Permanent jobs

We have a great number of permanent vacancies. Here is a selection.

Qualified Accountant - Taunton - c£42K-£52K plus benefits 

As part of their continued growth plan, our client now seeks to appoint a Qualified Accountant.

 

This role will involve managing a portfolio of your own clients, organising your own time, and sharing in the responsibility of managing and developing the team of junior staff.  The role would involve a good deal of direct client interaction with clients, and the need to be very comfortable being the first point of contact, and giving proactive, commercially valuable advice and assistance on a regular basis.

 

As such the ideal applicant would be commercially sharp, thrive on the variety and energy of a busy team, and have first class communication and interpersonal skills, and a passion for serving clients to the highest possible standard.  Previous experiences of working with clients is essential, as is a drive and a passion for your work.  In return, for the right applicant, our client offers an environment where strong performance is recognised and rewarded financially, and also a real prospect of developing and growing your career in a wide range of exciting directions in the future.

 

Key Responsibilities

  • To manage the day to day needs of their own client portfolio, including being the first point of contact
  • To plan, carry out and review client work in a variety of areas within accounting, tax, and commercial/business advice
  • To handle client queries and proactively advise them on a wide range of financial and commercial matters
  • To proactively bring matters to the attention of the partners
  • To share in staff management and development responsibilities for the junior members of the team
  • To deliver excellent client service
  • To organise own time and workload

Key Person Requirements

  • Holder of a recognised professional accounting qualification, ACA or ACCA 
  • A minimum of three years’ practice experience.
  • Likely to come from a small to medium sized firm background, or have relevant experience of directly serving clients, proactively and commercially, in this type of environment, but be looking for an exciting new challenge
  • Keen to work in an individual performance driven business (and be rewarded accordingly)
  • Able to work well in a successful and busy team
  • Excellent interpersonal and communication skills
  • Commercially sharp
  • Having an attitude characterised as enthusiastic and positive, self-motivated and focused
  • Possessing a creative approach to reaching solutions for clients
  • Hard working, and willing to work flexibly and travel on occasions where required
  • Keen to learn and develop
  • General IT proficiency
  • CTA desirable but certainly not essential

Our client believes in a culture where strong performance is recognised and rewarded, and as such reviews the performance and salaries of qualified staff every 12 months, and in addition to a competitive salary, also offers discretionary performance bonuses, contributions to a pension scheme, private health insurance, death in service benefits, and a range of other flexible benefits for qualified staff.

Management Accounting Manager - London - c£50K-£60K plus benefits

The Opportunity

Our client is actively looking to recruit a talented individual as a Manager within the Outsourcing department in their Central London office. This management role in a growing area of the business will take ownership of a large portfolio of clients and share responsibility of the management of a strong team of financial outsourcing professionals.

 

Key Duties & Responsibilities

  • Management of the team members servicing the Manager’s portfolio of clients, ensuring all output is accurate and consistent whilst creating a positive and enjoyable working environment.
  • Overall ownership of a large portfolio of clients with varying sizes and requirements, ranging from VAT return preparation through to management accounts, offering a more bespoke service when requested by the clients.
  • Supporting the Outsourcing Senior Manager and Director to implement the firm’s vision for servicing clients and managing the team, helping to establish the department’s cloud based platform to streamline workflow and build efficiencies.
  • Managing tight deadlines and client expectations, requiring a highly organised and pragmatic approach.
  • Cascade client visions and requirements to the team in order to deliver against high expectations whilst maintaining accuracy. This must be carried out at the same time as meeting financial budgets and internal targets.
  • Internal relationship building across all departments within Menzies in order for the company to deliver a joined up service for the clients from the outsourcing services, through to statutory accounts and tax planning.
  • Preparation and delivery of proposals and tender documents in respect of outsourced services.
  • Conduct and oversee reviews of clients financial systems and processes, recommend improvements and implement changes.

