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Job Title: IFA Administrator/Trainee Financial Planner Location : London Basic Salary : Up to £33,000 basic + fantastic opportunity to be a fully qualified IFA Hours : Mon - Fri, 8.30am - 5.30pm About our client and the role: Swarm Recruitment are pleased to be supporting a well-established financial services firm specialising in wealth management, financial education, and tailored advisory solutions. Their approach focuses on empowering clients through expert guidance, education, and personalised support, helping them make informed financial decisions and achieve long-term goals with confidence. They value collaboration, client-centred thinking, and continuous learning. Team members bring specialist expertise and share a commitment to making a meaningful impact, working in a supportive environment that fosters professional growth and strong, lasting relationships. This is an exciting opportunity for someone with Financial Planning experience and an entrepreneurial spirit, with a minimum of 2 years experience and 2 exams completed, to progress through an internal academy program over 18-24 months (18 months minimum), to become a fully qualified IFA. You will be working alongside IFA's and their teams, supporting their day to day task all whilst working towards your qualification and the opportunity to remain within the business as an IFA. Salary & Benefits: £29,000 for candidates with 0-2 exams £31,000 for candidates with 3-5 exams £33,000 for candidates with all exams Clear pathway to become an IFA within 18 - 24 months (18 month minimum term) £80,000 - £100,000 OTE once qualified Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools 21 days holiday + 3 extra days off between Christmas and New Year. On top of that: 12 half-days off for'Family Friday', which happens on the last Friday of the month 4 half days for our quarterly practice meetings Half a day for our annual summer BBQ Half a day for our Christmas Party 1 additional day for each year of service (max 7 days) Competitive pension scheme Access to funded Private Medical Insurance Daily breakfast in the office Team and company-wide social events Charity event Working Hours: Mon - Fri, 8.30am - 4.30pm (1hr for lunch) Family Friday - half day on the last Friday of every month (6 extra days in total) Office closure over Christmas Hybrid Working - 4 days in office during training, 3 days thereafter (or more if desired) Responsibilities: Attend client meetings with Wealth Managers Manage action points from client meetings Carry Forward, Annual Allowance, Lifetime Allowance Calculations Investment analysis Preparation of detailed cash-flow modelling Respond to technical and administrative Client Inquiries Identify Opportunities and Referrals from Existing Clients Managing workflow through Salesforce and Business Trackers Skills and experience: Minimum of two exams completed SJP experience will be well regarded Strong organisational skills, resilience and a methodical approach Strong understanding of the Financial Planning industry Tenacious and driven Proficiency with automated solutions for tasks like text writing and chasing providers is beneficial. Confidence, eagerness to learn, entrepreneurial flair, and a natural talent for building relationships. By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

About the role Are you looking for a step up into a high-profile in-house tax environment? Or perhaps you are already working in-house and want to be part of a major corporate transformation? We have a unique opportunity for a UK Corporate Tax Manager to join our Group Tax Team at our Paddington headquarters. This is an incredible time to join us as DS Smith prepares for its next chapter as an independent, dual-listed group. You will play an essential role in shaping our compliance and reporting journey, reporting directly to the Senior UK Group Tax Manager. This role offers broad exposure to our global functions and provides a platform to evolve our existing tax processes. You will be a key point of contact for UK tax matters, partnering with Finance, Legal, and external advisors to implement initiatives that support our global tax strategy. Key responsibilities include but are not limited to: Reporting & Controls: Assist with half-yearly and full-year group tax provisioning (IFRS) with the ongoing development and maintenance of controls under Sarbanes Oxley as well as preparing tax disclosures for UK statutory accounts ?Tax Compliance: Take ownership of corporation tax returns for over 30 UK subsidiaries, managing the wide range of issues such as SAO, CIR, and RDEC that come with working for a large multinational ?Cross-Border Management: Oversee some non-UK tax returns with external advisors and manage UK withholding tax requirements and residency certificates ?Process Transformation: Partner with the Tax Technology Manager to automate and streamline reporting using tools like Alphatax, Longview, and AI/PowerBI ?Advisory & Research: Provide technical UK tax support for business