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tax senior
Accounts Senior
ProTalent Limited
A small and friendly team in Orpington are looking to take on a brand new Accounts Senior. The firm: Family owned practice Very successful with branches in Horley and Orpington Relaxed and friendly atmosphere The role: Full accounts preparation and submission to Companies House and HMRC Holding meetings with new and current clients Bookkeeping Payroll CIS Self assessment The applicant: Well-rounded general practice experience AAT, ACA or ACCA qualified Self motivated Desirable experience inXero, QuickBooks, Sage, Tax Calc The package: Full time or part-time £35 - 45k depending on qualification and experience Annual bonus depending on company performance Please contact Dominique to hear more on or email today.
Mar 21, 2026
Full time
A small and friendly team in Orpington are looking to take on a brand new Accounts Senior. The firm: Family owned practice Very successful with branches in Horley and Orpington Relaxed and friendly atmosphere The role: Full accounts preparation and submission to Companies House and HMRC Holding meetings with new and current clients Bookkeeping Payroll CIS Self assessment The applicant: Well-rounded general practice experience AAT, ACA or ACCA qualified Self motivated Desirable experience inXero, QuickBooks, Sage, Tax Calc The package: Full time or part-time £35 - 45k depending on qualification and experience Annual bonus depending on company performance Please contact Dominique to hear more on or email today.
Rayment recruitment
Senior Paraplanner - Technical Planning
Rayment recruitment Sawbridgeworth, Hertfordshire
Senior Paraplanner - Technical Planning Hybrid / Sawbridgeworth Competitive salary and a comprehensive benefits package including exam support Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients. Overview A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey. Paraplanner Role: As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice. Paraplanner Key Responsibilities: Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning Prepare high-quality suitability reports in line with regulatory and internal standards Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies Liaise with product providers and internal stakeholders to gather accurate information Keep up to date with industry trends, legislation changes, and technical knowledge Paraplanner Requirements: Minimum 3 years' experience as a Paraplanner within a Wealth Management or Financial Planning environment Level 4 Diploma qualified (DipPFS or equivalent) - working towards Chartered status is desirable Strong technical knowledge of pensions, investments, tax, and estate planning Excellent written communication and analytical skills High attention to detail, with the ability to manage multiple cases and deadlines Proficient in financial planning software What's On Offer: Competitive negotiable salary (commensurate with experience) Annual performance bonus Flexible/hybrid working options 25 days holiday + bank holidays (increasing with service) Professional development support, including exam sponsorship and study leave
Mar 21, 2026
Full time
Senior Paraplanner - Technical Planning Hybrid / Sawbridgeworth Competitive salary and a comprehensive benefits package including exam support Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients. Overview A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey. Paraplanner Role: As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice. Paraplanner Key Responsibilities: Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning Prepare high-quality suitability reports in line with regulatory and internal standards Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies Liaise with product providers and internal stakeholders to gather accurate information Keep up to date with industry trends, legislation changes, and technical knowledge Paraplanner Requirements: Minimum 3 years' experience as a Paraplanner within a Wealth Management or Financial Planning environment Level 4 Diploma qualified (DipPFS or equivalent) - working towards Chartered status is desirable Strong technical knowledge of pensions, investments, tax, and estate planning Excellent written communication and analytical skills High attention to detail, with the ability to manage multiple cases and deadlines Proficient in financial planning software What's On Offer: Competitive negotiable salary (commensurate with experience) Annual performance bonus Flexible/hybrid working options 25 days holiday + bank holidays (increasing with service) Professional development support, including exam sponsorship and study leave
Reed
Tax Senior
Reed Chester, Cheshire
Tax Specialist Annual Salary: £35,000 - £50,000 per annum Location: Chester - Hybrid working offered Job Type: Full-time, Permanent We are seeking a Tax Specialist to join the rapidly expanding Tax Department of one of our clients in Chester. This role is ideal for a professional with substantial experience in tax compliance and a keen interest in progressing within the field, particularly in advisory services. This is not an entry-level position and requires someone who can support the Tax Manager, with a range of tasks including the preparation and submission of personal and corporation tax returns. Day-to-day of the role: Assist in the preparation and submission of personal tax returns and P11Ds, with the potential to handle corporation tax returns. Work closely with the Tax Manager to ensure compliance with all tax regulations. Engage in learning and development opportunities to advance knowledge in tax advisory. Maintain high-quality client interactions, ensuring all their tax-related queries and needs are addressed promptly and effectively. Utilise IRIS software for tax processing and maintain proficiency in various IT systems. Required Skills & Qualifications: Minimum of 2-3 years of experience in tax within an accountancy practice. ATT/CTA qualification or currently studying towards it - Could offer study support Proficient in the preparation and submission of personal tax returns and P11Ds; experience with corporation tax is preferable. Demonstrated ability to learn and adapt in a fast-paced environment. Benefits: Competitive salary with regular reviews. Hybrid working options-flexibility to work from home. A stable and supportive work environment where most staff have long tenures, reflecting our standing as a good employer. This is a great role and one that our client is looking to interview for ASAP - Please apply via the link or feel free to reach out directly.
Mar 21, 2026
Full time
Tax Specialist Annual Salary: £35,000 - £50,000 per annum Location: Chester - Hybrid working offered Job Type: Full-time, Permanent We are seeking a Tax Specialist to join the rapidly expanding Tax Department of one of our clients in Chester. This role is ideal for a professional with substantial experience in tax compliance and a keen interest in progressing within the field, particularly in advisory services. This is not an entry-level position and requires someone who can support the Tax Manager, with a range of tasks including the preparation and submission of personal and corporation tax returns. Day-to-day of the role: Assist in the preparation and submission of personal tax returns and P11Ds, with the potential to handle corporation tax returns. Work closely with the Tax Manager to ensure compliance with all tax regulations. Engage in learning and development opportunities to advance knowledge in tax advisory. Maintain high-quality client interactions, ensuring all their tax-related queries and needs are addressed promptly and effectively. Utilise IRIS software for tax processing and maintain proficiency in various IT systems. Required Skills & Qualifications: Minimum of 2-3 years of experience in tax within an accountancy practice. ATT/CTA qualification or currently studying towards it - Could offer study support Proficient in the preparation and submission of personal tax returns and P11Ds; experience with corporation tax is preferable. Demonstrated ability to learn and adapt in a fast-paced environment. Benefits: Competitive salary with regular reviews. Hybrid working options-flexibility to work from home. A stable and supportive work environment where most staff have long tenures, reflecting our standing as a good employer. This is a great role and one that our client is looking to interview for ASAP - Please apply via the link or feel free to reach out directly.
