Current Vacancies

General Accountancy Practice Manager
Salary: £30,000 +
Location: Bristol

Our client in Bristol is currently looking for a general portfolio manager to assist with a busy and growing practice.

Your high performance will be recognised, nurtured and rewarded. There is no ceiling to what you can achieve within the firm, because it is your talent, commitment and ambition that will drive your success.
Managing client portfolios
Supervising junior staff
Preparing accounts for sole traders, partnerships and limited companies
Personal and corporation tax computations and returns
Dealing with client queries
Working as part of a team to deliver a high quality service

Skills:

ACCA / ACA Qualified or Qualified by experience

Duties & Responsibilities

Accounts Senior
Location: Bristol
Salary: £16,000 - £20,000 + Study Support

Our client, a well established practice in Bristol is currently looking for an accounts senior to join their expanding team.

Duties and Responsibilities:

Preparation of year end and management accounts
Preparation of corporation tax returns
Preparation of VAT returns
Assisting with audits
Personal Tax Returns

Skills:

Experience working within a small practice
AAT qualified
ACA or ACCA Qualified / Part Qualified
Experience of Audits

Duties & Responsibilities

Actuarial Analyst - Insurance (Property)
Location: London
Salary Indicator: £40,000

This is a brilliant opportunity to join a leading company and assist with a growing demand for actuarial work across the company. Increasing levels of quantitative analysis are introduced to the underwriting process. It is an objective of the actuarial team to bring the highest possible level of quantitative support to any business decisions. A critical feature of the team is its close involvement with underwriters and other business representatives.

Duties and Responsibilities:

The role is to support the Client Team Leader in the Property Team within the Central Actuarial Department.

Reserving and Quarterly Reporting:

Assist in the quarterly reserving process both in the analysis undertaken and the communication of the results

Portfolio Analysis and Performance Monitoring:

Development and dissemination of performance statistics and analysis of trends. Identification and investigation of emerging issues
Rate monitoring
Segmentation and segment profitability
Loss trend analysis

Quantitative Support:

Planning - support business areas in the development of future budgets, coordination and assembly of plans across the company

Capital Modelling:

Assist in reviewing the capital requirements for the Property area

Pricing:

Class ratemaking - overall portfolio rate indications as well as segment relativities

Skills:

Pervious Experience in the General Insurance sector, Property experience would be beneficial

Actuarial Analyst - Insurance (Casualty)
Location: London
Salary Indicator: £40,000

This is a brilliant opportunity to join a leading company and assist with a growing demand for actuarial work across the company. Increasing levels of quantitative analysis are introduced to the underwriting process. It is an objective of the actuarial team to bring the highest possible level of quantitative support to any business decisions. A critical feature of the team is its close involvement with underwriters and other business representatives.

Duties and Responsibilities:

The role is to support the Client Team Leader in the Property Team within the Central Actuarial Department.

Reserving and Quarterly Reporting:

Assist in the quarterly reserving process both in the analysis undertaken and the communication of the results

Portfolio Analysis and Performance Monitoring:

Development and dissemination of performance statistics and analysis of trends Identification and investigation of emerging issues
Rate monitoring
Segmentation and segment profitability
Loss trend analysis

Quantitative Support:

Planning - support business areas in the development of future budgets, coordination and assembly of plans across the company

Capital Modelling:

Assist in reviewing the capital requirements for the Casualty area

Pricing:

Class ratemaking - overall portfolio rate indications as well as segment relativities

Skills:

Pervious Experience in the General Insurance sector Casualty experience would be beneficial

Actuary - Client Team Leader - International Casualty
Location: London
Salary Indicator: £80,000

This is a brilliant opportunity to join a leading company and assist with a growing demand for actuarial work across the company. Increasing levels of quantitative analysis are introduced to the underwriting process. It is an objective of the actuarial team to bring the highest possible level of quantitative support to any business decisions. A critical feature of the team is its close involvement with underwriters and other business representatives.

Duties and Responsibilities:

The Client Team Leader is expected to lead the central actuarial involvement in the Division.
It will have line management responsibility for up to 3 staff. The incumbent would be expected to identify areas where actuarial involvement can add to the performance of a business area and to prioritise, design and lead the work.
Reserving:

Lead and be responsible for the quarterly reserving process including analysis, report writing and communication. There is a strong emphasis on engaging portfolio managers, underwriters and claims staff throughout this process.

Portfolio Analysis and Performance Monitoring:

Development and dissemination of performance statistics and analysis of trends. Identification and investigation of emerging issues.
Rate monitoring
Segmentation
Loss trend analysis

Pricing:

Supporting the Division (underwriters and embedded actuaries) in:
Large account pricing
Class ratemaking

Quantitative Support:

Identify and assist in other areas of Divisional activities where quantitative engagement would be of value. For example:
Planning
Outwards Reinsurance treaty analysis.