transactions, entity rationalisation, and HMRC queries. ?Stakeholder Engagement: Build strong relationships with regional finance teams and corporate functions to ensure tax accuracy across the portfolio Provide ad hoc support to the Group Transfer Pricing Lead So, if you are an existing Corporate Tax Manager looking for a new challenge in a business which prioritises creativity and encourages you to make a difference - then we might be looking for you! About you ACA / CTA (or equivalent) with 2-3 years of post-qualification experience in tax reporting and compliance Strong knowledge of UK corporation tax, UK GAAP, and IFRS (large multinational experience is highly desirable) Proficient in Excel and Alphatax; experience with automation tools (PowerBI/Robotics) is a significant plus Ability to translate complex technical issues into clear insights for tax authorities and internal stakeholders Proven ability to manage multiple deadlines under pressure and work independently within a team environment Benefits Competitive salary Discretionary bonus 25 days holiday plus bank holidays Pension scheme, life assurance and income protection Employee Assistance Programme Employee Discounts Cycle to work scheme Location: This is a hybrid role, split between the London Paddington office (3 days) and home (2 days) - however flexibility will be required at times. About us We are DS Smith, together with International Paper, we are a global leader in sustainable packaging solutions and other fibre-based products. We believe a better, more sustainable tomorrow is possible with the right people, who challenge and support one another to enact positive change. We employ more than 65,000 colleagues in North America and Europe, Middle East, and Africa (EMEA), who are experts in innovation, manufacturing, design, sales, sustainability, supply chain, and much more. Together with our customers, we make the world safer and more productive, one sustainable packaging solution at a time. Become part of a world-leading organisation and do your best work with us! Fair recruitment at DS Smith To fulfil our purpose of redefining packaging for a changing world, we aim to build a diverse, motivated, and engaged workforce. Our goal is to create a culture of inclusion where everyone is treated fairly, differences are valued, and everyone has an equal opportunity to succeed. Our people come from diverse backgrounds, bring different perspectives, ideas, and experiences to generate unique solutions focused on present and future sustainability challenges. We welcome all candidates to apply, even those not meeting all criteria.

A fast-growing and highly respected construction project management consultancy is seeking an experienced Project Director to join its leadership team and help deliver some of the most complex and high-profile projects in the built environment. The consultancy has built a strong reputation for delivering projects in high-profile operational environments, including major entertainment venues, arenas, theatres, leisure destinations and large-scale mixed-use developments. These are projects that demand exceptional leadership, strategic decision-making and careful coordination, often delivered within live environments where maintaining operations is as critical as construction delivery itself. Known for its pragmatic and solutions-led approach, the business specialises in simplifying complex project challenges through strong leadership, collaborative working and clear delivery strategies. With offices across the UK and an expanding portfolio of major projects, the consultancy is entering an exciting phase of growth and is seeking senior leaders who want to help shape its future. The Opportunity As Project Director, you will lead the successful delivery of major construction and development projects from early concept through to completion. You will act as a trusted advisor to clients, providing strategic leadership while coordinating multidisciplinary consultant and contractor teams across technically complex schemes. Many of these projects operate within operational or live environments, requiring careful management of programme, risk, stakeholder engagement and operational constraints. Alongside project delivery, this role offers the opportunity to play a key role in the continued growth of the consultancy, mentoring project teams, strengthening client relationships and contributing to the strategic direction of the business. Key Responsibilities Provide senior leadership across multiple large-scale, complex construction projects of significant profile and strategic importance Act as the primary client interface, offering strategic advice and assurance across programme, governance and delivery Lead and coordinate multidisciplinary consultant and contractor teams Manage programme, risk, cost and delivery strategy across technically demanding schemes Deliver projects within operational or live environments, balancing construction activity with ongoing business operations Lead, mentor and develop Project Managers at all