Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, ex click apply for full job details
Mar 19, 2026
Full time
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, ex click apply for full job details
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed Our Innovation Tax team covers R&D and Patent Box advice to our clients. We work alongside the firm's key sector teams. Our people have flexibility in the areas and sectors they cover and are able to support the teams' growth through their contribution. You will work with great people and great clients in a vibrant and innovative team. So if you're after a career that will keep you on your toes, we'll give you the platform and then provide you with the autonomy to drive your career forward. Within this role, you will provide R&D and Patent Box services to a range of clients from small start-ups to major multinationals across all lines of the sector. You will regularly engage with stakeholders at all levels, so it is important that you are able to clearly articulate complex tax issues and develop effective solutions and relationships with clients. You will also: Provide R&D and Patent Box services to a wide range of clients using resource from a specialist team or via technology tools. Manage a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection. Pays attention to self-development and continuing professional education with a view to progressing within practice. Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience. Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person. Get involved in special assignments on an ad hoc basis. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. Lead projects of limited scale or complexity. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues Ability to manage a substantial client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients Experience of dealing with client senior management Educated to degree level and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience You'll 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 every colleague the opportunity to work in ways that suit you, your teams, and the task at 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. 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 the companies we work with and satisfying experiences for our colleagues, 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 you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve 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 19, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed Our Innovation Tax team covers R&D and Patent Box advice to our clients. We work alongside the firm's key sector teams. Our people have flexibility in the areas and sectors they cover and are able to support the teams' growth through their contribution. You will work with great people and great clients in a vibrant and innovative team. So if you're after a career that will keep you on your toes, we'll give you the platform and then provide you with the autonomy to drive your career forward. Within this role, you will provide R&D and Patent Box services to a range of clients from small start-ups to major multinationals across all lines of the sector. You will regularly engage with stakeholders at all levels, so it is important that you are able to clearly articulate complex tax issues and develop effective solutions and relationships with clients. You will also: Provide R&D and Patent Box services to a wide range of clients using resource from a specialist team or via technology tools. Manage a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection. Pays attention to self-development and continuing professional education with a view to progressing within practice. Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience. Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person. Get involved in special assignments on an ad hoc basis. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. Lead projects of limited scale or complexity. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues Ability to manage a substantial client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients Experience of dealing with client senior management Educated to degree level and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience You'll 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 every colleague the opportunity to work in ways that suit you, your teams, and the task at 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. 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 the companies we work with and satisfying experiences for our colleagues, 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 you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve 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.
We are seeking a highly motivated Tax Senior to join a dynamic and innovative company on a full time, permanent basis. A highly supportive working environment with numerous opportunities for career advancement and growth. Benefits: Flexible and hybrid working arrangements including flexitime and working from home Office every Friday Discretionary annual bonus Pension scheme 23 days ann
Mar 19, 2026
Full time
We are seeking a highly motivated Tax Senior to join a dynamic and innovative company on a full time, permanent basis. A highly supportive working environment with numerous opportunities for career advancement and growth. Benefits: Flexible and hybrid working arrangements including flexitime and working from home Office every Friday Discretionary annual bonus Pension scheme 23 days ann
A global tax solutions firm is seeking an experienced international tax professional based in Ely, UK. This role emphasizes leading the coordination of multi-jurisdiction projects and providing cross-border advisory solutions. Candidates should thrive in dynamic environments, managing complex issues, and building relationships with senior stakeholders. An attractive salary of £60,000 - £75,000 per annum is offered, along with a range of benefits.
Mar 19, 2026
Full time
A global tax solutions firm is seeking an experienced international tax professional based in Ely, UK. This role emphasizes leading the coordination of multi-jurisdiction projects and providing cross-border advisory solutions. Candidates should thrive in dynamic environments, managing complex issues, and building relationships with senior stakeholders. An attractive salary of £60,000 - £75,000 per annum is offered, along with a range of benefits.
Job Title: Finance Officer Overview The Finance Officer plays a key role in supporting the firm's financial operations, ensuring accurate day-to-day accounting processes and maintaining strong financial controls. The role covers accounts payable and receivable, banking, compliance, reporting, and support with budgeting and financial planning. The Finance Officer will contribute to both short- and long-term financial stability while ensuring adherence to regulatory and professional standards. Key Responsibilities Financial Accounting Manage day-to-day accounts payable and receivable transactions. Perform daily bank reconciliations and oversee banking activities. Prepare weekly cashflow reports, including projected cashflow and income analysis. Handle financial completions, including CHAPS and BACS payments (incoming and outgoing) and verification of completion statements. Process payments and receipts via online banking, cheque, and debit card. Assist with month-end and year-end close processes. Maintain an effective credit control system in the absence of the Operations Finance Manager. Compliance and Audit Oversee the financial elements of the file opening process, ensuring Client Risk & Assessment Forms and ID documentation are complete and conducting AML checks where required. Manage the financial aspects of the file closure process, ensuring account ledgers are reconciled and completing the relevant finance documentation. Support compliance with accounting standards, tax regulations, and legal sector requirements. Prepare documentation and information for external auditors, accountants, and regulatory bodies as required. Budgeting and Forecasting Prepare financial reports for senior management, including work in progress (WIP) and billing reports. Work closely with Finance Managers to monitor performance against budget. Support the Strategic Finance Manager in preparing firm-wide budgets and contributing to financial planning initiatives. Client Management and Administration Respond to internal accounts queries and provide support on finance-related matters. Process client payments over the phone and in person, handling related finance queries professionally and efficiently. Provide administrative support to the Finance team, including filing and scanning as required. Skills and Experience Proven experience in a finance administration or finance officer role, with the ability to manage daily accounting tasks independently. Minimum AAT Level 2 or 3 qualification (or equivalent), such as ILFM, ACCA, CIMA, CIPFA, or currently studying towards a recognised accounting qualification. Experience working in a regulated environment (knowledge of Solicitors Accounts Rules or the legal sector is advantageous but not essential). Strong organisational and time management skills with the ability to prioritise effectively. Proactive approach with a high level of accuracy and attention to detail. Excellent written and verbal communication skills. Good working knowledge of Microsoft Excel and Microsoft Office applications. Experience with legal accounting software is desirable but not essential. This role would suit a detail-oriented and proactive finance professional who thrives in a structured, regulated environment and is keen to contribute to the continued financial success of the firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Mar 19, 2026
