533 jobs found

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!

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.

Are you an experienced Bookkeeper looking for a role where you can do more than just process the numbers? Do you enjoy building long term client relationships, taking ownership of your work and becoming a trusted adviser to businesses? NXTGEN is delighted to be working exclusively with one of our longest standing and most trusted clients as they look to appoint an experienced Bookkeeper into a brand new role that offers genuine scope to make your mark. This is far more than a traditional bookkeeping position. You'll have the opportunity to help shape and develop the firm's bookkeeping service as it continues to grow, giving you real influence over how the function evolves. As the client portfolio expands, so too will the opportunity for you to develop your own role, making this an exciting position for someone who wants to be part of a firm's long term journey. Working with a broad range of ambitious and successful businesses, you'll become a trusted extension of your clients' teams, helping them gain a better understanding of their finances while building strong, lasting relationships. You'll enjoy plenty of variety, with the opportunity to work both from the office and on site with clients, giving you exposure to different businesses and industries. Joining a collaborative and highly experienced leadership team, you'll be given the autonomy to manage your own portfolio while being supported to continue developing your skills and career. The firm has built an outstanding reputation, not only for the quality of service it delivers, but also for creating an environment where people genuinely enjoy coming to work and build long term careers. Key Responsibilities Managing the bookkeeping requirements for a varied portfolio of clients across a wide range of sectors. Building strong, long term relationships and becoming a trusted point of contact for your clients. Visiting clients on site where required, providing hands on bookkeeping support and continuity. Completing bookkeeping, bank reconciliations and maintaining accurate financial records. Preparing and submitting VAT returns. Supporting clients with month end processes and management information. Identifying opportunities to improve processes, introduce efficiencies and add value. Playing an active role in the continued growth and development of the firm's bookkeeping offering. About You Previous bookkeeping experience, ideally gained within an accountancy practice or another client facing environment. Comfortable managing your own workload and working independently. Excellent communication skills with the ability to build trusted client relationships. A proactive mindset with a genuine passion for delivering an outstanding client experience. Experience using cloud based accounting software such as Xero, QuickBooks or Sage would be advantageous. If you're looking for a role where you'll be trusted to take ownership, work closely with a fantastic client base and become part of a growing firm that invests heavily in its people, this could be the perfect next step. You'll be joining a business with an exceptional culture, excellent staff retention and genuine opportunities to develop your career as the firm continues its exciting growth journey.

Head of Accounting Salary 75,000- 85,000 + comprehensive benefits Aerospace & Defence Oxford Full time Permanent I am recruiting a Head of Accounting on behalf of a leading aerospace and defence organisation based in Oxford. This is a senior, hands-on finance leadership role with responsibility for end-to-end accounting operations, statutory and management reporting, financial controls, audit delivery and a team of four. The organisation delivers specialist engineering, maintenance and technical support across complex civil and military aviation environments. The successful candidate will join a highly regulated international business and work closely with Group Finance, operational leaders, auditors and external advisers. You will need to be a fully qualified ACA or ACCA accountant with detailed SAP and FRS 102 knowledge. This role would suit a credible finance leader who combines strong technical accounting capability with a practical, positive and improvement-focused approach. Key Responsibilities: Lead end-to-end accounting operations and manage, support and develop the four-person accounting team. Prepare accurate monthly accounts, management reports and balance-sheet reconciliations, maintaining robust month-end routines. Own statutory accounts, UK GAAP, FRS 102 and IFRS compliance, audit preparation and liaison with external auditors. Oversee tax packs, VAT, statutory returns, Accounts Receivable, cash collection, Accounts Payable, payments and outsourced payroll reporting. Strengthen financial controls, policies, systems and procedures while supporting treasury, banking, customs, import VAT and Group reporting. Key Skills Professional accountancy qualification: ACA or ACCA. Detailed working knowledge of SAP and FRS 102. Strong experience of statutory accounts, financial close, reconciliations, audit, tax and financial controls. Proven ability to lead and develop a finance or accounting team. Current UK right to work and ability to complete BPSS checks and obtain SC clearance; applicants will generally need five years' UK residency. Export-control requirements also apply. Desirable Skills: Experience within aerospace, defence, engineering, manufacturing or another highly regulated environment. Knowledge of IFRS and international or Group reporting requirements. French or German language capability. Experience improving financial policies, systems, processes and procedures. What You Get in Return: Competitive salary, discretionary Group bonus and share incentive plans. Private medical insurance and pension contribution of up to 8% when you contribute 6%. Increasing annual leave, employee discounts, wellbeing support and cycle, car and technology purchase schemes. This company is an equal opportunity employer and values diversity. Applications are welcomed irrespective of background, age, gender, disability, sexual orientation or religious belief. Applicants must already have the legal right to work in the UK, as visa sponsorship is not available. Interested? Please submit your CV to Chrissie Rehman at DCS Recruitment via the link provided. Alternatively, email (url removed). DCS Recruitment is recognised as a trusted supplier of permanent, contract and interim recruitment services to Engineering, Manufacturing and High Technology sectors. INDTECH DCS Recruitment and all associated companies are committed to creating a working environment where diversity is celebrated and everyone is treated fairly, regardless of gender, gender identity, disability, ethnic origin, religion or belief, sexual orientation, marital or transgender status, age, or nationality