levels, building high-performing teams Apply strong expertise in construction contracts including NEC and JCT, ensuring robust commercial management Support business growth through client engagement, opportunity identification and strategic input Contribute to the wider leadership of the consultancy, helping shape culture, standards and long-term vision About You Significant experience delivering major construction or development projects within a consultancy or client-side environment Proven track record leading large-scale, complex projects and multidisciplinary teams Experience operating in operational or live environments would be highly advantageous Strong commercial awareness with experience managing projects under NEC and JCT contracts Confident operating at senior client and board level, providing strategic insight and leadership A collaborative and solutions-focused leader who enjoys tackling complex project challenges Experience delivering projects within entertainment, leisure, major venues or operational environments would be particularly valuable, although candidates with strong experience delivering large-scale, high-impact projects across other sectors will also be considered. Why This Role Stands Out Opportunity to deliver high-profile projects in some of the most exciting live environments in the industry Join a consultancy known for its practical, solutions-led approach to project delivery Be part of a rapidly growing business where senior leaders can influence the future of the organisation Work within a collaborative, entrepreneurial culture that values strong relationships and initiative Highly competitive salary, bonus and benefits package

Job Title: Client Support Administrator Location: Wigston (Hybrid Working) Job Type: Permanent Salary: Upto £34,000 per annum +Benefits Are you a highly organised administrator who enjoys delivering outstanding client service? Do you thrive in a fast-paced professional environment where attention to detail and strong relationships really matter? A well-established and respected wealth management firm is looking for a Client Support Administrator to join their friendly and collaborative team. This organisation has spent decades helping clients build financial security and confidence in their future. Their approach centres around building trusted relationships, delivering tailored financial solutions, and providing exceptional client experiences. If you enjoy supporting professionals, managing processes efficiently and ensuring everything runs smoothly behind the scenes, this could be the perfect opportunity. The Role As Client Support Administrator, you will play a vital role in ensuring the smooth running of the client journey. You will be the first point of contact for clients and providers, supporting advisers with administrative processes while ensuring regulatory requirements are met at every stage. Working closely with advisers and the wider support team, you will help deliver a high-quality service that keeps clients informed, supported and confident in their financial affairs. Key Responsibilities Processing new business applications and ensuring they are set up correctly Completing research, trades and fund switches when required Liaising with product providers and financial institutions Supporting advisers with valuations, client reviews and servicing transfers Acting as a key link between advisers and clients to keep all parties informed Maintaining accurate client records and ensuring compliance standards are met Providing post-meeting administrative support for advisers Managing general administrative tasks such as scanning, filing and preparing documentation Supporting process improvements and contributing to internal projects Continuously developing technical knowledge and keeping up to date with industry changes What We're Looking For Essential Skills Strong organisational and prioritisation skills Excellent attention to detail and accuracy Strong IT and data management skills Ability to manage multiple tasks and deadlines Excellent relationship-building skills with clients and colleagues Desirable Experience Experience working within a financial advisory or wealth management environment Knowledge of financial products and industry processes Certificate in Financial Administration (or equivalent) Experience using Intelliflo Office or similar CRM systems Benefits & Rewards Competitive salary Workplace pension scheme (5% employer / 3% employee equivalent) 23 days holiday + public holidays Option to buy or sell up to 5 days holiday per year Private medical insurance after probation Hybrid working - up to 1 day per week from home Funding and support for professional development Discounts on company services Employee referral scheme Why Join? This is an opportunity to join a values-driven wealth management firm where teamwork, trust and professionalism are at the heart of everything they do. You'll be part of a supportive environment that values career development, collaboration and delivering exceptional outcomes for clients.

