Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial planners for the rest of their lives. Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice. This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday Responsibilities Helping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any 'OneNote packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month's IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. Knowledge of the advice process True collaborator, takes initiative, curious A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent. Titan expected behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity- we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme And lots of flexible benefits to choose from! At Titan Wealth, we're Creative, Collaborative, and Committed. We know this isn't an environment for everyone - it's fast-paced, complex, and full of change. But if you're ambitious, client-focused, and excited to help shape one of the UK's top 10 wealth management businesses, this could be the opportunity you've been looking for.
Mar 18, 2026
Full time
Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial planners for the rest of their lives. Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice. This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday Responsibilities Helping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any 'OneNote packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month's IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. Knowledge of the advice process True collaborator, takes initiative, curious A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent. Titan expected behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity- we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme And lots of flexible benefits to choose from! At Titan Wealth, we're Creative, Collaborative, and Committed. We know this isn't an environment for everyone - it's fast-paced, complex, and full of change. But if you're ambitious, client-focused, and excited to help shape one of the UK's top 10 wealth management businesses, this could be the opportunity you've been looking for.
+ Bonus + Excellent Company Culture Our client is a wonderful privately owned and fully independent financial advisory firm, and is looking to appoint a career Senior IFA Administrator to work within their pooled administration team on a full-time basis out of their Maidstone office. With significant assets under management and a highly loyal client bank - the majority based in and around Kent - this is a business that has grown the right way: organically, through word-of-mouth referrals and long-standing professional connections. They also enjoy a strong referral stream from a well-established local accountancy firm, which means a consistent flow of quality clients. Our client has been operating for many years, offering whole of market advice to retirees, families, business owners, charities, trusts, and professional clients with investable assets ranging from £100k to £20m - delivering truly holistic financial planning across investments, pensions, retirement, and estate planning. We have worked closely with this firm for a number of years and have successfully placed 9 members of their team during that time - a reflection not only of their growth, but of the positive, long-term environment they offer. This is a high-calibre firm, and they are looking to welcome an experienced Senior IFA Administrator to the family. All Advisers are Chartered and operate to exceptionally high standards, with a genuine focus on doing what's right for the client. Just as importantly, they are a genuinely lovely group of people - professional, down-to-earth, and collaborative. It's a firm where people build long-term careers. If you're a career Senior IFA Administrator who takes real pride in your work and enjoys supporting others, this could be a brilliant long-term home. If the idea of passing on your knowledge, mentoring junior team members, and helping shape the next generation of administrators appeals to you - with the opportunity to step into more of a team lead position over time - you'll be genuinely valued here. The Role You'll play a key role in ensuring the smooth and compliant delivery of advice to clients. This is more than just processing - you'll be a key technical and organisational support to the Advisers and Paraplanners, helping to maintain the high standards the firm is known for. As a Senior IFA Administrator, your responsibilities will include: Managing new business submissions across pensions, investments, and protection Processing fund switches, withdrawals, and provider communications Handling LOAs, gathering plan information and maintaining accurate client records Supporting the ongoing client review process, including preparing documentation, and processing follow-up actions Liaising with providers, clients, and internal teams to ensure cases progress efficiently Maintaining the back-office system (Intelligent Office) and ensuring data is accurate and audit-ready Assisting with more complex cases and acting as a point of support within the admin team As a senior member of the team, you'll be trusted to manage your own workload, prioritise effectively, and help maintain workflow standards across the pooled function. About You At least 3+ years' experience within an IFA/wealth management administration role Strong understanding of the financial planning process and associated compliance requirements Experience dealing with pensions, investments, and platform-based business Highly organised with excellent attention to detail Experience maintaining accurate records on back-office systems Confident communicating with advisers, providers, and clients Comfortable working both independently and as part of a collaborative team What's on Offer: Annual Discretionary Bonus A genuinely supportive, high-quality working environment Company Pension Scheme Death in Service (3x salary) Private Medical Insurance Medical Cash Plan 33 days holiday (25 days + 8 days public/bank holiday) This role would suit someone experienced, steady, and professional - someone who takes pride in their work and enjoys being a reliable part of a high-performing team. If you're looking to join a respected, Chartered independent financial advisory firm where quality matters and people genuinely enjoy working together, this could be a fantastic long-term move. Should you wish to apply for this role, please send your CV to Harry at Financial Divisions.
Mar 18, 2026
Full time
+ Bonus + Excellent Company Culture Our client is a wonderful privately owned and fully independent financial advisory firm, and is looking to appoint a career Senior IFA Administrator to work within their pooled administration team on a full-time basis out of their Maidstone office. With significant assets under management and a highly loyal client bank - the majority based in and around Kent - this is a business that has grown the right way: organically, through word-of-mouth referrals and long-standing professional connections. They also enjoy a strong referral stream from a well-established local accountancy firm, which means a consistent flow of quality clients. Our client has been operating for many years, offering whole of market advice to retirees, families, business owners, charities, trusts, and professional clients with investable assets ranging from £100k to £20m - delivering truly holistic financial planning across investments, pensions, retirement, and estate planning. We have worked closely with this firm for a number of years and have successfully placed 9 members of their team during that time - a reflection not only of their growth, but of the positive, long-term environment they offer. This is a high-calibre firm, and they are looking to welcome an experienced Senior IFA Administrator to the family. All Advisers are Chartered and operate to exceptionally high standards, with a genuine focus on doing what's right for the client. Just as importantly, they are a genuinely lovely group of people - professional, down-to-earth, and collaborative. It's a firm where people build long-term careers. If you're a career Senior IFA Administrator who takes real pride in your work and enjoys supporting others, this could be a brilliant long-term home. If the idea of passing on your knowledge, mentoring junior team members, and helping shape the next generation of administrators appeals to you - with the opportunity to step into more of a team lead position over time - you'll be genuinely valued here. The Role You'll play a key role in ensuring the smooth and compliant delivery of advice to clients. This is more than just processing - you'll be a key technical and organisational support to the Advisers and Paraplanners, helping to maintain the high standards the firm is known for. As a Senior IFA Administrator, your responsibilities will include: Managing new business submissions across pensions, investments, and protection Processing fund switches, withdrawals, and provider communications Handling LOAs, gathering plan information and maintaining accurate client records Supporting the ongoing client review process, including preparing documentation, and processing follow-up actions Liaising with providers, clients, and internal teams to ensure cases progress efficiently Maintaining the back-office system (Intelligent Office) and ensuring data is accurate and audit-ready Assisting with more complex cases and acting as a point of support within the admin team As a senior member of the team, you'll be trusted to manage your own workload, prioritise effectively, and help maintain workflow standards across the pooled function. About You At least 3+ years' experience within an IFA/wealth management administration role Strong understanding of the financial planning process and associated compliance requirements Experience dealing with pensions, investments, and platform-based business Highly organised with excellent attention to detail Experience maintaining accurate records on back-office systems Confident communicating with advisers, providers, and clients Comfortable working both independently and as part of a collaborative team What's on Offer: Annual Discretionary Bonus A genuinely supportive, high-quality working environment Company Pension Scheme Death in Service (3x salary) Private Medical Insurance Medical Cash Plan 33 days holiday (25 days + 8 days public/bank holiday) This role would suit someone experienced, steady, and professional - someone who takes pride in their work and enjoys being a reliable part of a high-performing team. If you're looking to join a respected, Chartered independent financial advisory firm where quality matters and people genuinely enjoy working together, this could be a fantastic long-term move. Should you wish to apply for this role, please send your CV to Harry at Financial Divisions.
Client Support Officer - Career Opportunity in Financial Planning Fully Funded Study Support Phoenix Talent Partners are partnering with a growing wealth management firm seeking an ambitious Client Support Officer who wants to build a long-term career in financial planning. This is an outstanding opportunity for a graduate (or equiv.) - or someone at a point in their career - where they are eager to develop within financial services. Full study support will be provided to complete the Diploma in Financial Planning , making this the perfect stepping stone into an advisory or technical support career. What you'll gain: Study support package towards the Diploma in Financial Planning Clear career progression within wealth management Hands-on experience supporting experienced Wealth Managers Exposure to client servicing, financial products & regulated processes What you'll be doing: Preparing client documentation & reports Supporting client communications & meetings Liaising with providers & platforms Maintaining accurate records & workflows Who this is ideal for: • Graduates/or those of grad caliber with a strong interest in financial planning • Ambitious individuals seeking a professional qualification • Highly organised, detail-focused and eager to learn • Strong communicators looking to build a client-facing career If you're serious about building a career in financial services - not just finding a job - we'd love to speak with you. Pls reach out or apply ASAP for a confidential discussion.
