experience working with senior leadership teams and presenting financial information to directors Strong commercial awareness and the confidence to challenge and influence operational decisions Experience managing or supervising a member of a finance team Advanced Excel skills and strong knowledge of Microsoft Office Experience using Xero, Sage or a comparable accounting system Knowledge of property management, venue management or point-of-sale systems would be advantageous Familiarity with USALI reporting would be beneficial Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful. Refer a friend If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. Terms and conditions apply
Aug 09, 2026
Full time
A highly regarded hospitality and events organisation operating from one of the most impressive and distinctive venues in the Farnham area. Set within beautiful historic surrounding, the location offers a working environment that is genuinely unlike a traditional office setting. Not only will you be working within the enviable environment, but you will be working in a very collaborative and cohesive team. You will take full ownership of its finance function. This is a broad and highly visible position combining financial control, management reporting, commercial business partnering and hands-on operational accounting. Working closely with the Board of Directors, the successful candidate will provide clear financial insight, maintain robust controls and support informed commercial decision-making across the organisation. Job Title: Head of Finance Job Type : Permanent Location : Farnham Salary: £65,000 - £75,000 Reference no: 6126 Head of Finance - Benefits Senior and highly visible position within an established hospitality business Direct exposure to the Board of Directors Full ownership of the finance function Opportunity to influence financial controls, systems and commercial decision-making Broad role combining strategic input with hands-on accounting Support from a part-time Finance Assistant Hybrid working: 4 days in the office, 1 day working from home. Hours: 09.30 am - 17:30 25 days annual leave Private health cover Discretionary bonus Head of Finance - About The Role The successful Head of Finance will take responsibility for the complete day-to-day financial management of the organisation, ensuring accurate reporting, effective controls and full compliance with statutory requirements. You will act as a key business partner to Board of Directors, providing commercial insight, challenging financial performance and supporting the delivery of the organisation's strategic objectives. This is a hands-on role that will require the successful candidate to manage the monthly reporting cycle while retaining oversight of payroll, invoicing, cash flow, supplier payments, revenue recognition and financial controls. Responsibilities will include: Producing accurate monthly management accounts, including the profit and loss account, balance sheet and supporting schedules Preparing the monthly accounts pack and presenting financial performance to the Board in a deck slide formation Leading the annual budgeting process and completing monthly forecast updates Producing cash flow forecasts and identifying potential financial risks and opportunities Analysing financial results, investigating variances and recommending appropriate actions Providing commercial support and financial insight to Heads of Department Developing and maintaining effective financial controls, processes and accounting policies Managing year-end statutory accounts, audit requirements and tax matters in conjunction with external advisers Ensuring compliance with PAYE, National Insurance, workplace pensions, VAT and other statutory obligations Processing monthly payroll for permanent and casual employees Managing pension submissions and payments through NEST Overseeing client invoicing, receipts, deferred revenue and credit control Completing daily and monthly bank reconciliations Managing supplier reconciliations, payment runs and credit card expenditure Maintaining accruals, prepayments and the fixed asset register Managing monthly stock takes and calculating food and beverage cost of sales Preparing profit and loss reporting in USALI format Ensuring all balance sheet accounts are reconciled and fully supported Completing quarterly VAT returns Coordinating finance-related projects and process improvements Managing and developing the part-time Finance Assistant Representing finance at weekly operational meetings Supporting the administration of casual workers, including starter documentation, payroll information and right-to-work records The successful Head of Finance will have: A minimum of five years' experience within a self-accounting finance environment Previous financial management experience gained within hospitality, events, hotels or a similarly operational business Experience producing management accounts, budgets, forecasts and cash flow reporting Strong working knowledge of balance sheet controls, payroll, VAT and statutory compliance The ability to operate at both a strategic and detailed transactional level Experience working with senior leadership teams and presenting financial information to directors Strong commercial awareness and the confidence to challenge and influence operational decisions Experience managing or supervising a member of a finance team Advanced Excel skills and strong knowledge of Microsoft Office Experience using Xero, Sage or a comparable accounting system Knowledge of property management, venue management or point-of-sale systems would be advantageous Familiarity with USALI reporting would be beneficial Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful. Refer a friend If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. Terms and conditions apply
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Aug 08, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
A highly regarded hospitality and events organisation operating from one of the most impressive and distinctive venues in the Farnham area. Set within beautiful historic surrounding, the location offers a working environment that is genuinely unlike a traditional office setting. Not only will you be working within the enviable environment, but you will be working in a very collaborative and cohesive team. You will take full ownership of its finance function. This is a broad and highly visible position combining financial control, management reporting, commercial business partnering and hands-on operational accounting. Working closely with the Board of Directors, the successful candidate will provide clear financial insight, maintain robust controls and support informed commercial decision-making across the organisation. Job Title: Head of Finance Job Type: Permanent Location: Farnham Salary: £65,000 - £75,000 Reference no: 16126 Head of Finance Benefits Senior and highly visible position within an established hospitality business with direct exposure to the Board of Directors and full ownership of the finance function Hybrid working: 4 days in the office, 1 day working from home. Hours: 09.30 am 17:30 25 days annual leave Private health cover and discretionary bonus Head of Finance About The Role The successful Head of Finance will take responsibility for the complete day-to-day financial management of the organisation, ensuring accurate reporting, effective controls and full compliance with statutory requirements. You will act as a key business partner to Board of Directors, providing commercial insight, challenging financial performance and supporting the delivery of the organisation s strategic objectives. This is a hands-on role that will require the successful candidate to manage the monthly reporting cycle while retaining oversight of payroll, invoicing, cash flow, supplier payments, revenue recognition and financial controls. Responsibilities will include: Producing accurate monthly management accounts, including the profit and loss account, balance sheet and supporting schedules Preparing the monthly accounts pack and presenting financial performance to the Board in a deck slide formation Leading the annual budgeting process and completing monthly forecast updates Producing cash flow forecasts and identifying potential financial risks and opportunities Analysing financial results, investigating variances and recommending appropriate actions Providing commercial support and financial insight to Heads of Department Developing and maintaining effective financial controls, processes and accounting policies Managing year-end statutory accounts, audit requirements and tax matters in conjunction with external advisers Ensuring compliance with PAYE, National Insurance, workplace pensions, VAT and other statutory obligations Processing monthly payroll for permanent and casual employees. Managing pension submissions and payments through NEST Overseeing client invoicing, receipts, deferred revenue and credit control. Completing daily and monthly bank reconciliations Managing supplier reconciliations, payment runs and credit card expenditure Maintaining accruals, prepayments and the fixed asset register Managing monthly stock takes and calculating food and beverage cost of sales Preparing profit and loss reporting in USALI format Ensuring all balance sheet accounts are reconciled and fully supported Completing quarterly VAT returns and coordinating finance-related projects and process improvements Managing and developing the part-time Finance Assistant Representing finance at weekly operational meetings and supporting the administration of casual workers, including starter documentation, payroll information and right-to-work records The successful Head of Finance will have: A minimum of five years experience within a self-accounting finance environment with previous financial management experience gained within hospitality, events, hotels or a similarly operational business Experience producing management accounts, budgets, forecasts and cash flow reporting Strong working knowledge of balance sheet controls, payroll, VAT and statutory compliance. Experience working with senior leadership teams and presenting financial information to directors The ability to operate at both a strategic and detailed transactional level with strong commercial awareness and the confidence to challenge and influence operational decisions Experience managing or supervising a member of a finance team Advanced Excel skills and strong knowledge of Microsoft Office and experience using Xero, Sage or a comparable accounting system Knowledge of property management, venue management or point-of-sale systems would be advantageous as would familiarity with USALI reporting Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful. Refer a friend If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. Terms and conditions apply.