Autograph Recruitment
Tax Semi-Senior
Autograph Recruitment Gorseinon, Swansea
Role: Tax Semi - Senior Location: Swansea Position: Full Time / Permanent Salary: Competitive Our Client: We re working with a leading UK accountancy practice that is continuing to grow its tax offering across South Wales. They are now seeking a motivated and detail-orientated Tax Semi - Senior to join their expanding Swansea team. This is an excellent opportunity to develop your tax career in a supportive, progressive, and collaborative environment. Key Responsibilities Prepare personal, partnership, and corporate tax returns Liaise with clients and HMRC regarding tax queries and compliance matters Deliver accurate work within agreed timescales and budgets Stay up to date with current tax legislation, compliance standards, and best practice About You Studying towards ATT, part-qualified CTA, or ATT-qualified with strong tax exposure 1 2 years practice experience, ideally within a tax-focused role Exceptional attention to detail and strong communication skills Client-focused, proactive, and eager to continue developing your tax expertise Benefits 25 days annual leave + bank holidays Pension scheme & life assurance (4x salary) Business closure over Christmas Next Steps If this sounds like the right fit, click Apply now to upload your CV. Prefer to have a confidential chat first? Contact Clarissa Hough on (phone number removed) or email (url removed)
Mar 21, 2026
Full time
Role: Tax Semi - Senior Location: Swansea Position: Full Time / Permanent Salary: Competitive Our Client: We re working with a leading UK accountancy practice that is continuing to grow its tax offering across South Wales. They are now seeking a motivated and detail-orientated Tax Semi - Senior to join their expanding Swansea team. This is an excellent opportunity to develop your tax career in a supportive, progressive, and collaborative environment. Key Responsibilities Prepare personal, partnership, and corporate tax returns Liaise with clients and HMRC regarding tax queries and compliance matters Deliver accurate work within agreed timescales and budgets Stay up to date with current tax legislation, compliance standards, and best practice About You Studying towards ATT, part-qualified CTA, or ATT-qualified with strong tax exposure 1 2 years practice experience, ideally within a tax-focused role Exceptional attention to detail and strong communication skills Client-focused, proactive, and eager to continue developing your tax expertise Benefits 25 days annual leave + bank holidays Pension scheme & life assurance (4x salary) Business closure over Christmas Next Steps If this sounds like the right fit, click Apply now to upload your CV. Prefer to have a confidential chat first? Contact Clarissa Hough on (phone number removed) or email (url removed)
Tax Senior - Personal Team
Hollybank Trustees Ltd
Location: Hybrid / West Sussex, UK job type: Permanent / Full-time Sector and subsector: Tax & Practice General Practice Salary: Negotiable Salary Purpose of the role In joining Affinia, you will be part of a growing, successful, forward thinking and dynamic tax department. As a Senior, this role is about solidifying core technical expertise in your relevant field and applying it consistently to your work. We want to see you take more ownership of client work and begin contributing to team development and business growth. This role is a crucial stepping stone, where you consolidate technical skills while beginning to stretch into client and team leadership. Excellent teamwork and communication skills are essential. The role requires an experienced individual of Personal Tax compliance processes and workflow. However, there is also ample opportunity to get involved in high-value advisory work for a varied portfolio of individuals. We operate a hybrid working model, so you will split your time between the office, client sites when required, and from home when you are able. Key tasks and responsibilities Preparation of a broad range of Tax Returns, varying in complexity. Review of basic Tax Returns and other compliance documents. Assist with training the team and providing constructive feedback and guidance on work. Liaising regularly with HMRC on a variety of matters. Assist with relevant advisory and project work. Mentoring staff where required. Provide high quality services to clients, ensuring accuracy and timeliness. Contribute to the team's objectives by sharing knowledge and ideas. Participate in client meetings to understand their tax needs and support senior staff with solutions. Work collaboratively with other departments to ensure client satisfaction. Identify opportunities for tax planning and communicate them to the management team. Participate in professional development activities to enhance tax knowledge and awareness of tax legislation. Engaging in business development, promoting Affinia and its services to both existing and potential clients. The level of your involvement in business development will be bespoke to you in your personal development plan. Professional skills/qualifications Qualified (ATT) or close to qualifying. Excellent communication skills at all levels including a wide range of stakeholders within the business. Proficiency in tax software and Microsoft Office Suite. Strong analytical skills and attention to detail. Ability to work effectively in a team and independently. Strong core knowledge of tax laws and regulations. Alongside a flexible and inclusive work environment, we offer the following core benefits: Auto enrolment Pension Scheme with True Potential Death in Service Professional membership support Paycare - claim money back for Dental / Optical / Professional Therapies Dress for your Diary Policy Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested. Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.
Mar 21, 2026
Full time
Location: Hybrid / West Sussex, UK job type: Permanent / Full-time Sector and subsector: Tax & Practice General Practice Salary: Negotiable Salary Purpose of the role In joining Affinia, you will be part of a growing, successful, forward thinking and dynamic tax department. As a Senior, this role is about solidifying core technical expertise in your relevant field and applying it consistently to your work. We want to see you take more ownership of client work and begin contributing to team development and business growth. This role is a crucial stepping stone, where you consolidate technical skills while beginning to stretch into client and team leadership. Excellent teamwork and communication skills are essential. The role requires an experienced individual of Personal Tax compliance processes and workflow. However, there is also ample opportunity to get involved in high-value advisory work for a varied portfolio of individuals. We operate a hybrid working model, so you will split your time between the office, client sites when required, and from home when you are able. Key tasks and responsibilities Preparation of a broad range of Tax Returns, varying in complexity. Review of basic Tax Returns and other compliance documents. Assist with training the team and providing constructive feedback and guidance on work. Liaising regularly with HMRC on a variety of matters. Assist with relevant advisory and project work. Mentoring staff where required. Provide high quality services to clients, ensuring accuracy and timeliness. Contribute to the team's objectives by sharing knowledge and ideas. Participate in client meetings to understand their tax needs and support senior staff with solutions. Work collaboratively with other departments to ensure client satisfaction. Identify opportunities for tax planning and communicate them to the management team. Participate in professional development activities to enhance tax knowledge and awareness of tax legislation. Engaging in business development, promoting Affinia and its services to both existing and potential clients. The level of your involvement in business development will be bespoke to you in your personal development plan. Professional skills/qualifications Qualified (ATT) or close to qualifying. Excellent communication skills at all levels including a wide range of stakeholders within the business. Proficiency in tax software and Microsoft Office Suite. Strong analytical skills and attention to detail. Ability to work effectively in a team and independently. Strong core knowledge of tax laws and regulations. Alongside a flexible and inclusive work environment, we offer the following core benefits: Auto enrolment Pension Scheme with True Potential Death in Service Professional membership support Paycare - claim money back for Dental / Optical / Professional Therapies Dress for your Diary Policy Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested. Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.