Mar 18, 2026
Full time
Client Support Officer - Career Opportunity in Financial Planning Fully Funded Study Support Phoenix Talent Partners are partnering with a growing wealth management firm seeking an ambitious Client Support Officer who wants to build a long-term career in financial planning. This is an outstanding opportunity for a graduate (or equiv.) - or someone at a point in their career - where they are eager to develop within financial services. Full study support will be provided to complete the Diploma in Financial Planning , making this the perfect stepping stone into an advisory or technical support career. What you'll gain: Study support package towards the Diploma in Financial Planning Clear career progression within wealth management Hands-on experience supporting experienced Wealth Managers Exposure to client servicing, financial products & regulated processes What you'll be doing: Preparing client documentation & reports Supporting client communications & meetings Liaising with providers & platforms Maintaining accurate records & workflows Who this is ideal for: • Graduates/or those of grad caliber with a strong interest in financial planning • Ambitious individuals seeking a professional qualification • Highly organised, detail-focused and eager to learn • Strong communicators looking to build a client-facing career If you're serious about building a career in financial services - not just finding a job - we'd love to speak with you. Pls reach out or apply ASAP for a confidential discussion.
Are you an ambitious Mortgage Adviser looking to take the next step in your career with a role that offers greater earnings, more flexibility with home-based working and the chance to develop across both residential and commercial lending. This Mortgage and Commercial Finance Broker role in New Milton is with a directly authorised firm which provides an excellent opportunity to broaden your expertise while enjoying a strong mix of support, autonomy and high-quality business. In this role, you will work with a wide variety of clients, from first time buyers through to established business owners seeking commercial finance solutions. You will guide them through important funding decisions, helping them secure the right borrowing for their personal or business goals. With exposure to both regulated and commercial cases, you can expect to build deeper technical knowledge and enjoy more rewarding case sizes. Advisers joining this firm benefit from a supportive environment that encourages continuous development. You will also receive warm leads each month, complemented by your own introducers and client relationships, enabling you to build a strong and sustainable pipeline. This firm prides themselves on good conversion rates. The role is self-employed with administrative support and offers significant earning potential for a motivated adviser. Mortgage and Commercial Finance Broker Requirements • You must have the CeMAP qualification • You must have experience as a Mortgage Advisor • Experience handling commercial or more complex cases is desirable • An existing client bank or introducer relationships is desirable • Ability to work on a self-employed basis and attend the Guildford office once per week is essential The Company This is a long standing and reputable brokerage that has been serving clients for over twenty years. They are directly authorised, operate as whole of market, and provide a broad range of residential and commercial finance solutions. Their advisers benefit from a collaborative environment with strong systems, administrative support and access to high quality lenders. Mortgage and Commercial Finance Broker Benefits High earning potential on a self-employed basis OTE of 80,000 to 90,000 pounds No network deductions and no monthly fees Home based role with flexible working and approximately one day per week in the office Regular warm leads provided to complement your own clients and introducers Access to industry systems and full administrative and IT support Training available to help broaden your experience across commercial lending Location Guildford Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Mar 18, 2026
Full time
Are you an ambitious Mortgage Adviser looking to take the next step in your career with a role that offers greater earnings, more flexibility with home-based working and the chance to develop across both residential and commercial lending. This Mortgage and Commercial Finance Broker role in New Milton is with a directly authorised firm which provides an excellent opportunity to broaden your expertise while enjoying a strong mix of support, autonomy and high-quality business. In this role, you will work with a wide variety of clients, from first time buyers through to established business owners seeking commercial finance solutions. You will guide them through important funding decisions, helping them secure the right borrowing for their personal or business goals. With exposure to both regulated and commercial cases, you can expect to build deeper technical knowledge and enjoy more rewarding case sizes. Advisers joining this firm benefit from a supportive environment that encourages continuous development. You will also receive warm leads each month, complemented by your own introducers and client relationships, enabling you to build a strong and sustainable pipeline. This firm prides themselves on good conversion rates. The role is self-employed with administrative support and offers significant earning potential for a motivated adviser. Mortgage and Commercial Finance Broker Requirements • You must have the CeMAP qualification • You must have experience as a Mortgage Advisor • Experience handling commercial or more complex cases is desirable • An existing client bank or introducer relationships is desirable • Ability to work on a self-employed basis and attend the Guildford office once per week is essential The Company This is a long standing and reputable brokerage that has been serving clients for over twenty years. They are directly authorised, operate as whole of market, and provide a broad range of residential and commercial finance solutions. Their advisers benefit from a collaborative environment with strong systems, administrative support and access to high quality lenders. Mortgage and Commercial Finance Broker Benefits High earning potential on a self-employed basis OTE of 80,000 to 90,000 pounds No network deductions and no monthly fees Home based role with flexible working and approximately one day per week in the office Regular warm leads provided to complement your own clients and introducers Access to industry systems and full administrative and IT support Training available to help broaden your experience across commercial lending Location Guildford Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Principal Environmental Consultant - Glasgow Our client is a leading multi-disciplinary consultancy delivering high-quality environmental and advisory services across the UK and internationally. Known for technical excellence and collaborative working, they help clients address complex challenges including climate change, sustainable growth, social value and major infrastructure delivery. Due to recent project wins, their expanding Environment team is seeking a Principal or Associate Environmental Consultant with strong experience in Environmental Impact Assessment (EIA) and consenting. This is a fantastic opportunity to join a growing team and play a key role in delivering nationally significant projects across transport, water, utilities and local government sectors. The Role You will take a leadership role across a diverse project portfolio, working closely with technical specialists and clients to deliver high-quality environmental outcomes. Key responsibilities include: Leading and coordinating EIAs and associated consents Acting as technical lead and project manager from bid through to completion Leading bids and tender submissions Engaging proactively with clients and key stakeholders Supporting the development of new business opportunities Mentoring and supporting junior team members About You Degree qualified in an environmental or related discipline Experience delivering EIA and consenting projects Understanding of permitting and consenting across multiple sectors or jurisdictions Proven ability to manage projects from tender stage to delivery Experience preparing bids and winning work Excellent analytical, reporting and communication skills Membership of a relevant professional body This role offers genuine career progression within a forward-thinking consultancy that values innovation, collaboration and sustainable outcomes. In return, our client offers a competitive salary, flexible and hybrid working, tailored benefits, and ongoing professional development to support your long-term career growth. If you're ready to take the next step in your environmental consultancy career, we'd love to hear from you. please be assurec that all communications are in the strictest of confidence.
Mar 18, 2026
Full time
Principal Environmental Consultant - Glasgow Our client is a leading multi-disciplinary consultancy delivering high-quality environmental and advisory services across the UK and internationally. Known for technical excellence and collaborative working, they help clients address complex challenges including climate change, sustainable growth, social value and major infrastructure delivery. Due to recent project wins, their expanding Environment team is seeking a Principal or Associate Environmental Consultant with strong experience in Environmental Impact Assessment (EIA) and consenting. This is a fantastic opportunity to join a growing team and play a key role in delivering nationally significant projects across transport, water, utilities and local government sectors. The Role You will take a leadership role across a diverse project portfolio, working closely with technical specialists and clients to deliver high-quality environmental outcomes. Key responsibilities include: Leading and coordinating EIAs and associated consents Acting as technical lead and project manager from bid through to completion Leading bids and tender submissions Engaging proactively with clients and key stakeholders Supporting the development of new business opportunities Mentoring and supporting junior team members About You Degree qualified in an environmental or related discipline Experience delivering EIA and consenting projects Understanding of permitting and consenting across multiple sectors or jurisdictions Proven ability to manage projects from tender stage to delivery Experience preparing bids and winning work Excellent analytical, reporting and communication skills Membership of a relevant professional body This role offers genuine career progression within a forward-thinking consultancy that values innovation, collaboration and sustainable outcomes. In return, our client offers a competitive salary, flexible and hybrid working, tailored benefits, and ongoing professional development to support your long-term career growth. If you're ready to take the next step in your environmental consultancy career, we'd love to hear from you. please be assurec that all communications are in the strictest of confidence.