Full time
Job Title: Finance Officer Overview The Finance Officer plays a key role in supporting the firm's financial operations, ensuring accurate day-to-day accounting processes and maintaining strong financial controls. The role covers accounts payable and receivable, banking, compliance, reporting, and support with budgeting and financial planning. The Finance Officer will contribute to both short- and long-term financial stability while ensuring adherence to regulatory and professional standards. Key Responsibilities Financial Accounting Manage day-to-day accounts payable and receivable transactions. Perform daily bank reconciliations and oversee banking activities. Prepare weekly cashflow reports, including projected cashflow and income analysis. Handle financial completions, including CHAPS and BACS payments (incoming and outgoing) and verification of completion statements. Process payments and receipts via online banking, cheque, and debit card. Assist with month-end and year-end close processes. Maintain an effective credit control system in the absence of the Operations Finance Manager. Compliance and Audit Oversee the financial elements of the file opening process, ensuring Client Risk & Assessment Forms and ID documentation are complete and conducting AML checks where required. Manage the financial aspects of the file closure process, ensuring account ledgers are reconciled and completing the relevant finance documentation. Support compliance with accounting standards, tax regulations, and legal sector requirements. Prepare documentation and information for external auditors, accountants, and regulatory bodies as required. Budgeting and Forecasting Prepare financial reports for senior management, including work in progress (WIP) and billing reports. Work closely with Finance Managers to monitor performance against budget. Support the Strategic Finance Manager in preparing firm-wide budgets and contributing to financial planning initiatives. Client Management and Administration Respond to internal accounts queries and provide support on finance-related matters. Process client payments over the phone and in person, handling related finance queries professionally and efficiently. Provide administrative support to the Finance team, including filing and scanning as required. Skills and Experience Proven experience in a finance administration or finance officer role, with the ability to manage daily accounting tasks independently. Minimum AAT Level 2 or 3 qualification (or equivalent), such as ILFM, ACCA, CIMA, CIPFA, or currently studying towards a recognised accounting qualification. Experience working in a regulated environment (knowledge of Solicitors Accounts Rules or the legal sector is advantageous but not essential). Strong organisational and time management skills with the ability to prioritise effectively. Proactive approach with a high level of accuracy and attention to detail. Excellent written and verbal communication skills. Good working knowledge of Microsoft Excel and Microsoft Office applications. Experience with legal accounting software is desirable but not essential. This role would suit a detail-oriented and proactive finance professional who thrives in a structured, regulated environment and is keen to contribute to the continued financial success of the firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Your new company This is an excellent opportunity to join one of the leading global accountancy and advisory firms in a Private Client Trust Tax Manager role. You will be working with some of the most ambitious and entrepreneurial owners and senior leadership teams of the UK's leading high-growth businesses. The rapidly growing Private Client Team manages the funds, businesses and trusts of individuals, families and entrepreneurs. You will be exposed to a constantly evolving range of technical challenges, building strong relationships with individuals, becoming their trusted advisor to ensure their tax affairs are in line with what they want to achieve. Your new role The Trust Tax team offers a range of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, your expertise will play an integral part of a family's overall tax planning strategy. The Private Client Trust Tax Manager role is part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. The primary day-to-day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients, including billings and cash collection within the firm's criteria. What you'll need to succeed Key to the role is for the individual to be able to proactively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. Trust tax knowledge is essential, as is a wider knowledge of personal taxation. What you'll get in return You'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider tax business. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Yasmin Vart on to discuss this Private Client Trust Tax role in more detail.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Mar 19, 2026
Full time
Your new company This is an excellent opportunity to join one of the leading global accountancy and advisory firms in a Private Client Trust Tax Manager role. You will be working with some of the most ambitious and entrepreneurial owners and senior leadership teams of the UK's leading high-growth businesses. The rapidly growing Private Client Team manages the funds, businesses and trusts of individuals, families and entrepreneurs. You will be exposed to a constantly evolving range of technical challenges, building strong relationships with individuals, becoming their trusted advisor to ensure their tax affairs are in line with what they want to achieve. Your new role The Trust Tax team offers a range of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, your expertise will play an integral part of a family's overall tax planning strategy. The Private Client Trust Tax Manager role is part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. The primary day-to-day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients, including billings and cash collection within the firm's criteria. What you'll need to succeed Key to the role is for the individual to be able to proactively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. Trust tax knowledge is essential, as is a wider knowledge of personal taxation. What you'll get in return You'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider tax business. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Yasmin Vart on to discuss this Private Client Trust Tax role in more detail.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Location: East Midlands Nottingham-based Full-time, Permanent Salary: £70,000-£75,000 Are you a fully qualified accountant with a proven background in financial control within FMCG or inventory-based businesses? We're seeking a confident, detail-oriented Financial Controller. If you thrive in a dynamic environment, excel in financial reporting, and are adept at managing a variety of finance functions to support business growth, this is your chance to make a significant impact in an established company. What you will be doing You will lead the financial functions across the business, ensuring accurate reporting, compliance, and robust financial controls. Your expertise will support strategic decision-making and operational efficiency while maintaining high standards in financial governance. A truly hands on and roll your sleeves up environment, this requires someone who still really enjoys being in the thick of it with the team alongside leading a finance team. Prepare and review monthly management accounts, ensuring accuracy and timeliness Oversee statutory year-end accounts in accordance with UK GAAP / FRS 102 Lead budgeting, forecasting, and variance analysis to inform strategic planning Manage cash flow forecasts and optimise working capital including stock and receivables Oversee inventory accounting, stock valuation, and supply chain finance Ensure VAT, customs, duties, and tax compliance across the business Develop and optimise finance systems and reporting tools to support operational efficiencies Maintain effective internal controls, risk management, and governance practices Collaborate with auditors and external advisors to meet all statutory requirements What we are looking for We seek an experienced, qualified accountant who combines technical expertise with a proactive, hands-on approach. The right candidate will have a solid track record in finance management within inventory or FMCG sectors and possess excellent communication skills to liaise across teams and external partners effectively. Qualified ACA, ACCA, or CIMA accountant Proven experience in a financial controller or senior finance role within FMCG, wholesale, or distribution Strong understanding of inventory valuation, landed costs, and import VAT Excellent analytical, organisational, and communication skills Experience with finance systems and process improvements is desirable Hands-on approach with strong attention to detail and financial governance Don't miss out on this opportunity to lead financial operations in a fast paced and growing FMCG company.
