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Resource Matters Ltd
Financial Planner
Resource Matters Ltd Stowmarket, Suffolk
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Beccles, Suffolk
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Newmarket, Suffolk
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Wisbech, Cambridgeshire
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Miller Homes
Accounts Administrator
Miller Homes Basingstoke, Hampshire
Accounts Administrator Basingstoke, RG24 8QB Competitive salary + attractive benefits At Miller Homes we are building homes in a way which allows us to build better places for people to belong to, better homes for customers and better places for communities to thrive and nature to prosper. We are also creating a better working environment for our people. We create better places where people and planet prosper. We are looking to recruit an Accounts Administrator to join us in our Southern region, based in Basingstoke. This role will be providing support to both the Finance & Commercial team. The purpose of this role is to maintain the Accounts Payable Ledger through the accurate and timely processing of invoices. To post inter-company costs from Division, as well as processing expense claims and some other adhoc finance duties. You will also be supporting the Commercial team with general administrative duties RESPONSIBILITIES: Scanning, validating, receipting & matching of invoices Liaising with site managers and suppliers to resolve site/purchase queries Post inter-company costs & agree monthly balances Maintain the utility accounts for all sites REQUIREMENTS: Accounts/book keeping experience essential Proficient user of Microsoft Excel, Word and email systems Excellent accuracy and attention to detail Ability to work under pressure to tight deadlines WHAT WE OFFER: Competitive basic salary 26 days annual leave + public holidays + your birthday off Opportunity to earn 10% bonus Company contribute 6.5% to your pension, plus other benefits
Mar 17, 2026
Full time
Accounts Administrator Basingstoke, RG24 8QB Competitive salary + attractive benefits At Miller Homes we are building homes in a way which allows us to build better places for people to belong to, better homes for customers and better places for communities to thrive and nature to prosper. We are also creating a better working environment for our people. We create better places where people and planet prosper. We are looking to recruit an Accounts Administrator to join us in our Southern region, based in Basingstoke. This role will be providing support to both the Finance & Commercial team. The purpose of this role is to maintain the Accounts Payable Ledger through the accurate and timely processing of invoices. To post inter-company costs from Division, as well as processing expense claims and some other adhoc finance duties. You will also be supporting the Commercial team with general administrative duties RESPONSIBILITIES: Scanning, validating, receipting & matching of invoices Liaising with site managers and suppliers to resolve site/purchase queries Post inter-company costs & agree monthly balances Maintain the utility accounts for all sites REQUIREMENTS: Accounts/book keeping experience essential Proficient user of Microsoft Excel, Word and email systems Excellent accuracy and attention to detail Ability to work under pressure to tight deadlines WHAT WE OFFER: Competitive basic salary 26 days annual leave + public holidays + your birthday off Opportunity to earn 10% bonus Company contribute 6.5% to your pension, plus other benefits
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Thetford, Norfolk
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
MTrec Recruitment
Accounts Payable / Receivable Assistant
MTrec Recruitment Durham, County Durham
Rewards and Benefits on Offer; Full time and permanent opportunity Immediate start date Competitive starting salary Employee Assistance programme Long service awards Seasonal shut down Hybrid working after successful probation The Company you will be working for; MTrec Commercial are proudly representing our industry leading client on their search for an experienced accounts payable/receivable assistant to join their team on a full time and permanent basis. If you have the required skills and experience, then please apply for an immediate response. The Role you will be doing; Supports AP and AR Ledgers for all UK companies. Maintain positive relationships with suppliers and customers. Ensure integrity of financial systems, policies, and processes. Supports a culture where finance is a service function that adds value and is not seen as a business overhead. Provides general accounting support to the finance leadership team. Able to work and support across a range of financial functions and responsibilities. Maintains process controls and account reconciliations. Flexibility to work across finance functions. Resolves queries and problems with suppliers, customers, or documentation in a timely fashion. Processing of supplier invoices and payment runs. Processing customer receipts and dealing with account queries. Ensure internal processes and procedures are followed at all times. Collate AP and AR metrics such as invoice failure types Prepare weekly ledger reporting complete with variance analysis and commentary. Supporting the finance team with monthly balance sheet reconciliations to ensure the integrity of financial processes, ledgers, records, and controls. Liaising with internal departments to support on supplier and customer queries. Assisting the Finance Manager with external audit requirements. Providing financial / variance analysis as required. About You; QBE or AAT qualified. Proficient ERP / IT skills. Ability to develop positive working relationships. Good communication skills - both written and verbal. An analytical, challenging mindset. Attention to detail. Problem-solving, can-do attitude. Commercial and business awareness. Deadline-orientated and an ability to stick to time constraints. Process orientated, suggests and implements process improvements.