Get Recruited (UK) Ltd
Tax Senior Private Client
Get Recruited (UK) Ltd Manchester, Lancashire
Tax Senior - OMB & Private Client Specialist Manchester £55,000 - £90,000 (DOE + Qualifications) A leading independent accountancy firm in Manchester is continuing to invest in its tax team and is now looking to appoint an experienced advisory-led tax professional on a permanent basis. This is a high-quality role offering genuine variety, working with entrepreneurial owner-managed businesses, HNW individuals and family groups. The client base is active and commercially minded, expect regular work linked to transactions, growth, restructuring and long-term planning. The Opportunity You'll be joining a well-established practice that has grown significantly in recent years and continues to build momentum. The tax work is broad, technical and advisory-heavy, with clients often requiring joined-up advice across both personal and business affairs. You'll be involved in planning and project work across areas such as: OMB and entrepreneur tax planning Group restructures and reconstructions Succession planning and IHT mitigation Trusts and family wealth planning CGT planning and transactional support Property-related structuring Share schemes and incentives EIS / VCT investment advice Residence and cross-border considerations You'll work closely with Partners and senior stakeholders, with plenty of client exposure and autonomy from day one. While there's scope to get involved in business development, the role is primarily focused on delivering strong technical advice and building trusted long-term relationships. Candidate Profile This opportunity can suit someone stepping up into a Senior Manager role, or an established Senior Manager/Director looking for a firm with an excellent culture and client base. You'll ideally have: Strong tax advisory experience (personal tax or mixed tax background) Proven ability to draft technical advice letters, reports and planning notes A recognised qualification (CTA, ACA, ACCA, ICAS or similar) Confidence dealing directly with clients, Partners and HMRC A professional, relationship-led approach Why This Firm? Strong salary range with flexibility for the right hire Hybrid working and modern city-centre offices Overtime paid at all levels (rare in the market) Supportive team environment with a genuine "people-first" culture Clear progression based on performance, not politics If you're looking for a tax advisory role where the work is genuinely interesting and the firm invests in its people, this is one worth exploring. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Mar 21, 2026
Full time
Tax Senior - OMB & Private Client Specialist Manchester £55,000 - £90,000 (DOE + Qualifications) A leading independent accountancy firm in Manchester is continuing to invest in its tax team and is now looking to appoint an experienced advisory-led tax professional on a permanent basis. This is a high-quality role offering genuine variety, working with entrepreneurial owner-managed businesses, HNW individuals and family groups. The client base is active and commercially minded, expect regular work linked to transactions, growth, restructuring and long-term planning. The Opportunity You'll be joining a well-established practice that has grown significantly in recent years and continues to build momentum. The tax work is broad, technical and advisory-heavy, with clients often requiring joined-up advice across both personal and business affairs. You'll be involved in planning and project work across areas such as: OMB and entrepreneur tax planning Group restructures and reconstructions Succession planning and IHT mitigation Trusts and family wealth planning CGT planning and transactional support Property-related structuring Share schemes and incentives EIS / VCT investment advice Residence and cross-border considerations You'll work closely with Partners and senior stakeholders, with plenty of client exposure and autonomy from day one. While there's scope to get involved in business development, the role is primarily focused on delivering strong technical advice and building trusted long-term relationships. Candidate Profile This opportunity can suit someone stepping up into a Senior Manager role, or an established Senior Manager/Director looking for a firm with an excellent culture and client base. You'll ideally have: Strong tax advisory experience (personal tax or mixed tax background) Proven ability to draft technical advice letters, reports and planning notes A recognised qualification (CTA, ACA, ACCA, ICAS or similar) Confidence dealing directly with clients, Partners and HMRC A professional, relationship-led approach Why This Firm? Strong salary range with flexibility for the right hire Hybrid working and modern city-centre offices Overtime paid at all levels (rare in the market) Supportive team environment with a genuine "people-first" culture Clear progression based on performance, not politics If you're looking for a tax advisory role where the work is genuinely interesting and the firm invests in its people, this is one worth exploring. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Insite Public Practice Recruitment Limited
Senior Accoutant
Insite Public Practice Recruitment Limited Pinner, Middlesex
Senior Accountant - Office-Based Role Near London Are you a qualified accountant looking for a rewarding office-based role near London? This is a great opportunity to join a well-established accountancy firm where your skills will directly influence client success, offering both professional challenge and career progression. The role comes with a competitive salary of £38,000-£43,000, reflecting experience and expertise. About the Role We are supporting a growing accountancy practice near London in their search for a Senior Accountant. This office-based role offers you the chance to take ownership of client accounts, ensuring accuracy and compliance, while contributing to business growth. With a salary of £38,000-£43,000 on offer, this position is ideal for ambitious accountants seeking responsibility and career development. What You'll Be Doing Preparing and reviewing accounts for a diverse portfolio of SME clients Managing full-cycle accounting and statutory compliance Supporting audits and liaising with external auditors as needed Advising clients on financial planning, cashflow, and business strategy Mentoring junior staff and supporting team development Streamlining processes and implementing best practice across the accounts function What We're Looking For ACA/ACCA qualified accountant with post-qualification experience Proven track record in accounts preparation, reporting, and client management Strong knowledge of UK accounting standards and tax regulations Highly organised, detail-oriented, and capable of managing competing priorities Excellent communicator, thriving in an office-based team environment Advisory or consultancy experience is desirable but not essential What's on Offer Office-based role near London with a competitive salary of £38,000-£43,000 per annum Structured career progression and ongoing professional development Supportive team environment in a reputable accountancy practice Access to CPD, mentoring, and training programs This Senior Accountant opportunity is perfect for someone seeking an office-based position near London with a competitive salary and clear career progression within a respected accountancy firm. Apply today for a confidential conversation about this exciting opportunity near London.
Mar 21, 2026
Full time
Senior Accountant - Office-Based Role Near London Are you a qualified accountant looking for a rewarding office-based role near London? This is a great opportunity to join a well-established accountancy firm where your skills will directly influence client success, offering both professional challenge and career progression. The role comes with a competitive salary of £38,000-£43,000, reflecting experience and expertise. About the Role We are supporting a growing accountancy practice near London in their search for a Senior Accountant. This office-based role offers you the chance to take ownership of client accounts, ensuring accuracy and compliance, while contributing to business growth. With a salary of £38,000-£43,000 on offer, this position is ideal for ambitious accountants seeking responsibility and career development. What You'll Be Doing Preparing and reviewing accounts for a diverse portfolio of SME clients Managing full-cycle accounting and statutory compliance Supporting audits and liaising with external auditors as needed Advising clients on financial planning, cashflow, and business strategy Mentoring junior staff and supporting team development Streamlining processes and implementing best practice across the accounts function What We're Looking For ACA/ACCA qualified accountant with post-qualification experience Proven track record in accounts preparation, reporting, and client management Strong knowledge of UK accounting standards and tax regulations Highly organised, detail-oriented, and capable of managing competing priorities Excellent communicator, thriving in an office-based team environment Advisory or consultancy experience is desirable but not essential What's on Offer Office-based role near London with a competitive salary of £38,000-£43,000 per annum Structured career progression and ongoing professional development Supportive team environment in a reputable accountancy practice Access to CPD, mentoring, and training programs This Senior Accountant opportunity is perfect for someone seeking an office-based position near London with a competitive salary and clear career progression within a respected accountancy firm. Apply today for a confidential conversation about this exciting opportunity near London.
