2i Recruit Ltd

Our client's private client department offers expert advice on wills, probate, estate planning and trusts. They are seeking a motivated and detail-orientated Private Client Fee-earner with Trusts experience to join their team in Dorking and contribute to their continued success. Ideally, they are looking at NQ level in Cobham and 5 years + PQE in Dorking. Company Benefits: 25 days Holiday 3 Days Christmas / New Year Leave Private Medical Cover Cash Plan Competitive salary and benefits package. Opportunity to work with a team of dedicated and experienced professionals. Professional development and continuing education opportunities. Supportive and inclusive work environment. Key Responsibilities: Provide advice and assistance to clients on various private client matters, including wills, probate, estate administration, trusts, and powers of attorney. Manage a caseload, ensuring each case is handled with professionalism and efficiency. Maintain detailed and accurate records of all client interactions and case progress. Prepare legal documents, such as wills, lasting powers of attorney, and trust deeds. Ensure all documentation is thorough, accurate, and compliant with legal standards. Assist clients with estate planning, including inheritance tax planning and advising on the creation and management of trusts. Support the administration of estates, including obtaining grants of probate or letters of administration, dealing with HMRC for inheritance tax matters, and distributing estate assets. Maintain high standards of client care, providing clear and practical advice while being sensitive to the needs and concerns of clients, often in difficult personal circumstances. Ensure all work is conducted in accordance with relevant legal and regulatory requirements, including the Solicitors Regulation Authority (SRA) guidelines and Anti-Money Laundering (AML) regulations. Engage in continuous professional development to keep up to date with changes in private client law and practice. Experience and Skills Requirements: Qualified Solicitor or Chartered Legal Executive, ideally with 5 years + PQE, with a focus on private client law. Excellent written and verbal communication skills, with the ability to explain complex legal concepts in a clear and concise manner. Strong organisational skills with an eye for detail, ensuring accuracy in all legal documents and communications. Ability to build strong client relationships and work empathetically with individuals during sensitive times. Familiarity with case management systems and standard office software. High ethical standards and professional integrity. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. Would you like to discuss this job further? Speak to our recruitment advisors:

Our client is looking for an exceptional individual to join their team as Head of Private Client, taking charge of leading the Private Client department. In this key role, you will be responsible for overseeing the full range of departmental activities, supported by a Deputy Head, with a focus on strategic leadership, technical expertise, client service, business development, and management. You will also play a vital role in contributing to the firm's broader growth strategy. Collaboration with the Partners and Deputy Head will be essential, assisting with the development of strategic direction, providing technical guidance, ensuring excellent client service, driving business development, and furthering the firm's overall growth objectives. Company Benefits: Pension plan Life insurance Performance-based bonus Company events Key Responsibilities: Provide expert advice on estate planning, trust management, and inheritance tax. Ensure high-quality services that meet financial targets. Manage complex estate cases, including high-value assets, tax relief claims, and family disputes. Advise on Court of Protection matters, gifts, and statutory Wills. Offer strategic recommendations on estates and trusts in administration, covering investment, property sales, and distributions. Work independently while leading and delegating tasks to junior staff, ensuring efficient case management. Stay updated on laws and regulations. Ensure compliance with AML, KYC, and file management practices. Build strong client relationships, focusing on retention and business development. Identify cross-referral opportunities. Support the development of the Private Client department, fostering a collaborative work environment. Help the department meet financial targets and KPIs, focusing on growth and profitability. Advice on risk management. Assist with developing and implementing a growth strategy and contribute to marketing and business development. Supervise team members, monitor KPIs, and support career development and professional growth. Support the complaints team in resolving issues related to the department's work. Experience and Skills Requirements Qualified solicitor with STEP qualifications and substantial post-qualification experience, typically 10+ years, specialising in private client law. Key personal attributes, skills, and competencies. Strong expertise in estate planning, trust law, and inheritance tax. Consistently demonstrates a positive and proactive attitude. Proven ability to manage complex cases, including high-value estates and intricate tax issues. Experienced in providing strategic legal counsel. Committed to upholding compliance and maintaining the highest ethical standards. Exceptional communication skills, both written and verbal, with the ability to explain complex legal concepts clearly to diverse stakeholders. Strong leadership capabilities, with a track record of managing and motivating teams. Demonstrates solid business acumen and a history of driving departmental growth and success. Aligns with and embodies the values of the firm. Familiarity with Practice Evolve or other practice management systems. Holds SFE and Chartered Tax Adviser qualifications. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. Would you like to discuss this job further? Speak to our recruitment advisors:

Our client, a well-established and growing law firm based on the outskirts of Godalming, is seeking a motivated and dedicated Private Client Solicitor to join their team. This is an excellent opportunity for a solicitor with up to 5 years' post-qualification experience (PQE) who is looking to grow within a supportive and collaborative environment. The successful candidate will be involved in a wide range of private client work, including advising clients on wills, probate, estate administration, powers of attorney, and trusts. You will be expected to build strong relationships with clients and their families, offering thoughtful, client-focused advice. The role requires a proactive approach to managing a caseload, and the ability to liaise with clients, colleagues, and external professionals with care and professionalism. Company Benefits: Company pension Free parking Key Responsibilities: Managing a varied caseload of private client matters, including wills, probate, estate administration, lasting powers of attorney, and trusts. Providing clear and practical legal advice to clients, building long-term relationships, particularly with families across generations. Supporting and mentoring a paralegal, providing guidance and ensuring high standards of work. Developing and maintaining strong client relationships, ensuring exceptional client service. Assisting with business development, including attracting new clients and maintaining client retention. Collaborating with colleagues to provide seamless client care within a supportive and team-oriented environment. Managing day-to-day administrative and compliance tasks, including file management and billing. Experience and Skills Requirements Up to 5 years' post-qualification experience (PQE) in private client law. Strong experience in handling private client matters such as wills, probate, powers of attorney, and trusts. Excellent client-facing skills and the ability to develop strong relationships with clients, often dealing with multiple generations of families. Self-motivated with the ability to work independently, while also being a strong team player in a small, close-knit firm. Exceptional communication skills, both written and verbal. Strong organisational skills and the ability to manage a busy caseload. Ability to support and mentor junior staff, including a paralegal. Flexibility in working hours, with the option of some flexibility for the right candidate. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. Would you like to discuss this job further? Speak to our recruitment advisors:

Our client is looking for a highly experienced and motivated Administrator to join their growing team in the financial services sector. The ideal candidate will have experience in the financial services industry, with a strong background in administering various financial products. Company Benefits: Company pension scheme. Private Medical Insurance (PMI) and other health-related benefits. Income Protection (IP) and Death in Service (DIS) coverage. Discretionary and performance-related annual bonuses. 22 days annual leave, plus one additional day for each year of service, up to a maximum of 25 days. Key Responsibilities: Manage the processing of new business for both individual and corporate clients, ensuring all documentation and regulatory requirements are met in a timely manner. Possess extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts (VCTs), pensions (individual and group), Private Medical Insurance (PMI), and Life Insurance-related business. Confidently liaise with clients and internal teams over the phone, delivering excellent service while maintaining a professional and approachable manner. Be highly skilled in using XPlan software, with a focus on fee reconciliation and other related functionalities. This will be a critical part of your daily tasks. Provide comprehensive administrative support to financial advisors and advisory support teams, ensuring smooth operations and compliance with company procedures. Demonstrate excellent numeracy skills and proficiency in using Excel for data analysis, reporting, and other administrative tasks. Experience and Skills Requirements: Experience in financial services, with a solid understanding of financial products and services. Diploma-level qualification in Financial Services (or working towards) is essential. Proficient in using XPlan software, with a particular focus on fee reconciliation features. Strong skills in Microsoft Excel, with the ability to analyse data and generate reports. Confident and articulate when speaking on the phone with clients and team members. A team player who is able to collaborate effectively with advisory and admin teams. Excellent numerical ability with an attention to detail and accuracy. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. Would you like to discuss this job further? Speak to our recruitment advisors:

Our client is seeking an experienced Private Client Legal Secretary to join their busy department, which includes three senior solicitors and an NQ solicitor. The successful candidate will primarily support one of the partners but will also be expected to assist other fee earners. 4 days a week for the right candidate would be considered. Key Responsibilities: Prepare legal documents, ensuring correct spelling, grammar, and formatting. Handle telephone calls and client enquiries in a professional manner, both over the phone and in person. Provide general administrative assistance to fee earners, including diary management, arranging meetings, and preparing case files. While primarily supporting the Partner, assist other fee earners as needed. Help cover reception duties during times when the dedicated receptionist is on a break, holiday, or unwell, ensuring smooth office operations. Adapt to and efficiently use new office systems and software, ensuring smooth operation of administrative processes. Think on your feet and assist with various tasks as they arise, being flexible and proactive in a busy office environment. Maintain a professional and presentable appearance. Work collaboratively with the team, offering assistance as needed in a small office environment, and ensuring all tasks are completed efficiently and accurately. Experience and Skills Requirements Strong audio typing skills with excellent grammar and spelling Flexibility and a willingness to learn new systems and technology Confidence in making phone calls and handling enquiries both over the phone and in person A meticulous approach with a keen eye for detail Professional appearance and a conscientious attitude Friendly, approachable, and a "can-do" attitude Willingness to pitch in and help out with reception duties when the dedicated receptionist is unavailable Ability to think on your feet and be proactive in a fast-paced environment If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Job Specification Legal PA - Central London 35,000 - 40,000 + Bonus Our client is seeking an experienced and highly organised Legal PA to provide comprehensive support to a Partner within their busy and fast-paced property litigation department. This role requires excellent attention to detail, proactive diary and task management, and the ability to manage a wide range of administrative responsibilities while maintaining the highest standards of professionalism and confidentiality. Key Responsibilities: Provide PA support to senior legal professionals, including diary management, meeting coordination, and travel arrangements Prepare and format correspondence, legal documents, and reports to a high professional standard Act as a point of contact for client queries and internal communications, ensuring efficient and courteous responses Assist with file management, including opening, closing, and archiving files in accordance with firm procedures Manage inboxes and monitor deadlines, ensuring timely follow-ups and actions Coordinate billing processes, including time recording, drafting bills, and liaising with the accounts team Support with document management systems, data entry, and compliance-related administration Assist with client onboarding, conflict checks, and confidentiality documentation Provide support for internal and client meetings, including agenda preparation and minute-taking where required Collaborate with other business support teams across the firm to ensure seamless service delivery Experience and Skills Requirements Previous experience as a Legal PA, Legal Secretary, or Team Assistant in a legal or professional services setting Excellent communication skills, both written and verbal Highly organised with the ability to manage multiple tasks and priorities under pressure Strong attention to detail and commitment to accuracy Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Discreet and professional, with a strong understanding of confidentiality and data handling requirements If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Client Services and Business Development Executive - Guildford 35,000 - 45,000 (Depending on Experience) Are you passionate about building strong client relationships and driving business growth? Do you thrive in a fast-paced environment where your ideas are valued, and your contributions make a real impact? This role offers the opportunity to help shape and deliver impactful, client-focused strategies and initiatives that contribute to long-term growth in a professional services environment. Working closely with the Head of BD & Marketing, BD & Client Services Managers, and wider stakeholders, you'll play a key role in developing an integrated and strategic BD function, supporting both day-to-day operations and longer-term projects. Company Benefits: Competitive salary + bonus scheme 5% employer pension contribution Private medical insurance Life assurance & permanent health insurance Travel allowance or parking reimbursement Cashback health scheme Key Responsibilities: Support BD managers and senior stakeholders in delivering client and sector BD plans Assist in managing client development frameworks and key account programmes Contribute to client segmentation, planning, and prioritisation efforts Support the rollout of structured client listening and feedback programmes Assist in proposal and pitch processes Contribute to the delivery of campaigns, events, and targeted client communications Maintain and update client-facing collateral and support cross-selling initiatives Track market developments and identify opportunities to engage clients proactively Experience and Skills Requirements Proven experience in business development within a professional services environment Strong client service mindset and a collaborative, solutions-focused approach Excellent organisational and project management skills Comfortable engaging with stakeholders at all levels Highly detail-oriented with the ability to manage multiple priorities Experience with CRM systems and BD tools is desirable If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Our client is seeking a Law graduate to join their team as a Paralegal. This is a fantastic opportunity for a bright and motivated