Aug 08, 2026
Full time
A highly regarded hospitality and events organisation operating from one of the most impressive and distinctive venues in the Farnham area. Set within beautiful historic surrounding, the location offers a working environment that is genuinely unlike a traditional office setting. Not only will you be working within the enviable environment, but you will be working in a very collaborative and cohesive team. You will take full ownership of its finance function. This is a broad and highly visible position combining financial control, management reporting, commercial business partnering and hands-on operational accounting. Working closely with the Board of Directors, the successful candidate will provide clear financial insight, maintain robust controls and support informed commercial decision-making across the organisation. Job Title: Head of Finance Job Type: Permanent Location: Farnham Salary: £65,000 - £75,000 Reference no: 16126 Head of Finance Benefits Senior and highly visible position within an established hospitality business with direct exposure to the Board of Directors and full ownership of the finance function Hybrid working: 4 days in the office, 1 day working from home. Hours: 09.30 am 17:30 25 days annual leave Private health cover and discretionary bonus Head of Finance About The Role The successful Head of Finance will take responsibility for the complete day-to-day financial management of the organisation, ensuring accurate reporting, effective controls and full compliance with statutory requirements. You will act as a key business partner to Board of Directors, providing commercial insight, challenging financial performance and supporting the delivery of the organisation s strategic objectives. This is a hands-on role that will require the successful candidate to manage the monthly reporting cycle while retaining oversight of payroll, invoicing, cash flow, supplier payments, revenue recognition and financial controls. Responsibilities will include: Producing accurate monthly management accounts, including the profit and loss account, balance sheet and supporting schedules Preparing the monthly accounts pack and presenting financial performance to the Board in a deck slide formation Leading the annual budgeting process and completing monthly forecast updates Producing cash flow forecasts and identifying potential financial risks and opportunities Analysing financial results, investigating variances and recommending appropriate actions Providing commercial support and financial insight to Heads of Department Developing and maintaining effective financial controls, processes and accounting policies Managing year-end statutory accounts, audit requirements and tax matters in conjunction with external advisers Ensuring compliance with PAYE, National Insurance, workplace pensions, VAT and other statutory obligations Processing monthly payroll for permanent and casual employees. Managing pension submissions and payments through NEST Overseeing client invoicing, receipts, deferred revenue and credit control. Completing daily and monthly bank reconciliations Managing supplier reconciliations, payment runs and credit card expenditure Maintaining accruals, prepayments and the fixed asset register Managing monthly stock takes and calculating food and beverage cost of sales Preparing profit and loss reporting in USALI format Ensuring all balance sheet accounts are reconciled and fully supported Completing quarterly VAT returns and coordinating finance-related projects and process improvements Managing and developing the part-time Finance Assistant Representing finance at weekly operational meetings and supporting the administration of casual workers, including starter documentation, payroll information and right-to-work records The successful Head of Finance will have: A minimum of five years experience within a self-accounting finance environment with previous financial management experience gained within hospitality, events, hotels or a similarly operational business Experience producing management accounts, budgets, forecasts and cash flow reporting Strong working knowledge of balance sheet controls, payroll, VAT and statutory compliance. Experience working with senior leadership teams and presenting financial information to directors The ability to operate at both a strategic and detailed transactional level with strong commercial awareness and the confidence to challenge and influence operational decisions Experience managing or supervising a member of a finance team Advanced Excel skills and strong knowledge of Microsoft Office and experience using Xero, Sage or a comparable accounting system Knowledge of property management, venue management or point-of-sale systems would be advantageous as would familiarity with USALI reporting Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful. Refer a friend If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. Terms and conditions apply.
Business Compliance Consultant Red Recruitment is looking to recruit experienced compliance consultant with previous pensions and investments experience and a good awareness of the UK regulatory environment. The salary is up to 52000 per annum and the successful candidate must have previous compliance experience. Benefits and Package for a Business Compliance Consultant: Salary: Competitive Hours: Full-time Contract Type: Permanent Location: Liverpool Generous Holiday Allowance Key Responsibilities of a Business Compliance Consultant: Carry out file reviews and maintain a log of checks undertaken: Check all documentation for completeness and consistency Review and assess Adviser recommendations to clients for suitability and for compliance with internal procedures and wider legislation, in respect of the firm's discretionary managed service, ISAs, Pension, annuity broking, pension transfers/switches & drawdown. Communicate any findings with both the Adviser and appropriate senior management Effectively assess and oversee the resolution of remedial action to ensure satisfactory completion Assist with the delivery of the Compliance Monitoring Plan (CMP) Complaints handling and reporting Review and sign off literature and educational presentations against internal requirements, relevant legislation and rules including HMRC & the FCA Financial Promotion rules Undertake, monitor and record anti-money laundering checks Carry out peer checks Keep up to date with relevant UK Legislation that impacts the business Prepare MI and KPI data Be passionate about and demonstrate behaviours in line with the Company's ethos, vision and key principles Assist with other operational duties as necessary Key Skills and Experience of a Business Compliance Consultant: Excellent communication skills at all levels, both verbal and written, including the ability to be discreet and maintain confidentiality Strong organisational and problem-solving skills Investment & pensions experience within the financial services industry Good awareness of the UK regulatory environment, specifically the FCA Handbook Proficient in the use of MS Office and the ability to adapt to and engage with multiple technology systems Thorough approach to work, with good attention to detail A flexible and proactive approach with the ability to work under the pressure of deadlines Approachable and self-motivated Embraces change with a positive and flexible attitude Ability to articulate solutions both internally and externally Proactive team player If you are interested in this position as a Business Compliance Consultant and have the relevant experience required, please apply now! Red Recruitment (Agency)
Aug 08, 2026
Full time
Business Compliance Consultant Red Recruitment is looking to recruit experienced compliance consultant with previous pensions and investments experience and a good awareness of the UK regulatory environment. The salary is up to 52000 per annum and the successful candidate must have previous compliance experience. Benefits and Package for a Business Compliance Consultant: Salary: Competitive Hours: Full-time Contract Type: Permanent Location: Liverpool Generous Holiday Allowance Key Responsibilities of a Business Compliance Consultant: Carry out file reviews and maintain a log of checks undertaken: Check all documentation for completeness and consistency Review and assess Adviser recommendations to clients for suitability and for compliance with internal procedures and wider legislation, in respect of the firm's discretionary managed service, ISAs, Pension, annuity broking, pension transfers/switches & drawdown. Communicate any findings with both the Adviser and appropriate senior management Effectively assess and oversee the resolution of remedial action to ensure satisfactory completion Assist with the delivery of the Compliance Monitoring Plan (CMP) Complaints handling and reporting Review and sign off literature and educational presentations against internal requirements, relevant legislation and rules including HMRC & the FCA Financial Promotion rules Undertake, monitor and record anti-money laundering checks Carry out peer checks Keep up to date with relevant UK Legislation that impacts the business Prepare MI and KPI data Be passionate about and demonstrate behaviours in line with the Company's ethos, vision and key principles Assist with other operational duties as necessary Key Skills and Experience of a Business Compliance Consultant: Excellent communication skills at all levels, both verbal and written, including the ability to be discreet and maintain confidentiality Strong organisational and problem-solving skills Investment & pensions experience within the financial services industry Good awareness of the UK regulatory environment, specifically the FCA Handbook Proficient in the use of MS Office and the ability to adapt to and engage with multiple technology systems Thorough approach to work, with good attention to detail A flexible and proactive approach with the ability to work under the pressure of deadlines Approachable and self-motivated Embraces change with a positive and flexible attitude Ability to articulate solutions both internally and externally Proactive team player If you are interested in this position as a Business Compliance Consultant and have the relevant experience required, please apply now! Red Recruitment (Agency)