Management Accountant Location: St Vincent's Bradford, BD3 0DZ Salary: Up to £50,000 per annum DOE Vacancy Type: Full Time, 12-month fixed term Closing Date: 16th August 2026 Interviews: 19th and 20th August 2026 We are looking for an experienced and qualified Management Accountant to join our Finance team on a 12-month fixed term contract to cover maternity leave. This is an exciting opportunity for a proactive finance professional who enjoys working with complex financial information, building strong relationships with stakeholders and providing insightful financial support that helps drive organisational success. Reporting to the Head of Finance, you will be responsible for producing accurate and timely monthly management accounts across the Society's nationally managed activities. These include National Office operations, our network of charity shops and furniture stores, advice and support centres, supported accommodation services and our Trading Subsidiary. Working closely with budget holders, managers and colleagues across the Society, you'll provide expert financial advice, support budgeting and forecasting, monitor financial performance and help ensure strong financial governance across the organisation. This is a varied and rewarding role that combines technical accounting expertise with business partnering, continuous improvement and the opportunity to contribute to the Society's mission of supporting people experiencing poverty and hardship. Key Responsibilities Prepare accurate monthly management accounts for all nationally managed projects within agreed timescales. Lead the preparation and presentation of the Trading Subsidiary management accounts. Produce monthly financial reports, variance analysis and management information for a range of stakeholders. Work closely with managers and budget holders to develop, monitor and review budgets, identifying corrective actions where required. Support the preparation of annual statutory accounts, consolidated accounts and audit working papers, acting as the primary contact for external auditors. Perform monthly balance sheet reconciliations and ensure discrepancies are investigated and resolved promptly. Complete quarterly inter-Society reconciliations to support accurate financial consolidation. Process and reconcile recharges between projects. Produce financial trend analysis and performance reporting to support informed decision-making. Review Finance Operations activities relating to income processing, accounts payable, banking and membership, ensuring agreed KPIs are achieved. Monitor financial transactions across shops and projects, identifying and escalating any potential irregularities. Provide timely financial advice and excellent customer service to managers and colleagues across the Society. Support the development and implementation of robust financial systems, controls and processes. Maintain accurate financial records, including fixed asset registers, lease information and project records. Ensure compliance with Society financial policies and procedures across all projects. Deputise for the Head of Finance when required. Build and maintain positive working relationships with colleagues, project teams and stakeholders across the Society. About You Essential criteria: Fully qualified accountant (ACCA, ACA or CIMA). At least three years' experience in a management accounting role. Experience producing accurate management accounts within a complex organisational structure. Advanced Microsoft Excel skills, including functions such as SUMIFS, VLOOKUP/XLOOKUP and Pivot Tables. Excellent analytical skills with the ability to interpret financial information and identify trends. Exceptional attention to detail and a commitment to maintaining high levels of accuracy. Strong organisational and time management skills, with the ability to manage competing priorities and meet deadlines. Excellent written and verbal communication skills, with the ability to explain financial information clearly to both finance and non-finance colleagues. A proactive approach with the ability to work independently, solve problems and continuously improve processes. Commitment to supporting the aims, values and mission of the St Vincent de Paul Society. Desirable criteria: Experience working within the charity, voluntary or retail sectors. Experience working with auditors, business advisers and Boards or Committees. An active interest in the charitable and voluntary sector. Why Join Us? You ll be part of a supportive, mission-driven team committed to making a difference in communities across the UK. We offer flexible working, opportunities for professional development, and a chance to contribute to meaningful projects. To Apply If you feel you are a suitable candidate and would like to work for St Vincent de Paul Society, please click apply to be redirected to our website to complete your application.

