Current Vacancies

Paraplanner
Location: Yeovil
Salary Indicator: £25,000 - £30,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

FPC or Certificate in Financial Planning
Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Job Description
Paraplanner
Location: Shepton Mallet
Salary Indicator: £25,000 - £30,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Duties & Responsibilities

Paraplanner
Location: Melksham
Salary Indicator: £25,000 - £30,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Para Planner
Salary Indicator: £24,000 - £28,000
Location: Yeovil

This is a brilliant opportunity to join a leading firm and support one of the senior management team leading a professional, highly qualified team of IFA's.

Duties & Responsibilities:

Manage and prioritise your Consultant's client work
Carryout technical research to meet the clients needs
Produce compliant suitability reports
Provide technical support to dedicated Consultant
Process client queries
Manage client reviews and maturities
Maintain Consultant's WIP record
Performing any other tasks required as delegated by the Consultant

Skills:

Dip PFS or working towards
Worked in a similar role or environment
Understanding and working knowledge of, Personal taxation & tax fundamentals
Taxation of investments & Investments products
Protection products, Retirement products & Trust & Wills

Paraplanner
Location: Yeovil
Salary Indicator: £23,000 - £28,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

FPC or Certificate in Financial Planning
Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Partner / Senior Manager
Salary: £35,000 to £55,000
Location: Yeovil

This is a brilliant opportunity to join a leading firm and oversee and develop a mixed portfolio of clients providing an accounting and business advisory service (including Tax work) for a mixture of mainly SMEs including start-ups.

Duties and Responsibilities:

You will provide support to other partners within the firm in a diverse range of services to clients
Planning, budgeting and carrying out assignments
Delegating and supervising work of more junior members of the team
Management Accounts, Vat, Accounts Prep, Personal Tax, Corporate Tax, Payroll and other business services
Reviewing work and carrying out job appraisals
Dealing with client queries whilst on site
Awareness of client affairs and identifying opportunities to provide additional services
Liaison with other departments within the business
Preparation and/or review of personal and corporate tax returns

Skills:

ACCA, ACA, CTA Qualified
Good Business Development Skills
A General Practice background, Tax, Audit and Accounts
Likely to be a highly competent Partner Designate or Senior Manager who has reached a ceiling at their current firm and who is seeking their next step in their career

Regional Tax Director / Partner Designate
Salary: Dependant on Experience
Location: East Anglia

We are looking for a Mixed Tax Manager role to provide Support t East Anglia.

The successful candidate will have the opportunity to be fast-tracked to Partnership and will be expected to indentify and develop the tax function along with tax opportunities for both new and existing clients.

Skills:

Ideally FCA / CTA qualified
A Good Mixed Tax Knowledge

Corporate Finance Partner
Salary: £25,000 Basic + Unlimited Bonus
Location:Swindon

Accountancy with a difference!

This unusual opportunity is ideally suited to an ACA, ACCA or CIMA Qualified Accountant who has an entrepreneurial edge.

My Client is a niche Boutique Practice which operates in several locations throughout the UK. They are actively seeking a Qualified Accountant to join their team in order to expand their business portfolio and Client base.

The successful candidate will be expected to develop and maintain their own Book of Business, and Manage the Business they create on an ongoing basis.

In return the successful candidate will command a £25,000 basic salary and 10% commission on all the Business they complete.

If you are looking to break away from standard Accounting and would like the opportunity to take responsibility for your future earnings this could be the ideal opportunity to do so.

Interim Payroll Manager
Contract: 1 Year
Location: Bristol
Salary: £30,000 - £40,000

Reporting to the Senior HR Manager, the principal objective of this role is to manage the outsourced payroll and benefits service on behalf of the company. In addition, this individual has primary responsibility for managing the integrity of HR data across the company. Although the role will be based in Bristol, the role holder will be a key member of the national HR team and therefore occasional travel to other offices in the company network may sometimes be required

Duties and Responsibilities:

Dealing with all aspects of payroll and will also involve liaising closely with an outsourced payroll bureau and checking their performance against set KPI's
Overall responsibility for checking and authorising the monthly pre-payroll
Support the annual salary review process, including conducting modelling of salaries, ensuring that revised salary data is entered correctly and generating salary and bonus letters for internal distribution

Skills:

Experience of operating at Payroll Manager Level and will possess an excellent knowledge of policies and processes relating to pay
You will also have excellent organisational, communicational and teamwork skills, as well a keen eye for detail

Duties & Responsibilities

Interim Payroll Manager
Contract: 1 Year
Location: Bristol
Salary: £30,000 - £40,000

Reporting to the Senior HR Manager, the principal objective of this role is to manage the outsourced payroll and benefits service on behalf of the company. In addition, this individual has primary responsibility for managing the integrity of HR data across the company. Although the role will be based in Bristol, the role holder will be a key member of the national HR team and therefore occasional travel to other offices in the company network may sometimes be required

Duties and Responsibilities:

Dealing with all aspects of payroll and will also involve liaising closely with an outsourced payroll bureau and checking their performance against set KPI's
Overall responsibility for checking and authorising the monthly pre-payroll
Support the annual salary review process, including conducting modelling of salaries, ensuring that revised salary data is entered correctly and generating salary and bonus letters for internal distribution

Skills:

Experience of operating at Payroll Manager Level and will possess an excellent knowledge of policies and processes relating to pay
You will also have excellent organisational, communicational and teamwork skills, as well a keen eye for detail