Recruit UK
Paraplanner
Recruit UK
Paraplanner - St Albans (Office-Based) Location: St Albans, Office-Based Job Types: Full-time, Permanent Job ID: 10240 About the Role: A well-established financial planning practice in St Albans is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready Manage case progression and communicate directly with product providers Produce one-page summaries and client-facing documentation Maintain accurate client records and ensure compliance documentation is up to date Skills and experience required: CII Level 4 Diploma in Regulated Financial Planning CII Certificate in Paraplanning or CISI recognised qualification advantageous Strong technical knowledge of pensions, investment planning, taxation, and FCA rules Previous experience using cashflow modelling software Strong written communication and report writing skills Minimum of 2 years in a technical Paraplanner position Able to manage deadlines and workloads effectively with precise attention to detail Benefits: Competitive Salary Full study support and ongoing CPD funding Pension scheme and private healthcare Office-based with potential hybrid day after probation Clear internal progression pathway to Senior Paraplanner or Adviser About Recruit UK: Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you: Equality, diversity, and inclusion are promoted across all activity Every journey begins with a detailed conversation about you and your career goals Honest feedback on suitability and position in the market Access to a wide network across financial planning to source the right fit A mindful approach linked to career satisfaction, not only salary UK-wide coverage with local consultant support
Mar 21, 2026
Full time
Paraplanner - St Albans (Office-Based) Location: St Albans, Office-Based Job Types: Full-time, Permanent Job ID: 10240 About the Role: A well-established financial planning practice in St Albans is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready Manage case progression and communicate directly with product providers Produce one-page summaries and client-facing documentation Maintain accurate client records and ensure compliance documentation is up to date Skills and experience required: CII Level 4 Diploma in Regulated Financial Planning CII Certificate in Paraplanning or CISI recognised qualification advantageous Strong technical knowledge of pensions, investment planning, taxation, and FCA rules Previous experience using cashflow modelling software Strong written communication and report writing skills Minimum of 2 years in a technical Paraplanner position Able to manage deadlines and workloads effectively with precise attention to detail Benefits: Competitive Salary Full study support and ongoing CPD funding Pension scheme and private healthcare Office-based with potential hybrid day after probation Clear internal progression pathway to Senior Paraplanner or Adviser About Recruit UK: Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you: Equality, diversity, and inclusion are promoted across all activity Every journey begins with a detailed conversation about you and your career goals Honest feedback on suitability and position in the market Access to a wide network across financial planning to source the right fit A mindful approach linked to career satisfaction, not only salary UK-wide coverage with local consultant support
BDO UK
Senior Tax Manager
BDO UK City, Birmingham
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons BDO's Business Tax practice sits at the heart of our Tax function and plays an important role in the wider business. Our team works collaboratively with others across BDO, offering clients in the UK and overseas expert advice and solutions that help them overcome their challenges. If you're looking for exposure and the chance to make an impact, you're looking in the right place. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. You'll be advising clients on their high-profile M&A activity, ensuring your clients' tax compliance affairs are in order and enjoying variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Compliance & Advisory services to scale-ups, to private businesses and to PE-backed groups. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with peers , Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged and supported to identify and develop new business opportunities, both with existing clients and prospects, contributing to the growth of the team and enhancing delivery to our clients . We are looking for someone with; An in depth, up to date knowledge of taxation with experience of advising entrepreneurs, owner-managed businesses & PE-backed groups. Experience of advising on M&A transactions (e.g. tax structuring and/or due diligence, buy and sell-side). Experience of managing a portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection. Ability to provide Corporation Tax C ompliance and Advisory services to a wide range of clients using resource from a shared service team or via technology tools. An active interest in developing the team, both technically and commercially, through effective delegation and acting as a role model. An understanding of potential risks to the Firm in relation to the Firm's quality control procedures. Experience of leading complex projects and dealing with complex tax issues. Educated to degree level and/or CTA and/or ACA qualified or equivalent. You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Mar 21, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons BDO's Business Tax practice sits at the heart of our Tax function and plays an important role in the wider business. Our team works collaboratively with others across BDO, offering clients in the UK and overseas expert advice and solutions that help them overcome their challenges. If you're looking for exposure and the chance to make an impact, you're looking in the right place. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. You'll be advising clients on their high-profile M&A activity, ensuring your clients' tax compliance affairs are in order and enjoying variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Compliance & Advisory services to scale-ups, to private businesses and to PE-backed groups. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with peers , Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged and supported to identify and develop new business opportunities, both with existing clients and prospects, contributing to the growth of the team and enhancing delivery to our clients . We are looking for someone with; An in depth, up to date knowledge of taxation with experience of advising entrepreneurs, owner-managed businesses & PE-backed groups. Experience of advising on M&A transactions (e.g. tax structuring and/or due diligence, buy and sell-side). Experience of managing a portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection. Ability to provide Corporation Tax C ompliance and Advisory services to a wide range of clients using resource from a shared service team or via technology tools. An active interest in developing the team, both technically and commercially, through effective delegation and acting as a role model. An understanding of potential risks to the Firm in relation to the Firm's quality control procedures. Experience of leading complex projects and dealing with complex tax issues. Educated to degree level and/or CTA and/or ACA qualified or equivalent. You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
RECfinancial
Tax Semi Senior
RECfinancial Loughborough, Leicestershire
RECfinancial are currently shortlisting for this Leicester based Accountancy Practice as they look to recruit an experienced Tax Semi Seniorto join their team. They are a growing specialist in their field and work closely with HNW and SME clients throughout the UK. The role is commutable from all areas of Leicestershire. So What's the role of the Tax Semi Senior? You'll manage a diverse portfolio o
Mar 21, 2026
Full time
RECfinancial are currently shortlisting for this Leicester based Accountancy Practice as they look to recruit an experienced Tax Semi Seniorto join their team. They are a growing specialist in their field and work closely with HNW and SME clients throughout the UK. The role is commutable from all areas of Leicestershire. So What's the role of the Tax Semi Senior? You'll manage a diverse portfolio o
Pro Finance
Corporate Tax Director
Pro Finance Cheltenham, Gloucestershire
Corporate Tax Director Cheltenham £90,000 - £110,000 Our client is a leading Top 20 national audit, tax, advisory and consulting firm with strong global reach and deep local expertise. An opportunity has arisen for an experienced Corporate Tax Senior Manager or Director to join their Cheltenham team. What's great about this Corporate Tax Director role? Hybrid working model Annual bonus and car allowance A collaborative, inclusive and friendly working environment Commitment to personal and professional development Opportunities to innovate and contribute new ideas A focus on wellbeing, flexibility and work/life balance A clearly defined career pathway, with progression based on performance and merit Your role as a Corporate Tax Director: You will work closely with tax partners on UK and cross-border advisory and project-based work, while overseeing larger or more complex compliance engagements. The client portfolio ranges from owner-managed businesses to large corporate groups. The role also involves a strong focus on business development and collaboration with audit and other service line partners to generate new work. Lead UK and cross-border corporate tax advisory projects, reporting to tax partners and involvement in Group reorganisations, demergers, due diligence, financial arrangements and transfer pricing reviews. Oversee complex corporate tax engagements, supporting R&D reviews and other planning work. Identify cross-selling opportunities and take responsibility for financial performance on client and project work. Influencing and shaping internal and external initiative. Coaching and developing junior team members. What you'll need to succeed: ACA / CTA (or equivalent) qualification. Minimum of 3 years' experience at Senior Manager level or already at Director level. Significant corporate tax experience across advisory and compliance. A strong commitment to delivering excellent client service. Proven track record in developing new business and client relationships. What next: This is a permanent role offering flexibility, with clear opportunities for progression. Please get in touch for further details: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Mar 21, 2026
Full time
Corporate Tax Director Cheltenham £90,000 - £110,000 Our client is a leading Top 20 national audit, tax, advisory and consulting firm with strong global reach and deep local expertise. An opportunity has arisen for an experienced Corporate Tax Senior Manager or Director to join their Cheltenham team. What's great about this Corporate Tax Director role? Hybrid working model Annual bonus and car allowance A collaborative, inclusive and friendly working environment Commitment to personal and professional development Opportunities to innovate and contribute new ideas A focus on wellbeing, flexibility and work/life balance A clearly defined career pathway, with progression based on performance and merit Your role as a Corporate Tax Director: You will work closely with tax partners on UK and cross-border advisory and project-based work, while overseeing larger or more complex compliance engagements. The client portfolio ranges from owner-managed businesses to large corporate groups. The role also involves a strong focus on business development and collaboration with audit and other service line partners to generate new work. Lead UK and cross-border corporate tax advisory projects, reporting to tax partners and involvement in Group reorganisations, demergers, due diligence, financial arrangements and transfer pricing reviews. Oversee complex corporate tax engagements, supporting R&D reviews and other planning work. Identify cross-selling opportunities and take responsibility for financial performance on client and project work. Influencing and shaping internal and external initiative. Coaching and developing junior team members. What you'll need to succeed: ACA / CTA (or equivalent) qualification. Minimum of 3 years' experience at Senior Manager level or already at Director level. Significant corporate tax experience across advisory and compliance. A strong commitment to delivering excellent client service. Proven track record in developing new business and client relationships. What next: This is a permanent role offering flexibility, with clear opportunities for progression. Please get in touch for further details: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Marks Sattin
Indirect Tax Manager
Marks Sattin Leeds, Yorkshire
Indirect Tax Manager Leeds/ Hybrid £70,000 + Car Allowance + Benefits An exciting opportunity to join a growing, internationally recognised business with a strong global presence. This is a newly created role, offering the chance to take real ownership of UK Indirect Tax and play a key role in supporting the business through continued growth. This position sits within a collaborative finance and tax function, working closely with senior stakeholders across the business, giving you strong exposure and the opportunity to influence decision-making. The Role: You'll take ownership of UK Indirect Tax matters, providing practical VAT advice while ensuring compliance across the business. Acting as the go-to for UK VAT and Indirect Tax queries Advising on contracting arrangements and cross-border transactions Managing VAT compliance and filings, ensuring accuracy and timeliness Partnering with finance and operational teams to identify and manage risk Driving improvements in processes, controls, and reporting Supporting wider Tax matters and working closely with the Group Tax function About You: Strong UK VAT / Indirect Tax experience Confident working with stakeholders across finance and the wider business Able to provide clear, practical tax advice This is a great opportunity for someone looking to step into a commercially focused Indirect Tax role within a dynamic, global environment. For a confidential discussion or to apply, please contact Aleksandra Taranovskaja and for our privacy policy.
