An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For:
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
? Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer:
? Competitive salary
? Generou....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
? Collaborating with financial planners to conduct detailed research.
? Producing accurate financial reports, including cashflow planning and tailored recommendations.
? Researching financial products and market trends to support planning advice.
? Utilising planning software to manage tasks and produce recommendations.
? Ensuring adherence to regulatory standards and compliance requirements.
? Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
? Strong knowledge of financial planning software and regulatory frameworks.
? Exceptional analytical skills and attention to detail.
? Ability to contribute effectively within a team environment.
? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
? Competitive Salary
? Collaborative and supportive working environment.
? Opportunities for professional development and career progression.
? Flexible and hybrid working options.
? 25 days annual leave plus bank holidays.
? Access to health and wellbeing schemes
? Including Employee Assistance Programmes.
? Pension scheme with employer contributions.
? Staff rewards
? Commission schemes.
This is a fantastic opportunity to ....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
? Collaborating with financial planners to conduct detailed research.
? Producing accurate financial reports, including cashflow planning and tailored recommendations.
? Researching financial products and market trends to support planning advice.
? Utilising planning software to manage tasks and produce recommendations.
? Ensuring adherence to regulatory standards and compliance requirements.
? Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
? Strong knowledge of financial planning software and regulatory frameworks.
? Exceptional analytical skills and attention to detail.
? Ability to contribute effectively within a team environment.
? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
? Competitive Salary
? Collaborative and supportive working environment.
? Opportunities for professional development and career progression.
? Flexible and hybrid working options.
? 25 days annual leave plus bank holidays.
? Access to health and wellbeing schemes
? Including Employee Assistance Programmes.
? Pension scheme with employer contributions.
? Staff rewards
? Commission schemes.
This is a fantastic opportunity to ....Read more...
An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For:
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
* Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer:
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exceptional opportunity for a Senior Business Development Manager with experience in selling services to the financial services industry, to join a pioneering provider of financial services education. We are seeking a Global Head of Business Development for an Financial educational start-up. This organisation stands at the forefront of financial services education, offering career-focused programs that are in a class of their own. With flagship initiatives like the Henley Executive Hedge Fund Program, they have cemented their reputation globally through an exclusive partnership with a leading business school.A glimpse into your future role: As the Global Head of Business Development, you will be stepping into a dynamic and critical role within the company. There is currently no dedicated sales function in the UK, and with your experience you will be the primary revenue generation, using your black book and background with selling into financial services. You will be responsible for identifying and engaging new leads, building pipelines, tracking prospects, and ultimately converting them into clients. Additionally, you will be managing and developing processes for small teams in Hong Kong. The expectation is for you to not only adapt swiftly but to excel from the onset, spearheading business development efforts with strategic acumen and visionary leadership.Here's what you'll be doing:Identifying prospective clients and generating recurring revenues in the UK Growing, leading and managing international teams, ensuring cohesion and peak performance across different geographies. Implementing robust relationship-based sales practices and processes across all BD teamsBuilding and nurturing high-value relationships within the financial services provider industry with networking and attending events as well as learning on your extensive network.Strategically expanding the company's global footprint through innovative business development initiatives. Here are the skills you'll need:Proven track record in business development within the financial services provider industry, with a strong preference for candidates possessing experience in sales related to tech, industry media, accounting, or fund administration. Exceptional relationship-building and networking skills, with a proven ability to engage with and influence key stakeholders. Experience in managing a BD team, with a flair for leadership that can transcends cultural and geographical boundaries. Excellent communication and negotiation skills, capable of articulating complex ideas with clarity and persuasiveness. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here are the benefits of this job:Competitive salary - Reflective of skills and experience; specific range to be discussed during the interview process. Opportunity to play a pivotal role in the expansion of a leading company within the financial services education sector.Access to a global network of professionals and industry leaders. Why pursue a career in Financial Services Education?Embarking on a career as a Global Head of Business Development within the financial services education sector offers unparalleled opportunities to shape the future of finance professionals globally. This role not only places you at the heart of innovation in financial education but also in a position to influence the next generation of leaders in the financial services industry. With the sector's rapid evolution, driven by technological advancements and regulatory changes, your impact will extend far beyond business development, contributing significantly to the broader mission of enhancing financial literacy and competency across the globe.....Read more...