Our client offers

A dynamic and rewarding environment with exposure to a diverse range of clients and industry sectors. Their package and benefits are very competitive and work life balance is part of their company culture and are a strong believer in developing their staff throughout their career:

  • A highly competitive base salary
  • Generous holiday allowance of 23.5 days a year (plus bank holidays)
  • Flexible working policies (core hours are between 10am and 4.30pm)
  • Each office location has agreements with local businesses which offer great discounts
  • Learning and Development opportunities
  • Social Events - various charity and sporting activities to help raise the brand profile and give back to the local community

Required Skills & Attributes:

  • ACA or ACCA Qualified
  • Excellent working knowledge of cloud based accounting systems
  • Experience in designing and implementing financial systems and controls
  • Solid technical accounting knowledge
  • Strong communication skills
  • Ability to motivate and develop a team
  • Adaptable to varying client needs
  • Effective client relationship builder
  • Strong commercial business acumen
  • Demonstrates Best Practice approach to all tasks and assignments

Audit Manager - Surrey - c£47K-£57K plus benefits

Key Duties & Responsibilities:

  • Management of client portfolio including: Statutory audits; accounts preparation; general advisory, strategic and tax planning; attend client meetings;
  • Managing audits, completing jobs with minimal supervision, to deadlines and within budget.
  • Marketing, including prospect follow ups, organising events, co- ordinate property campaign, attend local events, fortnightly marketing meetings with other department reps and feed back monthly partners meeting.
  • Liaison with other service lines as needed i.e. Vat, Tax, etc.
  • Liaise with overseas auditors and advisors.
  • Informally mentor 3 trainees and formally mentor 2 qualified members of staff, holding regular meetings and assisting with objective setting and personal development.
  • Reviewing audit files.
  • Planning, preparation and scheduling of audit jobs
  • Where applicable delivering recommendations to management post audit
  • Manage WIP and monthly billing, chasing debtors.

Our client can offer you a dynamic and rewarding environment with exposure to a diverse range of clients and industry sectors. Their package and benefits are very competitive and work life balance is part of their company culture.

  • A highly competitive base salary
  • Generous holiday allowance of 23.5 days a year (plus bank holidays)
  • Flexible working policies (core hours are between 10am and 4.30pm)
  • Our client has agreements with local businesses which offer great discounts
  • Learning and Development opportunities throughout your career
  • CSR Program & Social Events - the company are involved in various charity and sporting activities to help raise the brand profile and give back to the local community
  • Employee Assistance Program - the EAP is available for all employees. As well as being a confidential support line, it also offers practical financial and life management advice 24 / 7 and is completely confidential.

Required Skills & Attributes:

  • ACA or ACCA qualified (degree not essential)
  • Minimum of five years in an Accountancy Practice
  • Experience of systems/controls testing as well as substantive auditing, including consolidations, group audits, IFRS, statutory accounts and disclosures
  • As well as being able to prepare and review completed audit files for a large variety of clients to a high standard, the ideal candidate would be a good communicator and be able to deal confidently and effectively with both clients and staff alike.
  • They should be able to cope with jobs where the records are not straight forward, and should be able to work within deadlines and budgets.

Senior Manager (Corporate Accounts) - Surrey - c£60K-£70K plus benefits

My client is currently looking to recruit a talented Senior Manager for their Corporate Client team in Surrey. You will be required to manage the client relationships & accounts as well as being responsible for a team of professionals who focus on their larger corporate clients including a some audit assignments. This is a key role within a strong team!

 

Key Duties & Responsibilities:

  • Management of client portfolio including: Statutory audits; accounts preparation; general advisory, strategic and tax planning and attend client meetings.
  • Supporting, partner led, business development activities.
  • Mentor the team’s AAT & ACA trainees holding regular meetings and assisting with objective setting and personal development.
  • Manage WIP and monthly billing,
  • Be responsible for own development with support from the mentoring programme

Our client has a quite unique offer:

  • A dynamic and rewarding environment with exposure to a diverse range of clients and industry sectors.
  • Their package and benefits are very competitive and work life balance is part of the company culture.
  • A highly competitive base salary
  • Generous holiday allowance of 23.5 days a year (plus bank holidays)
  • Flexible working policies (core hours are between 10am and 4.30pm)
  • Agreements with local businesses which offer great discounts
  • Learning and Development opportunities throughout your career
  • Social Events - the company are involved in various charity and sporting activities to help raise the brand profile and give back to the local community
  • Employee Assistance Program - their EAP is available for all employees - as well as being a confidential support line, it also offers practical financial and life management advice 24 /7 and is completely confidential.