Mar 21, 2026
Full time
Indirect Tax Manager Leeds/ Hybrid £70,000 + Car Allowance + Benefits An exciting opportunity to join a growing, internationally recognised business with a strong global presence. This is a newly created role, offering the chance to take real ownership of UK Indirect Tax and play a key role in supporting the business through continued growth. This position sits within a collaborative finance and tax function, working closely with senior stakeholders across the business, giving you strong exposure and the opportunity to influence decision-making. The Role: You'll take ownership of UK Indirect Tax matters, providing practical VAT advice while ensuring compliance across the business. Acting as the go-to for UK VAT and Indirect Tax queries Advising on contracting arrangements and cross-border transactions Managing VAT compliance and filings, ensuring accuracy and timeliness Partnering with finance and operational teams to identify and manage risk Driving improvements in processes, controls, and reporting Supporting wider Tax matters and working closely with the Group Tax function About You: Strong UK VAT / Indirect Tax experience Confident working with stakeholders across finance and the wider business Able to provide clear, practical tax advice This is a great opportunity for someone looking to step into a commercially focused Indirect Tax role within a dynamic, global environment. For a confidential discussion or to apply, please contact Aleksandra Taranovskaja and for our privacy policy.
mbf.
Senior Paraplanner
mbf. Sutton Coldfield, West Midlands
Senior Paraplanner - Sutton Coldfield Salary: Up to £50,000 per annum (dependent on experience) Employment Type: Full-time, Permanent Location: Sutton Coldfield We are recruiting on behalf of a well-established and respected independent financial advice firm in Sutton Coldfield who are looking to appoint an experienced Senior Paraplanner to join their Technical Support Team. This is a senior role for a highly skilled paraplanner with strong technical expertise, leadership experience, and a commitment to high-quality client outcomes. The successful candidate will provide advanced technical support to advisers, oversee paraplanning workflows (including outsourced paraplanning), and ensure all advice documentation meets FCA and internal compliance standards. Key Responsibilities Technical & Client Support Conduct detailed research across pensions, investments, protection, and broader financial planning solutions. Prepare, review, and ensure compliance of suitability reports, technical summaries, and supporting documentation. Translate complex financial planning and tax concepts into clear, client-friendly language. Build and maintain cashflow models and financial planning scenarios using tools such as Voyant. Support advisers with pre-meeting preparation, technical analysis, and recommendation structuring. Taxation & Pension Expertise Calculate and assess Capital Gains Tax (CGT) liabilities, including annual exemptions, allowable losses, and asset histories. Perform chargeable event gain calculations for investment bonds and liaise with providers to ensure accurate tax treatment. Support pension and retirement planning, including annual allowance usage, lifetime allowance considerations, and drawdown strategies. Oversight, Workflow & Leadership Provide day-to-day technical guidance, mentoring, and support to paraplanners and junior team members. Monitor paraplanning workflows, ensuring tasks are delivered on time and to compliance standards. Act as a liaison between advisers, outsourced paraplanning providers, and the compliance function. Review paraplanning output to ensure accuracy, consistency, and regulatory adherence. Compliance & Systems Ensure all advice documentation meets FCA regulations and internal compliance requirements. Maintain accurate records within CRM and back-office systems (Intelligent Office). Support advisers and administrators with advice implementation and ongoing servicing. Keep technical knowledge up to date with tax legislation, market developments, and regulatory change. Skills & Experience Essential: Minimum 2+ years' experience in a paraplanning or senior technical role within an IFA environment. Experience managing, supervising, or mentoring paraplanning or technical staff. Strong technical knowledge of pensions, investments, protection, and UK taxation. Proven experience producing complex suitability reports and cashflow models. Proficiency with financial planning software and CRM systems. Excellent written and verbal communication skills. Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent). Highly organised, detail-oriented, and able to manage multiple priorities. Desirable: Working knowledge of Intelligent Office. Experience with the Quilter Platform. Personal Attributes Analytical, methodical, and proactive problem solver. Professional, ethical, and client-focused. Confident team leader who can motivate, support, and develop colleagues. Committed to continuous professional development and technical excellence. What's on Offer Competitive salary up to £50,000 (dependent on experience). Office hours: Monday to Thursday: 8:30am - 5:00pm Friday: 9:00am - 1:00pm 25 days' holiday (excluding bank holidays). Birthday off. Support for professional qualifications and CPD. Pension scheme, Death in Service benefit, and private health insurance. Friendly, professional, and supportive working environment.
Mar 21, 2026
Full time
Senior Paraplanner - Sutton Coldfield Salary: Up to £50,000 per annum (dependent on experience) Employment Type: Full-time, Permanent Location: Sutton Coldfield We are recruiting on behalf of a well-established and respected independent financial advice firm in Sutton Coldfield who are looking to appoint an experienced Senior Paraplanner to join their Technical Support Team. This is a senior role for a highly skilled paraplanner with strong technical expertise, leadership experience, and a commitment to high-quality client outcomes. The successful candidate will provide advanced technical support to advisers, oversee paraplanning workflows (including outsourced paraplanning), and ensure all advice documentation meets FCA and internal compliance standards. Key Responsibilities Technical & Client Support Conduct detailed research across pensions, investments, protection, and broader financial planning solutions. Prepare, review, and ensure compliance of suitability reports, technical summaries, and supporting documentation. Translate complex financial planning and tax concepts into clear, client-friendly language. Build and maintain cashflow models and financial planning scenarios using tools such as Voyant. Support advisers with pre-meeting preparation, technical analysis, and recommendation structuring. Taxation & Pension Expertise Calculate and assess Capital Gains Tax (CGT) liabilities, including annual exemptions, allowable losses, and asset histories. Perform chargeable event gain calculations for investment bonds and liaise with providers to ensure accurate tax treatment. Support pension and retirement planning, including annual allowance usage, lifetime allowance considerations, and drawdown strategies. Oversight, Workflow & Leadership Provide day-to-day technical guidance, mentoring, and support to paraplanners and junior team members. Monitor paraplanning workflows, ensuring tasks are delivered on time and to compliance standards. Act as a liaison between advisers, outsourced paraplanning providers, and the compliance function. Review paraplanning output to ensure accuracy, consistency, and regulatory adherence. Compliance & Systems Ensure all advice documentation meets FCA regulations and internal compliance requirements. Maintain accurate records within CRM and back-office systems (Intelligent Office). Support advisers and administrators with advice implementation and ongoing servicing. Keep technical knowledge up to date with tax legislation, market developments, and regulatory change. Skills & Experience Essential: Minimum 2+ years' experience in a paraplanning or senior technical role within an IFA environment. Experience managing, supervising, or mentoring paraplanning or technical staff. Strong technical knowledge of pensions, investments, protection, and UK taxation. Proven experience producing complex suitability reports and cashflow models. Proficiency with financial planning software and CRM systems. Excellent written and verbal communication skills. Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent). Highly organised, detail-oriented, and able to manage multiple priorities. Desirable: Working knowledge of Intelligent Office. Experience with the Quilter Platform. Personal Attributes Analytical, methodical, and proactive problem solver. Professional, ethical, and client-focused. Confident team leader who can motivate, support, and develop colleagues. Committed to continuous professional development and technical excellence. What's on Offer Competitive salary up to £50,000 (dependent on experience). Office hours: Monday to Thursday: 8:30am - 5:00pm Friday: 9:00am - 1:00pm 25 days' holiday (excluding bank holidays). Birthday off. Support for professional qualifications and CPD. Pension scheme, Death in Service benefit, and private health insurance. Friendly, professional, and supportive working environment.