Harper May is collaborating with a leading financial services firm known for its innovation and commitment to client satisfaction. In line with their ambitious growth plans, they are actively seeking a talented Finance Analyst to join their dynamic team and contribute to their ongoing success.About the Company:At the forefront of the financial services industry, our client is renowned for their innovative solutions and client-focused approach. With a strong reputation built over years of service, they provide a wide range of financial products and services to a diverse client base.About the Role:As a Finance Analyst, you'll delve into complex financial data, preparing detailed reports and presentations. Working collaboratively across teams, you'll assist in budgeting, forecasting, and developing long-term financial strategies. Your insights will play a crucial role in guiding strategic decisions and identifying growth opportunities.Key Responsibilities:
Conduct thorough financial analysis, including variance analysis, budgeting, forecasting, and trend analysis, to provide insights into the financial performance of the business.Prepare detailed financial reports and presentations for senior management, synthesising complex data into actionable recommendations.Collaborate closely with cross-functional teams to develop annual budgets, quarterly forecasts, and long-term financial plans that align with business objectives.Monitor market trends, consumer preferences, and competitor performance to identify risks and opportunities and support strategic planning initiatives.Provide ad-hoc financial analysis and decision support to key stakeholders, assisting in evaluating investment opportunities and optimising resource allocation.Assist in the continuous improvement of financial processes, systems, and controls to enhance efficiency, accuracy, and compliance.
Preferred Skills:
ACA/ACCA/CIMA Qualification.Experience as a Financial Analyst within a similar environment.Advanced proficiency in financial modelling, forecasting techniques, and financial software (e.g., SAP, Oracle, Tableau).Advanced proficiency in ExcelStrong analytical skills with the ability to interpret complex financial data.Excellent communication and interpersonal skills.Detail-oriented with a commitment to accuracy and integrity in financial reporting and analysis.Ability to thrive in a fast-paced environment, managing multiple priorities and deadlines effectively.
If you're ready to leverage your financial expertise to drive strategic decision-making and contribute to the success of a prominent financial services group, apply now to join their team as a Finance Analyst.....Read more...
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
? Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer
? Competitive salary
? Generous holiday entitlemen....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
? Collaborating with financial planners to conduct detailed research.
? Producing accurate financial reports, including cashflow planning and tailored recommendations.
? Researching financial products and market trends to support planning advice.
? Utilising planning software to manage tasks and produce recommendations.
? Ensuring adherence to regulatory standards and compliance requirements.
? Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
? Previously worked as a Paraplanner within the financial services sector.
? Strong knowledge of financial planning software and regulatory frameworks.
? Exceptional analytical skills and attention to detail.
? Ability to contribute effectively within a team environment.
? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
? Competitive Salary
? Collaborative and supportive working environment.
? Opportunities for professional development and career progression.
? Flexible and hybrid working options.
? 25 days annual leave plus bank holidays.
? Access to health and wellbeing schemes
? Including Employee Assistance Programmes.
? Pension scheme with employer contributions.
? Staff rewards
? Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data ....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
? Collaborating with financial planners to conduct detailed research.
? Producing accurate financial reports, including cashflow planning and tailored recommendations.
? Researching financial products and market trends to support planning advice.
? Utilising planning software to manage tasks and produce recommendations.
? Ensuring adherence to regulatory standards and compliance requirements.
? Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
? Previously worked as a Paraplanner within the financial services sector.
? Strong knowledge of financial planning software and regulatory frameworks.
? Exceptional analytical skills and attention to detail.
? Ability to contribute effectively within a team environment.
? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
? Competitive Salary
? Collaborative and supportive working environment.
? Opportunities for professional development and career progression.
? Flexible and hybrid working options.
? 25 days annual leave plus bank holidays.
? Access to health and wellbeing schemes
? Including Employee Assistance Programmes.
? Pension scheme with employer contributions.
? Staff rewards
? Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data ....Read more...
An exciting opportunity has arisen for a Chartered Financial Plannerto join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Chartered Financial Planner, you will deliver tailored financial advice, support existing clients, and develop new business through internal and external networks.
This full-time, permanent role offers a salary range of £65,000 - £100,000for 36.25 hours work week plus flexible & hybrid working options and benefits.
You will be responsible for:
? Providing professional, client-focused financial planning advice to new and existing clients.
? Building relationships and generating business through introducers and internal referral networks.
? Engaging with clients to understand objectives and agreeing project fees.
? Completing fact finds and ensuring compliance with "know your customer" requirements.
? Researching existing arrangements and evaluating alternative solutions to meet client goals.
? Preparing suitability reports and explaining recommendations in clear, practical language.
? Supporting clients with paperwork, applications, and ongoing reviews.