The Valleys to Coast Group is at an exciting and pivotal stage in its development, with ambitious plans for growth, investment and organisation-wide transformation. Rooted in Bridgend but expanding its footprint along the South Wales M4 corridor, the Group goes beyond providing housing - it invests in places and delivers services that help people feel safe, supported and proud of where they live. The organisation is seeking an exceptional Executive Director of Finance & Transformation to play a central role in shaping and delivering its next phase. This is a broad and influential Executive position, combining strategic financial leadership with organisation-wide transformation and extending well beyond the traditional Finance Director remit. You will join an organisation investing in its future, exploring new opportunities for growth and development, and seeking to harness technology, automation and emerging AI capabilities to improve services, increase efficiency and strengthen organisational performance. Strategic Priorities and Opportunity The Group has significant ambitions for growth and development, including increased activity across mixed-tenure development and a strengthened approach to funding and investment. As Executive Director of Finance & Transformation, you will be central to strategic decision-making, balancing growth and development opportunities with financial sustainability, funding, investment, risk and effective governance. Acting as a trusted adviser to the Executive Team and Board, you will provide robust financial and commercial challenge, helping shape where the Group invests, prioritises and exercises caution to build the financial capacity for sustainable growth. Strategic Financial Leadership You will provide strategic leadership across Finance and Treasury, safeguarding the Group's financial position and long-term resilience. Your remit will include the Financial Strategy, Treasury Management and Investment Strategy, alongside accountability for the 30-year business plan, budgets, business planning and value for money. With strong commercial and financial acumen, you will balance growth, investment and risk, with experience in development, funding and mixed-tenure models particularly valuable. You will also provide strategic assurance across financial reporting, controls, risk, governance and regulatory compliance, ensuring the Group has the financial capacity to deliver its ambitions. Organisation-Wide Transformation Alongside financial leadership, you will provide strategic direction for the Group's organisation-wide transformation agenda, ensuring change is coordinated, aligned to strategic priorities and focused on measurable outcomes. You will work across Finance and corporate services, Technology and IT, People and culture, Projects and transformation, Customer experience and Operations, maximising existing investment, strengthening automation and ensuring transformation is joined up across the organisation. Technology, Automation and AI The Group is exploring how technology, automation and AI can support its future operating model. You will be curious, forward-thinking and commercially minded, maximising existing systems and investments while identifying opportunities to improve services, increase efficiency and deliver sustainable value. About You We are looking for a commercially minded senior finance professional who can combine financial stewardship with transformation leadership. You'll bring: A professional accountancy qualification - ACA, ACCA, CIMA or CIPFA - with active membership of a CCAB professional body Significant strategic leadership experience at Director or Executive level within a housing association, construction or development sectors, or in an organisation with demonstrable exposure to the social housing sector A strong track record of leading significant organisational change, transformation and complex restructuring Experience working alongside Boards and Committees, with a strong understanding of governance, internal controls and risk Experience negotiating, securing and restructuring corporate funding and treasury facilities Strong knowledge of financial reporting, budgeting, financial sustainability and performance management A commercial mindset, with a focus on value, efficiency and organisational sustainability Benefits Hybrid and flexible working: offering a 9 day fortnight Annual leave: 25 days increasing by 1 day for every completed year up to a maximum of 5 days plus bank holidays Competitive Pension Recognition events and thousands of retail discounts Health care cash plan to help you pay for essential health bills, as well as providing you with 24-hour access to GP advice, counselling and more. How to Apply Yolk Recruitment is proud to be supporting the Valleys to Coast Group as its Executive Search Partner on this appointment. To apply, please submit your up-to-date CV along with a Supporting Statement of no more than two pages, outlining how your experience and skills meet the criteria set out in the person specification. If you are interested in exploring this opportunity and would like a confidential conversation about the role and to access the full candidate pack, please contact Hannah Welfoot at Yolk Recruitment. Closing Date : 23:59 Wednesday, 12th August 2026 First Stage Interviews: Wednesday, 26th August 2026 Second Stage Interviews: Tuesday, 8th September 2026

Senior Administrator - Partner Support Specialist Location: Wetherby, West Yorkshire (LS23) Salary: Highly Competitive with excellent benefits and bonus Hours: Full time, Hybrid working An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James s Place Wealth Management plc. You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider admin team as required. The Role: Senior Administrator - Partner Support Specialist You will be providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice including: Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required Contribute to the provision of an exceptional client experience Support colleagues across the team to meet operational needs Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date Preparing cases for Paraplanners, ensuring collation of all required documentation New and transfer business submission Liaising with clients and dealing with client queries The Person: Senior Administrator - Partner Support Specialist This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. Relevant experience in Wealth Management (SJP experience would be a great advantage for the role) along with an all-round knowledge which you are looking to expand and develop You will have excellent IT and communication skills, are highly organised and can make decisions You have used the CRM Salesforce You are a self-starter and able to work with little or no supervision It is essential that as a Senior Partner Support Specialist you are confident in dealing with third parties and can work with total discretion St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