Job Title: Financial Adviser Location: Marlow, Buckinghamshire (Hybrid - 2 days WFH) Salary: Competitive + Performance Bonus Contract: Full-time, Permanent About the Role: We are seeking an experienced Financial Adviser to join our team, focusing on high-net-worth clients. You will provide expert financial planning advice, including investment, tax, estate, and retirement strategies, while building long-term client relationships. Key Responsibilities: Conduct detailed financial reviews and create tailored plans for clients. Advise on investments, pensions, tax, trusts, and estate planning. Build and maintain strong relationships with HNW clients. Collaborate with other professionals to deliver holistic advice. Supervise and support administrators and paraplanners. Stay up-to-date with market trends, products, and regulations. Requirements: Minimum 5 years' experience as a Financial Adviser managing HNW clients. Diploma in Financial Planning (DipPFS) or equivalent; Chartered status desirable. Strong technical knowledge of UK investment, tax, trust, and pension products. Excellent communication, analytical, and problem-solving skills. Commitment to client-focused advice and confidentiality. Benefits: Competitive salary + performance-based bonuses. Pension, death in service, and cashplan benefits. 25 days annual leave. Flexible working with 2 days WFH. Professional development and career progression opportunities. How to Apply: If you are a technically skilled adviser who thrives managing HNW client relationships, please get in touch with Sam to apply or learn more.
Mar 18, 2026
Full time
Job Title: Financial Adviser Location: Marlow, Buckinghamshire (Hybrid - 2 days WFH) Salary: Competitive + Performance Bonus Contract: Full-time, Permanent About the Role: We are seeking an experienced Financial Adviser to join our team, focusing on high-net-worth clients. You will provide expert financial planning advice, including investment, tax, estate, and retirement strategies, while building long-term client relationships. Key Responsibilities: Conduct detailed financial reviews and create tailored plans for clients. Advise on investments, pensions, tax, trusts, and estate planning. Build and maintain strong relationships with HNW clients. Collaborate with other professionals to deliver holistic advice. Supervise and support administrators and paraplanners. Stay up-to-date with market trends, products, and regulations. Requirements: Minimum 5 years' experience as a Financial Adviser managing HNW clients. Diploma in Financial Planning (DipPFS) or equivalent; Chartered status desirable. Strong technical knowledge of UK investment, tax, trust, and pension products. Excellent communication, analytical, and problem-solving skills. Commitment to client-focused advice and confidentiality. Benefits: Competitive salary + performance-based bonuses. Pension, death in service, and cashplan benefits. 25 days annual leave. Flexible working with 2 days WFH. Professional development and career progression opportunities. How to Apply: If you are a technically skilled adviser who thrives managing HNW client relationships, please get in touch with Sam to apply or learn more.
People Operations and Office Manager £35,000 - £40,000 per annum Brighton Ideal is an inspiring place to work. We're an award-winning, independent company, leading in our field and offering a refreshingly different experience to the larger IT solutions providers. Our team has worked on some of the biggest projects in the UK and Europe, earning a reputation for delivering smart, real-world solutions using only the best technology vendors in the business. With expertise in Connectivity, Networks, Smart Buildings, Advanced Wi-Fi, Cybersecurity and Managed IT Services, we proudly support a diverse client base across the public and private sectors. We're passionate about continuous learning and invest heavily in our people, supporting everything from technical certifications to soft skills and personal development. If you're looking to grow your career with a forward-thinking team that truly values innovation and impact, you'll fit right in. We welcome applicants from all backgrounds and aim to offer all our staff the support they need to achieve their career goals. We particularly welcome candidates form under-represented groups in the Tech Community. What you can expect from us: Training: Guaranteed investment in your personal and professional development, including 6 days paid study leave. Working Pattern: Flexible, office and home. Location: Superb, open-plan, modern office, right next to Brighton station. Work/Life Balance: 25 days annual leave plus flexible working opportunities. Wellness and Wellbeing: We take our teams health seriously. Activities, socials and coaching are routine to us. About the Role We're looking for a proactive and detail-driven People Operations and Office Manager to lead the day-to-day delivery of our People function and help create a positive, well-run and engaging workplace. Reporting into the Chief People Officer, this role is responsible for delivering high-quality HR operations across the employee lifecycle. You'll be the go-to person for managers and employees on People processes, employee relations and recruitment, while partnering closely with the CPO on priorities, projects and continuous improvement. This is a hands-on role suited to someone who enjoys operational ownership, thrives in an SME environment, and takes pride in making things run smoothly - from ER and recruitment through to culture initiatives and office operations. This role is ideal for someone ready to step up from a People Advisor position and take on greater ownership, complexity, and impact within People Operations. Key Responsibilities: Partner with managers to guide them through all aspects of HR policy and process, promoting best practice and ensuring compliance with employment legislation. Support both proactive and reactive employee relations cases, alongside the CPO, from initial stages through to resolution Apply knowledge and expertise in specialist HR areas, providing innovative ideas and solutions. Co-ordinate the recruitment process - from driving innovative recruitment initiatives to attract the best talent, scheduling interviews and creating a great candidate experience. Prepare offers and contracts quickly and accurately, making sure all pre-employment checks are done. Champion our culture every day - keep an eye on team vibes and step in with ideas to keep things positive and engaging. Keep learning on track by scheduling training sessions, tracking attendance, and working with providers to make development simple and accessible. Help keep everyone in the loop by supporting internal comms and making recognition feel genuine and meaningful. Help shape how we work by contributing to policy updates and process improvements. Stay on top of the details - manage our HR system and make sure everything is compliant and up to date. Support payroll and benefits in partnership with Finance so everyone gets what they need, when they need it. Oversee day-to-day office operations, including facilities, supplies, and H&S compliance. About You: CIPD Level 5 qualified or equivalent experience. Strong understanding of HR best practice and UK employment law. Highly organised and detail-oriented with a proactive mindset. Skilled at juggling multiple priorities in a fast-paced environment. Team player, willing to get stuck into all aspects of the role. Strong interpersonal and communication skills. Comfortable with HR systems and office management tools. Passionate about creating a positive employee experience and vibrant workplace culture. At Ideal, we are committed to offering a work experience that values diversity, inclusivity, and authenticity. If you're passionate about solving technical issues and thrive in a fast-paced environment, then this role is Ideal for you.
Mar 18, 2026
Full time
People Operations and Office Manager £35,000 - £40,000 per annum Brighton Ideal is an inspiring place to work. We're an award-winning, independent company, leading in our field and offering a refreshingly different experience to the larger IT solutions providers. Our team has worked on some of the biggest projects in the UK and Europe, earning a reputation for delivering smart, real-world solutions using only the best technology vendors in the business. With expertise in Connectivity, Networks, Smart Buildings, Advanced Wi-Fi, Cybersecurity and Managed IT Services, we proudly support a diverse client base across the public and private sectors. We're passionate about continuous learning and invest heavily in our people, supporting everything from technical certifications to soft skills and personal development. If you're looking to grow your career with a forward-thinking team that truly values innovation and impact, you'll fit right in. We welcome applicants from all backgrounds and aim to offer all our staff the support they need to achieve their career goals. We particularly welcome candidates form under-represented groups in the Tech Community. What you can expect from us: Training: Guaranteed investment in your personal and professional development, including 6 days paid study leave. Working Pattern: Flexible, office and home. Location: Superb, open-plan, modern office, right next to Brighton station. Work/Life Balance: 25 days annual leave plus flexible working opportunities. Wellness and Wellbeing: We take our teams health seriously. Activities, socials and coaching are routine to us. About the Role We're looking for a proactive and detail-driven People Operations and Office Manager to lead the day-to-day delivery of our People function and help create a positive, well-run and engaging workplace. Reporting into the Chief People Officer, this role is responsible for delivering high-quality HR operations across the employee lifecycle. You'll be the go-to person for managers and employees on People processes, employee relations and recruitment, while partnering closely with the CPO on priorities, projects and continuous improvement. This is a hands-on role suited to someone who enjoys operational ownership, thrives in an SME environment, and takes pride in making things run smoothly - from ER and recruitment through to culture initiatives and office operations. This role is ideal for someone ready to step up from a People Advisor position and take on greater ownership, complexity, and impact within People Operations. Key Responsibilities: Partner with managers to guide them through all aspects of HR policy and process, promoting best practice and ensuring compliance with employment legislation. Support both proactive and reactive employee relations cases, alongside the CPO, from initial stages through to resolution Apply knowledge and expertise in specialist HR areas, providing innovative ideas and solutions. Co-ordinate the recruitment process - from driving innovative recruitment initiatives to attract the best talent, scheduling interviews and creating a great candidate experience. Prepare offers and contracts quickly and accurately, making sure all pre-employment checks are done. Champion our culture every day - keep an eye on team vibes and step in with ideas to keep things positive and engaging. Keep learning on track by scheduling training sessions, tracking attendance, and working with providers to make development simple and accessible. Help keep everyone in the loop by supporting internal comms and making recognition feel genuine and meaningful. Help shape how we work by contributing to policy updates and process improvements. Stay on top of the details - manage our HR system and make sure everything is compliant and up to date. Support payroll and benefits in partnership with Finance so everyone gets what they need, when they need it. Oversee day-to-day office operations, including facilities, supplies, and H&S compliance. About You: CIPD Level 5 qualified or equivalent experience. Strong understanding of HR best practice and UK employment law. Highly organised and detail-oriented with a proactive mindset. Skilled at juggling multiple priorities in a fast-paced environment. Team player, willing to get stuck into all aspects of the role. Strong interpersonal and communication skills. Comfortable with HR systems and office management tools. Passionate about creating a positive employee experience and vibrant workplace culture. At Ideal, we are committed to offering a work experience that values diversity, inclusivity, and authenticity. If you're passionate about solving technical issues and thrive in a fast-paced environment, then this role is Ideal for you.