? Contributing to business targets and the wider success of the financial planning team
What we are looking for:
? Previous experience as a Senior Financial Planner, Financial Planner, Senior Financial Adviser, Financial Adviser, Senior Financial Advisor, Finance Advisor, Financial Advisor, Financial Planning Consultant, Finance Planner, Wealth Advisor, Independent Financial Adviser, Independent Financial Advisor, Investment Adviser, Investment Advisor or in a similar role.
? Chartered Financial Planner status and Level 6 CII Advanced Diploma in Financial Planning.
? Competent Adviser status.
? At least 5 years of financial services experience with proven ability to prepare suitability reports.
? SOLLA accreditation a....Read more...
An exciting opportunity has arisen for a Property Accountant to join a well-established estate agency, offering a full range of services including residential sales, lettings, property management, and block management.
As a Property Accountant???????, you will manage financial records, support regulatory compliance, and deliver accurate reporting to assist strategic decision-making. This full-time role offers a salary range of £25,000 - £35,000 and benefits.
You will be responsible for:
? Preparing and maintaining financial statements, reports, and records in line with accounting standards.
? Managing accounts payable and receivable to ensure timely payments and collections.
? Conducting regular reconciliations of bank statements and general ledger accounts.
? Assisting with budgets and forecasts, providing insights into financial performance.
? Collaborating with other departments to deliver financial insights that support decision-making.
? Mentoring junior team members and sharing best practices in accounting processes.
? Using accounting software such as PeopleSoft, Sage, QuickBooks, Xero, or similar systems to manage financial data efficiently.
What we are looking for:
? Previously worked as a Service Charge Accountant, Management Accountant, Client accountant, Property accountant, Client Support Accountant or in a similar role.
? At least 2 years of experience in accounting.
? Must have experience using Qube.
? Understanding of financial management principles and practices.
? Skilled in accounting software including PeopleSoft, Sage, QuickBooks, or Xero.
? Effective communication skills for liaising with colleagues and stakeholders.
? Ideally have experience in financial accounting within the financial services sector.
Apply now for this greatProperty Accountantopportunity to join a respected payroll services organisation and develop your career.
Important Information: We endeavour to process your personal data in a fair....Read more...
An exciting opportunity has arisen for a Client Accountant (Property)to join a well-established estate agency, offering a full range of services including residential sales, lettings, property management, and block management.
As a Client Accountant, you will manage financial records, support regulatory compliance, and deliver accurate reporting to assist strategic decision-making. This full-time role offers a salary range of £25,000 - £35,000 and benefits.
You will be responsible for:
? Preparing and maintaining financial statements, reports, and records in line with accounting standards.
? Managing accounts payable and receivable to ensure timely payments and collections.
? Conducting regular reconciliations of bank statements and general ledger accounts.
? Assisting with budgets and forecasts, providing insights into financial performance.
? Collaborating with other departments to deliver financial insights that support decision-making.
? Mentoring junior team members and sharing best practices in accounting processes.
? Using accounting software such as PeopleSoft, Sage, QuickBooks, Xero, or similar systems to manage financial data efficiently.
What we are looking for:
? Previously worked as a Service Charge Accountant, Management Accountant, Client accountant, Property accountant, Client Support Accountant or in a similar role.
? At least 2 years of experience in accounting.
? Must have experience using Qube.
? Understanding of financial management principles and practices.
? Skilled in accounting software including PeopleSoft, Sage, QuickBooks, or Xero.
? Effective communication skills for liaising with colleagues and stakeholders.
? Ideally have experience in financial accounting within the financial services sector.
Apply now for this great Client Accountantopportunity to join a respected payroll services organisation and develop your career.
Important Information: We endeavour to process your personal data in a fair a....Read more...
An exciting opportunity has arisen for a Service Charge Accountant to join a well-established estate agency, offering a full range of services including residential sales, lettings, property management, and block management.
As a Service Charge Accountant, you will manage financial records, support regulatory compliance, and deliver accurate reporting to assist strategic decision-making. This full-time role offers a salary range of £25,000 - £35,000 and benefits.
You will be responsible for:
? Preparing and maintaining financial statements, reports, and records in line with accounting standards.
? Managing accounts payable and receivable to ensure timely payments and collections.
? Conducting regular reconciliations of bank statements and general ledger accounts.
? Assisting with budgets and forecasts, providing insights into financial performance.
? Collaborating with other departments to deliver financial insights that support decision-making.
? Mentoring junior team members and sharing best practices in accounting processes.
? Using accounting software such as PeopleSoft, Sage, QuickBooks, Xero, or similar systems to manage financial data efficiently.