An established professional services firm is seeking an Employee Benefits Manager to join its growing Employee Benefits team. Known for its collaborative culture and client-focused approach, the business supports employers in delivering competitive, well-designed pensions and benefits solutions across a diverse client base.Working within a high-performing team, you will manage a portfolio of SME clients, acting as a trusted adviser across pensions and wider employee benefits. You will take ownership of client relationships, provide strategic and technical guidance, and support the delivery of benefit solutions including workplace pensions, group risk, and health and wellbeing. You will also contribute to new business activity, from initial pitch through to onboarding, as well as developing opportunities within existing client relationships.We're looking for someone with strong knowledge of workplace pensions and auto-enrolment, gained within an FCA-authorised employee benefits consultancy, financial corporate adviser environment. You will be comfortable managing senior client relationships, presenting to both executive teams and employee groups, and advising on areas such as contribution structures, salary sacrifice, and provider strategy. Exposure to broader benefits areas such as risk and wellbeing would be advantageous, alongside a proactive and commercial mindset.This is an excellent opportunity to join a well-regarded firm where you can take ownership of a client portfolio and continue building your technical expertise. In return, you will benefit from a supportive and professional environment, strong client exposure,and clear long-term career development within an established team. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

FINANCE DIRECTOR Interim to Permanent Warwickshire On-site Immediate or short-notice start required The opportunity An established SME manufacturer in the Warwickshire area is seeking a commercially minded, hands-on Finance Director or Senior Financial Controller to lead a significant finance transformation. The role will begin on an interim basis, with a genuine opportunity to move into the permanent Finance Director position. The immediate priority is to create a fully standalone finance function, transitioning the business away from its current shared-service arrangement. You will take ownership of the separation, establish the right controls and reporting, recruit and develop the finance team, and ensure the function can operate independently. This is a broad SME leadership role for someone who can move comfortably between detailed financial delivery and strategic commercial support. You will work closely with the leadership team, bringing greater financial visibility, discipline and insight as the business enters its next phase of growth. Key responsibilities - Lead the transition from a shared-service finance model to a standalone finance function. - Design the target finance structure and recruit, lead and develop the team required to support it. - Establish fit-for-purpose systems, reporting processes, controls and governance. - Take hands-on ownership of the full finance cycle, including accounts payable, accounts receivable, payroll and management accounts. - Lead month-end and year-end close, ensuring timely, accurate and decision-useful reporting. - Manage cash flow forecasting, working capital and treasury activities with a strong focus on control and visibility. - Own the annual audit process and maintain an effective relationship with external advisers. - Develop budgets, forecasts, variance analysis, KPIs and management information. - Partner with operational and commercial leaders to improve profitability, margin control and business performance. - Provide clear financial insight and constructive challenge to the leadership team and board. About you You will be a pragmatic finance leader who enjoys building, improving and delivering. The successful candidate is likely to offer: - A recognised professional accounting qualification: ACA, ACCA or CIMA. - Proven experience of establishing or separating a finance function, ideally through a carve-out or comparable business transition. - Experience operating as a standalone Finance Director, or as a senior Financial Controller ready to step into a first Finance Director role. - A strong manufacturing, engineering, industrial or automotive finance background - Experience in a private equity-backed business or a similarly fast-paced, autonomous SME environment. - Strong cash management, forecasting, financial control and management reporting capability. - The willingness and technical confidence to remain hands-on while building the team and infrastructure around you. - Commercial judgement, resilience and the ability to influence senior operational stakeholders. Why consider this role? - A visible leadership position with genuine influence over the future shape of the business. - The opportunity to build a finance function, team and operating model rather than inherit a finished structure. - A broad remit combining financial control, operational finance and commercial partnership. - A clear route from an initial interim assignment into a permanent Finance Director appointment for the right person. Location and working pattern The role is based on-site in the Warwickshire area. Candidates should live within a sustainable commuting distance and be comfortable maintaining a strong on-site presence during the transition. How to apply Please apply with an up-to-date CV and a brief note outlining your experience of finance-function build-outs, carve-outs or comparable transformation projects, together with your availability to start.

A growing and well-established financial planning firm is seeking a Paraplanner to join its expanding team. This role is ideal for someone in their paraplanning career who is looking to build strong technical foundations within a supportive, collaborative environment. The firm offers exposure to holistic financial planning, structured development, and the opportunity to work alongside experienced paraplanners and senior advisers on a wide range of client cases. Salary & Benefits: £35,000 - £45,000, hybrid working 2 days in the office and 3 from home and exam progress The Paraplanner will support senior paraplanners and advisers across the full advice process, gradually taking on more responsibility as technical knowledge and confidence develop. This role provides hands-on experience across complex planning areas, with strong mentoring and exam support for those progressing through their RO qualifications. Key Responsibilities Support senior paraplanners with research, calculations, and report preparation Assist with fact-finds using meeting notes and digital note-taking tools Draft sections of suitability reports and client documentation Carry out product, platform, and fund research Assist with cashflow modelling and scenario planning Liaise with administrators to ensure accurate and timely case progression Maintain accurate records in back-office systems Support planning across areas including pensions, investments, protection, and basic estate planning Ensure work is completed in line with compliance and regulatory standards Skills & Experience Required Experience in a financial planning, paraplanning, or technical support role Candidates part way through RO exams (or actively studying) Strong numerical and analytical skills Good attention to detail and organisation Willingness to learn and develop technical knowledge This role suits someone who is motivated, curious, and keen to develop within financial planning. The firm values individuals who take ownership of their learning, adapt well to change, and enjoy working collaboratively rather than within rigid corporate structures.