Senior Financial Administrator Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact? We're working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team. This is more than just an admin role, you'll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service. What you'll be doing: Providing full sales and technical support to Financial Planners Managing new and existing life, pension and investment business Overseeing file quality and regulatory compliance Supporting and supervising administration team members Assisting with training, onboarding and process improvements Acting as a key point of contact for client and internal queries What we're looking for: Strong knowledge of pensions, investments and life assurance products Experience supporting Financial Advisers in a regulated environment Certificate in Financial Planning (or working towards) Confident communicator with excellent client service skills Experience using back-office systems (Iress desirable) Ability to thrive in a busy, fast-paced environment This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment. If you'd like to find out more, get in touch for a confidential conversation.
Mar 18, 2026
Full time
Senior Financial Administrator Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact? We're working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team. This is more than just an admin role, you'll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service. What you'll be doing: Providing full sales and technical support to Financial Planners Managing new and existing life, pension and investment business Overseeing file quality and regulatory compliance Supporting and supervising administration team members Assisting with training, onboarding and process improvements Acting as a key point of contact for client and internal queries What we're looking for: Strong knowledge of pensions, investments and life assurance products Experience supporting Financial Advisers in a regulated environment Certificate in Financial Planning (or working towards) Confident communicator with excellent client service skills Experience using back-office systems (Iress desirable) Ability to thrive in a busy, fast-paced environment This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment. If you'd like to find out more, get in touch for a confidential conversation.
Senior Financial Administrator Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact? We're working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team. This is more than just an admin role, you'll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service. What you'll be doing: Providing full sales and technical support to Financial Planners Managing new and existing life, pension and investment business Overseeing file quality and regulatory compliance Supporting and supervising administration team members Assisting with training, onboarding and process improvements Acting as a key point of contact for client and internal queries What we're looking for: Strong knowledge of pensions, investments and life assurance products Experience supporting Financial Advisers in a regulated environment Certificate in Financial Planning (or working towards) Confident communicator with excellent client service skills Experience using back-office systems (Iress desirable) Ability to thrive in a busy, fast-paced environment This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment. If you'd like to find out more, get in touch for a confidential conversation.
Mar 18, 2026
Full time
Senior Financial Administrator Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact? We're working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team. This is more than just an admin role, you'll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service. What you'll be doing: Providing full sales and technical support to Financial Planners Managing new and existing life, pension and investment business Overseeing file quality and regulatory compliance Supporting and supervising administration team members Assisting with training, onboarding and process improvements Acting as a key point of contact for client and internal queries What we're looking for: Strong knowledge of pensions, investments and life assurance products Experience supporting Financial Advisers in a regulated environment Certificate in Financial Planning (or working towards) Confident communicator with excellent client service skills Experience using back-office systems (Iress desirable) Ability to thrive in a busy, fast-paced environment This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment. If you'd like to find out more, get in touch for a confidential conversation.
Senior Financial Administrator Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact? We're working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team. This is more than just an admin role, you'll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service. What you'll be doing: Providing full sales and technical support to Financial Planners Managing new and existing life, pension and investment business Overseeing file quality and regulatory compliance Supporting and supervising administration team members Assisting with training, onboarding and process improvements Acting as a key point of contact for client and internal queries What we're looking for: Strong knowledge of pensions, investments and life assurance products Experience supporting Financial Advisers in a regulated environment Certificate in Financial Planning (or working towards) Confident communicator with excellent client service skills Experience using back-office systems (Iress desirable) Ability to thrive in a busy, fast-paced environment This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment. If you'd like to find out more, get in touch for a confidential conversation.
Mar 18, 2026
Full time
Senior Financial Administrator Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact? We're working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team. This is more than just an admin role, you'll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service. What you'll be doing: Providing full sales and technical support to Financial Planners Managing new and existing life, pension and investment business Overseeing file quality and regulatory compliance Supporting and supervising administration team members Assisting with training, onboarding and process improvements Acting as a key point of contact for client and internal queries What we're looking for: Strong knowledge of pensions, investments and life assurance products Experience supporting Financial Advisers in a regulated environment Certificate in Financial Planning (or working towards) Confident communicator with excellent client service skills Experience using back-office systems (Iress desirable) Ability to thrive in a busy, fast-paced environment This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment. If you'd like to find out more, get in touch for a confidential conversation.
Job Opportunity: Client Manager (Progression to Practice Manager) Location: Richmond Employment Type: Permanent, Full Time Working Pattern: Hybrid working considered Sector: Accountancy Practice TPF Recruitment is delighted to be supporting an independent and forward-thinking accountancy practice based in the Richmond area, who are looking to recruit an experienced Client Manager with a clear and structured progression pathway into a Practice Manager position. This is a pivotal hire for the firm, offering long-term development, increased operational responsibility, and succession planning from the current Practice Manager. The role will suit a commercially minded Client Manager who enjoys portfolio ownership, reviewing work, and supporting team development, and who is keen to broaden their remit beyond client delivery into practice operations and people management. The Role Initially, the role will focus on client portfolio management and technical delivery, with responsibilities expanding over time to include practice management and operational oversight. Client Management & Delivery Managing a portfolio of clients as the primary day-to-day point of contact Overseeing and preparing year-end accounts and compliance work Reviewing work prepared by team members, including accounts, bookkeeping, VAT, management accounts and tax returns Providing clear, constructive feedback and maintaining high technical and file standards Leading client meetings and calls, explaining financial information clearly and identifying advisory opportunities Handling client queries in a professional, friendly and solutions-focused manner Supporting the onboarding of new clients and setting clear expectations Maintaining accurate, well-documented client files using modern practice software Commercial & Workflow Responsibility Planning and managing workflow across your client portfolio Monitoring WIP, budgets and recoveries, identifying scope changes early Supporting billing processes and debtor management Contributing to improved efficiency, consistency and job flow across the practice Team Supervision & Development Providing day-to-day guidance to junior team members Supporting training and development through coaching, reviews and feedback Assisting with recruitment and onboarding as required Progression to Practice Manager With structured support and a phased handover, the successful candidate will gradually take on wider operational responsibilities, which may include: Practice coordination, resourcing and capacity planning Ownership of internal processes, onboarding standards and quality control Supporting people processes including probation reviews, training tracking and holiday oversight Assisting with practice compliance processes and internal controls Producing operational reporting to support partner decision-making This role offers a clear and realistic route into Practice Manager, with scope, responsibility and remuneration increasing as the position evolves. Requirements The Ideal Candidate Proven experience managing a client portfolio within a UK accountancy practice Strong technical knowledge across accounts and SME compliance Experience reviewing work and supervising junior staff Excellent communication skills and strong commercial awareness Highly organised, proactive and reliable under pressure Confident using cloud accounting systems and practice software ACA or ACCA qualified, or qualified by experience Experience working with creative, freelance or owner-managed business clients would be beneficial but is not essential. Benefits What's on Offer Competitive salary, dependent on experience, with planned reviews aligned to role progression Clear long-term development pathway to Practice Manager Hybrid working options once settled Supportive, friendly and professional working environment Pension and holiday entitlement CPD support and paid professional subscriptions where applicable For a confidential on this opportunity, or other accountancy practice opportunities, please reach out to Kourtney Luckett on , or via for a confidential conversation.