What we are looking for:
? Previously worked as a Service Charge Accountant, Management Accountant, Client accountant, Property accountant, Client Support Accountant or in a similar role.
? At least 2 years of experience in accounting.
? Must have experience using Qube.
? Understanding of financial management principles and practices.
? Skilled in accounting software including PeopleSoft, Sage, QuickBooks, or Xero.
? Effective communication skills for liaising with colleagues and stakeholders.
? Ideally have experience in financial accounting within the financial services sector.
Apply now for this great Service Charge Accountant opportunity to join a respected payroll services organisation and develop your career.
Important Information: We endeavour to process your personal d....Read more...
An exciting opportunity has arisen for a Project Accountant to join a reputable international financial institution in Central London. They offer a comprehensive range of banking services and are known for their collaborative and high-performing culture.
As a Project Accountant, you will provide project and financial reporting support while assisting with day-to-day finance operations.
This role offers a salary of circa £80,000 and benefits.
You Will Be Responsible For
? Producing accurate and timely financial and project reports.
? Preparing and analysing financial statements, reconciliations, and management reports.
? Extracting and interpreting data from core banking systems to provide insights into financial performance.
? Ensuring compliance with IFRS, regulatory standards, and internal policies.
? Collaborating with IT and project teams to ensure smooth integration of financial reporting systems.
? Developing and maintaining dashboards and reporting tools to support decision-making.
? Supporting monthly and year-end close processes, including income statement, balance sheet, and cash flow reporting.
? Liaising with internal and external auditors to maintain strong financial controls.
? Assisting with tax and regulatory reporting, including relevant submissions and returns.
What We Are Looking For
? Previously worked as a Project Accountant, Financial Reporting Accountant, Finance Analyst, Financial Analyst, Financial Reporting Analyst, Financial Accountant, Regulatory Reporting Accountant, Management Accountant or in a similar role.
? Fully qualified accountant (ACA, ACCA, CIMA, or equivalent).
? Experience within the financial services sector, preferably banking.
? Strong knowledge of financial reporting, IFRS, and core banking systems.
? Excellent analytical skills with the ability to interpret complex data.
? Proven experience supporting systems implementation or integration projects.
? Strong project management skil....Read more...
Role Summary A unique internship opportunity for undergraduates with strong analytical abilities and interest in financial services, commencing June/July for 2-4 months. Company Profile The Opportunity Hub UK has partnered with an established financial services organisation based across Woking and London locations. Our client combines technological innovation with financial expertise to deliver market-leading solutions to their customers. Internship Overview This structured programme offers practical experience in business and financial analysis within a technology-driven environment. You'll work within cross-functional teams to analyse data, develop insights, and contribute to business decision-making processes. Main DutiesSupport the analysis of financial data using various analytical toolsAssist in creating reports and dashboards for business intelligenceHelp identify patterns and trends in complex datasetsCollaborate with technical and non-technical stakeholdersContribute to process improvement initiativesEssential RequirementsCurrent undergraduate in Finance, Business, Economics, Mathematics, Statistics, or related disciplinesStrong analytical capabilities and attention to detailProficiency in data analysis tools (SQL, Excel, Python beneficial but not required)Excellent numerical and statistical reasoningStrong communication skills to present findings to varied audiencesLegal Requirements All candidates must have the right to work in the UK. We cannot provide visa sponsorship for this position. Professional Development This position offers a competitive salary of £24,000-£25,000 (pro-rated). The intersection of business analysis and financial services represents one of the most dynamic and rewarding career paths available. This internship provides foundational experience for roles such as Financial Analyst, Business Intelligence Specialist, or Data Analyst within the financial services sector. The analytical skills developed are highly valued across industries.....Read more...