Mar 19, 2026
Full time
Location: East Midlands Nottingham-based Full-time, Permanent Salary: £70,000-£75,000 Are you a fully qualified accountant with a proven background in financial control within FMCG or inventory-based businesses? We're seeking a confident, detail-oriented Financial Controller. If you thrive in a dynamic environment, excel in financial reporting, and are adept at managing a variety of finance functions to support business growth, this is your chance to make a significant impact in an established company. What you will be doing You will lead the financial functions across the business, ensuring accurate reporting, compliance, and robust financial controls. Your expertise will support strategic decision-making and operational efficiency while maintaining high standards in financial governance. A truly hands on and roll your sleeves up environment, this requires someone who still really enjoys being in the thick of it with the team alongside leading a finance team. Prepare and review monthly management accounts, ensuring accuracy and timeliness Oversee statutory year-end accounts in accordance with UK GAAP / FRS 102 Lead budgeting, forecasting, and variance analysis to inform strategic planning Manage cash flow forecasts and optimise working capital including stock and receivables Oversee inventory accounting, stock valuation, and supply chain finance Ensure VAT, customs, duties, and tax compliance across the business Develop and optimise finance systems and reporting tools to support operational efficiencies Maintain effective internal controls, risk management, and governance practices Collaborate with auditors and external advisors to meet all statutory requirements What we are looking for We seek an experienced, qualified accountant who combines technical expertise with a proactive, hands-on approach. The right candidate will have a solid track record in finance management within inventory or FMCG sectors and possess excellent communication skills to liaise across teams and external partners effectively. Qualified ACA, ACCA, or CIMA accountant Proven experience in a financial controller or senior finance role within FMCG, wholesale, or distribution Strong understanding of inventory valuation, landed costs, and import VAT Excellent analytical, organisational, and communication skills Experience with finance systems and process improvements is desirable Hands-on approach with strong attention to detail and financial governance Don't miss out on this opportunity to lead financial operations in a fast paced and growing FMCG company.
Your new company This is an excellent opportunity to join a leading regional independent firm in the NW, in a pure tax advisory role, partnering with some of the leading local enterprises, start-ups, and international groups. With three offices across the NW, the firm has an excellent reputation for staff retention, where Directors take a vested interest in everyone's personal and career development, complete cohesion across the senior leadership team, absolute clarity over promotions, and no internal politics. They offer a flexible working model, with the option to work from home when needed. Your new role You will be working in a pure advisory role, supporting a core client base of family-run businesses and local enterprises, as well as some international groups, on a variety of mixed-tax projects, such as acquisitions, exits and disposals, demergers, employee share schemes, restructures, profit extraction, trust planning and IHT. This is a newly created role, due to the growth of the firm, and with a strong pipeline of work there is no requirement for this individual to do marketing or business development. With no barriers to progression and promotion, you will also have the opportunity to create your own role based on what projects you want to do. If that means moving into other areas of tax, that's widely encouraged too. What you'll need to succeed We're looking for someone who has a broad tax advisory background, with strong client-facing experience, who is proactive and approachable, but ambitious. There is an opportunity to be a Director and part of the senior leadership team in the very near future, if that's what you're looking for. Equally, if you're an experienced manager and content operating at that level, we'd still love to hear from you. What you'll get in return You will be joining a family-friendly firm, with a supportive group of Directors, working in a close-knit tax team on a broad variety of tax advisory projects. They offer a competitive salary of £50,000 to £60,000 per annum plus benefits, free parking on-site and the flexibility to work from home when needed. What you need to do now If you're interested in this Tax Advisory Manager role in Nantwich, click 'apply now' to forward an up-to-date copy of your CV, or call Justin Hopkins on .If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Mar 19, 2026
Full time
Your new company This is an excellent opportunity to join a leading regional independent firm in the NW, in a pure tax advisory role, partnering with some of the leading local enterprises, start-ups, and international groups. With three offices across the NW, the firm has an excellent reputation for staff retention, where Directors take a vested interest in everyone's personal and career development, complete cohesion across the senior leadership team, absolute clarity over promotions, and no internal politics. They offer a flexible working model, with the option to work from home when needed. Your new role You will be working in a pure advisory role, supporting a core client base of family-run businesses and local enterprises, as well as some international groups, on a variety of mixed-tax projects, such as acquisitions, exits and disposals, demergers, employee share schemes, restructures, profit extraction, trust planning and IHT. This is a newly created role, due to the growth of the firm, and with a strong pipeline of work there is no requirement for this individual to do marketing or business development. With no barriers to progression and promotion, you will also have the opportunity to create your own role based on what projects you want to do. If that means moving into other areas of tax, that's widely encouraged too. What you'll need to succeed We're looking for someone who has a broad tax advisory background, with strong client-facing experience, who is proactive and approachable, but ambitious. There is an opportunity to be a Director and part of the senior leadership team in the very near future, if that's what you're looking for. Equally, if you're an experienced manager and content operating at that level, we'd still love to hear from you. What you'll get in return You will be joining a family-friendly firm, with a supportive group of Directors, working in a close-knit tax team on a broad variety of tax advisory projects. They offer a competitive salary of £50,000 to £60,000 per annum plus benefits, free parking on-site and the flexibility to work from home when needed. What you need to do now If you're interested in this Tax Advisory Manager role in Nantwich, click 'apply now' to forward an up-to-date copy of your CV, or call Justin Hopkins on .If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Ref: 23314 The Skills You'll Need: Relevant qualification in Accounting, Taxation, or Finance (e.g., ATT, CTA, ACCA, ACA or equivalent preferred), proven experience in UK tax compliance, strong knowledge of VAT, Corporation Tax, PAYE, EORI and UK GAAP within automotive or motor sector. Your New Salary: Up to 60k depending on the experience Office based Perm Reports to: Senior Finance Manager Start: ASAP Location: Central London Role Overview: The Tax Officer will be responsible for overseeing all tax-related matters within the company, ensuring full compliance with UK tax regulations. The successful candidate will manage corporate and payroll taxes, VAT submissions, import/export duties, and maintain direct communication with HMRC. Tax Officer - What You'll be Doing: Key Responsibilities Tax Compliance & HMRC Liaison Act as the primary point of contact with HMRC for all tax-related matters Ensure full compliance with UK tax legislation and reporting requirements Respond to HMRC enquiries, investigations, and correspondence Maintain accurate tax records and documentation Corporate & Business Taxes Prepare and submit Corporation Tax returns Manage business rates and other applicable company taxes Monitor tax deadlines and ensure timely submissions and payments VAT Management Prepare and submit VAT returns (including Margin Scheme if applicable to vehicle sales) Ensure correct VAT treatment of vehicle sales, imports, exports, and intra-EU transactions Conduct VAT reconciliations and resolve discrepancies Import/Export & Customs