Compliance Consultant Red Recruitment is looking to recruit experienced compliance consultant with previous pensions and investments experience and a good awareness of the UK regulatory environment. The salary is up to 52000 per annum and the successful candidate must have previous compliance experience. Benefits and Package for a Compliance Consultant: Salary: Competitive Hours: Full-time Contract Type: Permanent Location: Liverpool Generous Holiday Allowance Key Responsibilities of a Compliance Consultant: Complete scheduled monitoring reviews in a timely manner. Identify and investigate issues and/or trends which may adversely affect the businesses' ability to comply with applicable legislation and/or regulations. Produce compliance monitoring review reports for Senior Management. Follow-up activities to ensure effective remediation of issues identified from the monitoring reviews and take responsibility for the delivery of agreed corrective actions and resolution of issues where appropriate. Maintain a close working relationship with other departments, particularly the Advised Sales Force, Guidance team, Legal, Investment Operations, Pensions Administration, Operations Control and HR teams. Manage the internal Complaints and Breaches mailbox ensuring all notifications are logged accordingly and escalated and dealt with in a timely manner. Log and track all firm breaches, ensuring that each breach is documented accurately, escalated, and investigated in line with company procedures. Perform thorough investigations into breaches, identifying the causes and potential impact on the business. Work closely with relevant teams to implement corrective actions and prevent similar breaches from occurring in the future. Ensure appropriate compensation is calculated and applied where the issue has caused a monetary loss to an individual Assist the Compliance Manager in creating a supportive culture based on continuous improvement & implementing Compliance throughout the business. Ensure all regulatory requirements are adhered to in the course of carrying out daily activities. Investigate and finalise complaints appropriately and in accordance with FCA DISP regulations. Conduct effective root cause analysis and identify root cause corrective action Identify trends, look at root cause of issues and ensure recommendations in place to improve business processes. Make recommendations to improve processes to the business and ensure implementation. Co-ordinate FCA Reporting, including: liaising with the business to provide information on what is required for FCA reporting and timely reminders to ensure all filing is completed within regulator timeframes. Collate all relevant compliance regulatory information and upload to My FCA in preparation for the Compliance Manager's assessment. Maintain the internal Certificated Function register accurately to ensure governance, oversight, and MI reporting. Ensure all certificated regime employees have a valid Statement of Professional Standing (SPS). Produce regulated references as required. Produce MI for the monthly compliance board report. Keep up to date on changing industry legislation that impacts the business. Complete Ad-hoc project work as required to meet business needs. Be passionate about and demonstrate behaviours in line with the Company's ethos, vision and key principles. Key Skills and Experience of a Compliance Consultant: Experience in the Financial Service industry ideally with a pension and/or investment focus Ability to understand and navigate the FCA handbook Excellent communication skills at all levels, both verbal and written, including the ability to be discreet and confidential Proficient in the use of MS Office and Intelligent Office Able to work to deadlines with proven time management skills Strong organisational and problem-solving skills, and ability to adopt a logical approach Thorough approach to work, with excellent attention to detail Approachable and self-motivated Embraces change with a positive and flexible attitude Ability to articulate solutions both internally and externally If you are interested in this position as a Compliance Consultant and have the relevant experience required, please apply now! Red Recruitment (Agency)
Aug 08, 2026
Full time
Compliance Consultant Red Recruitment is looking to recruit experienced compliance consultant with previous pensions and investments experience and a good awareness of the UK regulatory environment. The salary is up to 52000 per annum and the successful candidate must have previous compliance experience. Benefits and Package for a Compliance Consultant: Salary: Competitive Hours: Full-time Contract Type: Permanent Location: Liverpool Generous Holiday Allowance Key Responsibilities of a Compliance Consultant: Complete scheduled monitoring reviews in a timely manner. Identify and investigate issues and/or trends which may adversely affect the businesses' ability to comply with applicable legislation and/or regulations. Produce compliance monitoring review reports for Senior Management. Follow-up activities to ensure effective remediation of issues identified from the monitoring reviews and take responsibility for the delivery of agreed corrective actions and resolution of issues where appropriate. Maintain a close working relationship with other departments, particularly the Advised Sales Force, Guidance team, Legal, Investment Operations, Pensions Administration, Operations Control and HR teams. Manage the internal Complaints and Breaches mailbox ensuring all notifications are logged accordingly and escalated and dealt with in a timely manner. Log and track all firm breaches, ensuring that each breach is documented accurately, escalated, and investigated in line with company procedures. Perform thorough investigations into breaches, identifying the causes and potential impact on the business. Work closely with relevant teams to implement corrective actions and prevent similar breaches from occurring in the future. Ensure appropriate compensation is calculated and applied where the issue has caused a monetary loss to an individual Assist the Compliance Manager in creating a supportive culture based on continuous improvement & implementing Compliance throughout the business. Ensure all regulatory requirements are adhered to in the course of carrying out daily activities. Investigate and finalise complaints appropriately and in accordance with FCA DISP regulations. Conduct effective root cause analysis and identify root cause corrective action Identify trends, look at root cause of issues and ensure recommendations in place to improve business processes. Make recommendations to improve processes to the business and ensure implementation. Co-ordinate FCA Reporting, including: liaising with the business to provide information on what is required for FCA reporting and timely reminders to ensure all filing is completed within regulator timeframes. Collate all relevant compliance regulatory information and upload to My FCA in preparation for the Compliance Manager's assessment. Maintain the internal Certificated Function register accurately to ensure governance, oversight, and MI reporting. Ensure all certificated regime employees have a valid Statement of Professional Standing (SPS). Produce regulated references as required. Produce MI for the monthly compliance board report. Keep up to date on changing industry legislation that impacts the business. Complete Ad-hoc project work as required to meet business needs. Be passionate about and demonstrate behaviours in line with the Company's ethos, vision and key principles. Key Skills and Experience of a Compliance Consultant: Experience in the Financial Service industry ideally with a pension and/or investment focus Ability to understand and navigate the FCA handbook Excellent communication skills at all levels, both verbal and written, including the ability to be discreet and confidential Proficient in the use of MS Office and Intelligent Office Able to work to deadlines with proven time management skills Strong organisational and problem-solving skills, and ability to adopt a logical approach Thorough approach to work, with excellent attention to detail Approachable and self-motivated Embraces change with a positive and flexible attitude Ability to articulate solutions both internally and externally If you are interested in this position as a Compliance Consultant and have the relevant experience required, please apply now! Red Recruitment (Agency)
The SEMH Outreach Service is led by the Behaviour and Inclusion Consultant. The team is being developed to include two primary SEMH Outreach Advisors and two secondary SEMH Outreach Advisors, two Family Support Practitioners with one focused on primary and one on secondary, two SEMH Support Officers with one focused on primary and one on secondary, and a Data Analyst. The service is developing in line with national SEND and Alternative Provision reform, with a stronger emphasis on early intervention, ordinarily available inclusive practice, multi-agency working and strengthening capacity within mainstream schools so that children and young people receive the right support, in the right place, at the right time. You will be part of a service that supports settings to deliver quality teaching, timely intervention and sustainable whole-school approaches that improve outcomes for vulnerable children and young people with SEMH needs and behaviour that challenges in our vibrant and diverse borough. The role will contribute to the local delivery of Experts at Hand, Lambeths model for timely access to specialist SEMH advice and support, by helping schools to access and apply advice quickly, coordinate preventative support and embed effective strategies before needs escalate. You will work in a multi-professional way with the EHCP team, childrens social care, educational psychologists, the Inclusion team, health and mental health colleagues, alternative provision, other educational support services and families. This is an opportunity to shape a developing local authority model that strengthens early identification of SEMH needs, improves attendance and engagement, reduces suspensions and permanent exclusions, and helps schools build confidence, skill and resilience in meeting needs within mainstream settings. Job Purpose To work across educational settings within Lambeth to improve the standard of teaching, learning and inclusion for pupils, and to develop early intervention programmes and resources for pupils with SEMH needs or who are at risk of exclusion. To contribute to the development and delivery of Lambeths Experts at Hand model for SEMH by coordinating access to specialist advice, supporting schools to identify unmet needs earlier, and ensuring that practical strategies are embedded in everyday classroom and whole-school practice. To work collaboratively with local authority officers so that pupils with complex needs referred through the Fair Access Panel or alternative education pathways receive quality teaching, targeted intervention and coordinated support. To strengthen school capacity by developing behaviour and SEMH strategies and delivering training for staff across Lambeth settings. To build the capacity of school leaders, SENCOs, inclusion leads and pastoral teams to deliver evidence-informed SEMH support, reduce reliance on crisis responses and strengthen ordinarily available provision across the local authority. To support a caseload of pupils with SEMH needs or behavioural challenges. To develop and maintain effective networks with school staff responsible for behaviour, SEMH and inclusion, supporting the embedding of good practice and sustainable capacity in local schools. To facilitate school-to-school support, build capacity and raise standards by developing behaviour and inclusion networks that enable good practice to be shared across Lambeth. To support networks by working collaboratively with schools, professionals and families. To develop and support educational pathways that promote successful transition, reintegration and preparation for adulthood. To deliver a behaviour and SEMH CPD programme for school staff and work collaboratively with school support services. To support schools to review behaviour, SEMH and inclusion policies and practice, using evidence-informed reflection, coaching and development planning. Responsibilities This job description is intended as a guide and is not an exhaustive list of the duties and responsibilities of the role. Duties may vary from time to time without changing the general character of the post or the level of responsibility entailed. If you are interested in this role please send your updated CV in the first instance.