This is a fantastic graduate sales development opportunity for a highly driven and articulate candidate looking to break into financial services industry. Step into the future of financial advisory services with an innovative company that has redefined investment management. This firm is recognised internationally for its commitment to quality, innovation, and technology in the financial advisory sector. They provide a multi-layered investment proposition, focusing on independent investment management and leveraging cutting-edge technology to enhance advisory services. Job Overview: We are seeking a Graduate Sales Development Representative to join our London team. This role is ideal for an ambitious graduate looking to kickstart a career in sales within the financial services industry. You will be at the forefront of our business development efforts, helping to expand our reach and influence within the financial advisory community. Here's what you'll be doing:Generating new business opportunities by identifying and qualifying potential leads for the senior sales team and directors to get over the line. Engaging with prospective clients to introduce them to our unique investment management solutions.Collaborating with the marketing team to refine outreach strategies and implement sales campaigns.Conducting market research to stay informed about industry trends and competitor activities.Participating in training and development sessions to enhance your sales techniques and financial product knowledge.Here are the skills you'll need:A degree in Business, Finance, or a related field.Excellent communication and interpersonal skills.Strong organisational and time-management abilities.A proactive mindset and eagerness to take on new challenges.Ability to work effectively in a team-oriented environment.Work Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:A starting salary of £30,000.Comprehensive training program tailored to your professional growth.Opportunities for career advancement within a rapidly growing international company.Access to cutting-edge tools and technologies in financial services.Involvement in a company culture that values innovation and employee contribution.Embarking on a career as a Graduate Sales Development Representative in the financial services industry offers a dynamic and rewarding pathway. You will be part of a sector that is at the forefront of combining financial expertise with technological advancement, providing you with the skills and experiences necessary to excel in the modern economic landscape. This opportunity not only allows you to develop a robust understanding of financial markets but also equips you with critical sales and business development skills that are highly valued across industries.....Read more...
An exciting opportunity has arisen for a Chartered Financial Plannerto join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Chartered Financial Planner, you will deliver tailored financial advice, support existing clients, and develop new business through internal and external networks.
This full-time, permanent role offers a salary range of £65,000 - £100,000for 36.25 hours work week plus flexible & hybrid working options and benefits.
You will be responsible for:
* Providing professional, client-focused financial planning advice to new and existing clients.
* Building relationships and generating business through introducers and internal referral networks.
* Engaging with clients to understand objectives and agreeing project fees.
* Completing fact finds and ensuring compliance with "know your customer" requirements.
* Researching existing arrangements and evaluating alternative solutions to meet client goals.
* Preparing suitability reports and explaining recommendations in clear, practical language.
* Supporting clients with paperwork, applications, and ongoing reviews.
* Contributing to business targets and the wider success of the financial planning team
What we are looking for:
* Previous experience as a Senior Financial Planner, Financial Planner, Senior Financial Adviser, Financial Adviser, Senior Financial Advisor, Finance Advisor, Financial Advisor, Financial Planning Consultant, Finance Planner, Wealth Advisor, Independent Financial Adviser, Independent Financial Advisor, Investment Adviser, Investment Advisor or in a similar role.
* Chartered Financial Planner status and Level 6 CII Advanced Diploma in Financial Planning.
* Competent Adviser status.
* At least 5 years of financial services experience with proven ability to prepare suitability reports.
* SOLLA accreditation and experience in IFA practice would be desirable.
* Familiarity with FE Analytics and Intelligent Office would be beneficial.
What's on offer:
* Annual salary review
* 25 days plus bank holidays
* Pension scheme
* Cycle to work scheme
* Private medical insurance
* Charity giving schemes
* Commission schemes and staff incentives
* Opportunities for professional development and career progression
Apply now for this great Corporate Finance Planner opportunity to join a respected payroll services organisation and develop your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
* Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer
? Competitive salary
? Generous holiday entitlement.
? Professional development and qualification support.
? Company pension and wellbeing initiatives.
? Enhanced family leave policies.
? Additional leave and regular ....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exciting opportunity has arisen for a Property Accountant to join a well-established estate agency, offering a full range of services including residential sales, lettings, property management, and block management.
As a Property Accountant???????, you will manage financial records, support regulatory compliance, and deliver accurate reporting to assist strategic decision-making. This full-time role offers a salary range of £25,000 - £35,000 and benefits.
You will be responsible for:
* Preparing and maintaining financial statements, reports, and records in line with accounting standards.
* Managing accounts payable and receivable to ensure timely payments and collections.
* Conducting regular reconciliations of bank statements and general ledger accounts.
* Assisting with budgets and forecasts, providing insights into financial performance.
* Collaborating with other departments to deliver financial insights that support decision-making.
* Mentoring junior team members and sharing best practices in accounting processes.
* Using accounting software such as PeopleSoft, Sage, QuickBooks, Xero, or similar systems to manage financial data efficiently.
What we are looking for:
* Previously worked as a Service Charge Accountant, Management Accountant, Client accountant, Property accountant, Client Support Accountant or in a similar role.
* At least 2 years of experience in accounting.
* Must have experience using Qube.
* Understanding of financial management principles and practices.
* Skilled in accounting software including PeopleSoft, Sage, QuickBooks, or Xero.
* Effective communication skills for liaising with colleagues and stakeholders.
* Ideally have experience in financial accounting within the financial services sector.
Apply now for this greatProperty Accountantopportunity to join a respected payroll services organisation and develop your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