Duties Oversee customs declarations and import/export tax compliance Ensure correct calculation and payment of customs duties Liaise with freight agents and customs brokers when necessary Payroll & Employment Taxes Oversee PAYE, National Insurance Contributions (NIC), and other payroll-related taxes Review and verify payroll calculations to ensure accuracy and compliance Ensure RTI (Real Time Information) submissions are completed accurately and on time Financial Control & Reporting Work closely with the Finance team to ensure accurate tax reporting Support audits and provide tax documentation as required Identify tax planning opportunities and advise management on tax efficiency Work closely with the Finance team to ensure accurate ME/YE closings Tax Officer - The Skills You'll Need to Succeed: Qualifications & Experience Relevant qualification in Accounting, Taxation, or Finance (e.g., ATT, CTA, ACCA, ACA or equivalent preferred) At least 5 years proven experience in UK tax compliance Strong knowledge of VAT, Corporation Tax, PAYE, EORI and UK GAAP Experience in the automotive industry is desirable Familiarity with HMRC systems and online filing platforms Skills Strong analytical and problem-solving skills Excellent attention to detail Strong communication skills and ability to liaise with HMRC and external advisors Ability to work independently and manage multiple deadlines Proficiency in accounting software and Microsoft Excel Please view all our Team China jobs at people-first-recruitment Please follow us on Linkedin: people-first-team-china We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
Mar 19, 2026
Full time
Ref: 23314 The Skills You'll Need: Relevant qualification in Accounting, Taxation, or Finance (e.g., ATT, CTA, ACCA, ACA or equivalent preferred), proven experience in UK tax compliance, strong knowledge of VAT, Corporation Tax, PAYE, EORI and UK GAAP within automotive or motor sector. Your New Salary: Up to 60k depending on the experience Office based Perm Reports to: Senior Finance Manager Start: ASAP Location: Central London Role Overview: The Tax Officer will be responsible for overseeing all tax-related matters within the company, ensuring full compliance with UK tax regulations. The successful candidate will manage corporate and payroll taxes, VAT submissions, import/export duties, and maintain direct communication with HMRC. Tax Officer - What You'll be Doing: Key Responsibilities Tax Compliance & HMRC Liaison Act as the primary point of contact with HMRC for all tax-related matters Ensure full compliance with UK tax legislation and reporting requirements Respond to HMRC enquiries, investigations, and correspondence Maintain accurate tax records and documentation Corporate & Business Taxes Prepare and submit Corporation Tax returns Manage business rates and other applicable company taxes Monitor tax deadlines and ensure timely submissions and payments VAT Management Prepare and submit VAT returns (including Margin Scheme if applicable to vehicle sales) Ensure correct VAT treatment of vehicle sales, imports, exports, and intra-EU transactions Conduct VAT reconciliations and resolve discrepancies Import/Export & Customs Duties Oversee customs declarations and import/export tax compliance Ensure correct calculation and payment of customs duties Liaise with freight agents and customs brokers when necessary Payroll & Employment Taxes Oversee PAYE, National Insurance Contributions (NIC), and other payroll-related taxes Review and verify payroll calculations to ensure accuracy and compliance Ensure RTI (Real Time Information) submissions are completed accurately and on time Financial Control & Reporting Work closely with the Finance team to ensure accurate tax reporting Support audits and provide tax documentation as required Identify tax planning opportunities and advise management on tax efficiency Work closely with the Finance team to ensure accurate ME/YE closings Tax Officer - The Skills You'll Need to Succeed: Qualifications & Experience Relevant qualification in Accounting, Taxation, or Finance (e.g., ATT, CTA, ACCA, ACA or equivalent preferred) At least 5 years proven experience in UK tax compliance Strong knowledge of VAT, Corporation Tax, PAYE, EORI and UK GAAP Experience in the automotive industry is desirable Familiarity with HMRC systems and online filing platforms Skills Strong analytical and problem-solving skills Excellent attention to detail Strong communication skills and ability to liaise with HMRC and external advisors Ability to work independently and manage multiple deadlines Proficiency in accounting software and Microsoft Excel Please view all our Team China jobs at people-first-recruitment Please follow us on Linkedin: people-first-team-china We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
To see more Chinese jobs please follow us on WeChat: teamchinapf AND pfteamchina Ref: 23333 The Skills You'll Need: Mandarin and English fluent, solid operational risk management experience within banking in the UK. Your New Salary: c80k Depending on experience Perm Hybrid: 4 days in the office, 1 day at home Start: ASAP Report to: Head of Compliance Mandarin speaking Operational Risk Lead - What You'll be Doing Each Day: Ensuring that the operational risk management framework of the Branch is fit-for-purpose and fully meets regulatory requirements. Implementing and maintaining the Risk Control Self-Assessment (RCSA) process across the Branch to ensure that all material operational risks are identified, measured, monitored and controlled effectively. Where appropriate, challenge the business and support areas' self-assessments. Escalating the progress of RCSAs and key findings, in accordance with policy, to the Head of Risk, CRO, Risk-Co, and other senior management, the business and support areas. Establishing and maintaining appropriate operational risk management systems, policies and procedures, and, where necessary, developing the infrastructure to support the operational risk framework. Maintaining and developing the Branch's KRI reporting framework. Utilizing external operational risk databases and other sources to support the implementation of RCSAs and KRIs in the Branch. Where appropriate, ensuring that the Branch's submissions to external databases are timely and accurate. Ensuring that all operational risk events are analysed, documented and reported in accordance with policy and that follow up actions are monitored Providing Branch-wide training about the operational risk framework, in particular Op Risk Events, RCSAs and KRIs. Developing and facilitating appropriate operational risk scenario assessments Ensuring smooth conduct of the Operational Risk Working Forum and prepare reports for Risk Committee and senior management on operational risks Mandarin speaking Operational Risk Lead - The Skills You'll Need to Succeed: Proficiency in Mandarin and English language (writing and speaking). Have sufficient technical understanding of operational risk and some knowledge of other fields of risk management to have significant impact and influence with internal stakeholders and be seen as a subject matter expert. Be able to act autonomously within the operational risk area and to demonstrate leadership through applying a joined-up approach in KRI reporting and RCSA process. Educated to a degree level in numerate/financial/accounting discipline and/or have appropriate professional qualification. Extensive experience of implementing operational risk management and control frameworks, including a good knowledge of methodologies for measuring operational risk, in a commercial banking/treasury environment. An in-depth knowledge of a broad range of wholesale and treasury products, including, ideally, clearing and/or retail/private banking. Good knowledge and experience of operational processes around such products. A strong understanding of the UK regulatory framework for operational risk. Awareness of the broader scope of financial and non-financial risks, risk taxonomies and risk appetite would be an advantage. Please view all our Team China jobs at people-first-recruitment Please follow us on Linkedin: people-first-team-china We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
Mar 19, 2026
Full time