An established and growing wealth management business is looking to appoint an Associate Wealth Planner to join its Cambridge-based Wealth Planning team. This role is ideally suited to an experienced Paraplanner who is looking for a structured and supported pathway into an advisory position over time. The role combines paraplanning, client support and entry-level planning responsibilities, working closely alongside a Senior Planner. The Role The Associate Wealth Planner role is designed as an interim step toward becoming a fully-fledged Financial Planner, subject to development, competence and qualifications. Responsibilities will include: Working closely with a Senior Planner to support client relationships and ongoing servicing Delivering less complex advice (e.g. annual reviews, ISAs and pension top-ups) once authorised and appropriately certificated Undertaking detailed technical research to support holistic advice across investments, pensions, protection and tax planning Preparing suitability reports and client communications that are clear, fair and not misleading Producing cashflow modelling and calculations to support client recommendations Identifying potential future advice needs and raising these with the Planner Supporting paraplanning activity across the wider team where required Assisting with wealth planning administration including new business processing, client onboarding, valuations, XPlan updates and general client queries Ensuring all work is completed in line with FCA, SMCR, T&C and internal regulatory standards Alongside technical delivery, the role supports the development of client relationship skills, commercial awareness and a future advisory mindset. Candidate Profile Minimum RQF Level 4 qualified (CII or equivalent) 3-5 years' paraplanning experience Strong technical knowledge of FCA-regulated financial planning advice Experience producing suitability reports, research and cashflow modelling Confident working closely with advisers and supporting good client outcomes Keen to progress into an advisory role within a structured T&C framework Full support is provided toward Level 6 / Chartered status, subject to development and performance. Package & Benefits Salary £45,000-£60,000 (depending on experience) Bonus and excellent benefits package Hybrid working following probation Clear progression pathway into an Advisory role or senior wealth planning positions This is an excellent opportunity for a capable and ambitious Paraplanner looking to take the next step toward advice within a growing, well-supported wealth planning environment.

Job Title: Mixed Tax Manager - OMB & Advisory Focus Location: City of London - 2 days in office, 3 days at home (+core hours!) Salary: £67,000 - £72,000 + Benefits! The Role: Are you a qualified tax professional looking to take the next step in your career? Join a fantastic dynamic and growing Corporate and Business Tax team as an OMB/Mixed Tax Manager, where you'll work directly with partners and senior management to deliver exceptional tax advisory services. Key Responsibilities: Provide comprehensive tax advice to OMBs and family businesses Prepare technical analysis and clearance applications for HMRC Collaborate with in-house specialists and third-party advisors Support business development through client pitching Review and quality-assure work from junior colleagues Provide technical and professional mentorship Drive project delivery within agreed timescales and budgets Review OMB corporation tax returns holistically Support General Practice team with technical queries Assist with annual computations for audit clients The Perfect Individual: ACA/ACCA or CTA/ATT qualified Extensive post-qualification experience in tax advisory for OMBs Solid understanding of income tax, PAYE, and Corporation Tax compliance Advanced Excel and Word proficiency Strong mentoring and team development abilities Client relationship building expertise Highly organised and self-motivated Excellent prioritisation and time management skills Natural rapport-builder who earns client trust

Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join. Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Belfast regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients. The Role: As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service. Your responsibilities will include: Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner and client queries Submitting applications to providers and managing documentation Maintaining accurate, compliant and well-presented client records Ensuring all work is completed in line with FCA and internal compliance standards About You You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Ideally you will have: Previous paraplanning experience with financial advice Diploma qualified and willing to study further Experience with Intelligent Office, highly desirable Strong analytical and research skills Excellent attention to detail and organisational ability The confidence to manage multiple priorities effectively Outstanding communication and teamwork skills Strong IT skills including Word, Excel and PowerPoint What's On Offer This business is passionate about investing in its people and supporting long-term careers within financial planning. Benefits include: 25 days holiday + bank holidays Option to purchase up to 5 additional days holiday Your birthday off Quarterly paraplanning bonus scheme Annual salary reviews Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways Staff recognition and annual awards Hybrid/flexible working Private pension Life assurance Corporate