NJR Recruitment
Office Manager - Wealth management
NJR Recruitment Wakefield, Yorkshire
Office Manager - Wealth management Wakefield £30,000 - £35,000 An exciting opportunity has arisen for an experienced financial planning administrator to step into an office manager role with a growing firm in Wakefield This is a hands-on leadership role where you will be responsible for the smooth day-to-day running of the office, overseeing a small administration team, supporting advisers, and ensuring a premium client experience. You will play a key role in driving operational excellence, improving processes, and fostering a positive, high-performance culture. The Role As Office Manager, you will: Lead the day-to-day operations of your team Oversee administration workflows and ensure service standards are met Drive consistency, efficiency, and process improvements Support Financial Advisers in delivering excellent client outcomes Foster a collaborative and high-performing team culture Work closely with the senior leadership team on operational initiatives What do we need from you? Experience Proven experience working as an IFA Administrator or Financial Planning Administration Strong knowledge of financial products including pensions, investments, Inheritance tax and protection products Background managing and motivating small teams Strong communication and interpersonal skills Excellent organisation and workflow management skills Confident problem solver with resilience and initiative What's in it for you? Competitive salary Annual bonus scheme Progression and development options 25 days holiday + Bank holidays Free parking Death in Service cover Pension Scheme This is a fantastic opportunity for an experienced candidate to join as an Office Manager to take on a visible leadership role within a growing and forward-thinking financial services business. Apply today via NJR Recruitment or call quoting the reference NJR16544 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Mar 21, 2026
Full time
Office Manager - Wealth management Wakefield £30,000 - £35,000 An exciting opportunity has arisen for an experienced financial planning administrator to step into an office manager role with a growing firm in Wakefield This is a hands-on leadership role where you will be responsible for the smooth day-to-day running of the office, overseeing a small administration team, supporting advisers, and ensuring a premium client experience. You will play a key role in driving operational excellence, improving processes, and fostering a positive, high-performance culture. The Role As Office Manager, you will: Lead the day-to-day operations of your team Oversee administration workflows and ensure service standards are met Drive consistency, efficiency, and process improvements Support Financial Advisers in delivering excellent client outcomes Foster a collaborative and high-performing team culture Work closely with the senior leadership team on operational initiatives What do we need from you? Experience Proven experience working as an IFA Administrator or Financial Planning Administration Strong knowledge of financial products including pensions, investments, Inheritance tax and protection products Background managing and motivating small teams Strong communication and interpersonal skills Excellent organisation and workflow management skills Confident problem solver with resilience and initiative What's in it for you? Competitive salary Annual bonus scheme Progression and development options 25 days holiday + Bank holidays Free parking Death in Service cover Pension Scheme This is a fantastic opportunity for an experienced candidate to join as an Office Manager to take on a visible leadership role within a growing and forward-thinking financial services business. Apply today via NJR Recruitment or call quoting the reference NJR16544 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
NJR Recruitment
Office Manager - Wealth management
NJR Recruitment Beverley, North Humberside
Office Manager - Wealth management Beverley £30,000 - £35,000 An exciting opportunity has arisen for an experienced financial planning administrator to step into an office manager role with a growing firm in Beverley This is a hands-on leadership role where you will be responsible for the smooth day-to-day running of the office, overseeing a small administration team, supporting advisers, and ensuring a premium client experience. You will play a key role in driving operational excellence, improving processes, and fostering a positive, high-performance culture. The Role As Office Manager, you will: Lead the day-to-day operations of your team Oversee administration workflows and ensure service standards are met Drive consistency, efficiency, and process improvements Support Financial Advisers in delivering excellent client outcomes Foster a collaborative and high-performing team culture Work closely with the senior leadership team on operational initiatives What do we need from you? Experience Proven experience working as an IFA Administrator or Financial Planning Administration Strong knowledge of financial products including pensions, investments, Inheritance tax and protection products Background managing and motivating small teams Strong communication and interpersonal skills Excellent organisation and workflow management skills Confident problem solver with resilience and initiative What's in it for you? Competitive salary Annual bonus scheme Progression and development options 25 days holiday + Bank holidays Free parking Death in Service cover Pension Scheme This is a fantastic opportunity for an experienced candidate to join as an Office Manager to take on a visible leadership role within a growing and forward-thinking financial services business. Apply today via NJR Recruitment or call quoting the reference NJR16545 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Mar 21, 2026
Full time
Office Manager - Wealth management Beverley £30,000 - £35,000 An exciting opportunity has arisen for an experienced financial planning administrator to step into an office manager role with a growing firm in Beverley This is a hands-on leadership role where you will be responsible for the smooth day-to-day running of the office, overseeing a small administration team, supporting advisers, and ensuring a premium client experience. You will play a key role in driving operational excellence, improving processes, and fostering a positive, high-performance culture. The Role As Office Manager, you will: Lead the day-to-day operations of your team Oversee administration workflows and ensure service standards are met Drive consistency, efficiency, and process improvements Support Financial Advisers in delivering excellent client outcomes Foster a collaborative and high-performing team culture Work closely with the senior leadership team on operational initiatives What do we need from you? Experience Proven experience working as an IFA Administrator or Financial Planning Administration Strong knowledge of financial products including pensions, investments, Inheritance tax and protection products Background managing and motivating small teams Strong communication and interpersonal skills Excellent organisation and workflow management skills Confident problem solver with resilience and initiative What's in it for you? Competitive salary Annual bonus scheme Progression and development options 25 days holiday + Bank holidays Free parking Death in Service cover Pension Scheme This is a fantastic opportunity for an experienced candidate to join as an Office Manager to take on a visible leadership role within a growing and forward-thinking financial services business. Apply today via NJR Recruitment or call quoting the reference NJR16545 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Recruit UK
Paraplanner
Recruit UK
Paraplanner - London (Office Based) Location: London Salary: £40,000-£50,000 (confidential) Job Types: Full-time, Permanent Job ID: 10241 About the Role: A well-established financial planning practice in London is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready Manage case progression and communicate directly with product providers Produce one-page summaries and client-facing documentation Maintain accurate client records and ensure compliance documentation is up to date Skills and experience required: CII Level 4 Diploma in Regulated Financial Planning CII Certificate in Paraplanning or CISI recognised qualification advantageous Strong technical knowledge of pensions, investment planning, taxation, and FCA rules Previous experience using cashflow modelling software Strong written communication and report writing skills Minimum of 2 years in a technical Paraplanner position Able to manage deadlines and workloads effectively with precise attention to detail Benefits: Competitive Salary Full study support and ongoing CPD funding Pension scheme and private healthcare Office-based with potential hybrid day after probation Clear internal progression pathway to Senior Paraplanner or Adviser About Recruit UK: Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you: Equality, diversity, and inclusion are promoted across all activity Every journey begins with a detailed conversation about you and your career goals Honest feedback on suitability and position in the market Access to a wide network across financial planning to source the right fit A mindful approach linked to career satisfaction, not only salary UK-wide coverage with local consultant support