To see more Chinese jobs please follow us on WeChat: teamchinapf AND pfteamchina Ref: 23333 The Skills You'll Need: Mandarin and English fluent, solid operational risk management experience within banking in the UK. Your New Salary: c80k Depending on experience Perm Hybrid: 4 days in the office, 1 day at home Start: ASAP Report to: Head of Compliance Mandarin speaking Operational Risk Lead - What You'll be Doing Each Day: Ensuring that the operational risk management framework of the Branch is fit-for-purpose and fully meets regulatory requirements. Implementing and maintaining the Risk Control Self-Assessment (RCSA) process across the Branch to ensure that all material operational risks are identified, measured, monitored and controlled effectively. Where appropriate, challenge the business and support areas' self-assessments. Escalating the progress of RCSAs and key findings, in accordance with policy, to the Head of Risk, CRO, Risk-Co, and other senior management, the business and support areas. Establishing and maintaining appropriate operational risk management systems, policies and procedures, and, where necessary, developing the infrastructure to support the operational risk framework. Maintaining and developing the Branch's KRI reporting framework. Utilizing external operational risk databases and other sources to support the implementation of RCSAs and KRIs in the Branch. Where appropriate, ensuring that the Branch's submissions to external databases are timely and accurate. Ensuring that all operational risk events are analysed, documented and reported in accordance with policy and that follow up actions are monitored Providing Branch-wide training about the operational risk framework, in particular Op Risk Events, RCSAs and KRIs. Developing and facilitating appropriate operational risk scenario assessments Ensuring smooth conduct of the Operational Risk Working Forum and prepare reports for Risk Committee and senior management on operational risks Mandarin speaking Operational Risk Lead - The Skills You'll Need to Succeed: Proficiency in Mandarin and English language (writing and speaking). Have sufficient technical understanding of operational risk and some knowledge of other fields of risk management to have significant impact and influence with internal stakeholders and be seen as a subject matter expert. Be able to act autonomously within the operational risk area and to demonstrate leadership through applying a joined-up approach in KRI reporting and RCSA process. Educated to a degree level in numerate/financial/accounting discipline and/or have appropriate professional qualification. Extensive experience of implementing operational risk management and control frameworks, including a good knowledge of methodologies for measuring operational risk, in a commercial banking/treasury environment. An in-depth knowledge of a broad range of wholesale and treasury products, including, ideally, clearing and/or retail/private banking. Good knowledge and experience of operational processes around such products. A strong understanding of the UK regulatory framework for operational risk. Awareness of the broader scope of financial and non-financial risks, risk taxonomies and risk appetite would be an advantage. Please view all our Team China jobs at people-first-recruitment Please follow us on Linkedin: people-first-team-china We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
Your new company A respected and forward-thinking accountancy practice in Wilmslow is seeking a Tax Manager to join their growing team. The firm is known for delivering high-quality advisory services to a diverse client base across the North West and offers a supportive, progressive environment for experienced tax professionals looking to take the next step in their career. Your new role As the Tax Manager, you will take responsibility for a varied portfolio of clients, delivering specialist advisory work across inheritance tax, trusts, property taxes and personal tax. You will provide high-level technical guidance, manage complex cases, and support junior members of the team where required. This is a role with genuine scope for progression and the opportunity to work closely with senior leadership on strategic tax planning projects. What you'll need to succeed CTA qualification Strong technical knowledge and the ability to deliver clear, confident advice Excellent client-facing skills and the ability to build long-standing relationships What you'll get in return In return, you'll receive a competitive salary depending on experience and qualifications, along with flexible working options, 25 days holiday plus bank holidays. You'll also benefit from ongoing professional development and clear opportunities to progress within a supportive and ambitious firm. What you need to do now If you're interested in this Tax Manager Role in Wilmslow, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Mar 19, 2026
Full time
Your new company A respected and forward-thinking accountancy practice in Wilmslow is seeking a Tax Manager to join their growing team. The firm is known for delivering high-quality advisory services to a diverse client base across the North West and offers a supportive, progressive environment for experienced tax professionals looking to take the next step in their career. Your new role As the Tax Manager, you will take responsibility for a varied portfolio of clients, delivering specialist advisory work across inheritance tax, trusts, property taxes and personal tax. You will provide high-level technical guidance, manage complex cases, and support junior members of the team where required. This is a role with genuine scope for progression and the opportunity to work closely with senior leadership on strategic tax planning projects. What you'll need to succeed CTA qualification Strong technical knowledge and the ability to deliver clear, confident advice Excellent client-facing skills and the ability to build long-standing relationships What you'll get in return In return, you'll receive a competitive salary depending on experience and qualifications, along with flexible working options, 25 days holiday plus bank holidays. You'll also benefit from ongoing professional development and clear opportunities to progress within a supportive and ambitious firm. What you need to do now If you're interested in this Tax Manager Role in Wilmslow, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Company Description Marie Curie is the UK's leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK, the only provider across all 4 nations, delivering community nursing and hospice care across the country, while providing information and support on all aspects of dying, death, and bereavement. Our leading research pushes the boundaries of what we know about good end-of-life, and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness, they're likely to die from. Job Description We're looking for an exceptional Legacy Administration Team Leader to play a critical role in safeguarding and maximising one of Marie Curie's most significant income streams. This is a senior operational role suited to someone with large-charity experience , a strong commercial mindset , and the confidence to manage a high-volume, high-value caseload in a fast-paced environment. You'll oversee a team of three Legacy Officers, providing expert guidance, coaching and performance management while maintaining accountability for a portfolio of around 900 active cases . Alongside this, you'll personally manage approximately 50 complex and contentious matters , including litigation-related cases, ensuring Marie Curie's interests are protected through robust decision-making, cost-benefit analysis and close collaboration with our legal team. What You'll Do Lead, support and develop three Legacy Officers, ensuring high performance, quality assurance and clear progression pathways. Hold oversight and accountability for 900+ legacy cases , ensuring accuracy, compliance and timely administration. Manage a personal caseload of 50 complex and contentious matters , including litigation, disputes and reputationally sensitive issues. Work closely with the legal team, executors, solicitors and co-beneficiaries to protect Marie Curie's entitlement. Apply strong commercial judgement, undertaking cost-benefit analysis and making informed decisions on behalf of the charity. Monitor KPIs, SLAs and quality standards, ensuring consistent excellence across the team. Provide expert technical guidance on wills, probate, tax, trusts and multi-jurisdictional UK estate administration. Support process improvement, systems optimisation and operational best practice. Deputise for the Legacy Administration Manager when required. Skills & Experience Needed Proven line management experience , including performance management, coaching and developing staff. Significant experience in a large charity legacy administration team , ideally handling income of £20m+ annually. Demonstrable experience managing contentious and complex legacy cases , including litigation and dispute resolution. Advanced technical knowledge of wills, probate, trusts, tax and estate administration across multiple UK jurisdictions. Strong commercial mindset , able to assess risk, analyse costs and make confident, informed decisions. High-volume caseload management experience , with exceptional organisational skills and the ability to prioritise under pressure. Excellent stakeholder management , able to influence solicitors, executors, co-beneficiaries and internal teams. Exceptional attention to detail , especially when reviewing legal documentation, estate accounts and financial information. Strong systems capability , ideally with experience using FirstClass4 or similar legacy administration platforms. Please see full job description Application & Interview Process As part of your online application, you will be asked for a CV. Please review both the advert and job description and outline your most relevant skills, experience and knowledge for the role. Close date for applications: Thursday 2nd April . Please note, we are reviewing applications as they come through and we reserve the right to close the advert sooner. We encourage applying early if you are interested. Salary: £45,000 + London Allowance (£3,500) where applicable Contract: 12 months Fixed Term Contract Based: Homebased (or can be based in London office 2 days per week) Benefits you'll LOVE: Flexible working. We're happy to discuss flexible working at the interview stage. 