Required Skills & Attributes:

  • ACA or ACCA qualified (degree not essential)
  • Minimum of 7 years in an Accountancy Practice
  • Experience of systems/controls testing as well as substantive auditing, including consolidations, group audits, IFRS, statutory accounts and disclosures
  • Strong commercial acumen
  • Effective communicator and relationship builder
  • Adaptable approach and quick thinker
  • Effective time management skills
  • Passionate about nurturing & developing individuals

Audit Manager - London - c£55K-£65K plus benefits

You must have 1 – 5 years PQE, have strong experience in managing staff and be used to dealing with a large and varied portfolio of clients in a practice environment.


Your main responsibilities will include:

  • Planning, completing and managing audits and statutory accounts assignments including reviewing audit and accounts files of small, medium and large companies
  • Performing an advisory role to a portfolio of clients
  • Liaising with clients as and when necessary to carry out work including audit and accounting queries
  • Supporting the team in terms of managing work flows and attendance at finalisation meetings Reporting to clients and answering questions on the audit and statutory financial statements Point of contact for the audit engagement team
  • Reporting on a regular basis to Partners and Directors for auditing and accounting
  • Meeting internal and external deadlines
  • Partaking in regular meetings to discuss progress and current client issues and to understand the workload of colleagues

The role is approximately 80% in-house although a large part of that time will be spent communicating with clients


Essential Requirements:

  • Fully qualified ACA or ACCA with 1 – 5 years PQE
  • Strong experience in managing staff
  • Experience in advising, mentoring and reviewing audits and statutory accounts assignments for small, medium and large companies
  • Be fully up to date with all reporting standards
  • Very strong written and verbal communication skills
  • Excellent analytical skills and good attention to detail
  • Strong IT skills (use of CaseWare preferable)

Benefits:

  • 28 days annual leave per annum (inc plus bank/public holidays), an additional 3 days annual leave given between Christmas and New Year
  • Corporate rate gym membership
  • Childcare vouchers,
  • Dental Insurance
  • Private Medical Insurance
  • Pension

Paraplanner - Aberdeen - c£25K-£45K plus benefits

Due to continuing growth and success, our client have an exciting opportunity for an experiencedParaplanner to join their Wealth team.

 

In this role you will support the Chartered Financial Planners to develop and maintain strong relations with their portfolio of clients.

 

Key Objectives of the Role

  • Support (Chartered) Financial Planners in implementing Financial Planning advice for new and existing clients
  • Proactively manage tasks and workflows and support the delivery of Wealth core services, taking responsibility for compliance/regulation and client liaison

Main Tasks

  • Attend Client Service Meetings as required i.e. Discovery, Investment Plan, Implementation, Wealth Plan and Progress
  • Assist (Chartered) Financial Planners to develop, manage and maintain strong relations with their portfolio of clients with a wide variety of planning needs and objectives
  • Liaise with external advisors (e.g. accountants & solicitors) and undertake adhoc product, technical & specialist research to assist (Chartered) Financial Planners with advice to clients and Partners, Directors and staff
  • Writing technical recommendation reports
  • Monitor the delivery of client work to ensure clients receive quality of service at all times and are satisfied
  • Review client files upon completion of business

Technical Tasks

  • Competent use of Cloud-based CRM and Project Management tools
  • Conduct technical research and analysis
  • Data input re back-office and financial planning software
  • Wrap/custodian functionality
  • Develop own technical knowledge

Requirements for The Role

  • Good team player with the ability to build effective relationships at all levels
  • Ability to plan and prioritise workload, meet deadlines and work well under pressure
  • Ability to take ownership and use initiative
  • Strong communication skills – written and oral
  • Keen attention to detail
  • Previous experience of working in a similar role

Desirable

  • Diploma in Regulated Financial Planning (DipPFS) or making good progress towards.
  • Working towards Advanced Diploma in Financial Planning (APFS)

Tax Senior - Cambridge - c£28K plus benefits

Tax Seniors are responsible to partners/senior managers/ managers for the smooth running of client portfolios and for ensuring that technical work is carried out in accordance with the firms standards and procedures.