individual looking to gain hands-on legal experience with the added benefit of sponsorship for their solicitor qualification. Key Responsibilities: Providing comprehensive legal support to solicitors and fee earners. Conducting legal research and preparing case documentation. Drafting correspondence and legal documents. Liaising with clients, courts and third parties in a professional manner. Assisting in case management and ensuring compliance with legal regulations. Attending court proceedings and client meetings where required. Maintaining and organising legal files and records. Experience and Skills Requirements: A recent Law graduate with a strong academic background. A keen interest in developing a career as a solicitor. Excellent communication and interpersonal skills. Strong attention to detail and ability to manage multiple tasks. A proactive and enthusiastic approach to work. Must hold a valid UK driving licence and have access to a car. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Launch Your Career with Us! Are you organised, tech-savvy, and eager to learn? We're offering a fantastic opportunity for a motivated individual to kick-start their career in IT or Project Management through a structured apprenticeship programme. Based in our office, you ll gain real-world experience, receive on-the-job training, and work towards an industry-recognised Level 3 or Level 4 qualification all while being supported by a friendly and experienced team. About the Role This is a varied and exciting apprenticeship where you ll support our team with administrative, client-facing, and coordination tasks. Over time, you ll develop key skills in areas such as project coordination, service delivery, and business support. Key Responsibilities While learning and developing your skills, you ll help the team with: Answer client phone calls and emails in a polite and professional manner. Log and manage support tickets Keep clients updated on ticket progress and help escalate issues when needed. Assist in scheduling monthly site visits Help coordinate diaries and communicate with clients to confirm visit times. Support the ordering of hardware Learn to create purchase orders and help track stock and deliveries. Assist with booking deliveries and managing returns. Help respond to inbound enquiries and arrange meetings for the sales team. Update client records and support the account management process. Order basic office supplies and help keep the office running smoothly. Learn how to liaise with external suppliers and delivery services. What We re Looking For We re not expecting tons of experience but we are looking for someone who is: Eager to learn and passionate about a career in IT, project management, or operations. Organised and able to manage multiple tasks with attention to detail. Personable and confident, with good written and verbal communication skills. Familiar with Microsoft Office (Word, Excel, Outlook) and general IT systems. A team player who s proactive and enthusiastic. What You ll Gain A Level 3 or Level 4 Apprenticeship Qualification in either IT or Project Management. Ongoing training and mentoring from experienced professionals. Real-world experience in a growing IT company with clear career progression paths. A supportive team that values your ideas and input. Opportunities to grow into permanent roles in IT support, account management, or project coordination. Entry Requirements GCSEs (or equivalent) in English and Maths (Grade 4/C or above). A genuine interest in IT, business operations, or project management. Eligibility to work and undertake apprenticeship training in the UK. If you're ready to take your first step into a rewarding career, apply now and start building your future with us! If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Do you have legal secretary experience? Are you a team player? Our client has a wonderful opportunity for someone to join their team and really make a difference. You will be supporting the Fee Earners and be a vital part of the expanding team. Company Benefits: 25 days annual leave, plus bank holidays Private healthcare Bonus scheme Free parking Competitive pension scheme Key Responsibilities: Typing correspondence Meeting and greeting visitors Answering phone calls Formatting and updating documents Working on Excel spreadsheets Archiving and closing files Managing administration processes Making tea and coffees for the team General ad hoc duties. Working to deadlines Working with confidential and sensitive matters Experience and Skills Requirements Previous legal secretarial experience is essential or experience within a law firm in an administrative capacity Strong IT skills and ability to work between different systems Ability to provide strong administrative support If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Our client is seeking a dynamic and results-driven Sales Executive to join their team. The successful candidate will be responsible for exceeding sales targets, managing a portfolio of accounts within the target market, and driving new business opportunities. The role requires a focus on building relationships, generating leads, and executing daily sales and marketing activities. Company Benefits: Holiday Entitlement: Enjoy 20 days of holiday to start, with an additional half or full day added each year, up to a maximum of 25 days Key Responsibilities: Achieve Monthly GP Target. Make sales calls daily, focusing on both existing accounts and new prospects. Conduct at least one client visit per month to pre-profiled, likely repeat business customers and prospects. Generate at least two Enterprise leads per month. Mail personalised marketing materials (hard copy/email) to a minimum of 100 accounts