Aug 08, 2026
Seasonal
The SEMH Outreach Service is led by the Behaviour and Inclusion Consultant. The team is being developed to include two primary SEMH Outreach Advisors and two secondary SEMH Outreach Advisors, two Family Support Practitioners with one focused on primary and one on secondary, two SEMH Support Officers with one focused on primary and one on secondary, and a Data Analyst. The service is developing in line with national SEND and Alternative Provision reform, with a stronger emphasis on early intervention, ordinarily available inclusive practice, multi-agency working and strengthening capacity within mainstream schools so that children and young people receive the right support, in the right place, at the right time. You will be part of a service that supports settings to deliver quality teaching, timely intervention and sustainable whole-school approaches that improve outcomes for vulnerable children and young people with SEMH needs and behaviour that challenges in our vibrant and diverse borough. The role will contribute to the local delivery of Experts at Hand, Lambeths model for timely access to specialist SEMH advice and support, by helping schools to access and apply advice quickly, coordinate preventative support and embed effective strategies before needs escalate. You will work in a multi-professional way with the EHCP team, childrens social care, educational psychologists, the Inclusion team, health and mental health colleagues, alternative provision, other educational support services and families. This is an opportunity to shape a developing local authority model that strengthens early identification of SEMH needs, improves attendance and engagement, reduces suspensions and permanent exclusions, and helps schools build confidence, skill and resilience in meeting needs within mainstream settings. Job Purpose To work across educational settings within Lambeth to improve the standard of teaching, learning and inclusion for pupils, and to develop early intervention programmes and resources for pupils with SEMH needs or who are at risk of exclusion. To contribute to the development and delivery of Lambeths Experts at Hand model for SEMH by coordinating access to specialist advice, supporting schools to identify unmet needs earlier, and ensuring that practical strategies are embedded in everyday classroom and whole-school practice. To work collaboratively with local authority officers so that pupils with complex needs referred through the Fair Access Panel or alternative education pathways receive quality teaching, targeted intervention and coordinated support. To strengthen school capacity by developing behaviour and SEMH strategies and delivering training for staff across Lambeth settings. To build the capacity of school leaders, SENCOs, inclusion leads and pastoral teams to deliver evidence-informed SEMH support, reduce reliance on crisis responses and strengthen ordinarily available provision across the local authority. To support a caseload of pupils with SEMH needs or behavioural challenges. To develop and maintain effective networks with school staff responsible for behaviour, SEMH and inclusion, supporting the embedding of good practice and sustainable capacity in local schools. To facilitate school-to-school support, build capacity and raise standards by developing behaviour and inclusion networks that enable good practice to be shared across Lambeth. To support networks by working collaboratively with schools, professionals and families. To develop and support educational pathways that promote successful transition, reintegration and preparation for adulthood. To deliver a behaviour and SEMH CPD programme for school staff and work collaboratively with school support services. To support schools to review behaviour, SEMH and inclusion policies and practice, using evidence-informed reflection, coaching and development planning. Responsibilities This job description is intended as a guide and is not an exhaustive list of the duties and responsibilities of the role. Duties may vary from time to time without changing the general character of the post or the level of responsibility entailed. If you are interested in this role please send your updated CV in the first instance.
Triumph Consultants are looking for a Strategic Finance Manager for their client to support the Director of Finance. You will lead important financial activities, provide expert advice, and help ensure the finances are well managed. Contract is for 3 months, in Bradford BD5 0QL A Basic DBS is required for this role. Key Requirements CCAB Qualified Accountant. Strong experience in statutory accounts, audit, VAT, PAYE, pensions, corporation tax and cashflow management. Experience supporting budgets, forecasting and business partnering with managers. Ability to lead, mentor and develop finance staff. Experience presenting financial information to senior leaders, Audit Committees and key stakeholders. Key responsibilities: Lead financial management, including statutory accounts, audit and tax compliance. Support budget holders with budgeting, forecasting and financial advice. Manage cashflow, VAT, payroll, pensions and other day-to-day finance activities. Work closely with senior leadership and auditors to ensure strong financial governance. Help develop and improve finance processes while supporting the wider finance team. Unless the DBS requirement stated above is for a Basic Disclosure, your DBS must be either through us or be accompanied by a subscription to the DBS updating service. We will also add your details to our mail out lists. Please note you may receive details of roles outside of your immediate vicinity, as many candidates are able to relocate temporarily for work. Please disregard any such emails that are not of interest and let us know if you would rather not receive such mailouts and/or if you wish us to delete your details and prefer to apply direct to our advertised roles. If you do not hear from us within three working days, unfortunately your application has not been shortlisted on this occasion. Thank you for your interest in working with us.
Aug 06, 2026
Contractor
Triumph Consultants are looking for a Strategic Finance Manager for their client to support the Director of Finance. You will lead important financial activities, provide expert advice, and help ensure the finances are well managed. Contract is for 3 months, in Bradford BD5 0QL A Basic DBS is required for this role. Key Requirements CCAB Qualified Accountant. Strong experience in statutory accounts, audit, VAT, PAYE, pensions, corporation tax and cashflow management. Experience supporting budgets, forecasting and business partnering with managers. Ability to lead, mentor and develop finance staff. Experience presenting financial information to senior leaders, Audit Committees and key stakeholders. Key responsibilities: Lead financial management, including statutory accounts, audit and tax compliance. Support budget holders with budgeting, forecasting and financial advice. Manage cashflow, VAT, payroll, pensions and other day-to-day finance activities. Work closely with senior leadership and auditors to ensure strong financial governance. Help develop and improve finance processes while supporting the wider finance team. Unless the DBS requirement stated above is for a Basic Disclosure, your DBS must be either through us or be accompanied by a subscription to the DBS updating service. We will also add your details to our mail out lists. Please note you may receive details of roles outside of your immediate vicinity, as many candidates are able to relocate temporarily for work. Please disregard any such emails that are not of interest and let us know if you would rather not receive such mailouts and/or if you wish us to delete your details and prefer to apply direct to our advertised roles. If you do not hear from us within three working days, unfortunately your application has not been shortlisted on this occasion. Thank you for your interest in working with us.