Mar 17, 2026
Full time
Rewards and Benefits on Offer; Full time and permanent opportunity Immediate start date Competitive starting salary Employee Assistance programme Long service awards Seasonal shut down Hybrid working after successful probation The Company you will be working for; MTrec Commercial are proudly representing our industry leading client on their search for an experienced accounts payable/receivable assistant to join their team on a full time and permanent basis. If you have the required skills and experience, then please apply for an immediate response. The Role you will be doing; Supports AP and AR Ledgers for all UK companies. Maintain positive relationships with suppliers and customers. Ensure integrity of financial systems, policies, and processes. Supports a culture where finance is a service function that adds value and is not seen as a business overhead. Provides general accounting support to the finance leadership team. Able to work and support across a range of financial functions and responsibilities. Maintains process controls and account reconciliations. Flexibility to work across finance functions. Resolves queries and problems with suppliers, customers, or documentation in a timely fashion. Processing of supplier invoices and payment runs. Processing customer receipts and dealing with account queries. Ensure internal processes and procedures are followed at all times. Collate AP and AR metrics such as invoice failure types Prepare weekly ledger reporting complete with variance analysis and commentary. Supporting the finance team with monthly balance sheet reconciliations to ensure the integrity of financial processes, ledgers, records, and controls. Liaising with internal departments to support on supplier and customer queries. Assisting the Finance Manager with external audit requirements. Providing financial / variance analysis as required. About You; QBE or AAT qualified. Proficient ERP / IT skills. Ability to develop positive working relationships. Good communication skills - both written and verbal. An analytical, challenging mindset. Attention to detail. Problem-solving, can-do attitude. Commercial and business awareness. Deadline-orientated and an ability to stick to time constraints. Process orientated, suggests and implements process improvements.
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Norwich, Norfolk
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Redmore Recruitment limited
Practice Accountant
Redmore Recruitment limited City, Cardiff
Job Overview This role is ideal for a motivated individual seeking a challenging position that combines operational oversight with strategic financial management. The Assistant Manager will play a vital role in ensuring the continued success of our organisation through effective leadership and expert financial stewardship. Work Location : Hybrid remote in Cardiff Salary 50,000.00 per annum Benefits: Additional leave Private medical insurance Work from home The Role This is a hands-on opportunity to take on the finance function within a progressive and supportive practice. Key Responsibilities: Management accounts Corporation tax VAT Bookkeeping Manage a portfolio of clients across Wales region Essential Requirements: ACA/ACCA qualified (or equivalent) Qualified by experience with a proven track record Previous experience leading and managing a small team Strong technical background in accounts and tax Confident communicator with the ability to build trusted client relationships Proactive, tech-savvy, and comfortable working in a dynamic, modern practice Job Types: Full-time, Permanent
Mar 17, 2026
Full time
Job Overview This role is ideal for a motivated individual seeking a challenging position that combines operational oversight with strategic financial management. The Assistant Manager will play a vital role in ensuring the continued success of our organisation through effective leadership and expert financial stewardship. Work Location : Hybrid remote in Cardiff Salary 50,000.00 per annum Benefits: Additional leave Private medical insurance Work from home The Role This is a hands-on opportunity to take on the finance function within a progressive and supportive practice. Key Responsibilities: Management accounts Corporation tax VAT Bookkeeping Manage a portfolio of clients across Wales region Essential Requirements: ACA/ACCA qualified (or equivalent) Qualified by experience with a proven track record Previous experience leading and managing a small team Strong technical background in accounts and tax Confident communicator with the ability to build trusted client relationships Proactive, tech-savvy, and comfortable working in a dynamic, modern practice Job Types: Full-time, Permanent
Inventum Group (Formally Wells Tobias)
Finance Manager
Inventum Group (Formally Wells Tobias) Colwick, Nottinghamshire
Finance Manager Title: Finance Manager Location: Colwich Salary: 50k- 60k We are partnered with an engineering company who are looking for an experienced Finance Manager to join a growing, multi-entity business. Reporting to the Financial Controller, this is a hands-on role with responsibility for financial reporting, forecasting and cash flow management, alongside leading a small finance team. You will work closely with operational and commercial stakeholders to support performance and strategic decision-making. Key Responsibilities Prepare monthly management accounts, balance sheet reconciliations and lead month-end and year-end close. Support annual budgeting and rolling forecasts, providing clear variance analysis and performance insight. Manage cash flow and optimise working capital. Coordinate external audit and support tax and statutory compliance. Lead and develop a team of four within transactional finance. Improve financial processes, controls and ERP systems. About You Fully qualified accountant (ACCA, CIMA, ACA or equivalent). Minimum 2 years' experience in a financial management or leadership role. Experience within engineering, contracting or project-based environments. Exposure to multi-entity group structures. Strong commercial acumen and stakeholder management skills. Advanced Excel skills and ERP system experience. Inventum Group is acting as an Employment Agency in relation to this vacancy.