25 days annual leave (exclusive of Bank Holidays) Marie Curie Group Personal Pension Scheme (we will match your contribution up to 7.5%) Loan schemes for bikes; computers and season tickets Continuous professional development opportunities. Industry-leading training programmes Wellbeing and Employee Assistance Programmes Enhanced bereavement, family friendly and sickness benefits Access to Blue Light Card membership Subsidised Eye Care Additional Information At Marie Curie, our values are central to everything we do. They guide how we care for people, how we work together, and how we make decisions every day. We are committed to creating a workplace that is safe for everyone - staff and volunteers alike - supportive, inclusive and rewarding. We take stringent steps to ensure that anyone who joins our organisation are suitable for their roles and are committed to safeguarding all our people from harm. We actively consider our impact on the planet, embedding sustainability into everyday decisions to create a lasting, positive difference for the individuals we care for and the world we share. We believe everyone should have the opportunity to thrive and fulfil their potential. Marie Curie is deeply committed to diversity, equity and inclusion, recognising both the social justice imperative and the strength a diverse workforce brings. We actively encourage applications from people of all cultures, perspectives and lived experiences. We are happy to make reasonable adjustments throughout the recruitment process. If you require any support, please contact us at . Every application we receive is personally reviewed by a member of our Talent Acquisition team, and in return, we ask that your application authentically reflects you - your experience, perspective and voice.
Mar 19, 2026
Full time
Company Description Marie Curie is the UK's leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK, the only provider across all 4 nations, delivering community nursing and hospice care across the country, while providing information and support on all aspects of dying, death, and bereavement. Our leading research pushes the boundaries of what we know about good end-of-life, and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness, they're likely to die from. Job Description We're looking for an exceptional Legacy Administration Team Leader to play a critical role in safeguarding and maximising one of Marie Curie's most significant income streams. This is a senior operational role suited to someone with large-charity experience , a strong commercial mindset , and the confidence to manage a high-volume, high-value caseload in a fast-paced environment. You'll oversee a team of three Legacy Officers, providing expert guidance, coaching and performance management while maintaining accountability for a portfolio of around 900 active cases . Alongside this, you'll personally manage approximately 50 complex and contentious matters , including litigation-related cases, ensuring Marie Curie's interests are protected through robust decision-making, cost-benefit analysis and close collaboration with our legal team. What You'll Do Lead, support and develop three Legacy Officers, ensuring high performance, quality assurance and clear progression pathways. Hold oversight and accountability for 900+ legacy cases , ensuring accuracy, compliance and timely administration. Manage a personal caseload of 50 complex and contentious matters , including litigation, disputes and reputationally sensitive issues. Work closely with the legal team, executors, solicitors and co-beneficiaries to protect Marie Curie's entitlement. Apply strong commercial judgement, undertaking cost-benefit analysis and making informed decisions on behalf of the charity. Monitor KPIs, SLAs and quality standards, ensuring consistent excellence across the team. Provide expert technical guidance on wills, probate, tax, trusts and multi-jurisdictional UK estate administration. Support process improvement, systems optimisation and operational best practice. Deputise for the Legacy Administration Manager when required. Skills & Experience Needed Proven line management experience , including performance management, coaching and developing staff. Significant experience in a large charity legacy administration team , ideally handling income of £20m+ annually. Demonstrable experience managing contentious and complex legacy cases , including litigation and dispute resolution. Advanced technical knowledge of wills, probate, trusts, tax and estate administration across multiple UK jurisdictions. Strong commercial mindset , able to assess risk, analyse costs and make confident, informed decisions. High-volume caseload management experience , with exceptional organisational skills and the ability to prioritise under pressure. Excellent stakeholder management , able to influence solicitors, executors, co-beneficiaries and internal teams. Exceptional attention to detail , especially when reviewing legal documentation, estate accounts and financial information. Strong systems capability , ideally with experience using FirstClass4 or similar legacy administration platforms. Please see full job description Application & Interview Process As part of your online application, you will be asked for a CV. Please review both the advert and job description and outline your most relevant skills, experience and knowledge for the role. Close date for applications: Thursday 2nd April . Please note, we are reviewing applications as they come through and we reserve the right to close the advert sooner. We encourage applying early if you are interested. Salary: £45,000 + London Allowance (£3,500) where applicable Contract: 12 months Fixed Term Contract Based: Homebased (or can be based in London office 2 days per week) Benefits you'll LOVE: Flexible working. We're happy to discuss flexible working at the interview stage. 25 days annual leave (exclusive of Bank Holidays) Marie Curie Group Personal Pension Scheme (we will match your contribution up to 7.5%) Loan schemes for bikes; computers and season tickets Continuous professional development opportunities. Industry-leading training programmes Wellbeing and Employee Assistance Programmes Enhanced bereavement, family friendly and sickness benefits Access to Blue Light Card membership Subsidised Eye Care Additional Information At Marie Curie, our values are central to everything we do. They guide how we care for people, how we work together, and how we make decisions every day. We are committed to creating a workplace that is safe for everyone - staff and volunteers alike - supportive, inclusive and rewarding. We take stringent steps to ensure that anyone who joins our organisation are suitable for their roles and are committed to safeguarding all our people from harm. We actively consider our impact on the planet, embedding sustainability into everyday decisions to create a lasting, positive difference for the individuals we care for and the world we share. We believe everyone should have the opportunity to thrive and fulfil their potential. Marie Curie is deeply committed to diversity, equity and inclusion, recognising both the social justice imperative and the strength a diverse workforce brings. We actively encourage applications from people of all cultures, perspectives and lived experiences. We are happy to make reasonable adjustments throughout the recruitment process. If you require any support, please contact us at . Every application we receive is personally reviewed by a member of our Talent Acquisition team, and in return, we ask that your application authentically reflects you - your experience, perspective and voice.