Paraplanner Location: South Manchester Job Type: Full-time, Permanent Salary: Competitive (DOE) Are you an experienced Paraplanner looking to join a well-established wealth management firm that genuinely invests in its people? We're recruiting for a technically strong Paraplanner to support a team of Financial Consultants, delivering high-quality research, suitability reports and technical expertise. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to develop their career within a supportive, professional environment. The Role Working closely with Financial Consultants and the wider support team, you'll be responsible for: Producing high-quality investment and suitability reports for new and existing clients Preparing pre-investment packs to support financial planning recommendations Conducting market and investment research to ensure recommendations remain competitive and appropriate Providing technical support and guidance to the administration team Building and maintaining relationships with investment and insurance providers Ensuring all work is completed in line with FCA regulations and Conduct Rules Supporting advisers with complex technical cases where required About You We're looking for someone who has: At least 2 years' experience as a Paraplanner within an IFA or Wealth Management firm Level 4 Diploma in Financial Planning (or currently working towards it) Strong knowledge of pensions, investments and financial planning products Excellent analytical and report-writing skills A high level of attention to detail and accuracy The ability to understand and communicate complex financial planning solutions A proactive approach and the ability to work both independently and collaboratively Benefits This firm offers an excellent benefits package, including: Competitive salary 9% non-contributory employer pension Private Medical Insurance (Bupa Select) Critical Illness Cover Income Protection Life Assurance (4x salary) Health Cash Plan and Dental Insurance options Employee Assistance Programme and wellbeing support 30 days annual leave, plus the option to buy an additional 3 days Significant investment account discounts for employees and immediate family Ongoing professional development and career progression Why Apply? This is an opportunity to join a respected wealth management firm where technical expertise is valued, employee wellbeing is prioritised, and long-term career development is encouraged. If you're an experienced Paraplanner looking for your next challenge, we'd love to hear from you. Apply today for a confidential discussion.
Aug 06, 2026
Full time
Paraplanner Location: South Manchester Job Type: Full-time, Permanent Salary: Competitive (DOE) Are you an experienced Paraplanner looking to join a well-established wealth management firm that genuinely invests in its people? We're recruiting for a technically strong Paraplanner to support a team of Financial Consultants, delivering high-quality research, suitability reports and technical expertise. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to develop their career within a supportive, professional environment. The Role Working closely with Financial Consultants and the wider support team, you'll be responsible for: Producing high-quality investment and suitability reports for new and existing clients Preparing pre-investment packs to support financial planning recommendations Conducting market and investment research to ensure recommendations remain competitive and appropriate Providing technical support and guidance to the administration team Building and maintaining relationships with investment and insurance providers Ensuring all work is completed in line with FCA regulations and Conduct Rules Supporting advisers with complex technical cases where required About You We're looking for someone who has: At least 2 years' experience as a Paraplanner within an IFA or Wealth Management firm Level 4 Diploma in Financial Planning (or currently working towards it) Strong knowledge of pensions, investments and financial planning products Excellent analytical and report-writing skills A high level of attention to detail and accuracy The ability to understand and communicate complex financial planning solutions A proactive approach and the ability to work both independently and collaboratively Benefits This firm offers an excellent benefits package, including: Competitive salary 9% non-contributory employer pension Private Medical Insurance (Bupa Select) Critical Illness Cover Income Protection Life Assurance (4x salary) Health Cash Plan and Dental Insurance options Employee Assistance Programme and wellbeing support 30 days annual leave, plus the option to buy an additional 3 days Significant investment account discounts for employees and immediate family Ongoing professional development and career progression Why Apply? This is an opportunity to join a respected wealth management firm where technical expertise is valued, employee wellbeing is prioritised, and long-term career development is encouraged. If you're an experienced Paraplanner looking for your next challenge, we'd love to hear from you. Apply today for a confidential discussion.
Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: Work closely with the consultants to support and ensure clients needs are met Preparation work for client meetings Attending clients meetings, taking meeting notes (on/off site) Coordinating action points from meetings and completing work required Responsible for communication with clients (phone calls/emails etc.) Researching and collation of information in relation to advice being given to clients Liaising with external providers on client queries Requesting illustrations required in respect of new and existing business Processing of new business completed in line with compliant procedures and policies Updating client records and electronic folders Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: Have a minimum 4-5 years experience in a similar role Possess an understanding of financial services including investments, pensions and estate planning Have excellent customer service skills and attention to detail Be able to proactively manage client affairs in a prompt and efficient manner Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment Be able to work in a team within an open office environment Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Group Pension Life Assurance Income Protection Health Cash Plan Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Aug 06, 2026
Full time
Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: Work closely with the consultants to support and ensure clients needs are met Preparation work for client meetings Attending clients meetings, taking meeting notes (on/off site) Coordinating action points from meetings and completing work required Responsible for communication with clients (phone calls/emails etc.) Researching and collation of information in relation to advice being given to clients Liaising with external providers on client queries Requesting illustrations required in respect of new and existing business Processing of new business completed in line with compliant procedures and policies Updating client records and electronic folders Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: Have a minimum 4-5 years experience in a similar role Possess an understanding of financial services including investments, pensions and estate planning Have excellent customer service skills and attention to detail Be able to proactively manage client affairs in a prompt and efficient manner Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment Be able to work in a team within an open office environment Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Group Pension Life Assurance Income Protection Health Cash Plan Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times. Specifically you'll: Provide relevant documentation ahead of FPC client meetings; Obtain relevant research relating to proposed advice; Compile suitability letters based on the advice being given; Process new business; Ensure accurate completion of compliance requirements; Respond to client queries; • Maintaining client records on XPlan; Liaise with life offices and providers; Ensure the administrative requirements are completed for the Client Review Process; Contribute to new business development; Proactively maintaining a high level of client service; Carry out other administrative related tasks as required in support of the FPC. We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning. Great salary and company benefits are offered with this role.
Aug 05, 2026
Full time
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times. Specifically you'll: Provide relevant documentation ahead of FPC client meetings; Obtain relevant research relating to proposed advice; Compile suitability letters based on the advice being given; Process new business; Ensure accurate completion of compliance requirements; Respond to client queries; • Maintaining client records on XPlan; Liaise with life offices and providers; Ensure the administrative requirements are completed for the Client Review Process; Contribute to new business development; Proactively maintaining a high level of client service; Carry out other administrative related tasks as required in support of the FPC. We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning. Great salary and company benefits are offered with this role.
Oracle Payroll PAY HCM Payroll Costing functional My client is currently looking for an experienced UK Oracle Cloud Payroll Consultant for a potential long term contract role. You will need 8- 10 years + experience of in-depth Oracle Payroll including Payroll Costing and support around fast formulas, as well as very good knowledge on pensions. Please only apply if you are a UK resident and have Oracle Payroll experience.
Aug 05, 2026
Contractor
Oracle Payroll PAY HCM Payroll Costing functional My client is currently looking for an experienced UK Oracle Cloud Payroll Consultant for a potential long term contract role. You will need 8- 10 years + experience of in-depth Oracle Payroll including Payroll Costing and support around fast formulas, as well as very good knowledge on pensions. Please only apply if you are a UK resident and have Oracle Payroll experience.