Location: Leeds Salary: £50,000 + Uncapped Bonus Join a Growing Independent Financial Planning Firm An exciting opportunity has arisen for an experienced Financial Adviser to join a highly respected independent financial planning practice based in Leeds. This is an ideal opportunity for a proven adviser looking to inherit an existing client bank while also benefiting from a strong flow of qualified inbound enquiries. The business has built an excellent reputation for delivering bespoke financial planning and independent advice, operating a true whole of market approach across pensions, investments, retirement planning, estate planning and wealth management. The firm is known for its client first culture, long term relationships and independent advice model, allowing advisers complete freedom to recommend the most suitable solutions for clients without provider restrictions. The Opportunity You will inherit an established portfolio of existing clients and take ownership of ongoing reviews and servicing requirements. Alongside this, approximately two thirds of all new enquiries generated through referrals and the firm's website will be allocated to you, providing immediate opportunities to grow your client bank and earnings. This role is perfect for an adviser who enjoys both relationship management and new business development. Key Responsibilities Conduct client meetings and annual reviews Provide holistic financial planning advice across pensions, investments and retirement planning Develop and maintain strong client relationships Generate recommendations based on thorough research and client objectives Produce your own suitability reports and research Manage your own administrative workflow and back office duties Build and grow your client portfolio through company generated leads Ensure all advice is delivered in line with FCA regulations and internal compliance standards About You To be considered, you will have: Diploma qualified (Level 4 minimum) Minimum 5 years' experience as a practicing Financial Adviser Ability to conduct research and write suitability reports independently Strong technical knowledge across pensions, investments and financial planning Excellent communication and relationship building skills Experience using Intelligent Office would be advantageous What's on Offer? £50,000 basic salary Uncapped bonus structure paid from day one on generated revenue Existing client bank to inherit Consistent flow of new enquiries 25 days annual leave plus bank holidays 4.5% employer pension contribution Private Medical Insurance following probation Office based environment to support onboarding and integration Flexibility to move to a hybrid working arrangement once fully established within the business Why Apply? This is a rare opportunity to join a well established independent financial planning firm with a strong reputation, an existing client base, genuine lead flow and the autonomy to operate as a trusted adviser. The successful individual will have the platform, support and opportunity to build a highly successful long-term career whilst maintaining the independence that many advisers value.

Role: Customer Service Adviser - 12 months FTC Location: Basingstoke Hours: 37.5 hours Monday- Friday 8.45am-17.15pm, plus alternate Saturday's 8.45am-12.15pm Salary: £25,753 Newbury Building Society is a trusted partner for savings and mortgages, as well as a multi award winning employer. If you are ready for a change and a new challenge, why not apply to join one of our branch teams as a Customer Service Adviser. Do you enjoy variety and as well as working with a wide range of customers and colleagues? Do you want to build or develop your current skills and knowledge? Then this could be the role for you. Here's what you will be doing: You will welcome, support, and advise customers on their savings accounts, through a variety of methods. This role is varied and interesting and no day will be the same. While your focus will be on providing excellent customer service you will be doing this through cashiering, actioning admin tasks and a whole lot more. Why work for us? We want to help you develop -You are provided with digital regulatory training and learning modules via our online platform. There will also be knowledge boosting workshops for you throughout the year. This is all underpinned through support from your team and manager. We want to look after and reward you- You will receive a generous holiday allowance, contributory stakeholder pension scheme, access to wellbeing programmes, and your birthday off. We want to help others- as well as providing financial services, we support our local communities. This means opportunities to volunteer, fundraise, and help with community events and activities. We give all our employees two paid days of volunteering each year. Essential skills and experience: Experience of working with internal and/or external customers to ensure the highest quality service experience. Evidence of excellent written and verbal communication skills Desirable skills and experience: Microsoft Office - Word, Excel, Outlook and Office365 Interviews: Competency based 90-minute interview held in the Basingstoke Branch location. We aim to interview successful applicants within 1 week. Feedback provided regardless of outcome. We reserve the right to close this vacancy at any point.