ProTalent are currently working with a successful and dynamic accountancy practice just outside of Guildford to recruit an ACA/ACCA Trainee / Semi Senior. The firm: An extremely long standing and successful accountancy firm Offer full range of accountancy and business advisory services including accounts, audit, tax and corporate finance Diverse and loyal client base Friendly and inclusive working environment Great reputation with both clients and colleagues The role of ACA / ACCA Trainee/Semi Senior: As a trainee/semi senior accountant, you will gain exposure to all areas of the business Accounts production for sole traders, partnerships and limited companies Audit work Tax compliance Bookkeeping Liaising with clients, colleagues and third parties on an ongoing basis Use of a wide range of accountancy software The successful applicant: Will have some experience working within an accountancy firm Comfortable with micro entity accounts and keen to build on this Aware of tax compliance and procedures Perhaps studying towards ACA/ACCA/AAT Full study support on offer and great progression and exposure Thank you for your interest in this Semi Senior / Trainee Accountant role.
Mar 19, 2026
Full time
ProTalent are currently working with a successful and dynamic accountancy practice just outside of Guildford to recruit an ACA/ACCA Trainee / Semi Senior. The firm: An extremely long standing and successful accountancy firm Offer full range of accountancy and business advisory services including accounts, audit, tax and corporate finance Diverse and loyal client base Friendly and inclusive working environment Great reputation with both clients and colleagues The role of ACA / ACCA Trainee/Semi Senior: As a trainee/semi senior accountant, you will gain exposure to all areas of the business Accounts production for sole traders, partnerships and limited companies Audit work Tax compliance Bookkeeping Liaising with clients, colleagues and third parties on an ongoing basis Use of a wide range of accountancy software The successful applicant: Will have some experience working within an accountancy firm Comfortable with micro entity accounts and keen to build on this Aware of tax compliance and procedures Perhaps studying towards ACA/ACCA/AAT Full study support on offer and great progression and exposure Thank you for your interest in this Semi Senior / Trainee Accountant role.
Business Manager SEND College ASAP Start Temporary, ongoing role (opportunity for permanent for the right candidate) Doncaster (DN12) Full-time role £41,000 p/a An exciting opportunity has arisen for an experienced Business Manager to join a dynamic and supportive college environment at a specialist college offering education for students aged 18 to 25, with complex care needs, including behaviours that challenge and a learning disability, often in association with autism. This role is ideal for a strategic and organised professional who can provide operational leadership while ensuring the effective management of finance, HR, facilities, compliance and business support services. Working as part of the Senior Leadership Team, the successful candidate will play a key role in supporting senior leaders with accurate management information, financial oversight and operational decision-making to ensure the college runs efficiently, compliantly and sustainably. The Role As Business Manager, you will provide strategic leadership and operational oversight across the college s business functions. You will ensure systems, processes and resources are effectively managed while supporting the college s overall improvement and performance. Key Responsibilities Provide strategic leadership as part of the Senior Leadership Team Oversee key business functions including Finance, HR, Facilities, Data Protection and Health & Safety Manage the college budget, including forecasting, procurement and financial reporting Ensure compliance with safeguarding, HR, data protection and health & safety legislation Lead operational systems, processes and risk management across the college Maintain the Single Central Record and oversee recruitment processes Provide management information and reports to support strategic decision-making Oversee the maintenance and safety of the college premises and facilities About You The successful candidate will have: Proven experience in financial and operational management Experience working within an education setting Strong leadership, organisational and communication skills Knowledge of HR practice, health & safety, data protection and Ofsted requirements Excellent IT and data analysis skills Desirable Qualifications Degree or equivalent Certificate or Diploma in School/College Business Management MCIPD membership All of our supply staff are paid on a PAYE basis, so you can rest assured that you re paying the right level of Tax and National Insurance, and there s no messing around with admin charges coming out of your hard-earned cash. If you feel that you are right for the Business Manager role, please click apply or contact Ellie Ashton on (phone number removed) or email (url removed) All applicants will be contacted to discuss suitability and then invited to register with TeacherActive. Registration involves an enhanced DBS check, ID checks and will require you to supply good professional references. We pride ourselves on excellent service. We can provide a wide range of opportunities in schools and other educational institutions, with good rates of pay, at times to suit your needs. Regular external audits have shown repeatedly that our standards are exceptional. We are passionate about finding the right staff for each environment. TeacherActive is an equal opportunities employer, and operates as an Employment Business in providing temporary or contract job-seeking services.
Mar 19, 2026
Contractor
Business Manager SEND College ASAP Start Temporary, ongoing role (opportunity for permanent for the right candidate) Doncaster (DN12) Full-time role £41,000 p/a An exciting opportunity has arisen for an experienced Business Manager to join a dynamic and supportive college environment at a specialist college offering education for students aged 18 to 25, with complex care needs, including behaviours that challenge and a learning disability, often in association with autism. This role is ideal for a strategic and organised professional who can provide operational leadership while ensuring the effective management of finance, HR, facilities, compliance and business support services. Working as part of the Senior Leadership Team, the successful candidate will play a key role in supporting senior leaders with accurate management information, financial oversight and operational decision-making to ensure the college runs efficiently, compliantly and sustainably. The Role As Business Manager, you will provide strategic leadership and operational oversight across the college s business functions. You will ensure systems, processes and resources are effectively managed while supporting the college s overall improvement and performance. Key Responsibilities Provide strategic leadership as part of the Senior Leadership Team Oversee key business functions including Finance, HR, Facilities, Data Protection and Health & Safety Manage the college budget, including forecasting, procurement and financial reporting Ensure compliance with safeguarding, HR, data protection and health & safety legislation Lead operational systems, processes and risk management across the college Maintain the Single Central Record and oversee recruitment processes Provide management information and reports to support strategic decision-making Oversee the maintenance and safety of the college premises and facilities About You The successful candidate will have: Proven experience in financial and operational management Experience working within an education setting Strong leadership, organisational and communication skills Knowledge of HR practice, health & safety, data protection and Ofsted requirements Excellent IT and data analysis skills Desirable Qualifications Degree or equivalent Certificate or Diploma in School/College Business Management MCIPD membership All of our supply staff are paid on a PAYE basis, so you can rest assured that you re paying the right level of Tax and National Insurance, and there s no messing around with admin charges coming out of your hard-earned cash. If you feel that you are right for the Business Manager role, please click apply or contact Ellie Ashton on (phone number removed) or email (url removed) All applicants will be contacted to discuss suitability and then invited to register with TeacherActive. Registration involves an enhanced DBS check, ID checks and will require you to supply good professional references. We pride ourselves on excellent service. We can provide a wide range of opportunities in schools and other educational institutions, with good rates of pay, at times to suit your needs. Regular external audits have shown repeatedly that our standards are exceptional. We are passionate about finding the right staff for each environment. TeacherActive is an equal opportunities employer, and operates as an Employment Business in providing temporary or contract job-seeking services.