eye-care cover The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. We'll help you succeed Our clients trust us because of the quality of our advice . That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively . You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Overview As an Assistant Manager, you'll play a key role in delivering high-quality financial reporting services while developing your technical expertise in a supportive team environment. We offer excellent training and development opportunities to help you grow professionally. You'll work with a diverse client base-from SMEs to listed companies-under UK GAAP and IFRS frameworks. Your responsibilities will include managing a portfolio of complex clients, preparing statutory accounts, and leading financial reporting advisory engagements. You'll also oversee client relationships, monitor project performance, plan resource needs, and review work prepared by junior team members. In addition to client delivery, you'll be part of the Northern Financial Reporting management team, contributing to strategic growth and supporting departmental initiatives such as coaching and mentoring, business development, and ensuring compliance with internal policies and risk management procedures. You'll be someone with: Qualified ACA, ACCA or equivalent. Previous experience in a management role. Strong working knowledge of UK and international reporting standards (including UK GAAP and UK-adopted IFRS) and related financial reporting requirements. Previous experience preparing and reviewing statutory accounts, consolidations and cash flows. Business development experience - able to contribute to the identification and conversion of opportunities to services. 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 everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive , people-centred culture . From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side . Our agile working framework helps us stay connected, bringing teams together whe re and whe n 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 c ollaboration is the key to creating value for our clients and satisfying experiences at work , so w e 've invested in state-of-the-art collaboration spaces in our offices . BDO's people represent a wealth of knowledge and expertise , and w e'll encourage you to build your network , work alongside others , and share your skills and experiences . With a range of multidisciplinary events and dedicated resources , you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6, 500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise . We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join. Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Newcastle regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients. The Role: As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service. Your responsibilities will include: Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner and client queries Submitting applications to providers and managing documentation Maintaining accurate, compliant and well-presented client records Ensuring all work is completed in line with FCA and internal compliance standards About You You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Ideally you will have: Previous paraplanning experience with financial advice Diploma qualified and willing to study further Experience with Intelligent Office, highly desirable Strong analytical and research skills Excellent attention to detail and organisational ability The confidence to manage multiple priorities effectively Outstanding communication and teamwork skills Strong IT skills including Word, Excel and PowerPoint What's On Offer This business is passionate about investing in its people and supporting long-term careers within financial planning. Benefits include: 25 days holiday + bank holidays Option to purchase up to 5 additional days holiday Your birthday off Quarterly paraplanning bonus scheme Annual salary reviews Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways Staff recognition and annual awards Hybrid/flexible working Private pension Life assurance Corporate eye-care cover The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Are you a highly skilled Paraplanner ready to take your career to the next level? Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients? We are looking for a Senior Paraplanner & Technical Adviser to join our clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas. You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions. If you thrive in a highly technical environment and want your expertise to have real influence, this role offers the perfect opportunity. Why This Role is Different This is not a traditional paraplanning role. You will have the opportunity to: Work on complex and intellectually stimulating financial planning cases Play a strategic technical partner role to advisers Provide regulated advice on specialist cases Mentor and develop the next generation of paraplanners and advisers Influence technical standards and planning strategy across the business Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients' financial futures. What You'll Be Doing Complex Financial Planning & Research Lead in-depth technical analysis and research across areas such as: Inheritance Tax mitigation strategies Trust structures and estate planning Offshore investment bonds Segmentation, assignments and withdrawals Top-slicing relief and time apportionment rules You'll be responsible for transforming complex technical structures into clear, effective planning strategies. Technical