We are exclusively recruiting for an experienced and highly organised Finance Manager to lead our client's Accounts team and ensure robust financial management and control across the business. This is a senior, hands-on role with responsibility for overseeing day-to-day financial operations while contributing strategically to the company's long-term objectives. We've recruited for this company for 16+ years and really enjoy recruiting for the Finance Director. The company has over a 100m turnover, they're very successful and expanding. As part of your role, you will manage a team of four (1 Supervisor and 3 Accounts staff) and work closely with Directors and Managers to ensure financial commitments are met, risks are controlled, and reporting is accurate and timely. Please find all the details below: Job title: Finance Manager Location: Ashford, Kent. This role is office based, but flexibility is available to attend appointments etc Hours: Monday-Friday, 8:30am-5pm Salary: 55,000- 65,000 DOE Reasons to work at our client: 22 days annual leave + Bank holidays Free parking A pivotal role within a growing and well-established business Opportunity to influence financial strategy and business performance Supportive leadership team and collaborative working environment Your duties and responsibilities would be: Strategic & Department Management Develop and deliver the annual strategic plan for the Accounts department Oversee the efficient running of the accounts function, ensuring high professional standards Identify financial and operational risks and implement mitigation plans Analyse supplier and business relationships to reduce costs and improve profitability Review ad-hoc contracts, renewals, insurance and associated financial data Stay up to date with industry practices and financial legislation Financial Management Prepare budgets and review with Managers and Directors Produce and maintain management accounts and supporting spreadsheets Compile and submit VAT returns, Company Annual Returns and National Statistics returns Ensure all statutory and non-statutory payments are accurate and submitted on time Maintain and control the Asset Register Submit monthly and quarterly financial returns to manufacturers Sales & Purchase Ledger Oversight Oversee Credit Control processes, review aged debt monthly and generate stop lists Step in to cover Credit Controller duties where required Oversee Purchase Ledger, ensuring reconciliations, allocations and payment runs are completed correctly and on time Authorise and code purchase invoices Management Accounts & Nominal Ledger Generate and review trial balances and balance sheet reconciliations Prepare and post journals including accruals, depreciation, and adjustments Produce, review, and distribute management accounts to strict deadlines Attend monthly management meetings and support managers with financial queries Payroll Prepare and oversee monthly payroll for approximately 270 employees using Moorepay Manage PAYE, NI, student loans, pensions, and benefits in kind Post payroll journals to the nominal ledger and ensure all payments are accurate Audit & Compliance Prepare statutory audit information and liaise with external auditors Attend audit review meetings and present findings to Directors and Shareholders Ensure full compliance with company policies and statutory requirements People Management Lead, motivate and develop the Accounts team Conduct performance reviews and support training and succession planning Manage recruitment, annual leave, and sickness to ensure adequate cover Ensure Health & Safety compliance across the department You'll be the ideal candidate for this role if you have the following: Proven experience in a senior finance or finance management role Strong knowledge of management accounts, payroll, VAT, and statutory reporting Confidence to manage people with excellent organisational and leadership skills Hands-on, proactive, and able to meet strict deadlines Strong attention to detail with the ability to work strategically Next steps: If you're excited about the opportunity and you have the relevant skills and experience above, please apply today. Alternatively, if you know someone who may be suitable for this role please share the details. If you successfully refer a friend for the above role, you will receive a 100 voucher of your choice! Terms apply Please note if your skills match the requirements for the job then you will receive an e-mail from us (remember to check your junk mail). If you do please call us on ASAP or within 24 hours to discuss the position in further detail with Bonnie (Candidate Consultant) or Nicola (Permanent Consultant). Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Aug 04, 2026
Full time
We are exclusively recruiting for an experienced and highly organised Finance Manager to lead our client's Accounts team and ensure robust financial management and control across the business. This is a senior, hands-on role with responsibility for overseeing day-to-day financial operations while contributing strategically to the company's long-term objectives. We've recruited for this company for 16+ years and really enjoy recruiting for the Finance Director. The company has over a 100m turnover, they're very successful and expanding. As part of your role, you will manage a team of four (1 Supervisor and 3 Accounts staff) and work closely with Directors and Managers to ensure financial commitments are met, risks are controlled, and reporting is accurate and timely. Please find all the details below: Job title: Finance Manager Location: Ashford, Kent. This role is office based, but flexibility is available to attend appointments etc Hours: Monday-Friday, 8:30am-5pm Salary: 55,000- 65,000 DOE Reasons to work at our client: 22 days annual leave + Bank holidays Free parking A pivotal role within a growing and well-established business Opportunity to influence financial strategy and business performance Supportive leadership team and collaborative working environment Your duties and responsibilities would be: Strategic & Department Management Develop and deliver the annual strategic plan for the Accounts department Oversee the efficient running of the accounts function, ensuring high professional standards Identify financial and operational risks and implement mitigation plans Analyse supplier and business relationships to reduce costs and improve profitability Review ad-hoc contracts, renewals, insurance and associated financial data Stay up to date with industry practices and financial legislation Financial Management Prepare budgets and review with Managers and Directors Produce and maintain management accounts and supporting spreadsheets Compile and submit VAT returns, Company Annual Returns and National Statistics returns Ensure all statutory and non-statutory payments are accurate and submitted on time Maintain and control the Asset Register Submit monthly and quarterly financial returns to manufacturers Sales & Purchase Ledger Oversight Oversee Credit Control processes, review aged debt monthly and generate stop lists Step in to cover Credit Controller duties where required Oversee Purchase Ledger, ensuring reconciliations, allocations and payment runs are completed correctly and on time Authorise and code purchase invoices Management Accounts & Nominal Ledger Generate and review trial balances and balance sheet reconciliations Prepare and post journals including accruals, depreciation, and adjustments Produce, review, and distribute management accounts to strict deadlines Attend monthly management meetings and support managers with financial queries Payroll Prepare and oversee monthly payroll for approximately 270 employees using Moorepay Manage PAYE, NI, student loans, pensions, and benefits in kind Post payroll journals to the nominal ledger and ensure all payments are accurate Audit & Compliance Prepare statutory audit information and liaise with external auditors Attend audit review meetings and present findings to Directors and Shareholders Ensure full compliance with company policies and statutory requirements People Management Lead, motivate and develop the Accounts team Conduct performance reviews and support training and succession planning Manage recruitment, annual leave, and sickness to ensure adequate cover Ensure Health & Safety compliance across the department You'll be the ideal candidate for this role if you have the following: Proven experience in a senior finance or finance management role Strong knowledge of management accounts, payroll, VAT, and statutory reporting Confidence to manage people with excellent organisational and leadership skills Hands-on, proactive, and able to meet strict deadlines Strong attention to detail with the ability to work strategically Next steps: If you're excited about the opportunity and you have the relevant skills and experience above, please apply today. Alternatively, if you know someone who may be suitable for this role please share the details. If you successfully refer a friend for the above role, you will receive a 100 voucher of your choice! Terms apply Please note if your skills match the requirements for the job then you will receive an e-mail from us (remember to check your junk mail). If you do please call us on ASAP or within 24 hours to discuss the position in further detail with Bonnie (Candidate Consultant) or Nicola (Permanent Consultant). Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Alexander Lloyd are partnering with a successful professional services business in Dorking to recruit a Part-Time Assistant Accountant. This is a varied role supporting the day-to-day finance function, with responsibilities spanning management accounts, payroll, budgeting, forecasting and financial reporting. Key responsibilities: Preparation of monthly management accounts Budgeting, forecasting and variance analysis Payroll processing, including pensions and statutory payments Balance sheet reconciliations and cash flow monitoring Accounts payable and receivable support Producing financial reports and analysis Maintaining financial controls and improving processes About you: AAT qualified, part-qualified ACCA/CIMA/ACA, or qualified by experience Previous accounting or finance experience Management accounts and payroll experience Strong Excel skills Organised, analytical and detail-focused Confident communicating with stakeholders across the business What's on offer: 37,000- 40,000 pro rata 20 hours per week Flexible working pattern Pension and additional benefits Supportive working environment Broad role with real responsibility If you're looking for a flexible part-time finance role where you can make a genuine impact, we'd love to hear from you. Apply today or contact Alexander Lloyd for a confidential discussion. This is only one of many vacancies we are handling. Alexander Lloyd is the leading recruiter across a range of roles within the Finance and Accountancy space. From part to fully qualified accountants within Financial Reporting, Management Accounts, FP&A, commercial finance up to Director level throughout Surrey, Sussex, London & Kent. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website (url removed) for any other roles which may be of interest.