Mar 17, 2026
Full time
Finance Manager Title: Finance Manager Location: Colwich Salary: 50k- 60k We are partnered with an engineering company who are looking for an experienced Finance Manager to join a growing, multi-entity business. Reporting to the Financial Controller, this is a hands-on role with responsibility for financial reporting, forecasting and cash flow management, alongside leading a small finance team. You will work closely with operational and commercial stakeholders to support performance and strategic decision-making. Key Responsibilities Prepare monthly management accounts, balance sheet reconciliations and lead month-end and year-end close. Support annual budgeting and rolling forecasts, providing clear variance analysis and performance insight. Manage cash flow and optimise working capital. Coordinate external audit and support tax and statutory compliance. Lead and develop a team of four within transactional finance. Improve financial processes, controls and ERP systems. About You Fully qualified accountant (ACCA, CIMA, ACA or equivalent). Minimum 2 years' experience in a financial management or leadership role. Experience within engineering, contracting or project-based environments. Exposure to multi-entity group structures. Strong commercial acumen and stakeholder management skills. Advanced Excel skills and ERP system experience. Inventum Group is acting as an Employment Agency in relation to this vacancy.
Acorn by Synergie
Accounts & E-Commerce Administrator
Acorn by Synergie Crewe, Cheshire
Accounts & E-Commerce Admin Support Crewe 25.5k Full-time Monday to Friday Permanent Introduction Acorn by Synergie is recruiting for an Accounts & E-Commerce Admin Support professional on behalf of a growing business in Crewe. This is a newly created, varied role offering exposure across both finance and e-commerce operations, supporting the Finance Manager and the E-commerce team as the business continues to invest in growth. Key Duties: Finance Duties: Processing purchase and sales invoices using SAGE 50. Assisting with bank reconciliations. Supporting credit control processes. Maintaining accurate financial records. General accounts administration. E-Commerce Support: Assisting with order processing. Supporting product and pricing updates. Monitoring stock administration. Providing day-to-day administrative support to the E-commerce team. Invoice reconciliations. Requirements: Some previous experience in a finance or accounts role. Exposure to SAGE 50 would be beneficial. Good working knowledge of Excel. Strong attention to detail. A proactive and positive approach. Eagerness to learn and develop within a growing business. What We Offer: Salary of 25.5k. A newly created role with opportunity for development. Hands-on experience across finance and e-commerce functions. Training and a clear development plan within a growing business. Interested? Apply now to be considered for this Accounts & E-Commerce Admin Support job in Crewe. Acorn by Synergie acts as an employment agency for permanent recruitment.
Mar 17, 2026
Full time
Accounts & E-Commerce Admin Support Crewe 25.5k Full-time Monday to Friday Permanent Introduction Acorn by Synergie is recruiting for an Accounts & E-Commerce Admin Support professional on behalf of a growing business in Crewe. This is a newly created, varied role offering exposure across both finance and e-commerce operations, supporting the Finance Manager and the E-commerce team as the business continues to invest in growth. Key Duties: Finance Duties: Processing purchase and sales invoices using SAGE 50. Assisting with bank reconciliations. Supporting credit control processes. Maintaining accurate financial records. General accounts administration. E-Commerce Support: Assisting with order processing. Supporting product and pricing updates. Monitoring stock administration. Providing day-to-day administrative support to the E-commerce team. Invoice reconciliations. Requirements: Some previous experience in a finance or accounts role. Exposure to SAGE 50 would be beneficial. Good working knowledge of Excel. Strong attention to detail. A proactive and positive approach. Eagerness to learn and develop within a growing business. What We Offer: Salary of 25.5k. A newly created role with opportunity for development. Hands-on experience across finance and e-commerce functions. Training and a clear development plan within a growing business. Interested? Apply now to be considered for this Accounts & E-Commerce Admin Support job in Crewe. Acorn by Synergie acts as an employment agency for permanent recruitment.
Experis IT
Commercial Manager- QDC/SSCR - DV Cleared - Hybrid
Experis IT Basingstoke, Hampshire
Commercial Manager QDC/SSCR - Hybrid Must have an Active DV Clearance An excellent opportunity has arisen for a Commercial Manager QDC/SSCR to join a secure Defence and National Security programme. You will lead post contract management across complex engagements, ensuring contractual compliance, value delivery, and effective risk mitigation. This is a key role that brings together legal, delivery, procurement, sales, and finance teams to protect business interests while supporting strategic outcomes. About the Role - Commercial Manager QDC/SSCR As a Commercial Manager QDC/SSCR , you will manage Qualified Defence Contract activities including negotiation, structuring, and preparation of statements of work for governance approval. You will maintain contract documentation, ensure compliance with internal governance, and lead cross functional collaboration to resolve issues and support delivery. Responsibilities include creating templates, supporting BAU contract management, producing reports, arranging negotiation sessions, and ensuring all contractual documents are reviewed by Legal and Commercial teams. You will provide guidance on contractual obligations, support risk assessments, participate in customer meetings, and ensure alignment with strategic and regulatory requirements including data protection and IT law. What We're Looking For - Commercial Manager QDC/SSCR Strong experience managing QDC and single source contracts , including negotiation and deal structuring. Ability to collaborate effectively across legal, delivery, finance, procurement, and sales functions. Knowledge of governance frameworks , DOFA processes, and contract life cycle management. Skilled in preparing SOWs, change orders, and contract documentation. Understanding of IT law, data protection , and commercial legislation. Ability to deliver accurate reporting, maintain contract records, and drive continuous improvement in contract management processes. Strong communication and stakeholder engagement skills. Make a critical impact in secure Defence environments as a Commercial Manager QDC/SSCR and help shape high value commercial outcomes. To apply, please send your CV by pressing the apply button.