Mar 18, 2026
Full time
Job Opportunity: Client Manager (Progression to Practice Manager) Location: Richmond Employment Type: Permanent, Full Time Working Pattern: Hybrid working considered Sector: Accountancy Practice TPF Recruitment is delighted to be supporting an independent and forward-thinking accountancy practice based in the Richmond area, who are looking to recruit an experienced Client Manager with a clear and structured progression pathway into a Practice Manager position. This is a pivotal hire for the firm, offering long-term development, increased operational responsibility, and succession planning from the current Practice Manager. The role will suit a commercially minded Client Manager who enjoys portfolio ownership, reviewing work, and supporting team development, and who is keen to broaden their remit beyond client delivery into practice operations and people management. The Role Initially, the role will focus on client portfolio management and technical delivery, with responsibilities expanding over time to include practice management and operational oversight. Client Management & Delivery Managing a portfolio of clients as the primary day-to-day point of contact Overseeing and preparing year-end accounts and compliance work Reviewing work prepared by team members, including accounts, bookkeeping, VAT, management accounts and tax returns Providing clear, constructive feedback and maintaining high technical and file standards Leading client meetings and calls, explaining financial information clearly and identifying advisory opportunities Handling client queries in a professional, friendly and solutions-focused manner Supporting the onboarding of new clients and setting clear expectations Maintaining accurate, well-documented client files using modern practice software Commercial & Workflow Responsibility Planning and managing workflow across your client portfolio Monitoring WIP, budgets and recoveries, identifying scope changes early Supporting billing processes and debtor management Contributing to improved efficiency, consistency and job flow across the practice Team Supervision & Development Providing day-to-day guidance to junior team members Supporting training and development through coaching, reviews and feedback Assisting with recruitment and onboarding as required Progression to Practice Manager With structured support and a phased handover, the successful candidate will gradually take on wider operational responsibilities, which may include: Practice coordination, resourcing and capacity planning Ownership of internal processes, onboarding standards and quality control Supporting people processes including probation reviews, training tracking and holiday oversight Assisting with practice compliance processes and internal controls Producing operational reporting to support partner decision-making This role offers a clear and realistic route into Practice Manager, with scope, responsibility and remuneration increasing as the position evolves. Requirements The Ideal Candidate Proven experience managing a client portfolio within a UK accountancy practice Strong technical knowledge across accounts and SME compliance Experience reviewing work and supervising junior staff Excellent communication skills and strong commercial awareness Highly organised, proactive and reliable under pressure Confident using cloud accounting systems and practice software ACA or ACCA qualified, or qualified by experience Experience working with creative, freelance or owner-managed business clients would be beneficial but is not essential. Benefits What's on Offer Competitive salary, dependent on experience, with planned reviews aligned to role progression Clear long-term development pathway to Practice Manager Hybrid working options once settled Supportive, friendly and professional working environment Pension and holiday entitlement CPD support and paid professional subscriptions where applicable For a confidential on this opportunity, or other accountancy practice opportunities, please reach out to Kourtney Luckett on , or via for a confidential conversation.
Senior Financial Administrator Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact? We're working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team. This is more than just an admin role, you'll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service. What you'll be doing: Providing full sales and technical support to Financial Planners Managing new and existing life, pension and investment business Overseeing file quality and regulatory compliance Supporting and supervising administration team members Assisting with training, onboarding and process improvements Acting as a key point of contact for client and internal queries What we're looking for: Strong knowledge of pensions, investments and life assurance products Experience supporting Financial Advisers in a regulated environment Certificate in Financial Planning (or working towards) Confident communicator with excellent client service skills Experience using back-office systems (Iress desirable) Ability to thrive in a busy, fast-paced environment This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment. If you'd like to find out more, get in touch for a confidential conversation.
Mar 18, 2026
Full time
Senior Financial Administrator Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact? We're working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team. This is more than just an admin role, you'll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service. What you'll be doing: Providing full sales and technical support to Financial Planners Managing new and existing life, pension and investment business Overseeing file quality and regulatory compliance Supporting and supervising administration team members Assisting with training, onboarding and process improvements Acting as a key point of contact for client and internal queries What we're looking for: Strong knowledge of pensions, investments and life assurance products Experience supporting Financial Advisers in a regulated environment Certificate in Financial Planning (or working towards) Confident communicator with excellent client service skills Experience using back-office systems (Iress desirable) Ability to thrive in a busy, fast-paced environment This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment. If you'd like to find out more, get in touch for a confidential conversation.
Focus Search and Selection
Great Yarmouth, Norfolk
Senior Financial Administrator Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact? We're working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team. This is more than just an admin role, you'll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service. What you'll be doing: Providing full sales and technical support to Financial Planners Managing new and existing life, pension and investment business Overseeing file quality and regulatory compliance Supporting and supervising administration team members Assisting with training, onboarding and process improvements Acting as a key point of contact for client and internal queries What we're looking for: Strong knowledge of pensions, investments and life assurance products Experience supporting Financial Advisers in a regulated environment Certificate in Financial Planning (or working towards) Confident communicator with excellent client service skills Experience using back-office systems (Iress desirable) Ability to thrive in a busy, fast-paced environment This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment. If you'd like to find out more, get in touch for a confidential conversation.
Mar 18, 2026
Full time
Senior Financial Administrator Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact? We're working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team. This is more than just an admin role, you'll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service. What you'll be doing: Providing full sales and technical support to Financial Planners Managing new and existing life, pension and investment business Overseeing file quality and regulatory compliance Supporting and supervising administration team members Assisting with training, onboarding and process improvements Acting as a key point of contact for client and internal queries What we're looking for: Strong knowledge of pensions, investments and life assurance products Experience supporting Financial Advisers in a regulated environment Certificate in Financial Planning (or working towards) Confident communicator with excellent client service skills Experience using back-office systems (Iress desirable) Ability to thrive in a busy, fast-paced environment This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment. If you'd like to find out more, get in touch for a confidential conversation.
This is an exciting opportunity for a Private Client Tax Associate Director or Senior Manager to join a Top-10 accountancy firm in Southampton. The role involves managing broad and complex private client tax matters while supporting the growth of the tax department. Client Details This accountancy firm is a well-established organisation with a strong presence across the UK and Europe. It is known for its expertise in tax, accounting, and advisory services, and offers a collaborative and supportive work environment. Description Provide expert advice on private client tax matters to a diverse portfolio of clients. Lead and manage complex tax projects, ensuring compliance and accuracy. Support the development and implementation of tax planning strategies. Build and maintain strong client relationships to drive satisfaction and retention. Collaborate with internal teams to deliver seamless professional services. Identify opportunities for business development and contribute to the growth of the tax department. Oversee and mentor junior team members to support their professional growth. Ensure adherence to regulatory requirements and industry best practices. Profile A successful Private Client Tax Associate Director should have: A relevant tax or accountancy qualification such as CTA, ACA, or ACCA. Strong technical knowledge of private client tax matters. Experience managing a varied client portfolio in the professional services industry. Excellent communication and interpersonal skills to engage effectively with clients and colleagues. A proactive approach to problem-solving and delivering tailored solutions. Ability to lead and inspire a team in a fast-paced environment. Job Offer A competitive salary ranging from £75,000 to £95,000 per annum. Comprehensive benefits package (details to be confirmed). Opportunities for professional growth within a leading organisation in the UK & Europe. A supportive and collaborative work culture. Challenging and rewarding projects in UK & international accountancy & taxation. If this Private Client Tax Associate Director role aligns with your career aspirations, we encourage you to apply and take the next step in your professional journey.
Mar 18, 2026
Full time
This is an exciting opportunity for a Private Client Tax Associate Director or Senior Manager to join a Top-10 accountancy firm in Southampton. The role involves managing broad and complex private client tax matters while supporting the growth of the tax department. Client Details This accountancy firm is a well-established organisation with a strong presence across the UK and Europe. It is known for its expertise in tax, accounting, and advisory services, and offers a collaborative and supportive work environment. Description Provide expert advice on private client tax matters to a diverse portfolio of clients. Lead and manage complex tax projects, ensuring compliance and accuracy. Support the development and implementation of tax planning strategies. Build and maintain strong client relationships to drive satisfaction and retention. Collaborate with internal teams to deliver seamless professional services. Identify opportunities for business development and contribute to the growth of the tax department. Oversee and mentor junior team members to support their professional growth. Ensure adherence to regulatory requirements and industry best practices. Profile A successful Private Client Tax Associate Director should have: A relevant tax or accountancy qualification such as CTA, ACA, or ACCA. Strong technical knowledge of private client tax matters. Experience managing a varied client portfolio in the professional services industry. Excellent communication and interpersonal skills to engage effectively with clients and colleagues. A proactive approach to problem-solving and delivering tailored solutions. Ability to lead and inspire a team in a fast-paced environment. Job Offer A competitive salary ranging from £75,000 to £95,000 per annum. Comprehensive benefits package (details to be confirmed). Opportunities for professional growth within a leading organisation in the UK & Europe. A supportive and collaborative work culture. Challenging and rewarding projects in UK & international accountancy & taxation. If this Private Client Tax Associate Director role aligns with your career aspirations, we encourage you to apply and take the next step in your professional journey.