Senior Property Accountant - OUR CLIENT - Trident is partnering on an exclusive basis with a highly regarded international real estate investment and development business to appoint a Senior Accountant into its London-based European finance team. This is an excellent opportunity to join a well-capitalised, development-led real estate platform with a high-quality portfolio across major global cities. The role offers broad exposure across financial reporting, treasury, governance, budgeting, statutory compliance and strategic finance projects, working closely with senior finance leadership and stakeholders across multiple European jurisdictions. THE ROLE: This newly created Senior Property Accountant role will report to the European FD and will support the financial management and reporting of a European real estate portfolio. The position will suit a bright, motivated finance professional looking to broaden their experience within a collaborative and international property business. Key Responsibilities will include: Supporting financial reporting, governance and statutory compliance across multiple jurisdictions. Acting as a key liaison with third-party accounting providers, company secretarial teams and internal finance stakeholders across multiple jurisdictions. Partnering with the European Finance Director and Regional Finance Managers on financial reporting, analysis, strategic projects and business initiatives across a diverse European real estate portfolio. Overseeing company-level accounts payable processes, cash management and treasury administration. Supporting board, investor and management reporting across European entities and investments. Assisting with annual budgets, reforecasts and cash flow forecasting. Preparing quarterly debt compliance certificates and supporting lender reporting. Supporting the preparation and filing of annual financial statements and other statutory reporting, as well as the external audit process. Providing support on tax reporting by coordinating accounting records and finance information for external advisers. Supporting acquisitions, disposals, financial due diligence and wider strategic business initiatives. Supporting finance transformation, systems implementation and process improvement projects across the region. Working closely with regional finance teams and service providers to ensure consistency of reporting, controls and processes. THE PERSON: We are keen to speak with candidates who are studying towards ACA / ACCA / CIMA (or equivalent), with c.2-4 years' experience in accounting, audit or finance and seeking an 'in office' role. The successful candidate is likely to offer: A strong grounding in financial reporting, month-end and statutory accounting. Excellent organisational skills and the ability to manage multiple deadlines across teams and time zones. Strong Excel skills and an interest in systems, automation and process improvement. A collaborative, proactive and detail-oriented approach. Strong communication skills and the confidence to work with stakeholders across different functions and geographies. Previous real estate, property, fund, infrastructure or international finance exposure. Experience working with outsourced service providers or within a multi-jurisdictional finance environment would be beneficial. Why apply? This is a genuinely broad finance role within a high-quality real estate platform, offering exposure well beyond traditional accounting. You will gain experience across: Corporate and portfolio reporting. Treasury and cash management. Statutory reporting and audit. Budgeting and forecasting. Tax and debt compliance. Acquisitions, disposals and due diligence. Systems, process improvement and business transformation initiatives. Benefits Good performance bonus. Solid company Pension. Full suite of benefits including Health, Fitness Allowance, Life Insurance, etc. Study Package. It is an excellent opportunity for someone looking to build a long-term career in real estate finance within an international, collaborative and well-regarded business. Discover Your Next Opportunity with Trident Connect with us on LinkedIn to stay updated on the latest real estate finance opportunities or browse current vacancies via our website. Every application is reviewed carefully and retained on our database for future opportunities. Whilst we are unable to respond to every applicant individually, if you have not heard from us within 5 working days, please assume your application has not been successful on this occasion. Stay Ahead in the Market: • Sign Up for Job Alerts - Be the first to hear about new openings. • Register Your CV with our specialist team. • Looking to Recruit? - Partner with us to secure top real estate finance talent.

We have an exciting opportunity for an existing Adviser looking to further progress their career with a progressive, forward looking business. The role involves looking after an existing client bank covering the Gloucestershire/Herefordshire area. The nearest local office is Bristol It is the opportunity to join a progressive, forward thinking, growing business, working as part of a close knit team, with excellent support and development opportunities. If you fit the following criteria, this could be the ideal role for you: 2 years' experience as an Adviser and achieved Competent Adviser Status (CAS) Hold a current Statement of Professional Standing (SPS) IT literate Able to work from home or own office Able to manage your own time and business relationships Maintain and build a business model based around client support Strong Compliance focus. Brand aware and professional at all times Passionate about your work and added value you give to clients Forward thinking and accepting of change Beyond 'Fit and Proper' standards Aspirational in setting and achieving goals Key Benefits Competitive salary between £45,000 - £48,000 Opportunity to start earning bonus immediately Bonus paid on both Initial and Ongoing fees 4% Profit Share Contributory Pension Scheme £3600pa car allowance, available immediately 33 days holiday (inc Bank Holiday) Paid time off over Christmas Death in Service The firm was founded in 2010 and is the FT top 100 IFA firms, it is continuing to expand and represents a fantastic opportunity to join a rapidly growing business, with bold growth plans.