Exchange Street Claims & Financial Services
Milton Keynes, Buckinghamshire
Not every admin role moves you forward - s ome just keep you busy. This one is different. You'll join one of the most respected financial planning firms in the UK. Not because they shout about it but because people in the profession quietly acknowledge it. More importantly, you'll join a business that backs its people properly. They're employee-owned through an EOT, which means: No surprise sale to a consolidator. No PE exit pressure. No short-term decision making. After 12 months you'll receive a tax-free bonus of up to £3,600 each year because you share in the success of the firm. And you'll actually have a voice in how it operates. THE JOB You'll take over from a long-standing colleague who is retiring. You'll get a proper handover and join a settled team of three. You'll: Be front and centre of client relationships Prepare paperwork for client meetings Carry out product research Submit new business Work closely with highly qualified paraplanners and planners Contribute to delivering genuinely high-quality client outcomes It's structured. It's organised. It's professional. And you won't be firefighting chaos at 6pm. WHAT'S IN IT FOR YOU? £29,000 - £32,000 starting salary A consistent four-figure company bonus (paid every year) Tax-free EOT bonus after 12 months Annual salary reviews Private medical insurance Death in service Holidays rising to 27 days Support with exams and professional memberships Bonuses for passing exams Yes you'll work from the office. But people leave at 5. Regularly. And that's because this is a business that takes work-life balance seriously. The office itself? On-site gym, pizza oven and countryside views that don't hurt either. You'll leave the office energised not exhausted. HERE'S WHAT YOU'LL NEED Experience as a financial planning/IFA administrator Conscientious, organised, and comfortable working to high standards Keen to learn and improve Experience with Intelliflo and Transact is helpful but not essential. This isn't a "stepping stone" firm. It's the sort of place people build long careers because they're looked after, developed properly and treated like adults. If that sounds like a better way to work, click apply. CV not up to date? Don't worry. Send us what you have and we sort the rest later. Everyone receives a response.
Mar 19, 2026
Full time
Not every admin role moves you forward - s ome just keep you busy. This one is different. You'll join one of the most respected financial planning firms in the UK. Not because they shout about it but because people in the profession quietly acknowledge it. More importantly, you'll join a business that backs its people properly. They're employee-owned through an EOT, which means: No surprise sale to a consolidator. No PE exit pressure. No short-term decision making. After 12 months you'll receive a tax-free bonus of up to £3,600 each year because you share in the success of the firm. And you'll actually have a voice in how it operates. THE JOB You'll take over from a long-standing colleague who is retiring. You'll get a proper handover and join a settled team of three. You'll: Be front and centre of client relationships Prepare paperwork for client meetings Carry out product research Submit new business Work closely with highly qualified paraplanners and planners Contribute to delivering genuinely high-quality client outcomes It's structured. It's organised. It's professional. And you won't be firefighting chaos at 6pm. WHAT'S IN IT FOR YOU? £29,000 - £32,000 starting salary A consistent four-figure company bonus (paid every year) Tax-free EOT bonus after 12 months Annual salary reviews Private medical insurance Death in service Holidays rising to 27 days Support with exams and professional memberships Bonuses for passing exams Yes you'll work from the office. But people leave at 5. Regularly. And that's because this is a business that takes work-life balance seriously. The office itself? On-site gym, pizza oven and countryside views that don't hurt either. You'll leave the office energised not exhausted. HERE'S WHAT YOU'LL NEED Experience as a financial planning/IFA administrator Conscientious, organised, and comfortable working to high standards Keen to learn and improve Experience with Intelliflo and Transact is helpful but not essential. This isn't a "stepping stone" firm. It's the sort of place people build long careers because they're looked after, developed properly and treated like adults. If that sounds like a better way to work, click apply. CV not up to date? Don't worry. Send us what you have and we sort the rest later. Everyone receives a response.
Junior Paraplanner / Senior Technical Administrator Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) £35k - £42k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Administrator/Junior Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, helping with onboarding new business and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.
Mar 19, 2026
Full time
Junior Paraplanner / Senior Technical Administrator Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) £35k - £42k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Administrator/Junior Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, helping with onboarding new business and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Senior Financial Planning Administrator Leeds £32,000 - £37,000 NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced Financial Planning Administrator join their team in Leeds. What's in it for you? Great Salary 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being bonus Private Medical Insurance Travel Insurance Flexible Hours Full Study Support and Career Development Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business Duties will include: Ensuring that the CRM system is fully updated To support the Adviser by dealing effectively with the day-to-day administration Dealing with pre and post meeting tasks Processing new applications Speaking with product providers Mentoring junior team members General office administration What we need from you? Previous experience in a similar role is essential Strong knowledge of financial products Ideally a 2:1 or above in a finance related degree, e.g Economics Solid communication skills and a good telephone manner Good attention to detail and an analytical mind For more information, please contact NJR Recruitment quoting NJR16515
Mar 19, 2026
Full time
Senior Financial Planning Administrator Leeds £32,000 - £37,000 NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced Financial Planning Administrator join their team in Leeds. What's in it for you? Great Salary 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being bonus Private Medical Insurance Travel Insurance Flexible Hours Full Study Support and Career Development Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business Duties will include: Ensuring that the CRM system is fully updated To support the Adviser by dealing effectively with the day-to-day administration Dealing with pre and post meeting tasks Processing new applications Speaking with product providers Mentoring junior team members General office administration What we need from you? Previous experience in a similar role is essential Strong knowledge of financial products Ideally a 2:1 or above in a finance related degree, e.g Economics Solid communication skills and a good telephone manner Good attention to detail and an analytical mind For more information, please contact NJR Recruitment quoting NJR16515