A fantastic opportunity has arisen for a Business Services Senior in Portsmouth with a highly respected firm of Chartered Accountants. Offering flexible working, a company pension, and much more, this role provides an excellent platform for an experienced professional looking to progress their career within a supportive and forward-thinking practice environment. Crowe Watson Recruitment is proud to be partnering with a well-established and growing firm of Chartered Accountants in Portsmouth to recruit a talented Business Services Senior. Known for our specialist expertise within the accountancy practice sector, Crowe Watson works closely with leading firms across the UK to connect ambitious professionals with outstanding career opportunities. The successful candidate will join a collaborative team delivering high-quality accounting and business advisory services to a diverse portfolio of clients. This role offers exposure to a wide range of industries and the chance to develop your technical expertise while playing an important role in supporting junior staff and building strong client relationships. If you are looking for a Business Services Senior job in Portsmouth within a reputable Chartered Accountants firm, this could be the ideal next step in your career. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you. Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience. Key Responsibilities Managing a portfolio of clients, preparing accounts and tax computations Reviewing work prepared by junior members of the team Supporting and mentoring trainees and junior staff Assisting with management accounts and financial reporting Building and maintaining strong client relationships Ensuring work is completed accurately and within deadlines Requirements ACA / ACCA qualified or part qualified (or equivalent experience) Must have a minimum of 2 years previous experience working within a UK Practice environment Strong technical knowledge of accounts preparation and relevant accounting standards Excellent communication and organisational skills Ability to manage multiple assignments and deadlines A proactive approach with strong attention to detail
Mar 18, 2026
Full time
A fantastic opportunity has arisen for a Business Services Senior in Portsmouth with a highly respected firm of Chartered Accountants. Offering flexible working, a company pension, and much more, this role provides an excellent platform for an experienced professional looking to progress their career within a supportive and forward-thinking practice environment. Crowe Watson Recruitment is proud to be partnering with a well-established and growing firm of Chartered Accountants in Portsmouth to recruit a talented Business Services Senior. Known for our specialist expertise within the accountancy practice sector, Crowe Watson works closely with leading firms across the UK to connect ambitious professionals with outstanding career opportunities. The successful candidate will join a collaborative team delivering high-quality accounting and business advisory services to a diverse portfolio of clients. This role offers exposure to a wide range of industries and the chance to develop your technical expertise while playing an important role in supporting junior staff and building strong client relationships. If you are looking for a Business Services Senior job in Portsmouth within a reputable Chartered Accountants firm, this could be the ideal next step in your career. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you. Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience. Key Responsibilities Managing a portfolio of clients, preparing accounts and tax computations Reviewing work prepared by junior members of the team Supporting and mentoring trainees and junior staff Assisting with management accounts and financial reporting Building and maintaining strong client relationships Ensuring work is completed accurately and within deadlines Requirements ACA / ACCA qualified or part qualified (or equivalent experience) Must have a minimum of 2 years previous experience working within a UK Practice environment Strong technical knowledge of accounts preparation and relevant accounting standards Excellent communication and organisational skills Ability to manage multiple assignments and deadlines A proactive approach with strong attention to detail
Health & Safety Manager FM page is loaded Health & Safety Manager FMremote type: On-sitelocations: London, GBRtime type: Full timeposted on: Opublikowano dzisiajjob requisition id: REQ484564 JLL empowers you to shape a brighter way .Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.If you're looking to step up your career, JLL Workplace Management is the perfect professional home. At JLL, you'll have a chance to innovate with the world's leading businesses, put that expertise into action on landmark projects, and work on game-changing workplace and facilities management initiatives. You'll also make long-lasting professional connections through sharing different perspectives, and you'll be inspired by the best. We're focused on opportunity and want to help you make the most of yours. Achieve your ambitions - join us at JLL Workplace Management!Role Purpose: The HSSE Manager for Engineering Services in the PAM environment is responsible for leading, implementing, and maintaining robust health, safety, security, and environmental management systems across all engineering operations. The role ensures compliance with JLL's HSSE Management System, client requirements, and applicable legal and statutory obligations, while fostering a culture of safety and continuous improvement.Key Responsibilities: Develop, implement, and maintain the HSSE Management System (HSSEMS) for engineering services in alignment with ISO 45001, ISO 14001, & ISO9001 and JLL's global HSSE policies. Provide competent advice and guidance regarding HSSE strategy, standards, guidelines, and compliance for all engineering operations. Conduct and oversee high risk, risk assessments, hazard identification, and the implementation of operational controls, including permit-to-work systems and energy isolation protocols. Lead incident management processes, including reporting, investigation (using methodologies such as 5 Whys), root cause analysis, and corrective action tracking. Ensure compliance with local, national, and international HSSE regulations, as well as client-specific requirements and industry best practices. Coordinate and communicate safety initiatives, lessons learned, and HSSE performance metrics across the organization. Design and deliver HSSE training programs, maintain training matrices, and ensure completion of mandatory and role-specific training for all engineering staff. Liaise with relevant authorities, professional bodies, and client HSSE leads to ensure regulatory compliance and best practice adoption. Oversee contractor pre-qualification, onboarding, and performance monitoring, utilizing platforms such as Avetta, ISNetworld, and Sedex. Develop and monitor annual HSSE plans, objectives, and KPIs, ensuring alignment with JLL's strategic direction and continuous improvement goals. Lead or participate in internal audits, inspections, and management reviews to assess the effectiveness of HSSE programs and drive improvements. Maintain documentation, records, and evidence of compliance, and ensure timely reporting of serious incidents and statutory notifications. Support emergency preparedness and response planning, including the development and testing of site-specific emergency plans. Foster a culture of safety leadership, accountability, and engagement among employees, contractors, and stakeholders.Qualifications & Experience: Recognized qualifications in occupational health and safety (e.g., NEBOSH General Certificate, Diploma, equivalent). To be a member of an accredited body (e.g. IOSH, IIRSM, etc) Demonstrable experience in HSSE management within engineering services, facilities management, or a similar technical environment. In-depth knowledge of UK and EMEA HSSE legislation, standards, and best practices. Experience with ISO 45001/14001 management systems and audit processes. Strong leadership, communication, and stakeholder engagement skills. Experience with contractor management, risk assessment, and incident investigation. Ability to deliver training and promote a positive safety culture.Reporting Line: Reports to the Regional HSSE Lead and the engineering lead for the sector, collaborates closely with the JLL PAM safety team, Engineering Services leadership, and client representatives. Location: On-site -London, GBRIf this job description resonates with you, we encourage you to apply even if you don't meet all of the requirements. We're interested in getting to know you and what you bring to the table!At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing. JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.For more information about how JLL processes your personal data, please view our .For additional details please see our career site pages for each country.For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy .Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at . This email is only to request an accommodation. Please direct any other general recruiting inquiries to our page > I want to work for JLL.At JLL, we give you the opportunity, knowledge and tools to own your success, because we value what makes each of us unique. We help our people thrive, grow meaningful careers and find a place where they belong. Together, we strive to be exceptional and shape a better world.For over 200 years, JLL (NYSE: JLL), a leading global commercial real estate and investment management company, has helped clients buy, build, occupy, manage and invest in a variety of commercial, industrial, hotel, residential and retail properties. A Fortune 500 company with operations in over 80 countries around the world, our employees bring the power of a global platform combined with local expertise. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAYSM. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further information, visit .