 

Tax Seniors are expected to assist managers/directors/partners in meeting the firm's strategic aims, marketing and commercial objectives.

 

Nature of work

  • Preparing Corporate Tax Returns and associated work.
  • Primarily office based and includes the day-to-day administration of their portfolios.
  • Involvement in business tax advisory projects.

Main responsibilities and duties

 

Technical

  • Acting as Business Tax specialist giving advice to clients and PEM Groups on various Business Tax issues
  • Dealing with routine correspondence concerning client's affairs on a timely basis.
  • Keeping control of jobs and WIP within the office.
  • Assisting with detailed and more complex work on assignments when necessary.
  • Having a comprehensive knowledge of subject, keeping up-to-date with tax legislation changes, HMRC practices and current tax planning ideas.

Managerial

  • Assisting with billing, debt collection, and reduction of write-offs
  • Maintaining portfolio work programmes and monitoring jobs awaiting completion
  • Monitoring own chargeable hours targets
  • Supervision of trainees where appropriate

Commercial

  • Staying up-to-date on the latest technical developments
  • To identify marketing opportunities both for additional services with existing clients and introducing new clients to the firm
  • Help to produce proposals from initial identification to help win new and profitable business

Team work

  • Share knowledge and information within the department
  • Take a positive approach to work and the department in general.

Specific or general comments

  • Keep technically up-to-date, particularly in those areas in which you are involved and maintaining personal CPE records.
  • Continue to gain expertise in other areas such as commercial and personal skills.

Commercial & Reporting Controller - Caerphilly - c£35K-£40K plus benefits

As the Commercial & Reporting Controller , you will be responsible for the provision of accurate and timely reporting and management information. You will also undertake analysis of key operational data to underpin strategic decision making.

 

The role would require someone who is numerate and used to providing management information and reports; you must also have strong customer service skills and be extremely comfortable with presenting information and communicating with senior people.

 

Ideally candidates will have a strong Analysis background with exposure to SQL Server, Insurance Systems, Insurance methodologies and Contact Centre KPI’s.

 

Dimensions:

  • In your role you will communicate with all levels within the company across all departments.

Principal Responsibilities:

  • Recommend / apply / test the success / failure of Underwriting and Broking rules using ActiveQuote to promote Aggregator optimisation through to Direct to assist in the achievement and maintainable aggregator position - Nu1
  • Interrogate failed quote data across all lines of business and perform gap analysis and to make recommendations which will lead to improved pricing and development of schemes.
  • Responsible for the development, production and automation of daily, weekly, monthly & rolling 12 monthly reports for all areas of the business to assist the department managers in delivering group required outputs.
  • Responsible for the development, production and automation of daily, weekly, monthly & rolling 12 monthly reports at individual agent level, insurer level and product level for all areas of the group to accurately manage performance.
  • Evaluate data / identify trends and make recommendations using Excel, Qlikview and other reporting suites to assist in exceeding Group objectives
  • Provide detailed and insightful scrutiny of data from various sources that allows confident business decisions and support the production of business cases through provision of information
  • Identify issues with the data or efficiency of reporting and resolving within agreed timeframes.
  • Responsible for the on-going accurate and timely delivery of scheduled and ad-hoc MI and reports and to be proactive in identifying gaps in the reporting systems.
  • To actively contribute to the development of the business direction of the organisation and to work collaboratively across the organisation to help achieve corporate objectives and foster an atmosphere of mutual support.
  • Communicate effectively with all stakeholders in both verbal and written communications internally and externally.
  • Take responsibility for your activities ensuring all company and regulatory procedures are followed, and act as a role model to employees.
  • Assist in the Business Planning process to enable long-term growth by working with key stakeholders in the process and verifying that all critical information is clearly presented.
  • Develop and produce timely and accurate management information reports for the board and management team across all departments
  • Development and monitoring of Contact Centre Reporting and practices to help achieve the goal of an “Award Winning Contact Centre”
  • Participate in and undertake adhoc tasks that may be requested by the board of directors to ensure smooth running of the business Grade