Mar 21, 2026
Full time
Paraplanner - London (Office Based) Location: London Salary: £40,000-£50,000 (confidential) Job Types: Full-time, Permanent Job ID: 10241 About the Role: A well-established financial planning practice in London is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready Manage case progression and communicate directly with product providers Produce one-page summaries and client-facing documentation Maintain accurate client records and ensure compliance documentation is up to date Skills and experience required: CII Level 4 Diploma in Regulated Financial Planning CII Certificate in Paraplanning or CISI recognised qualification advantageous Strong technical knowledge of pensions, investment planning, taxation, and FCA rules Previous experience using cashflow modelling software Strong written communication and report writing skills Minimum of 2 years in a technical Paraplanner position Able to manage deadlines and workloads effectively with precise attention to detail Benefits: Competitive Salary Full study support and ongoing CPD funding Pension scheme and private healthcare Office-based with potential hybrid day after probation Clear internal progression pathway to Senior Paraplanner or Adviser About Recruit UK: Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you: Equality, diversity, and inclusion are promoted across all activity Every journey begins with a detailed conversation about you and your career goals Honest feedback on suitability and position in the market Access to a wide network across financial planning to source the right fit A mindful approach linked to career satisfaction, not only salary UK-wide coverage with local consultant support
Axon Moore Group Ltd
Group Finance Manager
Axon Moore Group Ltd Bolton, Lancashire
Axon Moore are working on behalf of a well-established, international organisation to appoint a Group Finance Manager into a high-profile and commercially focused role. This position sits as the number two to the Head of Finance, offering excellent exposure, responsibility, and a clear pathway toward senior leadership. This is a broad and dynamic opportunity suited to a recently qualified ACA / ACCA looking to make their second move into industry, gaining well-rounded experience across financial reporting, governance, and business partnering. The Opportunity This role goes far beyond a traditional technical position. While it includes oversight of statutory reporting and compliance, it also offers meaningful involvement in commercial decision-making, stakeholder engagement, and strategic finance activities. You will act as a key advisor to senior leadership, providing insight and ensuring financial considerations are embedded in operational and strategic decisions. Key Responsibilities Oversee UK statutory reporting and compliance, ensuring accuracy and timeliness Manage corporation tax, VAT, and wider regulatory obligations (with support from external advisors) Support group reporting, including consolidation and financial analysis Maintain robust governance frameworks and documentation Partner with senior stakeholders across the business to support decision-making Coordinate with external advisors across audit, tax, and regulatory matters Monitor regulatory developments and assess impact on the business Contribute to continuous improvement of processes, controls, and reporting Support international and multi-entity activities where required About You ACA / ACCA qualified Likely a second-time mover from practice or industry Strong grounding in financial reporting, with some exposure to tax or compliance Experience in a multi-entity or international environment is advantageous Commercially aware, with the ability to engage and influence stakeholders Proactive, detail-oriented, and keen to take ownership Motivated by progression and development toward senior finance roles Why Apply? Clear progression pathway toward Financial Controller / Finance Director level Broad exposure across finance, not limited to a single discipline High visibility role with regular interaction with senior leadership Supportive environment with access to both internal expertise and external advisors Strong track record of developing and promoting talent internally Our local Lancashire Axon Moore team recruit all accounting and finance roles from CFO to transactional finance on both a temporary and permanent basis. For more information about this role or our wider team, please contact George Oyston
Mar 21, 2026
Full time
Axon Moore are working on behalf of a well-established, international organisation to appoint a Group Finance Manager into a high-profile and commercially focused role. This position sits as the number two to the Head of Finance, offering excellent exposure, responsibility, and a clear pathway toward senior leadership. This is a broad and dynamic opportunity suited to a recently qualified ACA / ACCA looking to make their second move into industry, gaining well-rounded experience across financial reporting, governance, and business partnering. The Opportunity This role goes far beyond a traditional technical position. While it includes oversight of statutory reporting and compliance, it also offers meaningful involvement in commercial decision-making, stakeholder engagement, and strategic finance activities. You will act as a key advisor to senior leadership, providing insight and ensuring financial considerations are embedded in operational and strategic decisions. Key Responsibilities Oversee UK statutory reporting and compliance, ensuring accuracy and timeliness Manage corporation tax, VAT, and wider regulatory obligations (with support from external advisors) Support group reporting, including consolidation and financial analysis Maintain robust governance frameworks and documentation Partner with senior stakeholders across the business to support decision-making Coordinate with external advisors across audit, tax, and regulatory matters Monitor regulatory developments and assess impact on the business Contribute to continuous improvement of processes, controls, and reporting Support international and multi-entity activities where required About You ACA / ACCA qualified Likely a second-time mover from practice or industry Strong grounding in financial reporting, with some exposure to tax or compliance Experience in a multi-entity or international environment is advantageous Commercially aware, with the ability to engage and influence stakeholders Proactive, detail-oriented, and keen to take ownership Motivated by progression and development toward senior finance roles Why Apply? Clear progression pathway toward Financial Controller / Finance Director level Broad exposure across finance, not limited to a single discipline High visibility role with regular interaction with senior leadership Supportive environment with access to both internal expertise and external advisors Strong track record of developing and promoting talent internally Our local Lancashire Axon Moore team recruit all accounting and finance roles from CFO to transactional finance on both a temporary and permanent basis. For more information about this role or our wider team, please contact George Oyston
RECfinancial
Tax Semi Senior
RECfinancial Coventry, Warwickshire
RECfinancial are currently shortlisting for this Leicester based Accountancy Practice as they look to recruit an experienced Tax Semi Seniorto join their team. They are a growing specialist in their field and work closely with HNW and SME clients throughout the UK. The role is commutable from all areas of Leicestershire. So What's the role of the Tax Semi Senior? You'll manage a diverse portfolio o
Mar 21, 2026
Full time
RECfinancial are currently shortlisting for this Leicester based Accountancy Practice as they look to recruit an experienced Tax Semi Seniorto join their team. They are a growing specialist in their field and work closely with HNW and SME clients throughout the UK. The role is commutable from all areas of Leicestershire. So What's the role of the Tax Semi Senior? You'll manage a diverse portfolio o
Transaction Recruitment
Graduate Accountant
Transaction Recruitment Droitwich, Worcestershire
