ASHLEY REES
ASSOCIATES Finance & Accountancy Recruitment Specialists

An accountancy practice based in central Bristol is currently recruiting an Senior Auditor to join their team

The firm actively encourage individuals to challenge and develop themselves within a supportive working environment and be rewarded for doing so.

The client work is held to a high level and is based on the development of lasting relationships and great advice.

Duties will include:

• Working independently within the team, managing and undertaking all aspects of entire audit engagements, including  planning, performing and completing statutory audits of financial statements
• Clients include individual companies and groups, across a broad range of industries, and covering smaller owner managed businesses up to £100m turnover businesses
• Maintain and develop client relationships while working on site, and working closely with client management teams to  gather information, resolve problems and make recommendations for business and process improvements, and becoming key point of contact and trusted advisor to clients
• Control and management of client and reporting deadlines, assignment budgeting, including liaison with other  departments and members of staff
• Involvement to include statutory audits, as well as non-statutory audit, grant claim reporting and other compliance engagements, including companies, charities, pension  schemes and societies
• Undertake non-audit financial statement preparation assignments
• Maintain and develop audit compliance procedures, audit manuals and involvement in internal compliance reviews of audit files, enabling constant improvement to audit quality and efficiency

The successful candidate will be ACCA/ACA qualified with a minimumn of 3 years' audit experience

• Experience of working across a broad range of industries, and experience of industry specific accounting practices and  treatments would be useful
• Experience of other accounting functions, such as VAT reporting, management accounting and a sound understanding of  corporation tax, would also be beneficial.

A construction organisation based in north Bristol is currently recruiting a Project Administrator to join their team.

Working for well-established business that offers flexible working hours and a 25 day holiday allowance, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Assist in the preparation of project plans, schedules and progress reports
• Maintain project documentation, contracts and reports
• Support health and safety documentation
• Liaise with internal stakeholders to ensure effective communication of projects
• Support procurement processes
• Track project milestones and KPI’s
• Coordinate meetings and prepare agendas

The successful candidate will come from a strong administrative background and be able to demonstrate the ability to work well autonomously and being able to use initiative.  Previous experience of working in construction or facilities would be advantageous.

An accountancy practice in Wells is currently recruiting a Senior Accountant to join their team.

This is an excellent opportunity for anyone looking to further their career within this field working in a newly created role for a growing Practice.

Duties will include:

• Finalising accounts for sole traders, limited companies and partnerships
• VAT returns
• Personal Tax returns
• Corporation Tax
• Preparing management accounts
• Advising clients based on financial performance

Previous experience of working within a Practice is essential.  The successful candidate must also be proficient on Excel, Xero/Quickbooks experience is an advantage.

A service organisation based in north Bristol is currently recruiting a Finance Manager to join their team.

This SME has recently experienced month on month record turnover and having recently moved to a larger and more modern office facility, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Managing and mentoring a team of three
• Produce monthly management accounts and report on month end
• Help the Operations and Managing Director’s help make strategic business decisions based upon financial performance
• Ensure a strong financial control environment
• Monitor and update systems and processes within the team
• Prepare year end accounts
• Process payroll

This role will suit someone who has previous experience or is keen to work within an SME environment, helping make day to day business decisions but also remaining heavily involved in the month end process.

A service organisation based in north Somerset (offering 2 days per week working from home) is currently recruiting an Assistant Accountant to join their team.

Working for a growing business that encourages professional development, offering study support where desired, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• General ledger reconciliation
• Variance analysis and investigations
• Support monthly management accounting month end process
• Process and collate invoices
• Bank reconciliations
• Record and monitor payments
• Assist with project and ad hoc tasks requested by management

Previous experience of working in an accounts department is essential.  The successful candidate will be proficient on excel and be able demonstrate the ability to work well within a team.

A service organisation based in central Bristol (offering hybrid working) is currently recruiting a Business Manager to join their team.

Working for a growing business that offers a very good commission package on top of the basic salary, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Speak to clients to sell the businesses services’ they were not aware of
• Ensure all new and existing clients are supported with excellent customer service at all times
• Develop new clients and follow correct onboarding process
• Identify and follow up on potential new business opportunities
• Deal with all client queries in a timely manner
• Support the Sales Manager with regular updates and attend meetings

The successful candidate will be an excellent communicator with strong customer service skills and is comfortable speaking to people over the telephone.

Ashley Rees Associates are currently working with an expanding firm of Financial Planners. Due to growth an exciting opportunity is now available for an IFA Administrator based in Chester to join their team,

The successful candidate will be responsible for providing technical support which is to include:

Report writing / preparing client financial planning reports

Ensure records are maintained and kept up to date

New business application processing

Preparing client files and reviews

Managing online platform with attention to detail

The successful candidate will ideally come from a financial services background with a solid knowledge of financial products, including pensions, GIAs, ISAs, and investment bonds.

 Our client is looking for an enthusiastic, self-motivated individual, who can work as part of a team and have a flexible approach.

Our client based in Truro requires a Paraplanner to join their existing team. Required to support Financial Planners and Investment Managers by carrying out research, calculation work and preparing reports, ensuring the delivery of high-quality reports and recommendations for clients and clear information to instruct administrators and providers. The role requires a strong attention to detail, and a deep understanding of financial planning strategies, regulations, and products.

• CII PFS diploma qualified

• A Paraplanner background in Financial Services 

• Excellent numeracy and literacy skills

• Ideally educated to A-level standard, or equivalent

Remote working with some requirement to work from the Truro Office a few days per month.