Related Responsibilities:

  • Be accountable for monitoring and maintenance of reports of all business units in the absence of the Management team.
  • Involvement with relationship building with Internal and External Teams.
  • Identifying potential areas of improvement within the business and being proactive in offering solutions.
  • Analysing department performance and provide proposals of how to improve.
  • Liaising with other department to identify and improve working practises.
  • Implementing change with Management team.
  • Provide support to improve the performance of processes as identified by the Management team.
  • Act as value ambassadors, leading by example to influence positive change in the behaviours of team members in line with values-based behavioural guidelines.
  • Identify opportunities to further develop each areas performance and strategy.
  • Identify opportunities to provide learning and development support and / or drive development initiatives.
  • Raise in a timely manner system issues that affect performance.
  • Support all departments with queries as and when required.

Investment Manager (Third Sector) - Knowsley, Merseyside - c£45K-£55K plus benefits

Directly Responsible for

The coordination of social investment funds and the assessment, support and oversight of investees to ensure its successful return.

 

Purpose
To act as the lead in managing the Groups first social investment fund to provide sub £150k investments to enable social business sector growth in the North West of England. The role will take a ‘whole life cycle’ fund approach, steering the funds promotion, attraction and investment awards and their subsequent return, with a focus on impact reporting to evidence the benefits of social investment funds.

 

Main duties


Key areas

  • Working alongside the marketing team to promote awareness of and access to the social investment funds offered by the Group.
  • To identify the broader and individual support needs of potential investees to enable successful investment awards.
  • To appraise investment applications undertaking detailed analysis of business capability, skills, track records and likelihood of success in returning the investment.
  • Working alongside the social impact assessment team to identify the impact from potential investees to form part of the overall assessment criteria for fund investments.
  • Prepare all relevant documents for investment recommendations and present to the fund’s investment committee.
  • Coordinate the outsourced fund administration function in undertaking the relevant due diligence assessments of investees.
  • Oversee the post investment performance of investee’s and coordinate ongoing support needs as appropriate to ensure successful return.
  • Provide regular performance reports to the Group, Investment brokers and other funders as appropriate.
  • Support investment proposals for new investment funds through the external promotion and application for new funding streams.
  • Working with internal teams and specialist legal advisers to scrutinise investment legal documentation to ensure consistency with the commercial terms agreed.

General duties

  • Financial - To formulate and manage the investments made and report regularly on performance and risks.
  • Risk management - To undertake risk assessments on potential and current investees, aligning the risk assessment to the investment fund criteria and where appropriate implementing controls to overcome the risk of failure.
  • Equality & diversity - You will be expected to carry out all duties in the context of and in compliance with the Group’s commitment to equality and diversity.
  • You will be expected to lead by example and contribute to an inclusive culture where positive effort is recognised and rewarded.
  • Communication - The post holder will be expected to attend, report to and present at meetings and must be able to communicate effectively.
  • Data protection – The post holder will be expected to ensure compliance with all legal obligations concerning the protection of data concerning employees, customers and 3rd parties.
  • Values - To contribute to a positive culture by displaying behaviours in line with the Vision and Values of the organisation.
  • Location - The post holder will be expected to work in a variety of locations including premises not directly under the control of the Group.
  • Some flexibility over working hours is necessary to meet the requirements of the job.

Accounts Executive (Cloud Accounting) - Colchester - c£30K plus benefits

Working as part of the Business Advisory team this role will be part of the team driving a new product offering forward.

 

Although predominantly office based this role also offers plenty of opportunity to get out of the office to support clients on their premises and attend exhibitions and events to promote services.

 

Working as part of an enthusiastic and energetic team, the successful candidate will have the rare opportunity to use their traditional accounting experience and combine it with modern accounting practices through the implementation of cloud accounting software.

 

Following successful partnership with leading software providers, our client is looking for the successful candidate to have proven experience and an interest in helping the business drive forwrd sector specific targets forward.