Aug 03, 2026
Full time
Alexander Lloyd are partnering with a successful professional services business in Dorking to recruit a Part-Time Assistant Accountant. This is a varied role supporting the day-to-day finance function, with responsibilities spanning management accounts, payroll, budgeting, forecasting and financial reporting. Key responsibilities: Preparation of monthly management accounts Budgeting, forecasting and variance analysis Payroll processing, including pensions and statutory payments Balance sheet reconciliations and cash flow monitoring Accounts payable and receivable support Producing financial reports and analysis Maintaining financial controls and improving processes About you: AAT qualified, part-qualified ACCA/CIMA/ACA, or qualified by experience Previous accounting or finance experience Management accounts and payroll experience Strong Excel skills Organised, analytical and detail-focused Confident communicating with stakeholders across the business What's on offer: 37,000- 40,000 pro rata 20 hours per week Flexible working pattern Pension and additional benefits Supportive working environment Broad role with real responsibility If you're looking for a flexible part-time finance role where you can make a genuine impact, we'd love to hear from you. Apply today or contact Alexander Lloyd for a confidential discussion. This is only one of many vacancies we are handling. Alexander Lloyd is the leading recruiter across a range of roles within the Finance and Accountancy space. From part to fully qualified accountants within Financial Reporting, Management Accounts, FP&A, commercial finance up to Director level throughout Surrey, Sussex, London & Kent. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website (url removed) for any other roles which may be of interest.
Alexander Lloyd is delighted to be partnering with a rapidly growing organisation as they continue to strengthen their Project Management function. Due to ongoing expansion, they are seeking an experienced Senior Project Manager with strong Defined Benefit (DB) pensions expertise to join their team. About the Role You'll lead a portfolio of large, complex, and high-visibility projects across the Pensions Administration and Consulting landscape. This includes: Implementations Benefit changes Pensions Dashboard GMP projects De-risking programmes Multi-provider and multi-stakeholder delivery This is a varied, strategic role where you'll be at the centre of major transformation and client-critical initiatives. Key Responsibilities Act as a trusted adviser to clients, third parties, and internal teams Build strong stakeholder relationships across all levels Provide guidance on complex pensions initiatives and support decision-making Manage end-to-end project delivery, ensuring timelines, budgets, and outcomes are met Lead cross-functional collaboration across multiple service lines Drive governance, risk management, and project controls Support continuous improvement and contribute to new delivery propositions Who We're Looking For This role is ideal for: Experienced Project Managers seeking progression, or Pensions professionals from consulting, transitions, implementations, or change who want to move into a dedicated project management role You'll need: Strong DB pensions knowledge Proven experience partnering closely with clients and stakeholders Excellent communication and relationship-building skills A structured, organised approach with the ability to manage multiple priorities Working Arrangements This role offers genuine flexibility - hybrid from any UK office or fully remote for the right person. Please quote 52510 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Aug 03, 2026
Full time
Alexander Lloyd is delighted to be partnering with a rapidly growing organisation as they continue to strengthen their Project Management function. Due to ongoing expansion, they are seeking an experienced Senior Project Manager with strong Defined Benefit (DB) pensions expertise to join their team. About the Role You'll lead a portfolio of large, complex, and high-visibility projects across the Pensions Administration and Consulting landscape. This includes: Implementations Benefit changes Pensions Dashboard GMP projects De-risking programmes Multi-provider and multi-stakeholder delivery This is a varied, strategic role where you'll be at the centre of major transformation and client-critical initiatives. Key Responsibilities Act as a trusted adviser to clients, third parties, and internal teams Build strong stakeholder relationships across all levels Provide guidance on complex pensions initiatives and support decision-making Manage end-to-end project delivery, ensuring timelines, budgets, and outcomes are met Lead cross-functional collaboration across multiple service lines Drive governance, risk management, and project controls Support continuous improvement and contribute to new delivery propositions Who We're Looking For This role is ideal for: Experienced Project Managers seeking progression, or Pensions professionals from consulting, transitions, implementations, or change who want to move into a dedicated project management role You'll need: Strong DB pensions knowledge Proven experience partnering closely with clients and stakeholders Excellent communication and relationship-building skills A structured, organised approach with the ability to manage multiple priorities Working Arrangements This role offers genuine flexibility - hybrid from any UK office or fully remote for the right person. Please quote 52510 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Pensions Administrator Salary: 25,000 - 30,000 Location: Godalming Hours: Monday to Friday, 09:00am till 5:30pm Our client is seeking a Pensions Administrator to join their growing team. This role involves providing comprehensive administrative support for pension schemes, ensuring compliance with regulations, maintaining accurate records, and assisting consultants in delivering exceptional service to clients. Key Responsibilities: Preparing and processing pension scheme documentation, including scheme establishment and regulatory submissions. Managing scheme reviews, ensuring all necessary documentation is up to date and compliant. Handling transfer values, tax reclaims, and investment transactions efficiently. Maintaining accurate and up-to-date database records, ensuring all data is correctly entered and monitored. Assisting with retirement processes, including pension calculations, benefit statements, and payment of lump sums or pensions. Liaising with consultants, trustees, accountants, and regulatory bodies to facilitate smooth pension administration. Ensuring compliance with Inland Revenue requirements, including the reporting of PSO transactions and VAT submissions. Assisting consultants with investment research and obtaining quotations for pension-related investments. Supporting clients by providing regular scheme updates and reminders regarding contributions and compliance. Drafting and reviewing pension scheme reports, trustee documentation, and actuarial reports in line with industry standards. Handling queries from clients and stakeholders regarding pension scheme administration and regulations. Requirements: Previous experience in pensions administration or financial services, ideally within SSAS, SIPP, or occupational pensions. Strong organisational and numerical skills with excellent attention to detail. Ability to manage multiple tasks and meet strict deadlines in a fast-paced environment. Strong communication skills, both written and verbal, to liaise effectively with stakeholders. Proficiency in Microsoft Office, particularly Excel and Word, for data management and reporting. Knowledge of pension regulations and Inland Revenue requirements is desirable.
Oct 08, 2025
Full time
Pensions Administrator Salary: 25,000 - 30,000 Location: Godalming Hours: Monday to Friday, 09:00am till 5:30pm Our client is seeking a Pensions Administrator to join their growing team. This role involves providing comprehensive administrative support for pension schemes, ensuring compliance with regulations, maintaining accurate records, and assisting consultants in delivering exceptional service to clients. Key Responsibilities: Preparing and processing pension scheme documentation, including scheme establishment and regulatory submissions. Managing scheme reviews, ensuring all necessary documentation is up to date and compliant. Handling transfer values, tax reclaims, and investment transactions efficiently. Maintaining accurate and up-to-date database records, ensuring all data is correctly entered and monitored. Assisting with retirement processes, including pension calculations, benefit statements, and payment of lump sums or pensions. Liaising with consultants, trustees, accountants, and regulatory bodies to facilitate smooth pension administration. Ensuring compliance with Inland Revenue requirements, including the reporting of PSO transactions and VAT submissions. Assisting consultants with investment research and obtaining quotations for pension-related investments. Supporting clients by providing regular scheme updates and reminders regarding contributions and compliance. Drafting and reviewing pension scheme reports, trustee documentation, and actuarial reports in line with industry standards. Handling queries from clients and stakeholders regarding pension scheme administration and regulations. Requirements: Previous experience in pensions administration or financial services, ideally within SSAS, SIPP, or occupational pensions. Strong organisational and numerical skills with excellent attention to detail. Ability to manage multiple tasks and meet strict deadlines in a fast-paced environment. Strong communication skills, both written and verbal, to liaise effectively with stakeholders. Proficiency in Microsoft Office, particularly Excel and Word, for data management and reporting. Knowledge of pension regulations and Inland Revenue requirements is desirable.