HR Consultant Hybrid Working (typically 1 day per week in-office) 3 Days Per Week (with potential for additional days as required) Up to £600 per day (Umbrella, Inside IR35) Initial 6-Month Contract Drive Meaningful Change Across a Major Local Authority A Yorkshire Council is seeking an experienced HR Consultant to support a range of high-profile workforce transformation, organisational development, and pay & reward initiatives. This is an opportunity to play a pivotal role in shaping the future workforce of one of the UK's largest metropolitan councils. Working closely with senior HR leaders, you'll provide expert guidance across complex organisational reviews, service transformation programmes, job evaluation activity, and strategic workforce projects. The assignment forms part of the Council's wider Modern Organisation Programme, which is focused on creating a more effective, sustainable, and financially resilient organisation through organisational redesign, improved operating models, and workforce optimisation. The Opportunity You'll support and lead a variety of business-critical projects, bringing independent expertise, challenge, and objectivity to key decision-making processes. Key areas of focus will include: Supporting organisation-wide change and transformation programmes. Reviewing organisational structures and business support functions across the Council. Providing independent validation and challenge to workforce review findings and business cases. Advising on organisational development and service redesign initiatives. Contributing to pay, reward, grading and job evaluation reviews. Reviewing market supplements, retention payments and historic pay arrangements. Working collaboratively with senior stakeholders, trade unions and external advisors. Supporting the review and simplification of employment policies and the Employee Handbook. Delivering recommendations informed by local government best practice. About You We're looking for a highly credible HR professional who can quickly establish themselves as a trusted adviser within a complex and politically sensitive environment. You'll bring: Significant experience delivering complex HR, organisational development, workforce transformation or restructuring projects. Strong trade union engagement and negotiation experience. Expertise in pay and reward, job evaluation and grading reviews. Experience managing complex employee relations matters and workforce change programmes. The ability to operate independently whilst influencing senior leaders and stakeholders. Strong analytical skills and a data-driven approach to decision making. Experience supporting large-scale organisational change with significant people and financial implications. Why Apply? This is a unique opportunity to influence major workforce and organisational change initiatives at a strategic level. You'll work on programmes that have significant operational, financial and people impacts, while helping shape the future direction of the Council's workforce strategy. If you have the experience, resilience and expertise to thrive in a complex transformation environment, we'd love to hear from you. Apply today to discuss this opportunity in confidence.

Product Manager - Customer Journey Stockport | Hybrid - 2 days per week Up to £65,000 + 16% bonus + benefits We are recruiting for a Product Manager to join a leading UK insurance organisation and help improve the way customers, advisers and brokers access support. The business receives 100,000+ calls every month, so there's a huge opportunity to improve customer journeys, increase self-service and reduce unnecessary calls. This is a strategic Product Manager role, with around 80% Product Management and 20% Product Ownership. You'll be looking 12-18 months ahead, owning the product strategy and roadmap and driving meaningful business change. What you'll do Own the product strategy and roadmap Identify ways to improve customer journeys and reduce unnecessary contact Use customer feedback and data to identify opportunities Work closely with Technology, Design, Operations and wider business teams Manage and influence senior stakeholders Lead workshops, discovery and product shaping Prioritise the backlog based on customer and business value Turn business needs into clear requirements and user stories Measure the impact of changes and continually improve What we're looking for Strong Product Owner and or Management experience Proven experience owning product strategy and roadmaps Excellent stakeholder management and influencing skills Strong Safe Agile experience Customer-focused and data-driven approach Someone who is comfortable working across the wider business rather than staying in their own lane Experience in insurance, financial services, customer servicing or contact centres would be beneficial If you're a Product Manager looking for a role where you can make a genuine business and customer impact, I'd love to hear from you.