each month. Register 60-100 quotes per month, closing at over 50%. Build an Enterprise-specific GP pipeline valued at approximately four times your monthly sales target. Build a general sales GP pipeline valued at more than six times your monthly sales target. Sign up at least two new credit account customers per month, ensuring they complete the online credit application. Start the day by proactively contacting all sales call follow-ups and system alerts, avoiding distractions. Prioritise telesales during these windows whenever not out in the field. Utilise this time for admin, planning, and marketing activities. Calls should be aimed at IT decision-makers in both prospective and existing accounts. Gather key information on customer infrastructure needs, plans, budgets, vendor preferences, user numbers, and strategic direction (e.g., in-house/cloud). Inform clients about the full range of products and services, attempting to close deals, generate quotes, and secure up-sells. Consolidate calls with personalised and informative follow-up emails. Regularly clear backorders and promptly escalate issues to Customer Services. Regularly review and manage vendor registrations. Proactively manage contract renewals and follow-up on sales leads. Maximise efficiency by leveraging Business Intelligence (BI) tools. Provide accurate sales forecasts as required. Study to achieve necessary manufacturer accreditations. Experience and Skills Requirements: Demonstrated success in IT sales, including strong communication skills with decision-makers and experience in deal negotiation. Ability to identify opportunities, close deals, and develop long-term business relationships. Solid understanding of business needs, budgeting, and IT infrastructure. High motivation, attention to detail, and a "can-do" attitude. Excellent ability to prioritise tasks and avoid distractions, including mobile phones and social media. Strong personal presentation, time management, and reliability. Desirable: Experience with SAP Business One. Proficiency in Microsoft Office Suite. Understanding of IT network components and how they function within a business context. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Our client is seeking a proactive and hands-on Paid Media Coordinator to take ownership of their paid search and social campaigns. This role will lead the strategic planning and execution of advertising across Google, Microsoft, and Meta platforms, with potential to explore additional channels over time. The ideal candidate will bring a strong grasp of campaign management from start to finish, with a particular understanding of the nuances involved in high-consideration, low-frequency purchase journeys. A solid knowledge of incrementality and attribution is essential, along with a results-driven mindset and the ability to adapt in a fast-paced environment. Company Benefits: Company Pension Scheme Company Quarterly Events Private Medical Key Responsibilities: Take full ownership of paid search campaigns across Google and Microsoft Ads, including keyword, Shopping, Performance Max, and Demand Gen formats. Run and optimise paid social campaigns on Meta platforms (Facebook and Instagram). Identify and test new paid media opportunities across other platforms where relevant. Develop and deliver paid media strategies aligned with broader marketing objectives. Continuously refine campaigns to improve performance across the full funnel, driving both awareness and incremental sales. Manage budgets effectively, ensuring spending is aligned with campaign goals. Forecast, track, and report on performance, using data and analytics to uncover insights and guide improvements. Experience and Skills Requirements: A minimum of 2 years hands-on experience managing paid search and social campaigns. Solid grasp of incrementality and attribution; experience with products involving longer or more complex customer journeys is highly valued. Confident user of Google Ads, Microsoft Ads, and Meta Ads platforms. Strong analytical mindset, with proven experience in interpreting data and using insights to inform decisions. Self-motivated with the ability to work autonomously, while also thriving in a collaborative team environment. Must be a car driver If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Our client is on the lookout for a Conveyancing Assistant to become a key player in their residential property team. This is a fantastic opportunity to work alongside experienced Fee Earners, providing essential support in managing a busy and varied caseload of property transactions. Company Benefits: Support Staff Bonus. Free car parking. Comprehensive benefits package including a pension, enhanced maternity and paternity pay, 25 days holiday plus an additional day for Christmas closure. Key Responsibilities: Conducting reviews of local searches, cross-referencing with historical records. Overseeing Help to buy loan redemptions, including liaison with lenders. Serving as a key communication point for clients, sales offices and developer solicitors, with complex queries referred to Fee Earners. Checking mortgage offers and collaborating with clients and lenders to resolve any issues. Following up with clients to secure deposits and required paperwork, ensuring files are prepared for exchange. Managing post-completion tasks, such as property registrations. Processing search applications and closing incomplete or abortive files. Assisting with quote generation and file initiation during busy periods. Preparing and dispatching essential documents to buyers' solicitors for property sales. Experience and Skills Requirements: Individuals must be able to work independently while collaborating seamlessly within a team. A commitment to high standards and strong IT proficiency is essential. Candidates must have a minimum of 5 GCSEs, including Maths and English. Prior experience in a similar role is desirable, along with strong data entry skills, keen attention to detail and the ability to excel in a fast-paced environment. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Our client is seeking an experienced Legal Secretary to join their Private Wealth and Inheritance (PWI) team. The ideal candidate will have a proven background in legal secretarial work, with a preference for experience in Private Wealth and Inheritance matters. Company Benefits: Support Staff Bonus. Free car parking. Comprehensive benefits package including a pension, enhanced maternity and paternity pay, 25 days holiday plus an additional day for Christmas closure. Key Responsibilities: Provide secretarial and administrative support to a team of lawyers specialising in Private Wealth and Inheritance. Manage and organise client files, ensuring they are kept up to date and compliant with regulations. Prepare legal documents, letters, and correspondence under the supervision of senior legal staff. Handle and manage client communications, ensuring a professional and courteous manner at all times. Draft and proofread documents related to estate planning, wills, trusts, and inheritance matters. Maintain accurate billing and time-keeping records for the team. Arrange meetings, appointments, and client consultations. Ensure effective and efficient document management, both electronically and in physical form. Assist with other administrative duties as required. Experience and Skills Requirements Proven experience as a Legal Secretary, ideally within the Private Wealth and Inheritance (PWI) sector. Strong knowledge of legal terminology, procedures, and documentation. Excellent organisational and time-management skills. High attention to detail and the ability to proofread and edit legal documents. Proficient in Microsoft Office Suite and legal software. Excellent communication skills, both written and verbal. Ability to maintain confidentiality and handle sensitive information with discretion. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Our client is looking for a Financial Controller to enhance financial practices and procedures within the organisation, while ensuring compliance with relevant financial regulations and legislation. Key Responsibilities: Implement and ensure compliance with the organisation s financial procedures and policies Develop effective methods for tracking and managing financial data Utilise spreadsheets and advanced software to collect and record financial information Manage and execute financial transactions, including bill payments, invoicing, and payroll Support the audit process by providing requested information and data Complete administrative duties such as paperwork and filing records Maintain organised records to support tax preparation Analyse financial data to identify trends and detect errors Collaborate with team members to resolve discrepancies and correct inaccuracies Prepare regular financial reports and assist with presentations to management and executives Develop and manage budgets for departments, projects, and business needs Address financial inquiries from colleagues, clients, customers, and stakeholders. Experience and Skills Requirements Bachelor s degree in Accounting, Business, Economics, Finance, or a related field Relevant licenses or certifications, such as Chartered Financial Analyst (CFA) Experience in a business or finance environment Strong mathematical skills High level of honesty, integrity, and reliability Excellent written and verbal communication skills Exceptional attention to detail Strong organisational and planning abilities Critical thinking and problem-solving skills Strong research and analytical skills Active listening skills Interpersonal and collaboration skills Proficiency with computers, especially accounting software and data entry Understanding of data privacy standards Must be a car driver If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Do you enjoy selling and working in a fast-paced environment? Are you a real business focussed salesperson who wants to earn money and progress your career within financial services? Our client is seeking an experienced Independent Financial Adviser with a strong track record of success. The ideal candidate will possess excellent communication skills and a solid understanding of the dynamic financial services sector. Company Benefits: Bonus income based on production ( 120k) Workplace company pension Competitive holiday allowance Key Responsibilities: Engage with existing clients to conduct comprehensive financial reviews, assessing their current financial situation, existing provisions and future goals using the CRM system, Finplan. Oversee the onboarding process for new members joining an established large SIPP. Analyse financial information and develop tailored plans to meet individual client needs. Complete risk assessments, fact-finding exercises and suitability reports. Support clients in making well-informed financial decisions. Monitor and respond to changes in clients' financial circumstances and evolving needs. Stay up to date with financial products, market trends and legislative changes. Inform clients about new financial products or regulatory updates that may impact their savings and investments. Ensure compliance with regulatory requirements, including disclosure obligations, service costs and recommendations. Experience and Skills Requirements: Integrity and honesty Strong work ethic and dedication Client-focused approach with a commitment to achieving the best outcomes Exceptional telephone manner Professional