Mar 18, 2026
Full time
Health & Safety Manager FM page is loaded Health & Safety Manager FMremote type: On-sitelocations: London, GBRtime type: Full timeposted on: Opublikowano dzisiajjob requisition id: REQ484564 JLL empowers you to shape a brighter way .Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.If you're looking to step up your career, JLL Workplace Management is the perfect professional home. At JLL, you'll have a chance to innovate with the world's leading businesses, put that expertise into action on landmark projects, and work on game-changing workplace and facilities management initiatives. You'll also make long-lasting professional connections through sharing different perspectives, and you'll be inspired by the best. We're focused on opportunity and want to help you make the most of yours. Achieve your ambitions - join us at JLL Workplace Management!Role Purpose: The HSSE Manager for Engineering Services in the PAM environment is responsible for leading, implementing, and maintaining robust health, safety, security, and environmental management systems across all engineering operations. The role ensures compliance with JLL's HSSE Management System, client requirements, and applicable legal and statutory obligations, while fostering a culture of safety and continuous improvement.Key Responsibilities: Develop, implement, and maintain the HSSE Management System (HSSEMS) for engineering services in alignment with ISO 45001, ISO 14001, & ISO9001 and JLL's global HSSE policies. Provide competent advice and guidance regarding HSSE strategy, standards, guidelines, and compliance for all engineering operations. Conduct and oversee high risk, risk assessments, hazard identification, and the implementation of operational controls, including permit-to-work systems and energy isolation protocols. Lead incident management processes, including reporting, investigation (using methodologies such as 5 Whys), root cause analysis, and corrective action tracking. Ensure compliance with local, national, and international HSSE regulations, as well as client-specific requirements and industry best practices. Coordinate and communicate safety initiatives, lessons learned, and HSSE performance metrics across the organization. Design and deliver HSSE training programs, maintain training matrices, and ensure completion of mandatory and role-specific training for all engineering staff. Liaise with relevant authorities, professional bodies, and client HSSE leads to ensure regulatory compliance and best practice adoption. Oversee contractor pre-qualification, onboarding, and performance monitoring, utilizing platforms such as Avetta, ISNetworld, and Sedex. Develop and monitor annual HSSE plans, objectives, and KPIs, ensuring alignment with JLL's strategic direction and continuous improvement goals. Lead or participate in internal audits, inspections, and management reviews to assess the effectiveness of HSSE programs and drive improvements. Maintain documentation, records, and evidence of compliance, and ensure timely reporting of serious incidents and statutory notifications. Support emergency preparedness and response planning, including the development and testing of site-specific emergency plans. Foster a culture of safety leadership, accountability, and engagement among employees, contractors, and stakeholders.Qualifications & Experience: Recognized qualifications in occupational health and safety (e.g., NEBOSH General Certificate, Diploma, equivalent). To be a member of an accredited body (e.g. IOSH, IIRSM, etc) Demonstrable experience in HSSE management within engineering services, facilities management, or a similar technical environment. In-depth knowledge of UK and EMEA HSSE legislation, standards, and best practices. Experience with ISO 45001/14001 management systems and audit processes. Strong leadership, communication, and stakeholder engagement skills. Experience with contractor management, risk assessment, and incident investigation. Ability to deliver training and promote a positive safety culture.Reporting Line: Reports to the Regional HSSE Lead and the engineering lead for the sector, collaborates closely with the JLL PAM safety team, Engineering Services leadership, and client representatives. Location: On-site -London, GBRIf this job description resonates with you, we encourage you to apply even if you don't meet all of the requirements. We're interested in getting to know you and what you bring to the table!At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing. JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.For more information about how JLL processes your personal data, please view our .For additional details please see our career site pages for each country.For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy .Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at . This email is only to request an accommodation. Please direct any other general recruiting inquiries to our page > I want to work for JLL.At JLL, we give you the opportunity, knowledge and tools to own your success, because we value what makes each of us unique. We help our people thrive, grow meaningful careers and find a place where they belong. Together, we strive to be exceptional and shape a better world.For over 200 years, JLL (NYSE: JLL), a leading global commercial real estate and investment management company, has helped clients buy, build, occupy, manage and invest in a variety of commercial, industrial, hotel, residential and retail properties. A Fortune 500 company with operations in over 80 countries around the world, our employees bring the power of a global platform combined with local expertise. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAYSM. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further information, visit .
Are you ready to shape safer, smarter workplaces across the UK - on your terms? We've partnered exclusively with a globally recognised consultancy that's rewriting the rulebook on what great Health & Safety support looks like. They're growing fast, and they're looking for ambitious, forward-thinking professionals to join their expert team. Whether you're a seasoned consultant or eager to take the next step into advisory work, this is your chance to make a real difference - with the freedom, backing, and rewards to match. As a trusted Health & Safety Consultant, you'll be at the heart of client relationships, providing hands-on support, expert insight, and meaningful change. Your work won't just tick boxes - it'll drive safer, more compliant, and more confident businesses. Deliver tailored health & safety consultations through scheduled site visits Build trusted partnerships with clients, offering practical, clear advice Investigate incidents and provide actionable, preventative guidance Support and implement H&S management systems Be your clients' go-to expert for best practice, compliance, and support Balance your time effectively across visits, reporting, and client care Stay ahead with ongoing training and personal development Represent the company with professionalism, pride, and a positive mindset YOU? We're looking for someone who's not only technically solid but also people-focused, proactive, and commercially aware. Strong working knowledge of Health & Safety legislation Confident communicator who can engage and influence at all levels Solutions-driven with a practical, hands-on approach Able to work autonomously while being part of a high-performing team Naturally organised, adaptable, and detail-oriented Committed to high standards, continuous improvement, and client success What's on Offer? Inclusive company-wide profit share scheme - BONUS Car allowance of 6,000 or a new electric company car Flexible remote/field-based working Generous holiday package: 25 days plus bank holidays, increasing with service, plus your birthday off Christmas bonus after qualifying period Medicash Plan Exciting social events Pension Scheme Private health insurance after the qualifying period If you're passionate about raising the bar for Health & Safety and want to work with clients who value your insight, let's talk! (phone number removed)CC56R1 INDFIR Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.
Mar 18, 2026
Full time
Are you ready to shape safer, smarter workplaces across the UK - on your terms? We've partnered exclusively with a globally recognised consultancy that's rewriting the rulebook on what great Health & Safety support looks like. They're growing fast, and they're looking for ambitious, forward-thinking professionals to join their expert team. Whether you're a seasoned consultant or eager to take the next step into advisory work, this is your chance to make a real difference - with the freedom, backing, and rewards to match. As a trusted Health & Safety Consultant, you'll be at the heart of client relationships, providing hands-on support, expert insight, and meaningful change. Your work won't just tick boxes - it'll drive safer, more compliant, and more confident businesses. Deliver tailored health & safety consultations through scheduled site visits Build trusted partnerships with clients, offering practical, clear advice Investigate incidents and provide actionable, preventative guidance Support and implement H&S management systems Be your clients' go-to expert for best practice, compliance, and support Balance your time effectively across visits, reporting, and client care Stay ahead with ongoing training and personal development Represent the company with professionalism, pride, and a positive mindset YOU? We're looking for someone who's not only technically solid but also people-focused, proactive, and commercially aware. Strong working knowledge of Health & Safety legislation Confident communicator who can engage and influence at all levels Solutions-driven with a practical, hands-on approach Able to work autonomously while being part of a high-performing team Naturally organised, adaptable, and detail-oriented Committed to high standards, continuous improvement, and client success What's on Offer? Inclusive company-wide profit share scheme - BONUS Car allowance of 6,000 or a new electric company car Flexible remote/field-based working Generous holiday package: 25 days plus bank holidays, increasing with service, plus your birthday off Christmas bonus after qualifying period Medicash Plan Exciting social events Pension Scheme Private health insurance after the qualifying period If you're passionate about raising the bar for Health & Safety and want to work with clients who value your insight, let's talk! (phone number removed)CC56R1 INDFIR Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.