Advice & Suitability Reports Prepare high-quality suitability reports for complex planning cases including: Pension crystallisation strategies Estate and IHT planning Trust and investment bond planning You will also have the opportunity to step into the adviser role on specialist cases where appropriate. Cashflow Modelling Use advanced modelling tools to demonstrate long-term planning strategies and client outcomes , helping clients clearly visualise their financial future. Technical Leadership & Compliance Provide technical sign-off and quality assurance on complex advice cases Ensure all recommendations meet regulatory standards and Consumer Duty expectations Act as a trusted technical authority within the advisory team Mentoring & Development Support the development of colleagues by: Coaching paraplanners and advisers on complex planning areas Providing technical guidance on trusts and estate planning Helping raise the overall technical capability across the business Continuous Improvement Identify opportunities to improve paraplanning processes, efficiency and technical standards. About You You are a technically exceptional financial planning professional who enjoys tackling complex scenarios and working collaboratively with advisers and professional partners. You'll bring: Significant experience as a Senior Paraplanner or Technical Specialist Strong expertise in Inheritance Tax planning, trusts, and estate structures Confidence working with high-net-worth clients and professional intermediaries such as solicitors and accountants The ability to translate complex technical planning into clear, client-focused recommendations Excellent written and verbal communication skills A proactive and solutions-focused mindset Qualifications Essential Level 4 Diploma in Regulated Financial Planning Valid Statement of Professional Standing (SPS), or ability to obtain quickly Highly Desirable AF1 Tax & Trusts STEP Certificate or Diploma Systems Experience Experience using financial planning tools such as: Intelligent Office Iress CashCalc Microsoft Office Why Join? You'll be joining a market-leading financial wellbeing and retirement specialist that works with major organisations to help employees improve their financial future. Our client is passionate about providing clear, accessible financial guidance and advice, supporting individuals with financial education, retirement planning and investment advice. By joining you'll benefit from: Exposure to complex and intellectually rewarding financial planning work The opportunity to influence technical standards and advice delivery A collaborative environment with highly experienced financial planning professionals The chance to develop further as a trusted technical authority An excellent remuneration and benefits package is offered and you'll be working for a recognised Sunday Times "best places to work" The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands. They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential. As a Self-Employed Independent Financial Advisor, working from home is available to the successful candidate after an induction period has been completed. Package: £50,000 - £150,000 OTE - Unlimited earning potential 70% - 30% split Full support is provided on all systems and no monthly additional fees. Leads are provided to help grow existing client bank As a Financial Advisor your role will involve: As a Self-Employed Independent Financial Advisor, you will contact clients and book meetings for in-depth reviews of the client's financial circumstances, current provisions, and future aims. Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports. Researching an approved panel of product providers and providing clients with information on new and existing products and services. Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained. Develop and maintain client relationships Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built. For the Financial Advisor role you must have: Fully qualified advisor (Diploma in Regulated Financial Planning) Must have their own client bank with funds under management Excellent communicator with an exceptional grasp of the English Language; both written and spoken. You will be computer literate with exceptional attention to detail. You will be highly self-motivated with the ability to offer excellent financial advise

Trainee Paraplanner - Sunderland Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report

Trainee Paraplanner - Glasgow Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. Hybrid working A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report

Are you a senior Corporate Tax professional with a strong technical focus in M&A who's ready to step into Partnership? This is a unique opportunity to join a forward-looking, mid-tier practice as an M&A Tax Partner - with a clear route from fixed profit share to full equity.Our client is a progressive and growing mid-tier accountancy firm with a strong reputation across Corporate Tax and wider advisory services. With a collaborative culture and an established client base, the firm continues to attract entrepreneurial and fast-growing businesses, giving you exposure to complex and engaging transactions. They pride themselves on offering Partners a genuine voice in shaping the future direction of the practice. Responsibilities: As an M&A Tax Partner, you will • Lead on technical aspects of M&A tax work, including complex structuring, due diligence, reorganisations and international considerations.• Provide high-level technical support to Partners and Directors across Corporate Tax.