and well-presented appearance Full Diploma in Financial Advice (DipFA) Level 4 required Demonstrated success in delivering high-quality advice and client service If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Are you interested in starting a career handling accounts? We are working with a local supportive client who are seeking an Accounts Administrator to join their team. This is an excellent role for someone who is numerate, interested in accounts and seeking their first opportunity to enter into the sector. Our client offers a friendly, structured environment with superb benefits and opportunities for progression. The Accounts Administrator will be responsible for providing general administrative support to the Accounts team, such as banking of cheques and approving invoices. Company Benefits: Onsite parking Flexible working Personal development- help developing your role, exam support including guidance, study leave and the cost of study Accrue additional holiday for extra hours worked Life cover Private healthcare 25 days holiday plus bank holiday Key Responsibilities: Sales Ledger Invoicing Collection of monies in respect of unsettled invoices, Forwarding details of disputed invoices to the appropriate team-member Banking of cheques Using Sage Generate WIP Reports for review Post Sales Ledger Receipts Aged Debtor Statements/Letters Code/Enter Purchase Ledger Invoices Billable Time Reports Raise Credit Notes Filing/Scanning Supplier Payment Run/Ad hoc payments Ad Hoc Reports Experience and Skills Requirements: Numerate Eager to learn Organised Strong attention to detail Clear communicator MS Office skills advantageous Training provided for accounts specific tasks If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Our client is looking for a Marketing Executive to take responsibility for implementing and supporting marketing activities as outlined in the company s annual marketing plan, in alignment with the strategy set by the marketing management team. As a Marketing Executive, you will provide general marketing support for our German business, delivering a variety of activities aimed at customer acquisition, retention, and re-engagement across both offline and online channels. Fluency in German is essential. Key Responsibilities: Maintain and update our websites to ensure product and marketing content is current, accurate, regularly refreshed and optimised for search. Manage and implement our web content plan, ensuring the timely creation and upload of product and marketing content, including promotional landing pages, FAQs, advice articles, blog posts and product descriptions. Assist in regular housekeeping tasks to keep web content refreshed and up to date. Support our PPC specialist in the ongoing optimisation of paid search activities and SEO rankings. This includes implementing content improvement recommendations, identifying high-performing keywords for campaigns and monitoring competitor activity and content. Manage social media accounts by creating and publishing content and campaigns to increase followers and engagement. Research new ideas and competitor activity to continuously enhance our marketing strategies. Develop digital assets to support campaigns and for use on the website, in email marketing and across social media platforms. Ensure all content aligns with brand guidelines and maintains a consistent look, feel and tone of voice. Plan, create and execute email campaigns, including content and digital assets. Oversee automated email programmes, ensuring smooth operation and producing monthly/quarterly reports. Work with the team to identify and implement improvements. Provide marketing support for specific campaigns and sales initiatives to drive traffic, enquiries, leads and customer conversions. Collaborate closely with the Sales team to ensure sales follow-up, outbound activities, and other initiatives receive the necessary marketing input and support. Plan, execute, and report on marketing and sales activities for our online-only brand, focusing on increasing traffic, conversions and customer acquisition. Manage Amazon listings, content, and paid advertising to drive sales and maximise revenue. Experience and Skills Requirements Strong organisational abilities, demonstrating effective time and workload management. Ability to prioritise tasks and work efficiently under tight deadlines. Exceptional attention to detail. Clear, concise, and professional verbal and written communication skills. Good understanding of marketing channels and processes. Analytical mindset with confidence in working with data. Approachable, adaptable, flexible, and responsive. A proactive, can-do attitude with the ability to work both independently and collaboratively to meet deadlines. A genuine interest in and passion for marketing. Creative, enthusiastic, and eager to learn and develop. A minimum of 18 months experience in marketing, preferably within a B2B environment. Ideally, experience with Google Ads and Analytics. Strong knowledge of campaign KPIs and an understanding of customer acquisition and data metrics. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