 

Main duties will include:

  • Preparation of financial accounts from incomplete records, including bank reconciliation, control account reconciliation, control account reconciliation, fixed asset accounting, calculation of debtors and creditors, nominal ledger accounting and preparation of trial balance etc.
  • Preparation of management accounts and financial forecasts.
  • To visit client premises to set up and maintain book-keeping records and quarterly VAT returns and provide support to clients, who maintain their own records.
  • Assistance in tax compliance work for clients, e.g. preparation of Tax Returns, VAT returns, Payrolls etc.
  • Play an active part of the team receiving calls and e-mails from clients who need Cloud assistance and to be able to deal with these enquiries, promptly, confidently and courteously.
  • To assist other members of staff with Cloud queries and manage the inbox.
  • To provide additional business services for clients under instruction from the case manager. Supervising trainee staff within the department, providing technical support where needed. Proactively promote the Cloud Accounting product to new and existing clients and actively input into the development of new product propositions based on client feedback.

The Candidate:

  • The successful candidate will be expected to be able to analyse and interpret information and possess good communication skills.
  • A professional manner and a good knowledge of Microsoft office packages is essential and experience of, or an interest in, cloud accounting practices would be advantageous.
  • Experience of accounting issues affecting the agricultural sector, and Knowledge of Cloud based Accounting would be an advantage but not essential as full training will be given for the right candidate.

The company are at an exciting point in the development of their accounting services and are committed to being at the forefront of the transition from traditional accounting to modern accounting practices and are looking for a candidate will who bring enthusiasm and energy to their team as they do this.

 

  • Entry Level Applicants must possess the AAT, ACCA or ACA qualification.
  • Experience of business services in a practice environment is essential.
  • Good communication, IT skills and a professional manner are also required.

Para-planner - Lincolnshire - £25K-£30K plus benefits

This role involves providing vital support to the Financial Advisor which includes researching products and different types of funds and platforms. You will be expected to act as the technical interface between the Financial Advisor and the clients and have the ability to produce financial reports, letters and technical papers to the highest standard.

 

Skills and Knowledge:

  • Strong computer skills, with the ability to search and use financial databases.
  • Excellent listening skills, verbal and written communication skills.
  • Attention to detail -Ability to work under pressure.
  • Must be flexible and have the ability to multi-task.
  • Strong organisational skills
  • Capability of prioritising by assessing situations to determine urgency.
  • Carrying out all tasks in a manner consistent with the firm’s compliance procedures.
  • Detailed knowledge of the FCA and the firm’s record keeping requirements.
  • Detailed knowledge of the FCA’s rules and requirements.
  • Broad knowledge of the financial services sector.
  • High level of technical knowledge.
  • Although not necessarily in possession of the required qualification to dispense advice, an excellent Para-planner will be just as versed in law, taxation and benefits as any qualified Financial Advisor and therefore, the firm would expect you to be qualified to level 4, Diploma in Financial Planning. For a trainee Para-planner, you will be working towards achieving this level.
  • You will be expected to be committed to Continuous Professional Development.

Responsibilities - General

  • Comply at all times with the firm’s compliance, training and competence; complaints and data security policies / procedures.
  • To ensure that the firm’s clients are treated fairly at all times.
  • Keep up to date with new products, technical or legislative changes within the Industry.
  • Maintain positive working relationship with others, both internally and externally.
  • To anticipate, understand and respond to the needs of the financial Planner and the clients to meet or exceed their expectations.
  • Attend training and to develop relevant knowledge and skills.
  • All business related Administrative duties.

Responsibilities - Specific:

  • To prepare client files
  • Receiving instructions during debriefings from the Financial Advisor following the client meeting, to obtain the client’s needs, objectives and financial information from the Confidential Client Questionnaire.
  • Analyse the client data and use appropriate research to identify suitable solutions to meet the client’s needs and objectives.
  • Check all the paperwork / information is available to ensure that the client file meets the FCA’s rules and requirements.
  • Providing records to support research undertaken.
  • To prepare recommendations
  • Prepare information for analysis by Financial Advisor.
  • If applicable, liaise with the client’s tax and legal advisers.
  • Prepare draft suitability report to discuss with Financial Advisor.
  • To implement recommendations
  • Finalise suitability report once agreed by the Financial Advisor.
  • Ensure correct applications have been obtained and completed.
  • Ensure correct compliance documentation is in order.
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