• Acting as a trusted advisor to clients on transactions, ensuring technical excellence and compliance.• Support the development of the Corporate Tax team through technical leadership and mentoring.• Involvement in strategic decisions as part of the Partnership group Requirements: As an M&A Tax Partner, you will need • Proven track record as a Senior Corporate Tax professional, ideally at Director or Partner level, with a strong M&A focus.• Exceptional technical expertise in M&A tax, with the ability to handle complex transactions independently.• ACA/CTA (or equivalent) qualified.• Collaborative approach, with the ability to work closely with Partners and support the development of junior staff.• While this is not a BD-heavy role, the ability to build strong internal and client relationships is essential Benefits: As an M&A Tax Partner, you will get • Progression potential within role towards equity• Opportunity to join a growing service line and build a team around you• Ability to step into a roe and firm with a pool of work ready to goIf you're seeking a technically focused M&A Tax Partner opportunity with a clear pathway to equity, we'd love to hear from you. Apply today or get in touch in confidence to discuss further. Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in the West Midlands. Role and Responsibilities Provide regulated financial advice across investments, pensions, protection, and tax planning. Conduct thorough reviews of clients' financial circumstances, needs, and objectives. Research and recommend suitable products and solutions, from the centralised investment proposition. Prepare and present clear, personalised financial plans and suitability reports. Contribute to business growth by identifying new opportunities, developing existing client relationships, and supporting marketing initiatives. This is an employed role with an established client blank and Paraplanning and admin support provided. The company operate a flexible hybrid working policy, so you can split your time between home, office and client visits. The Individual The successful candidate will be a Diploma qualified Advisor with strong technical knowledge across all aspects of Financial Planning. Other desired skills: An ability to work autonomously and manage own diary Excellent relationship building skills Pro-active with a desire to provide the best possible service to clients. The Package Salary £60k-£80k DOE + bonus Car Allowance Extensive Company Benefits Contact: Karen Cummins Reference: KC/102072 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.

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 Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Opportunity BDO UK LLP is one of the UK's leading Tax, Accountancy and Business Advisory firms, renowned for our innovative approach and commitment to delivering exceptional client service. Our Tax Automation & Innovation practice is at the forefront of working with cutting-edge solutions to transform how tax functions operate in today's digital world. The globally led team was established to offer a more holistic approach, helping clients explore the whole of the market to find a better way. We are seeking a talented, driven Manager or Senior Manager to join our Tax Automation & Innovation team. In this pivotal role, you will play a dual part: shaping the future of the award-winning OneStream Enterprise Tax Reporting Solution and leading system implementations for tax technology solutions across our diverse product and client base. Key Responsibilities Lead and contribute to the ongoing product development of the OneStream enterprise tax reporting solution, ensuring it remains at the forefront of the industry. Help define the strategic direction and roadmap for the product, working closely with internal stakeholders and external clients. Manage and support the implementation of tax technology systems, including requirements gathering, solution design, and post-implementation support. Collaborate with cross-functional teams, including tax, IT, external vendors, external development teams, and project management, to deliver high-quality solutions tailored to client needs. Stay abreast of industry trends in tax technology, automation, and regulatory changes to ensure our offerings remain innovative and compliant. Provide guidance and mentorship to junior team members, fostering a culture of continuous learning and improvement. Person Specification Professional qualification in tax (e.g., CTA, ACA, ACCA) or equivalent experience. Proven experience in a tax-focused role, ideally with exposure to technology-driven projects or tax automation. Strong understanding of tax processes and requirements, with the ability to translate business needs into technical solutions. Solid IT and systems knowledge, ideally including experience with enterprise tax reporting or financial systems (OneStream experience highly desirable, but not essential). Excellent project management and organisational skills, with the ability to manage multiple priorities and deadlines. Effective communicator, comfortable engaging with both technical and non-technical stakeholders at all levels. Innovative thinker with a passion for harnessing technology to drive efficiency and value in the tax function. Why Join BDO? Be a key part of an award-winning team pioneering the future of tax technology. Work with some of the best minds in the industry and gain exposure to high-profile projects. Enjoy a supportive culture that champions innovation, collaboration, and personal growth. 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.