About the Business An opportunity to be an Graduate Accountant for a services company based in Droitwich Spa. This role is ideal for an ambitious finance professional eager to advance their career and grow within a supportive and forward-thinking organisation. Working closely with the Senior Financial Accountant, you will be part of a collaborative, dedicated team committed to excellence and continuous development. This role is open to Graduates without a placement year. Main Duties: As an Graduate Accountant , your main duties include: Support the year-end statutory accounts and audit process for multiple entities. Assist with group consolidation reporting and statutory account preparation. Liaise with external auditors and provide required documentation. Support corporation tax workings and annual tax return preparation. Assist with financial reporting requirements within contracts and lease agreements. Prepare and process contractual invoices, including management fees and income share arrangements. Produce financial reports for senior leadership and external stakeholders. Complete balance sheet reconciliations. Maintain the accuracy and integrity of financial records. Undertake additional duties as required by line management. Location / Office / Culture Based near Droitwich Spa, this role offers flexible working hours and genuine opportunities for career progression. Study support is provided, making it ideal for a motivated individual looking to develop their skills while supporting the Senior Financial Accountant. The organisation fosters a collaborative, team-oriented environment where teamwork and professional growth are highly valued. What We Are Looking For The ideal candidate will have: Studying towards, or keen to study towards, an accountancy qualification (ACCA/ACA/CIMA). Degree educated in Finance or with experience in statutory accounts and tax preparation (desirable but not essential). Strong attention to detail with the ability to manage and process data accurately to deadlines. Well organised, proactive and able to manage workloads effectively. Confident communicator, capable of building strong working relationships across the business. IT proficient, with strong Excel skills, and able to work both independently and as part of a team. Why Join the business Fantastic training and development plan Onsite parking Flexibility around working hours Free gym membership About Us We are a local accountancy recruitment specialist. We appreciate that roles are often online for a long period of time. If you want to check if this role is still live or just want more details before applying, call us directly. Ref: VL66101
Mar 21, 2026
Full time
About the Business An opportunity to be an Graduate Accountant for a services company based in Droitwich Spa. This role is ideal for an ambitious finance professional eager to advance their career and grow within a supportive and forward-thinking organisation. Working closely with the Senior Financial Accountant, you will be part of a collaborative, dedicated team committed to excellence and continuous development. This role is open to Graduates without a placement year. Main Duties: As an Graduate Accountant , your main duties include: Support the year-end statutory accounts and audit process for multiple entities. Assist with group consolidation reporting and statutory account preparation. Liaise with external auditors and provide required documentation. Support corporation tax workings and annual tax return preparation. Assist with financial reporting requirements within contracts and lease agreements. Prepare and process contractual invoices, including management fees and income share arrangements. Produce financial reports for senior leadership and external stakeholders. Complete balance sheet reconciliations. Maintain the accuracy and integrity of financial records. Undertake additional duties as required by line management. Location / Office / Culture Based near Droitwich Spa, this role offers flexible working hours and genuine opportunities for career progression. Study support is provided, making it ideal for a motivated individual looking to develop their skills while supporting the Senior Financial Accountant. The organisation fosters a collaborative, team-oriented environment where teamwork and professional growth are highly valued. What We Are Looking For The ideal candidate will have: Studying towards, or keen to study towards, an accountancy qualification (ACCA/ACA/CIMA). Degree educated in Finance or with experience in statutory accounts and tax preparation (desirable but not essential). Strong attention to detail with the ability to manage and process data accurately to deadlines. Well organised, proactive and able to manage workloads effectively. Confident communicator, capable of building strong working relationships across the business. IT proficient, with strong Excel skills, and able to work both independently and as part of a team. Why Join the business Fantastic training and development plan Onsite parking Flexibility around working hours Free gym membership About Us We are a local accountancy recruitment specialist. We appreciate that roles are often online for a long period of time. If you want to check if this role is still live or just want more details before applying, call us directly. Ref: VL66101
mbf.
Senior Paraplanner
mbf. Bournemouth, Dorset
We are seeking a Senior Paraplanner to join a forward-thinking, growing wealth management organisation. The business has an international presence and has ambitious growth plans for its UK operations. This is an excellent opportunity to join an independent firm with a strong industry reputation, where you can build a long-term career and make a tangible impact. You will have the chance to lead, mentor, and support a growing paraplanning team, with potential progression into a Leadership or Head of Paraplanning role. About the role As a Senior Paraplanner, you will play a pivotal role in supporting Wealth Planners to deliver high-quality, holistic financial advice, while taking a leadership role within the paraplanning team. Key responsibilities include: Supporting Wealth Planners by conducting thorough research across pensions, protection, investments, tax planning and other financial planning areas to achieve strong client outcomes. Preparing client-focused suitability reports and other technical documents in line with regulatory requirements and internal compliance standards. Providing complex technical input and proactive support to enhance the end-to-end advice process. Performing accurate calculations and modelling, including cash-flow analysis, to support tailored client recommendations. Drafting clear, compliant communications that ensure positive client outcomes. Leading, mentoring, and supporting paraplanners and junior paraplanners, providing guidance, training, and technical development. Helping grow and develop the paraplanning team as the office expands, contributing to a collaborative and high-performing team culture. Acting as a technical reference point within the team, supporting colleagues with complex queries. About you You will be considered for this role if you have: A minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent). Strong experience working as a paraplanner in a financial planning environment. Excellent technical knowledge across pensions, investments, protection, and taxation. Strong report-writing and communication skills. A proactive approach to research, problem-solving, and collaboration. A strong compliance focus, always acting in clients' best interests and aligned with regulatory standards. What's on offer Market-leading salary up to £60,000. Company benefits and hybrid working (3 days in the office, 2 days from home). Opportunity to lead and develop a growing team in a dynamic environment. Clear career progression. This is a unique chance for a paraplanner ready to make a significant impact, take on leadership responsibilities and grow alongside a thriving business.
Mar 21, 2026
Full time
We are seeking a Senior Paraplanner to join a forward-thinking, growing wealth management organisation. The business has an international presence and has ambitious growth plans for its UK operations. This is an excellent opportunity to join an independent firm with a strong industry reputation, where you can build a long-term career and make a tangible impact. You will have the chance to lead, mentor, and support a growing paraplanning team, with potential progression into a Leadership or Head of Paraplanning role. About the role As a Senior Paraplanner, you will play a pivotal role in supporting Wealth Planners to deliver high-quality, holistic financial advice, while taking a leadership role within the paraplanning team. Key responsibilities include: Supporting Wealth Planners by conducting thorough research across pensions, protection, investments, tax planning and other financial planning areas to achieve strong client outcomes. Preparing client-focused suitability reports and other technical documents in line with regulatory requirements and internal compliance standards. Providing complex technical input and proactive support to enhance the end-to-end advice process. Performing accurate calculations and modelling, including cash-flow analysis, to support tailored client recommendations. Drafting clear, compliant communications that ensure positive client outcomes. Leading, mentoring, and supporting paraplanners and junior paraplanners, providing guidance, training, and technical development. Helping grow and develop the paraplanning team as the office expands, contributing to a collaborative and high-performing team culture. Acting as a technical reference point within the team, supporting colleagues with complex queries. About you You will be considered for this role if you have: A minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent). Strong experience working as a paraplanner in a financial planning environment. Excellent technical knowledge across pensions, investments, protection, and taxation. Strong report-writing and communication skills. A proactive approach to research, problem-solving, and collaboration. A strong compliance focus, always acting in clients' best interests and aligned with regulatory standards. What's on offer Market-leading salary up to £60,000. Company benefits and hybrid working (3 days in the office, 2 days from home). Opportunity to lead and develop a growing team in a dynamic environment. Clear career progression. This is a unique chance for a paraplanner ready to make a significant impact, take on leadership responsibilities and grow alongside a thriving business.

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