An exciting opportunity has arisen to join a dynamic and forward-thinking company advisory and accountancy firm. They specialise in providing expert advice and tailored financial solutions to support entrepreneurial and high-growth businesses. As a key member of one of their Business Services PODs, you will play a crucial role in managing a portfolio of clients, delivering a range of accountancy, audit and tax services. Working closely with the Manager, you will ensure high-quality service delivery and contribute to the success and growth of their clients. This role is ideal for a proactive and ambitious professional looking to take the next step in their career within a supportive and collaborative environment. Company Benefits: Free parking Pension scheme Salary sacrifice scheme Study support towards ACCA/ACA Key Responsibilities: Preparation of statutory accounts, audits, VAT returns, payroll, and corporate and personal tax returns. Reviewing and finalising financial statements with supporting schedules. Maintaining high standards of accuracy and consistency in all work. Enhancing and documenting business processes and accountancy policies to strengthen internal controls. Supervising, training, and mentoring junior staff. Reviewing VAT returns and ensuring compliance with VAT regulations. Contributing to process improvements and system updates. Supporting clients with ad hoc financial advisory services. Ensuring work is completed within budget and deadlines. Skills & Experience Required: Strong proficiency in Microsoft Office, particularly Excel (VLOOKUP, SUMIF, SUMIFS). Highly IT-literate with experience in various accountancy software platforms. ACA or ACCA qualified, or close to qualification. Experience in a fast-paced accountancy practice. Strong knowledge of statutory accounts preparation, audits, VAT, payroll, and corporate and personal tax. Exposure to audit processes across diverse industries. Ability to handle complex financial matters with appropriate guidance. Key Attributes: Analytical mindset with sound problem-solving abilities. Strong commercial awareness and ability to provide practical recommendations. Excellent communication skills, both written and verbal. High attention to detail and accuracy. Professional, tactful, and discreet. Ability to build trusted relationships with clients and colleagues. Strong organisational skills and ability to manage multiple priorities. Self-motivated, proactive, and results driven. If you are looking for a challenging yet rewarding role where you can make a real impact, we would love to hear from you! If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

An exciting opportunity has arisen to join a dynamic and growing advisory and accountancy company. This role is ideal for an ambitious and versatile professional seeking their next challenge in a fast-paced environment. Leading the Business Services and Outsourcing team, you will manage a portfolio of clients, delivering comprehensive financial solutions tailored to their needs. This includes accounting, bookkeeping, payroll, VAT, management accounting, statutory accounts and tax returns. The role is based in the office, working within a collaborative team while also handling independent responsibilities. Company Benefits: Free parking Pension scheme Salary sacrifice scheme Study support towards ACCA/ACA Key Responsibilities: Overseeing statutory accounts, corporation tax, personal tax returns, VAT returns, payroll, and bookkeeping services. Preparing and reviewing management reports to analyse trends, results, and forecasts. Supporting senior leadership in accounting operations, including billing, cost accounting, cash flow, and revenue recognition. Maintaining quality control and ensuring adherence to professional standards. Developing and documenting business processes and internal controls. Analysing financial reports for discrepancies and implementing preventive measures. Enhancing accounting functions and operational efficiency. Leading, motivating, and managing the outsourcing team. Providing accurate financial reporting to senior management to facilitate client presentations. Collaborating on the development of tailored systems to support client businesses. Building and maintaining strong client relationships, ensuring timely and professional communication within budget constraints. Identifying and implementing system improvements to enhance service delivery. Managing client portfolios, including billing, budgets, and work-in-progress monitoring. Delivering ad hoc advisory services as required. Experience: Strong proficiency in Microsoft Outlook and Office applications. Highly IT literate with experience in multiple accounting software packages, demonstrating adaptability and accuracy. Advanced Excel skills, including proficiency in VLOOKUP, SUMIF, and SUMIFS. ACA or ACCA qualification (suitable for candidates in their first role post-qualification, depending on experience). Experience in a fast-paced practice environment. In-depth knowledge of VAT regulations and hands-on experience with VAT return preparation, review, and submission. Background in public practice, particularly within an outsourced finance function requiring regular client interaction. Proven ability to prepare and review statutory accounts under FRS 102 & FRS 105, along with personal, partnership, and corporate tax returns, including complex cases. Experience in managing a junior team and overseeing workflow to meet client expectations and deadlines. Skills and Attributes: Ability to handle client enquiries effectively and escalate matters where necessary. Sound judgement and problem-solving capabilities, with a commercial mindset. Confidence in client interactions and the ability to communicate complex information clearly. Strong analytical, numerical, and organisational skills, with the ability to meet tight deadlines. A proactive, resourceful approach, demonstrating initiative and attention to detail. High levels of integrity, discretion, and professionalism. The ability to build trust and rapport with clients and colleagues. Exceptional multitasking and time management skills. A self-motivated attitude with a focus on results and continuous improvement. Ability to work independently as well as collaboratively within a team. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.