Skills:

Pervious Experience in the General Insurance sector Casualty experience would be beneficial
Experience in managing a team preferable
Actuarial qualification or equivalent

Senior Administrator (Financial Services)
Location: Wellington
Salary Indicator: £18,000 - £22,000

This is a brilliant opportunity to join a leading and well respected firm of Chartered Financial Planners, established since 1988. The candidate will be experienced in Financial Services, with a strong administration background.

Duties and Responsibilities:

Processing client authority letters and obtaining detailed policy information
Confirming client appointments by letter & enclosing relevant compliance documents
Preparing meeting packs for client meetings
In support of the department, making sure work is achieved to the correct timescales
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Skills:

FPC Qualified
Working towards the Certificate in Financial Planning (CFP) an advantage
Experience of working in an administration environment for at least 2 year s
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients face to face and on the telephone

Financial Planning Administrator
Location: Staverton
Salary: £16,000 - £19,000

This is an excellent opportunity to join the Administration side of the Financial Department of a top 40 Accounting Practice, reporting to the Consultant and Partner

Duties and Responsibilities:

To complete the new business process.
To check application forms and cheque/payment method
To be aware and monitor the complliance process
To complete new business and other appropriate registers
Filing as required using the Company's Standard Document Management System
To record and chase applications
To contact clients in order to chase further information
To check all policy documentation is satisfactory before issuing to client.
To obtain illustrations/quotes from the providers
To contact insurance companies as required to obtain required illustrations
To use CTP/Exchange for certain products in order to produce illustrations and obtain documentation (i.e. application forms, key features)
To go online under various websites to produce illustrations
To ensure that illustrations received are accurate.
Continued client servicing
Working on behalf of the Consultant, making calls and booking appointments.
Preparing all paperwork for meetings with clients
Making sure all ongoing correspondance is sent to clients
Deal with fund switches, surrenders and indexation on policies where appropriate and as requested
Amending all records including change of address, or death of a client
Photocopying and filing and any general admin tasks

Skills & Qualifications:

At least 3 years experience in a Financial Environment is essential
Working towards CFP qualification is desirable.
An excellent knowledge of Compliance
An enthusiastic and positive attitude and ability to use own initiative.
Able to multi task
Accurate, methodical and a keen eye for detail is essential.
Working knowledge of the Microsoft Office Suite.
Good Typing Skills essential.

Senior Manager/Director, Rural Services
Salary: £35,000 - £60,000, Generous remuneration & benefits
Location: Somerset

This is a good chance to join a leading company and assisting and continuing to grow the business and delivering high quality service and advice to your clients

Duties and Responsibilities:

As a Senior Manager/ Director you will have responsibility for continuing to grow the business and delivering high quality service and advice to your clients
You will need a proven record of delivering excellence and be committed to your own career development and that of your team
You will manage your own portfolio and be actively representing the practice in the local rural community whilst developing new business opportunities

Skills:

ACA/ACCA qualified ideally from a progressive accountancy practice
Proven experience of forging successful business relationships
Up to date accounting knowledge - including accounting standards
Current knowledge of CGT and IHT planning for the agricultural sector
Experience in audit, accounts preparation, and tax with a Rural Services bias
Experienced people manager, with the ability to coach and develop a team

Senior Manager/Director, Rural Services
Salary: £35,000 - £60,000, Generous remuneration & benefits
Location: Somerset

This is a good chance to join a leading company and assisting and continuing to grow the business and delivering high quality service and advice to your clients

Duties and Responsibilities:

As a Senior Manager/ Director you will have responsibility for continuing to grow the business and delivering high quality service and advice to your clients
You will need a proven record of delivering excellence and be committed to your own career development and that of your team
You will manage your own portfolio and be actively representing the practice in the local rural community whilst developing new business opportunities

Skills:

ACA/ACCA qualified ideally from a progressive accountancy practice
Proven experience of forging successful business relationships
Up to date accounting knowledge - including accounting standards
Current knowledge of CGT and IHT planning for the agricultural sector
Experience in audit, accounts preparation, and tax with a Rural Services bias
Experienced people manager, with the ability to coach and develop a team

Director / Senior Manger - Rural Services
Salary: £35,000 - £55,000 + Bonus Scheme
Location: Shepton Mallet

This is a brilliant opportunity for an individual with a background in Accountancy Practice to join a leading provider in the Accountancy arena.

Our client is seeking an individual with a good understanding and keen interest in Rural Services and Farming.

As a Senior Manager/ Director you will have responsibility for continuing to grow the business and delivering high quality service and advice to your clients.
You will need a proven record of delivering excellence and be committed to your own career development and that of your team.
You will manage your own portfolio and be actively representing the practice in the local rural community whilst developing new business opportunities.

Skills:

ACA/ACCA qualified ideally from a progressive accountancy practice
Proven experience of forging successful business relationships
Up to date accounting knowledge - including accounting standards
Current knowledge of CGT and IHT planning for the agricultural sector
Experience in audit, accounts preparation, and tax with a Rural Services bias
Experienced people manager, with the ability to coach and develop a team
Innovative approach to problem solving
Pro-active communication style
Be capable of providing strategic leadership