Financial Accountant - 12-Month FTC (Potential to Go Permanent) Location: London (4 days in office / 1 day WFH) Start Date: April 2026 Contract: Fixed Term (12 months), with potential for a permanent role Hours: Full-time, Monday-Friday The Role An established and growing organisation within the real estate sector is looking for a Financial Accountant to join its finance team on a 12-month fixed term contract. This position offers broad technical exposure across statutory reporting, audits, group consolidation, and tax compliance, while working closely with key internal and external stakeholders. This is an excellent opportunity for an accounting professional seeking a hands-on role with long-term prospects. The ideal profile will be a practice trained Accountant who has demonstrated financial statements/statutory accounts preparation experience with some exposure within the real estate sector. Key Responsibilities Prepare statutory financial statements under UK GAAP/IFRS Support interim and year-end audits as the primary point of contact Assist with group consolidation, including intercompany reconciliations Maintain tax compliance across multiple entities and work with external advisors Strengthen internal controls and contribute to process improvements Collaborate with operations, asset management, and outsourced providers Provide support on financial analysis, modelling, and ad-hoc reporting About You ACA / ACCA / CIMA qualified Strong technical accounting knowledge (IFRS/UK GAAP) Experience preparing statutory accounts and supporting audits Understanding of consolidation and intercompany accounting Knowledge of corporate tax and VAT processes Strong analytical and communication skills Able to work under pressure and meet deadlines Desirable: Experience in property, real estate, student accommodation, or multi-entity structures; familiarity with SAP, Tagetik, Entrata, or similar systems. What's on Offer 12-month fixed term contract Potential to transition into a permanent role Exposure to a fast-growing sector Collaborative, supportive environment In-office culture (4 days per week) with 1 day remote
Mar 18, 2026
Contractor
Financial Accountant - 12-Month FTC (Potential to Go Permanent) Location: London (4 days in office / 1 day WFH) Start Date: April 2026 Contract: Fixed Term (12 months), with potential for a permanent role Hours: Full-time, Monday-Friday The Role An established and growing organisation within the real estate sector is looking for a Financial Accountant to join its finance team on a 12-month fixed term contract. This position offers broad technical exposure across statutory reporting, audits, group consolidation, and tax compliance, while working closely with key internal and external stakeholders. This is an excellent opportunity for an accounting professional seeking a hands-on role with long-term prospects. The ideal profile will be a practice trained Accountant who has demonstrated financial statements/statutory accounts preparation experience with some exposure within the real estate sector. Key Responsibilities Prepare statutory financial statements under UK GAAP/IFRS Support interim and year-end audits as the primary point of contact Assist with group consolidation, including intercompany reconciliations Maintain tax compliance across multiple entities and work with external advisors Strengthen internal controls and contribute to process improvements Collaborate with operations, asset management, and outsourced providers Provide support on financial analysis, modelling, and ad-hoc reporting About You ACA / ACCA / CIMA qualified Strong technical accounting knowledge (IFRS/UK GAAP) Experience preparing statutory accounts and supporting audits Understanding of consolidation and intercompany accounting Knowledge of corporate tax and VAT processes Strong analytical and communication skills Able to work under pressure and meet deadlines Desirable: Experience in property, real estate, student accommodation, or multi-entity structures; familiarity with SAP, Tagetik, Entrata, or similar systems. What's on Offer 12-month fixed term contract Potential to transition into a permanent role Exposure to a fast-growing sector Collaborative, supportive environment In-office culture (4 days per week) with 1 day remote
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons BDO's Corporate Tax practice sits at the heart of our Tax function and plays an important role in the wider business. Our team works collaboratively with others across BDO, offering clients in the UK and overseas expert advice and solutions that help them overcome their challenges. If you're looking for exposure and the chance to make an impact, you're looking in the right place Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with 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. Role Overview This role will provide Tax compliance and advisory services to a wide range of corporate and owner managed clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance to Director/Partners in both client work and in the management of the group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. A key part of the role requires the individual to actively seek, and keep the Partner informed about, any new business opportunities arising on existing and new clients. Responsibilities To act as a key point of contact within the firm for the client, together with the Senior Manager/Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients There will be an expectation that you will take full responsibility for project delivery on their portfolio Manage a portfolio of clients including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to including second partner review Identify risk and technical matters, as well as selling opportunities, to the Partner/ Senior Manager/Manager, whilst exercising judgement within agreed parameters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent 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 You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in 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 18, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons BDO's Corporate Tax practice sits at the heart of our Tax function and plays an important role in the wider business. Our team works collaboratively with others across BDO, offering clients in the UK and overseas expert advice and solutions that help them overcome their challenges. If you're looking for exposure and the chance to make an impact, you're looking in the right place Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with 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. Role Overview This role will provide Tax compliance and advisory services to a wide range of corporate and owner managed clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance to Director/Partners in both client work and in the management of the group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. A key part of the role requires the individual to actively seek, and keep the Partner informed about, any new business opportunities arising on existing and new clients. Responsibilities To act as a key point of contact within the firm for the client, together with the Senior Manager/Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients There will be an expectation that you will take full responsibility for project delivery on their portfolio Manage a portfolio of clients including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to including second partner review Identify risk and technical matters, as well as selling opportunities, to the Partner/ Senior Manager/Manager, whilst exercising judgement within agreed parameters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent 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 You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in 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.
Manager, International Corporate Tax Advisory At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. We've got an exciting opportunity to join our International Corporate Tax Advisory (ICTA) team, which is recognised as a market leader in international corporate tax advisory and cross border M&A. This is a pure tax advisory role, and you will be working with some of the largest corporations in the world advising them on international tax issues. You will be working with some of the leading international tax Partners who are well known and respected in the market. You'll also be working with a high performing team who have advised on many large, complex and high profile international tax issues over the past few years. It is a great time to join the ICTA team who have expanded significantly in recent years and are continuing to grow. With a number of disrupting factors in the market at the moment you'll be at the forefront of helping our clients to navigate the complex international tax landscape. The opportunity The combination of experience and innovation in our team makes it not only one of the most exciting places to work in tax, but also a place where you can learn and accelerate your development into a skilled and renowned international tax adviser, working with the largest UK and foreign owned MNCs on complex projects. Our international tax professionals will work on a variety of projects which are focused on helping clients to develop and execute their international tax strategy, including: Expansion into new markets Pre-transaction reorganisations and post-transaction integration M&A deal structuring Legal structure rationalisation Operating model redesign Optimisation of capital structure and financing Optimisation of intellectual property ownership and reliefs Managing the risk arising from global law change such as BEPS; Supporting clients with tax controversy Your key responsibilities Build and maintain relationships with clients, winning work proactively and contributing to winning new clients and growing existing ones Management of the successful delivery of technically complex and demanding advisory projects, ensuring technical excellence and a practical / commercial focus Overall responsibility for quality of client service Build networks and relationships internally and externally for the team to leverage from, and work with other parts of EY UK and globally to identify and capitalise on opportunities. Build and develop client engagement teams, and develop junior staff through effectively supervising, coaching and mentoring Significant involvement in the management of the team both in terms of strategy and operations and also through managing junior staff development and assignments Skills and attributes for success Client focus and commercially aware Commitment to building strong client relationships with ability to deliver quality outputs to clients Negotiation skills and ability to handle complexity and nuance Business development skills, able to identify and convert opportunities to grow market Strong business acumen with ability to manage engagement financial results Effective time management, and ability to remain calm when under pressure to meet deadlines Excellent communicator in a range of situations Enthusiastic team player with ability to create, develop and sustain high performing teams Change orientated and innovative with flexible approach to ways of working and adoption of new technologies To qualify for the role, you must have Strong UK tax technical skills and understanding and experience, with a particular focus on areas relevant in a cross border context, such as CFCs, anti hybrid rules, loan relationships, intellectual property and Pillar 2. Any of the following Qualifications preferred: ATT / ACA / CA / CTA Experience of managing a team and/or coaching and developing more junior team members What we offer Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. You can read more here: Apply now If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It's yours to build. EY Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
Mar 18, 2026
Full time
Manager, International Corporate Tax Advisory At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. We've got an exciting opportunity to join our International Corporate Tax Advisory (ICTA) team, which is recognised as a market leader in international corporate tax advisory and cross border M&A. This is a pure tax advisory role, and you will be working with some of the largest corporations in the world advising them on international tax issues. You will be working with some of the leading international tax Partners who are well known and respected in the market. You'll also be working with a high performing team who have advised on many large, complex and high profile international tax issues over the past few years. It is a great time to join the ICTA team who have expanded significantly in recent years and are continuing to grow. With a number of disrupting factors in the market at the moment you'll be at the forefront of helping our clients to navigate the complex international tax landscape. The opportunity The combination of experience and innovation in our team makes it not only one of the most exciting places to work in tax, but also a place where you can learn and accelerate your development into a skilled and renowned international tax adviser, working with the largest UK and foreign owned MNCs on complex projects. Our international tax professionals will work on a variety of projects which are focused on helping clients to develop and execute their international tax strategy, including: Expansion into new markets Pre-transaction reorganisations and post-transaction integration M&A deal structuring Legal structure rationalisation Operating model redesign Optimisation of capital structure and financing Optimisation of intellectual property ownership and reliefs Managing the risk arising from global law change such as BEPS; Supporting clients with tax controversy Your key responsibilities Build and maintain relationships with clients, winning work proactively and contributing to winning new clients and growing existing ones Management of the successful delivery of technically complex and demanding advisory projects, ensuring technical excellence and a practical / commercial focus Overall responsibility for quality of client service Build networks and relationships internally and externally for the team to leverage from, and work with other parts of EY UK and globally to identify and capitalise on opportunities. Build and develop client engagement teams, and develop junior staff through effectively supervising, coaching and mentoring Significant involvement in the management of the team both in terms of strategy and operations and also through managing junior staff development and assignments Skills and attributes for success Client focus and commercially aware Commitment to building strong client relationships with ability to deliver quality outputs to clients Negotiation skills and ability to handle complexity and nuance Business development skills, able to identify and convert opportunities to grow market Strong business acumen with ability to manage engagement financial results Effective time management, and ability to remain calm when under pressure to meet deadlines Excellent communicator in a range of situations Enthusiastic team player with ability to create, develop and sustain high performing teams Change orientated and innovative with flexible approach to ways of working and adoption of new technologies To qualify for the role, you must have Strong UK tax technical skills and understanding and experience, with a particular focus on areas relevant in a cross border context, such as CFCs, anti hybrid rules, loan relationships, intellectual property and Pillar 2. Any of the following Qualifications preferred: ATT / ACA / CA / CTA Experience of managing a team and/or coaching and developing more junior team members What we offer Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. You can read more here: Apply now If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It's yours to build. EY Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