Mar 17, 2026
Contractor
Commercial Manager QDC/SSCR - Hybrid Must have an Active DV Clearance An excellent opportunity has arisen for a Commercial Manager QDC/SSCR to join a secure Defence and National Security programme. You will lead post contract management across complex engagements, ensuring contractual compliance, value delivery, and effective risk mitigation. This is a key role that brings together legal, delivery, procurement, sales, and finance teams to protect business interests while supporting strategic outcomes. About the Role - Commercial Manager QDC/SSCR As a Commercial Manager QDC/SSCR , you will manage Qualified Defence Contract activities including negotiation, structuring, and preparation of statements of work for governance approval. You will maintain contract documentation, ensure compliance with internal governance, and lead cross functional collaboration to resolve issues and support delivery. Responsibilities include creating templates, supporting BAU contract management, producing reports, arranging negotiation sessions, and ensuring all contractual documents are reviewed by Legal and Commercial teams. You will provide guidance on contractual obligations, support risk assessments, participate in customer meetings, and ensure alignment with strategic and regulatory requirements including data protection and IT law. What We're Looking For - Commercial Manager QDC/SSCR Strong experience managing QDC and single source contracts , including negotiation and deal structuring. Ability to collaborate effectively across legal, delivery, finance, procurement, and sales functions. Knowledge of governance frameworks , DOFA processes, and contract life cycle management. Skilled in preparing SOWs, change orders, and contract documentation. Understanding of IT law, data protection , and commercial legislation. Ability to deliver accurate reporting, maintain contract records, and drive continuous improvement in contract management processes. Strong communication and stakeholder engagement skills. Make a critical impact in secure Defence environments as a Commercial Manager QDC/SSCR and help shape high value commercial outcomes. To apply, please send your CV by pressing the apply button.
mbf.
Trainee Financial Planner
mbf. Bishop's Stortford, Hertfordshire
Are you a talented Level 6 qualified Paraplanner (or working towards) ready to step up into advice? This is an exceptional opportunity to join one of East Anglia's premier private wealth management firms, working with clients who have investable assets ranging from £1M-£20M. The firm is renowned for delivering bespoke financial planning and investment advice to high-net-worth individuals and families. With a culture built on professionalism, technical excellence and client care, this role offers a genuine opportunity to transition into an advisory career - in a highly supportive, non-sales environment. The Role: As a Client Manager, you'll play a key part in supporting the advice process from start to finish. Working closely with Senior and Associate Advisers, you'll act as the central point of contact for clients - ensuring their financial plans are delivered seamlessly and efficiently. This position bridges the gap between paraplanning and advice, making it ideal for someone ready to move into a client-facing role while continuing to develop technical depth. Key responsibilities include: Managing and coordinating the full client journey across multiple advice areas Acting as a trusted point of contact for clients and building lasting relationships Preparing financial plans, reports, and supporting documents Working collaboratively within a dedicated advice team to deliver outstanding service Ensuring compliance and attention to detail across all advice activities About You: This role will suit someone who is: Level 6 Diploma qualified (or currently working towards) An experienced paraplanner looking to transition into advice A confident communicator who enjoys client interaction Highly organised, proactive, and detail-focused Ambitious, with long-term aspirations to become a Chartered Financial Planner What's on Offer: First-class working environment - professional, collaborative, and supportive Hybrid & flexible working - 3 days in the office, 2 days remote, flexi hours Structured career development - clear pathway into advice with mentoring and study support High-quality clients - exposure to UHNW individuals and complex financial planning No sales targets - focus purely on delivering exceptional client outcomes If you're ready to take the next step in your financial planning career and want to join a forward-thinking firm with an exceptional reputation, we'd love to hear from you.