Are you looking to step up to Senior Manager within tax? Our client is a well-established firm within Leeds. The firm itself retains a people-first, collaborative culture which they are looking to maintain through recruiting a Private Client Tax Senior Manager. Responsibilities: As a Private Client Tax Senior Manager, you will Manage your own client portfolio, contribute to workflow planning and support the running of your section Deliver revenue and profitability targets while identifying and generating new opportunities Provide a broad range of private client tax advisory services, supporting Partners and Directors Build and maintain strong client relationships, acting as a key point of contact for queries Lead and develop the Private Client Tax team through coaching, appraisals and clear guidance while managing utilisation and WIP Requirements: As a Private Client Tax Senior Manager, you will need CTA/ACA/ACCA/CA or equivalent qualified Previous experience within personal/private client tax in a practice environment Strong technical knowledge into complex areas of personal tax Benefits: As a Private Client Tax Senior Manager, you will get Competitive salary and benefits package Birthday leave Flexible working If you're looking for your next leadership role, apply here now! Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.

Are you a detail-driven Paraplanner who loves bringing clarity, structure, and confidence to financial planning?Our client-an award-winning, client-centric IFA firm in Surrey-is expanding and looking for a skilled Paraplanner to join their highly respected advisory team. This is a firm that genuinely values high-quality technical work. You'll collaborate closely with experienced Financial Planners, playing a pivotal role in crafting tailored financial plans across pensions, investments, protection, estate planning, and tax-efficient strategies. You'll be joining a stable, forward-thinking business where professional development is encouraged, ideas are welcomed, and your expertise is recognised from day one. The detail A friendly, supportive, and knowledgeable team who care about doing things the right way. The chance to work with high-quality clients-and produce plans that genuinely make a difference. Full support toward further qualifications (including diploma and chartered progression). Modern systems, a paper-light workflow, and a firm that invests in your efficiency and wellbeing. Flexibility: enjoy a balanced hybrid model combining office collaboration and focused home working. Your experience should include Previous experience as a Paraplanner within an IFA or wealth management environment. Strong technical knowledge spanning pensions, investments, and tax planning. Ability to produce clear, compliant research and suitability reports. Excellent attention to detail and a passion for getting things right. Comfortable liaising with advisers, clients, and providers to keep plans moving smoothly. If you're a motivated Paraplanner looking to step into a role where your expertise is valued and your career can flourish, we'd love to hear from you. Apply now to take the next step in your financial planning career with a firm that truly invests in its people.

Audit Manager - Liverpool Liverpool, Merseyside Hybrid Working Competitive Salary We are recruiting an Audit Manager for a well-established and growing accountancy and business advisory firm based in Liverpool. This is a senior audit role offering the opportunity to lead audit engagements, manage client relationships, and develop audit teams within a supportive, forward-thinking firm. This opportunity would suit an experienced Audit Manager or Audit Assistant Manager looking to take the next step within a firm that values quality, collaboration, and long-term client relationships. The Role As Audit Manager, you will manage a varied portfolio of audit clients, leading audit assignments from planning through to completion. You will be responsible for ensuring audits are delivered to a high technical standard, within budget and timescales, while maintaining strong client relationships throughout the year. You will act as the main point of contact for clients, review audit files and statutory accounts, identify and manage audit risks, and ensure compliance with UK auditing and accounting standards. You will also play a key role in supervising, mentoring and developing audit seniors, semi-seniors and trainees. Working closely with Partners and senior colleagues, you will contribute to business development, identify cross-selling opportunities, and support the continued growth of the audit function. About You You will be ACA or ACCA qualified, with strong experience working in audit within a UK accountancy practice. You will have experience leading audits, reviewing files, managing teams, and dealing directly with clients. Strong technical knowledge of UK audit and accounting standards (FRS and IFRS), excellent communication skills, and the ability to manage multiple assignments are essential. What's on Offer Hybrid and flexible working Exposure to a diverse audit client portfolio Supportive and collaborative team culture Clear progression opportunities Competitive salary and benefits package Location Liverpool, Merseyside Easily commutable from Wirral, Birkenhead, Chester, Warrington, Southport and surrounding areas Apply For a confidential discussion or to apply, contact Jack Wood on or .