Ashley Rees Associates are currently working with an award-winning firm of Financial Planners and Accountants. Due to growth an exciting opportunity is now available for an IFA Administrator based in Taunton 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. 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 Chester City Centre (Hybrid) 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 or equivalent

• A Paraplanner background in Financial Services 

• Excellent numeracy and literacy skills

• Ideally educated to A-level standard, or equivalent

Our client based in Warrington requires a Compliance Assistant/Administrator to join their existing team. Required to assist Financial Planners and Investment Managers where you’ll play a vital role in supporting compliance and onboarding, carrying out thorough compliance of files generated. The role requires strong attention to detail and ideally an understanding of financial planning regulations and products.

• Preferable but not essential - CII PFS diploma qualified or equivalent
• A compliance or file checking background in Financial Services or similar
• Proficiency in Microsoft Office, especially Excel, Word, and Outlook
• Excellent numeracy and literacy skills
• Ideally educated to A-level standard, or equivalent

Apply today with an up-to-date CV.

A service organisation based in Quedgeley is currently recruiting a Management Accountant to join their team.

Working for a growing business, that offers hybrid working and career development, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Management accounts production, including budgeting and forecasting
• Checking and overseeing work of more junior staff members
• Provide advice to clients based on their financial performance
• Produce and analyse financial reports
• Provide commentary around month end
• Attend senior meeting both internally and externally to assist with business decisions

The successful candidate will have previous experience working in a management accounts team.  Strong excel and analysis skills are also essential.

A retail organisation based in Portishead is currently recruiting an Assistant Accountant to join their team.

Working for an organisation that has experienced recent year on year growth and with continued plans for expansion, this is an excellent opportunity for anyone looking to further their career within this field. 

Duties will include:

• Assist with production of monthly management accounts
• Monthly and quarterly VAT returns
• Maintenance and updating of stock control and spreadsheeting
• Purchase and sales ledger maintenance
• Bank reconciliations
• Credit control
• Sales order tracking

The successful candidate will be studying or have completed an AAT qualification.  Proficiency on excel is also essential.

A wholesale business based in Ledbury is currently recruiting a Purchasing and Operations Administrator to join their team.

Working for a growing and ambitious SME, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Raise and manage purchase orders
• Liaise with overseas partners regarding ordering and shipments
• Assist with forecasting and inventory planning
• Support coordination of container shipments
• Track shipments and maintain logistics records
• Ensure documentation for imports/exports is compliant
• Produce reports using Excel

The successful candidate will have previous experience dealing with overseas transactions, imports/exports.  The ability to speak/write Mandarin is advantageous but not essential.

A manufacturing organisation based in Swindon is currently recruiting a Planning and Procurement Leader to join their team.

Working for a business that has strong brand recognition within major supermarkets across the UK, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Develop and implement strategic sourcing plans
• Align procurement with forecasted demand
• Identify, evaluate and approve suppliers
• Prepare and issue PO’s
• Investigate and resolve invoice discrepancies
• Weekly payment list review
• Maintain and update Bill of Materials
• Negotiate terms and cost reductions

The successful candidate will have a proven track record of working successfully within procurement and be able to demonstrate strong analysis, communication and negotiating skills.

A technology business based in central Bristol (with hybrid working) is currently recruiting an Accounts Assistant to join their team.

Working for a growing business in a newly created role, this is an excellent opportunity for anyone looking to further their career within this field

Duties will include:

• Managing purchase and sales ledger
• Assisting with balance sheet accounting
• Bank reconciliations
• VAT calculations
• Posting journals
• Credit control
• Payroll

Previous experience of working in an accounts team is essential.  The successful candidate will be proficient on excel and ideally have used Xero.

A manufacturing organisation based in Swindon is currently recruiting as Finance Manager to join their team.

Working for a growing and ambitious SME, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Oversee and finalise month end
• Take ownership of sales and purchase ledger
• Cost and cashflow analysis
• Balance sheet reconciliations
• Assist the Finance Director with budget setting and monitoring
• Prepare and process payroll

The successful candidate will have worked in an accounting role previously that includes ledger and payroll duties.  Xero experience is advantageous.