Mar 17, 2026
Full time
Are you a talented Level 6 qualified Paraplanner (or working towards) ready to step up into advice? This is an exceptional opportunity to join one of East Anglia's premier private wealth management firms, working with clients who have investable assets ranging from £1M-£20M. The firm is renowned for delivering bespoke financial planning and investment advice to high-net-worth individuals and families. With a culture built on professionalism, technical excellence and client care, this role offers a genuine opportunity to transition into an advisory career - in a highly supportive, non-sales environment. The Role: As a Client Manager, you'll play a key part in supporting the advice process from start to finish. Working closely with Senior and Associate Advisers, you'll act as the central point of contact for clients - ensuring their financial plans are delivered seamlessly and efficiently. This position bridges the gap between paraplanning and advice, making it ideal for someone ready to move into a client-facing role while continuing to develop technical depth. Key responsibilities include: Managing and coordinating the full client journey across multiple advice areas Acting as a trusted point of contact for clients and building lasting relationships Preparing financial plans, reports, and supporting documents Working collaboratively within a dedicated advice team to deliver outstanding service Ensuring compliance and attention to detail across all advice activities About You: This role will suit someone who is: Level 6 Diploma qualified (or currently working towards) An experienced paraplanner looking to transition into advice A confident communicator who enjoys client interaction Highly organised, proactive, and detail-focused Ambitious, with long-term aspirations to become a Chartered Financial Planner What's on Offer: First-class working environment - professional, collaborative, and supportive Hybrid & flexible working - 3 days in the office, 2 days remote, flexi hours Structured career development - clear pathway into advice with mentoring and study support High-quality clients - exposure to UHNW individuals and complex financial planning No sales targets - focus purely on delivering exceptional client outcomes If you're ready to take the next step in your financial planning career and want to join a forward-thinking firm with an exceptional reputation, we'd love to hear from you.
Anderson Knight
Administrator - 3 Month FTC
Anderson Knight
Anderson Knight is recruiting a Legal Relay Administrator on behalf of our client based in Glasgow. This is a 3-month fixed-term opportunity within the Compliance Team, supporting the handling and administration of complaints relating to motor finance agreements. Reporting to the Legal Relay Manager, this role plays an important part in receiving and managing complaints from Claims Management Companies (CMCs), solicitors, and customers, ensuring all cases are accurately logged and processed in line with internal procedures and FCA regulatory guidelines. This position offers the opportunity to work closely with the Legal Relay Analysts and gain exposure to complaints investigation processes, with full training and support provided. Salary: £23,000 Hours: 35 hours per week, Monday Friday, 9am 5pm Key Responsibilities Accurately log and manage CMC and customer commission complaints in line with company procedures and regulatory requirements. Proactively manage shared team inboxes, ensuring all incoming queries and complaints are logged or directed to the appropriate team in accordance with FCA guidelines . Provide a professional and efficient service to both internal and external stakeholders, helping to maintain strong working relationships. Contact customers and third parties via telephone and email to obtain additional information when required. Support Legal Relay Analysts with administrative tasks related to complaint investigations and responses. Provide assistance to the wider Compliance Team where required. Skills & Experience Secondary level education. Strong attention to detail with good numeracy and analytical skills. Proficiency in Microsoft Office, including Word and Excel. Excellent written and verbal communication skills. Strong interpersonal skills with the ability to build positive working relationships. Experience managing customer enquiries via telephone and email is desirable. Previous experience within financial services would be beneficial but is not essential. Personal Attributes Positive and proactive approach to work. Flexible and adaptable with the ability to manage multiple tasks. Strong attention to detail. Open and collaborative team player with a focus on continuous improvement. If you re interested in this opportunity, please submit your CV in confidence.
Mar 17, 2026
Contractor
Anderson Knight is recruiting a Legal Relay Administrator on behalf of our client based in Glasgow. This is a 3-month fixed-term opportunity within the Compliance Team, supporting the handling and administration of complaints relating to motor finance agreements. Reporting to the Legal Relay Manager, this role plays an important part in receiving and managing complaints from Claims Management Companies (CMCs), solicitors, and customers, ensuring all cases are accurately logged and processed in line with internal procedures and FCA regulatory guidelines. This position offers the opportunity to work closely with the Legal Relay Analysts and gain exposure to complaints investigation processes, with full training and support provided. Salary: £23,000 Hours: 35 hours per week, Monday Friday, 9am 5pm Key Responsibilities Accurately log and manage CMC and customer commission complaints in line with company procedures and regulatory requirements. Proactively manage shared team inboxes, ensuring all incoming queries and complaints are logged or directed to the appropriate team in accordance with FCA guidelines . Provide a professional and efficient service to both internal and external stakeholders, helping to maintain strong working relationships. Contact customers and third parties via telephone and email to obtain additional information when required. Support Legal Relay Analysts with administrative tasks related to complaint investigations and responses. Provide assistance to the wider Compliance Team where required. Skills & Experience Secondary level education. Strong attention to detail with good numeracy and analytical skills. Proficiency in Microsoft Office, including Word and Excel. Excellent written and verbal communication skills. Strong interpersonal skills with the ability to build positive working relationships. Experience managing customer enquiries via telephone and email is desirable. Previous experience within financial services would be beneficial but is not essential. Personal Attributes Positive and proactive approach to work. Flexible and adaptable with the ability to manage multiple tasks. Strong attention to detail. Open and collaborative team player with a focus on continuous improvement. If you re interested in this opportunity, please submit your CV in confidence.