Location: London (Hybrid) Client: Global Insurance Organisation Rate: £750 per day plus travel and expenses Contract Type: Contract Duration: Initial 6 months (likely extension) Working Pattern: Approximately 3 days per week onsite in London Travel Requirements: Periodic travel to US offices and key stakeholder locations Overview Our client, a leading global insurance organisation, is seeking an experienced IT Finance Business Partner to work closely with the Global CIO and Technology Leadership Team . This is a highly visible role that sits at the intersection of technology, finance and strategic planning. The successful candidate will be responsible for managing the technology financial planning cycle, providing commercial oversight of technology expenditure, supporting investment decisions, and ensuring robust financial governance across a complex global IT portfolio. This role will act as the key financial adviser to technology leadership, driving transparency across spend, project investments, operational costs and strategic transformation initiatives. Key Responsibilities Strategic Technology Finance Partnering Act as the primary finance partner to the Global CIO and senior technology leadership team. Provide commercial insight and challenge across all areas of technology expenditure. Support strategic decision-making through robust financial analysis and forecasting. Develop strong relationships with senior stakeholders across Technology, Finance, Procurement and Corporate Functions. Budgeting & Financial Planning Lead the annual technology budgeting process and associated planning cycles. Coordinate quarterly forecasts and monthly reforecasting activities. Manage operating expenditure (OpEx) and capital expenditure (CapEx) planning. Ensure alignment between technology investment priorities and overall business objectives. Support long-range financial planning and technology investment roadmaps. Technology Cost Management Monitor and control technology spend across infrastructure, applications, cyber security, cloud services and transformation programmes. Deliver monthly financial reporting, variance analysis and forecasting. Identify cost optimisation opportunities and drive efficiency initiatives. Provide transparency and governance around technology costs and allocations. Project & Portfolio Financial Governance Partner with Programme Directors, PMOs and Project Managers to ensure accurate financial tracking across technology projects. Review business cases, investment proposals and funding requests. Track project budgets, actual spend and forecast completion costs. Support capitalisation assessments and investment governance processes. Ensure robust financial controls across technology change portfolios. Executive Reporting Prepare high-quality reporting and presentations for the CIO, Executive Leadership Team and Finance stakeholders. Produce insightful dashboards and management information for technology spend and investment performance. Present financial updates and recommendations to senior leadership audiences. Vendor & Commercial Support Support key vendor and supplier financial reviews. Assist with contract renewals and major technology procurements. Work closely with Procurement to ensure commercial value is achieved from technology investments. Required Experience Significant experience operating as an IT Finance Business Partner, Technology Finance Manager or Senior Finance Business Partner. Strong experience supporting CIOs, CTOs or senior technology leadership teams. Proven track record managing large technology budgets within complex organisations. Experience overseeing both operational technology spend and transformation/project investments. Strong understanding of CapEx, OpEx, project accounting and financial governance. Experience driving annual budget cycles, forecasting and financial planning activities. Background within Financial Services, Insurance, Banking or a similarly regulated environment is highly desirable. Experience supporting global and geographically dispersed technology organisations. Key Skills Technology Finance Business Partnering Technology Budget Management Financial Planning & Analysis (FP&A) IT Cost Transparency Portfolio & Project Financial Management Business Case Development Forecasting & Reforecasting Executive Stakeholder Management Financial Governance & Controls Vendor and Commercial Management Advanced Excel and Financial Modelling Power BI (desirable) Personal Attributes Credible advisor capable of influencing CIO-level stakeholders. Preference will be given to those with Financial Service experience. Commercially astute with strong analytical capability. Highly proactive with excellent communication skills. Able to challenge constructively while maintaining strong relationships. Comfortable operating in a fast-paced global environment. Strong attention to detail coupled with strategic thinking capability. Desirable Qualifications ACA, ACCA, CIMA or equivalent finance qualification. Degree qualified or equivalent relevant experience. Exposure to technology investment governance frameworks. Package £750 per day Travel and expenses reimbursed in line with client policy Hybrid working model (approximately 3 days onsite in London) Opportunity to work directly with a Global CIO and executive technology leadership team Periodic international travel to US operations This is an excellent opportunity for a senior technology finance professional to play a key role in managing and optimising a substantial global technology budget within a leading insurance organisation.

Finance Business Partner Social Housing Greater Manchester (Hybrid/Agile Working) £53,000 + excellent benefits Finance isn't just about the numbers. It's about influencing decisions. If you're a qualified Finance Business Partner who enjoys building relationships, challenging assumptions and helping operational teams make better financial decisions, this could be the opportunity you've been looking for. We're recruiting on behalf of a well-established social housing organisation seeking a commercially minded Finance Business Partner to support one of its key operational directorates. Working closely with senior budget holders, you'll become a trusted adviser, helping shape financial performance through insightful reporting, forecasting and business partnering. Rather than simply producing management accounts, you'll be out in the business, understanding operational priorities, challenging expenditure, identifying opportunities and helping managers make informed decisions. The Opportunity You'll work alongside an experienced finance team and will be responsible for: Partnering with operational managers and budget holders Producing monthly management accounts and insightful commentary Leading budgeting, forecasting and reforecasting activities Challenging financial performance and identifying efficiencies Presenting financial information to non-finance stakeholders Developing meaningful KPIs and performance reporting Supporting business planning Preparing regulatory and statutory financial returns Building strong relationships across the wider organisation Contributing to continuous improvement projects within finance This is a genuine business partnering role where your ability to influence will be just as important as your technical accounting knowledge. About You You'll ideally be: ACA / ACCA / CIMA qualified An experienced Finance Business Partner or Management Accountant looking to step into a broader partnering role Confident working with senior operational stakeholders Comfortable explaining financial information to non-finance colleagues Strong in budgeting, forecasting and management reporting Commercially aware with excellent analytical skills Advanced Excel user with experience of finance systems Someone who enjoys improving processes and adding value Experience within social housing would be advantageous but is by no means essential. We'd also welcome applications from candidates from the wider public sector, charities, education or commercial organisations who have strong business partnering experience. What's on Offer? Salary £53,000 Hybrid/agile working 35-hour working week Excellent pension and benefits package Supportive and collaborative finance team Opportunity to influence operational decision-making Genuine work-life balance Long-term career development If you're looking for a role where you can build relationships, influence decision making and make a real impact, we'd love to hear from you.