An exciting opportunity has arisen for a Payroll Senior to join a well-established accountancy firm. The organisation provides comprehensive accounting, tax, and advisory services to a wide range of clients across Yorkshire and beyond. As a Payroll Senior, you will manage payroll services for multiple clients, ensuring accuracy and timely delivery of all payroll processes. This full-time role offers hybrid working options, salary £30,000 - £35,000 for 35 hours work week and benefits. You will be responsible for: Processing weekly, monthly, and annual payrolls for clients. Managing auto-enrolment workplace pensions and payrolled benefits Ensuring payroll information is accurate and communicated to clients and relevant staff. Submitting Real Time Information (RTI) to HMRC. Handling and resolving payroll queries efficiently. Using Sage 50 Payroll, QuickBooks, and Xero for payroll processing. Staying up to date with payroll legislation and applying it correctly. Preparing and submitting P11D forms. Completing BACS submissions accurately and on time. What we are looking for: Previously worked as a Payroll Senior, Payroll Specialist, Payroll Administrator, Payroll Supervisor, Payroll Executive, Payroll Manager, payroll Lead, Payroll Officer, Payroll Consultant, Senior Payroll Administrator or in a similar role. Experience working in a payroll bureau or practice environment, ideally handling multiple clients. Knowledge of payroll software including Sage 50, QuickBooks, and Xero. Strong communication, leadership, and organisational skills. Comfortable working across multiple client accounts simultaneously. Full UK driving licence. What's on offer: Competitive salary Supportive and inclusive team environment Modern offices with on-site parking Regular team-building and social events Opportunities for ongoing professional development and career progression Apply now for this great Payroll Senior opportunity to join a respected payroll services organisation and develop your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Oct 08, 2025
Full time
An exciting opportunity has arisen for a Payroll Senior to join a well-established accountancy firm. The organisation provides comprehensive accounting, tax, and advisory services to a wide range of clients across Yorkshire and beyond. As a Payroll Senior, you will manage payroll services for multiple clients, ensuring accuracy and timely delivery of all payroll processes. This full-time role offers hybrid working options, salary £30,000 - £35,000 for 35 hours work week and benefits. You will be responsible for: Processing weekly, monthly, and annual payrolls for clients. Managing auto-enrolment workplace pensions and payrolled benefits Ensuring payroll information is accurate and communicated to clients and relevant staff. Submitting Real Time Information (RTI) to HMRC. Handling and resolving payroll queries efficiently. Using Sage 50 Payroll, QuickBooks, and Xero for payroll processing. Staying up to date with payroll legislation and applying it correctly. Preparing and submitting P11D forms. Completing BACS submissions accurately and on time. What we are looking for: Previously worked as a Payroll Senior, Payroll Specialist, Payroll Administrator, Payroll Supervisor, Payroll Executive, Payroll Manager, payroll Lead, Payroll Officer, Payroll Consultant, Senior Payroll Administrator or in a similar role. Experience working in a payroll bureau or practice environment, ideally handling multiple clients. Knowledge of payroll software including Sage 50, QuickBooks, and Xero. Strong communication, leadership, and organisational skills. Comfortable working across multiple client accounts simultaneously. Full UK driving licence. What's on offer: Competitive salary Supportive and inclusive team environment Modern offices with on-site parking Regular team-building and social events Opportunities for ongoing professional development and career progression Apply now for this great Payroll Senior opportunity to join a respected payroll services organisation and develop your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Oct 08, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Oct 07, 2025
Full time
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Recruitment Consultant - Trades & Labour - Leeds 28k- 32K per annum (DOE) OTE 60K- 80K first year, set to increase after one year of billing Daniel Owen is looking for an experienced recruitment consultant or sales professional to join the team in our office based in Leeds. Daniel Owen has been a leading force in the Trades & Labour sector for the past 38 years. We are now looking for a Recruitment Consultant to join our Leeds office to grow and expand this division even further. This is an exceptional opportunity for the right candidate to flourish within our well-established agency and advance into a senior consultant role in the future. Your impact/duties as a Recruitment Consultant: Client Relationships: Not just over the phone, but face-to-face, you'll identify and develop existing and new client relationships. Talent Sourcing: Seek out skilled individuals with the right qualifications and experience. 360 Recruitment Process: From negotiating terms, to interviews to offer stages, you will manage the entire process. Top-Tier Service: Deliver exceptional service to ensure repeat business and outstanding recommendations The Ideal Candidate for a Recruitment Consultant: Proven Professional: Whether in recruitment or sales (any sector), you know how to get results. Motivator and Ambitious: Inspire others and aspire to progress to a managerial role. Excellent Communicator: Posses brilliant communication skills face-to-face and via email Adaptable: Thrive in a fast-paced environment and pivot with changing priorities. Decision-Maker: You're not afraid to take the initiative Extra benefits of working as a Recruitment Consultant at Daniel Owen: Flexible Benefits: 23 days holiday per year, increasing each year up to your 5th year plus day off for your birthday Health and Well-Being: Contributory pension, private health care, and life assurance. Director Incentives: Quarterly lunch incentives Jet-Setters Welcome: Reward trips, previous locations such as Marbella, Prague & Portugal Learning and Growth: Group sessions and one to one training. Fast-Track Career: Our directors all climbed the ladder from within. Company funded recruitment specific qualifications: The company funds training and qualifications which offers all employees the opportunity to work towards MIRP Level 4 Management status Personalised one-on-onto coaching with One financial: Daniel Owen offers all employees the opportunity to unleash their financial potential and confidentially work alongside financial experts who will guide you through the labyrinth of mortgages, investments, savings, credit, and pensions. If you could see yourself growing and developing within our team, please apply directly or reach out to our Talent Acquisition team for a confidential chat. REGION123
Oct 07, 2025
Full time
Recruitment Consultant - Trades & Labour - Leeds 28k- 32K per annum (DOE) OTE 60K- 80K first year, set to increase after one year of billing Daniel Owen is looking for an experienced recruitment consultant or sales professional to join the team in our office based in Leeds. Daniel Owen has been a leading force in the Trades & Labour sector for the past 38 years. We are now looking for a Recruitment Consultant to join our Leeds office to grow and expand this division even further. This is an exceptional opportunity for the right candidate to flourish within our well-established agency and advance into a senior consultant role in the future. Your impact/duties as a Recruitment Consultant: Client Relationships: Not just over the phone, but face-to-face, you'll identify and develop existing and new client relationships. Talent Sourcing: Seek out skilled individuals with the right qualifications and experience. 360 Recruitment Process: From negotiating terms, to interviews to offer stages, you will manage the entire process. Top-Tier Service: Deliver exceptional service to ensure repeat business and outstanding recommendations The Ideal Candidate for a Recruitment Consultant: Proven Professional: Whether in recruitment or sales (any sector), you know how to get results. Motivator and Ambitious: Inspire others and aspire to progress to a managerial role. Excellent Communicator: Posses brilliant communication skills face-to-face and via email Adaptable: Thrive in a fast-paced environment and pivot with changing priorities. Decision-Maker: You're not afraid to take the initiative Extra benefits of working as a Recruitment Consultant at Daniel Owen: Flexible Benefits: 23 days holiday per year, increasing each year up to your 5th year plus day off for your birthday Health and Well-Being: Contributory pension, private health care, and life assurance. Director Incentives: Quarterly lunch incentives Jet-Setters Welcome: Reward trips, previous locations such as Marbella, Prague & Portugal Learning and Growth: Group sessions and one to one training. Fast-Track Career: Our directors all climbed the ladder from within. Company funded recruitment specific qualifications: The company funds training and qualifications which offers all employees the opportunity to work towards MIRP Level 4 Management status Personalised one-on-onto coaching with One financial: Daniel Owen offers all employees the opportunity to unleash their financial potential and confidentially work alongside financial experts who will guide you through the labyrinth of mortgages, investments, savings, credit, and pensions. If you could see yourself growing and developing within our team, please apply directly or reach out to our Talent Acquisition team for a confidential chat. REGION123
Nearest tube Charing Cross We're looking for a Senior Pensions Consultant to join our clients growing team in London. You'll support the smooth running of a wide range of trust-based company pension schemes, including defined benefit, defined contribution, career average revalued earnings, and hybrid schemes Benefits: Competitive salary + discretionary bonus 25 days' holiday (buy/sell options) Pension click apply for full job details
Oct 06, 2025
Full time
Nearest tube Charing Cross We're looking for a Senior Pensions Consultant to join our clients growing team in London. You'll support the smooth running of a wide range of trust-based company pension schemes, including defined benefit, defined contribution, career average revalued earnings, and hybrid schemes Benefits: Competitive salary + discretionary bonus 25 days' holiday (buy/sell options) Pension click apply for full job details