JANE GORSE RECRUITMENT LIMITED
Finance Manager
JANE GORSE RECRUITMENT LIMITED
Finance Manager UK-Based Hybrid Working (3 Days Office / 2 Days Home) Full-Time Competitive Salary + Bonus + Car Allowance An established UK-based services organisation is seeking an experienced Finance Manager to lead its finance function and act as a key business partner to senior leadership. This is a broad, hands-on leadership role offering genuine ownership of financial reporting, controls, and performance improvement within a stable, well-structured business. The Role Reporting directly to senior management, the Finance Manager will oversee end-to-end finance operations, ensuring accuracy, integrity, and compliance across all financial reporting. You will play a critical role in supporting commercial decision-making, strengthening governance, and driving continuous improvement across the organisation. Key Responsibilities Lead, develop, and motivate the finance team Take full ownership of monthly management accounts, including P&L, balance sheet, and cashflow Manage budgeting, forecasting, and financial performance analysis Drive financial process improvements and system efficiencies Ensure strong governance, controls, and regulatory compliance Oversee VAT, CIS, statutory accounts, and audit requirements Partner with senior leadership and operational stakeholders to enhance business performance About You 7+ years experience in a senior finance role Fully qualified accountant (CIMA, ACCA, or equivalent) Strong background in operational finance and reporting Proven track record of delivering process improvements and cost control initiatives Confident communicator, able to collaborate effectively across finance and non-finance teams Advanced Excel skills with experience using Sage or similar ERP systems What s on Offer Senior leadership role with genuine influence Opportunity to shape and improve the finance function Stable organisation with a supportive and collaborative culture Competitive salary Annual bonus Car allowance Hybrid working (3 days office / 2 days home) Free on-site parking If you are an ambitious and commercially minded finance professional looking to make a meaningful impact, we would welcome your application. Please apply with your most recent CV and a short cover note outlining your suitability for the role.
Mar 17, 2026
Full time
Finance Manager UK-Based Hybrid Working (3 Days Office / 2 Days Home) Full-Time Competitive Salary + Bonus + Car Allowance An established UK-based services organisation is seeking an experienced Finance Manager to lead its finance function and act as a key business partner to senior leadership. This is a broad, hands-on leadership role offering genuine ownership of financial reporting, controls, and performance improvement within a stable, well-structured business. The Role Reporting directly to senior management, the Finance Manager will oversee end-to-end finance operations, ensuring accuracy, integrity, and compliance across all financial reporting. You will play a critical role in supporting commercial decision-making, strengthening governance, and driving continuous improvement across the organisation. Key Responsibilities Lead, develop, and motivate the finance team Take full ownership of monthly management accounts, including P&L, balance sheet, and cashflow Manage budgeting, forecasting, and financial performance analysis Drive financial process improvements and system efficiencies Ensure strong governance, controls, and regulatory compliance Oversee VAT, CIS, statutory accounts, and audit requirements Partner with senior leadership and operational stakeholders to enhance business performance About You 7+ years experience in a senior finance role Fully qualified accountant (CIMA, ACCA, or equivalent) Strong background in operational finance and reporting Proven track record of delivering process improvements and cost control initiatives Confident communicator, able to collaborate effectively across finance and non-finance teams Advanced Excel skills with experience using Sage or similar ERP systems What s on Offer Senior leadership role with genuine influence Opportunity to shape and improve the finance function Stable organisation with a supportive and collaborative culture Competitive salary Annual bonus Car allowance Hybrid working (3 days office / 2 days home) Free on-site parking If you are an ambitious and commercially minded finance professional looking to make a meaningful impact, we would welcome your application. Please apply with your most recent CV and a short cover note outlining your suitability for the role.
Adecco
Finance Manager
Adecco City, Liverpool
Exciting Opportunity: Finance Manager Wanted! Are you ready to elevate your finance career and make a significant impact? Our client, a well-established service provider located in Liverpool, is on the lookout for a dynamic Finance Manager to join their expanding team. This is not just a job; it's a chance to play a pivotal role in shaping the financial future of a thriving organisation! Position: Finance Manager Location: Liverpool Job Type: Permanent Reports to: Regional Manager Salary: up to 60K, negotiable depending on experience The Role: As the Finance Manager, you will be the essential finance representative, reporting directly to the Regional Manager and collaborating with the head office finance team. You will manage the full finance lifecycle, ensuring precision and compliance across various functions, including: Monthly Management Accounts: Prepare accurate reports for senior review. Month-End Processes: Lead activities such as fixed asset register updates, lease schedules, journals, and reconciliations. Accounts Payable Management: Oversee timely supplier payments and conduct aged creditor reviews. Cash-Flow Analysis: Support monthly forecasting and analysis. Credit Control: Manage activities with the administrative team to ensure timely collections. Commercial Analysis: Act as a finance business partner to provide insights that drive decision-making. Process Improvements: Implement efficiencies within the finance function. Compliance Management: Ensure adherence to VAT, payroll taxes, and corporation tax regulations. External Liaison: Work with accountants and auditors to maintain transparency and compliance. Acquisition Integration: Lead finance integration for future acquisitions. Policy Development: Design and implement best-practise financial policies in line with group standards. What You Bring: ACA/ACCA qualified with 5+ years of PQE in industry. Proven experience in acquisition integration. Strong systems capability Expertise in full end-to-end financial reporting. Exceptional technical accounting knowledge. Highly organised, with the ability to meet strict deadlines. Commercially minded with excellent analytical skills. Ability to work independently and collaboratively within cross-functional teams. Why Join Us? Competitive Salary: Enjoy a rewarding package with eligibility for a 10% annual bonus. Pension Scheme: Benefit from a 3% employer-matched pension. Career Growth: Lead, train, and mentor as the finance department expands. Supportive Team: Join a cheerful and enthusiastic team that values your contributions and makes a real impact! Apply now and embark on an exciting journey with us! For more job opportunities and general updates from Adecco, please follow us on our new Facebook page: (url removed)> Adecco aims to respond to all applicants, however, due to the large volume of applications we receive, this may not always be possible. Should you not receive a response within five working days, please accept this as notification that you have not been shortlisted on this occasion. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role, your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Mar 17, 2026
Full time
Exciting Opportunity: Finance Manager Wanted! Are you ready to elevate your finance career and make a significant impact? Our client, a well-established service provider located in Liverpool, is on the lookout for a dynamic Finance Manager to join their expanding team. This is not just a job; it's a chance to play a pivotal role in shaping the financial future of a thriving organisation! Position: Finance Manager Location: Liverpool Job Type: Permanent Reports to: Regional Manager Salary: up to 60K, negotiable depending on experience The Role: As the Finance Manager, you will be the essential finance representative, reporting directly to the Regional Manager and collaborating with the head office finance team. You will manage the full finance lifecycle, ensuring precision and compliance across various functions, including: Monthly Management Accounts: Prepare accurate reports for senior review. Month-End Processes: Lead activities such as fixed asset register updates, lease schedules, journals, and reconciliations. Accounts Payable Management: Oversee timely supplier payments and conduct aged creditor reviews. Cash-Flow Analysis: Support monthly forecasting and analysis. Credit Control: Manage activities with the administrative team to ensure timely collections. Commercial Analysis: Act as a finance business partner to provide insights that drive decision-making. Process Improvements: Implement efficiencies within the finance function. Compliance Management: Ensure adherence to VAT, payroll taxes, and corporation tax regulations. External Liaison: Work with accountants and auditors to maintain transparency and compliance. Acquisition Integration: Lead finance integration for future acquisitions. Policy Development: Design and implement best-practise financial policies in line with group standards. What You Bring: ACA/ACCA qualified with 5+ years of PQE in industry. Proven experience in acquisition integration. Strong systems capability Expertise in full end-to-end financial reporting. Exceptional technical accounting knowledge. Highly organised, with the ability to meet strict deadlines. Commercially minded with excellent analytical skills. Ability to work independently and collaboratively within cross-functional teams. Why Join Us? Competitive Salary: Enjoy a rewarding package with eligibility for a 10% annual bonus. Pension Scheme: Benefit from a 3% employer-matched pension. Career Growth: Lead, train, and mentor as the finance department expands. Supportive Team: Join a cheerful and enthusiastic team that values your contributions and makes a real impact! Apply now and embark on an exciting journey with us! For more job opportunities and general updates from Adecco, please follow us on our new Facebook page: (url removed)> Adecco aims to respond to all applicants, however, due to the large volume of applications we receive, this may not always be possible. Should you not receive a response within five working days, please accept this as notification that you have not been shortlisted on this occasion. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role, your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Service Service Employment Agency Limited
Senior Financial Planning Assistant
Service Service Employment Agency Limited Norwich, Norfolk
My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member. Key Requirements Personable, client focused, good at relationship building. Ability to prioritise your own workload. Good organisational skills with a strong eye for detail (essential). To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. The administration of new and existing life, pension and investment business. PA support to your assigned Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company's Manuals. Assist Financial Services Manager with tasks/projects as required Supervising, training and monitoring administration team members as and when required. Thinking outside the box, good problem solving skills Role Main Duties Proactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the team Project management, as required Dealing with day-to-day queries from staff and clients to help ensure competency within the team. The preparation of files for appointments. Detailed knowledge and understanding of the Company's record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company's procedures Maintain all standards of performance as required by the Company. Skills and Experience Required You will ideally have three years' experience minimum of working in a Financial Services practice administration role Knowledge of IO back office system (essential) Understanding of a range of financial services products, e.g. pensions, investment, life assurance, etc. Excellent working knowledge of various investment/pension platforms Developing and maintaining technical knowledge and qualifications. Computer skills - competence with using various software, word processing, and in-depth knowledge of back-office administration systems. Excellent telephone and communication skills. First-class customer service skills. Flexibility and ability to work in a pressurised sales environment. Ability to work as part of a team and on your own initiative. Supervisory and training skills would be desirable. Qualifications and Experience Certificate in Financial Planning or working towards, Minimum RO1 or equivalent qualification Several years' experience of working in a similar customer service/sales environment in financial services. Personal attributes Customer-oriented, attentive to detail and takes pride in own work Able to prioritise own and team's workload Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events
Mar 17, 2026
Full time
My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member. Key Requirements Personable, client focused, good at relationship building. Ability to prioritise your own workload. Good organisational skills with a strong eye for detail (essential). To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. The administration of new and existing life, pension and investment business. PA support to your assigned Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company's Manuals. Assist Financial Services Manager with tasks/projects as required Supervising, training and monitoring administration team members as and when required. Thinking outside the box, good problem solving skills Role Main Duties Proactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the team Project management, as required Dealing with day-to-day queries from staff and clients to help ensure competency within the team. The preparation of files for appointments. Detailed knowledge and understanding of the Company's record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company's procedures Maintain all standards of performance as required by the Company. Skills and Experience Required You will ideally have three years' experience minimum of working in a Financial Services practice administration role Knowledge of IO back office system (essential) Understanding of a range of financial services products, e.g. pensions, investment, life assurance, etc. Excellent working knowledge of various investment/pension platforms Developing and maintaining technical knowledge and qualifications. Computer skills - competence with using various software, word processing, and in-depth knowledge of back-office administration systems. Excellent telephone and communication skills. First-class customer service skills. Flexibility and ability to work in a pressurised sales environment. Ability to work as part of a team and on your own initiative. Supervisory and training skills would be desirable. Qualifications and Experience Certificate in Financial Planning or working towards, Minimum RO1 or equivalent qualification Several years' experience of working in a similar customer service/sales environment in financial services. Personal attributes Customer-oriented, attentive to detail and takes pride in own work Able to prioritise own and team's workload Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Croydon, Surrey
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Crawley, Sussex
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
ABL
MANDARIN SPEAKING Junior Relationship Manager - BANKING
ABL City, London
Excellent opportunity for anyone with fluent MANDARIN and CORPORATE BANKING background who is looking for their next step in the financial services sector. This organisation is a global player, and the Financial Institutions Department is growing and looking for someone who will support this growth. You will need to have good relationship management skill and have worked with Financial Institutions before and have good written skill in both Mandarin Chinese and English. There are excellent career opportunities for the right person. Job Title BANKING Junior Relationship Manager Location City of London Work style: 100% office based Salary: 250/day Languages : FLUENT MANDARIN and English Length: 6 Month Key Responsibilities Develop and expand corporate banking relationships within the UK and cross-border markets Drive RMB related business, including RMB settlement, RMB loans and FX solutions Prepare and coordinate credit proposals (bilateral and syndicated facilities) Monitor clients' financial performance, credit ratings and key risk events Support syndication transactions and enhance service delivery at both bilateral and syndicated levels Cross sell a full suite of wholesale banking products including trade finance, loans, FX and online banking solutions Analyse industry trends, market opportunities and competitive positioning Contribute to strategic client positioning and annual marketing/business plans Present financial analysis and proposals to Credit and Compliance committees Requirements Degree in Finance, Economics or Business Administration Proven experience in wholesale / corporate banking relationship management Strong knowledge of bilateral and syndicated loans, trade finance and derivative products Experience in syndicated loans, M&A financing or commercial lending is advantageous Demonstrated success in client acquisition and retention Strong sales capability and relationship management skills Ability to structure and present financial models and credit proposals Excellent numerical, analytical and negotiation skills Fluent Mandarin is essential
Mar 17, 2026
Seasonal
Excellent opportunity for anyone with fluent MANDARIN and CORPORATE BANKING background who is looking for their next step in the financial services sector. This organisation is a global player, and the Financial Institutions Department is growing and looking for someone who will support this growth. You will need to have good relationship management skill and have worked with Financial Institutions before and have good written skill in both Mandarin Chinese and English. There are excellent career opportunities for the right person. Job Title BANKING Junior Relationship Manager Location City of London Work style: 100% office based Salary: 250/day Languages : FLUENT MANDARIN and English Length: 6 Month Key Responsibilities Develop and expand corporate banking relationships within the UK and cross-border markets Drive RMB related business, including RMB settlement, RMB loans and FX solutions Prepare and coordinate credit proposals (bilateral and syndicated facilities) Monitor clients' financial performance, credit ratings and key risk events Support syndication transactions and enhance service delivery at both bilateral and syndicated levels Cross sell a full suite of wholesale banking products including trade finance, loans, FX and online banking solutions Analyse industry trends, market opportunities and competitive positioning Contribute to strategic client positioning and annual marketing/business plans Present financial analysis and proposals to Credit and Compliance committees Requirements Degree in Finance, Economics or Business Administration Proven experience in wholesale / corporate banking relationship management Strong knowledge of bilateral and syndicated loans, trade finance and derivative products Experience in syndicated loans, M&A financing or commercial lending is advantageous Demonstrated success in client acquisition and retention Strong sales capability and relationship management skills Ability to structure and present financial models and credit proposals Excellent numerical, analytical and negotiation skills Fluent Mandarin is essential

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