A manufacturing organisation based in Warmley is currently recruiting as Finance Manager to join their team.

Working for a successful, family-run SME, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Oversee and finalise month end
• Train and mentor junior members of staff
• Cost and cashflow analysis
• Assist with the audit process
• Balance sheet reconciliations
• Budget setting and monitoring
• Prepare and process payroll

The successful candidate will have held a similar position with finance previously/currently.  Proficiency of excel is essential.

A manufacturing organisation based in Warmley is currently recruiting a Finance Assistant to join their team.

Working for a successful family-run business this is an excellent opportunity for anyone looking to further their career within this filed.

Duties will include:

• Prepare and analyse costings up to trial balance
• Monitor, control and process costing invoices
• Provide support to accounts payable and receivable
• Maintain and update variance reporting
• Payroll processing and weekly wage calculations

The successful candidate will have worked in a finance role previously.  Strong spreadsheet and excel skills are essential.

A service organisation based in Portishead is currently recruiting an HR Advisor to join their team on an approximate 6-month basis.

This role is to assist with extra workload whilst the current HR Manager migrates part of her time onto some project/change management work.  Offering hybrid working, 2 days per week from home.

Duties will include:

• Manage employee relations throughout the business, providing advice and guidance
• Oversee absence management
• Assist with change management project
• Review and update HR policies
• Manage the process for induction of new starters and exit interviews for leavers
• Assist with process improvements within the system/team
• Attend Employee Liaison meetings when required

Previous experience of working within HR is essential.  The successful candidate will hold a minimum Level 5 CIPD qualification.  iTrent system experience would be advantageous but not essential.

A manufacturing organisation based in Swindon is currently recruiting an Assistant Accountant to join their team.

Working in a newly created role for a growing and ambitious SME, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Balance sheet reconciliations
• Journals, accruals and pre-payments
• Bank reconciliations
• Sales and purchase ledger
• Submission of monthly VAT returns
• Processing payroll and pensions
• Payment scheduling

Previous experience of working in a finance role and a proficiency is essential.  The successful candidate will ideally be studying towards or have completed AAT and/or have used Xero. 

A manufacturing organisation based in Stroud is currently recruiting an Assistant Management Accountant to join their team.

Working for a business who are part of an International group that are listed on the Stock Exchange, this is an excellent opportunity for anyone looking to further their career within this field. 

Duties will include:

• Assisting with budgeting and forecasting
• P&L and balance sheet accounting
• Accruals, journals and pre-payments
• Assisting with year end and audit
• Stock accounting and adjustments
• Purchase and sales ledger
• VAT returns

The successful candidate will have worked in an accounting role previously and be a competent user of excel with good analytical skills. 

A service organisation based Gloucester is currently recruiting an Accounting Manager to join their team.

Working for a growing business that can offer flexible working within a dynamic and ambitious culture, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Oversee a small team, checking and monitoring their daily tasks
• Reconcile balance sheet
• Profit and loss accounting
• Budget preparation and monitoring
• Manage debt review meetings
• Cashflow analysis and forecasting
• Monitor and oversee ongoing process improvements within the team

The successful candidate will have worked at a similar level within a finance team previously. Excellent communication skills and a proficiency on Excel are also essential.

A service organisation based in Clifton is currently recruiting a Payroll Administrator to join their team.

Working for a well-established organisation that is continuing to grow, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Processing weekly, monthly and annual payroll
• Calculation of SMP and SSP
• Completion of RTI payroll submissions to HMRC
• Completion of auto-enrolment pension submissions
• Filing of client CIS returns
• Dealing with payroll queries

Previous experience of working in payroll is essential.  The successful candidate will also ideally have used Sage.

A service organisation based in Clifton is currently recruiting an Accounts Assistant to join their team.

Working for a well-established organisation that is continuing to grow, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Assisting with the preparation of management accounts
• Balance sheet and profit & loss accounting
• Preparing and filing VAT returns
• Bank reconciliations
• Sales and purchase ledger
• Managing and processing payroll

The successful candidate will have worked in an accounts role previously and ideally have used Sage. 

A service organisation based in Gloucester is currently recruiting a Payroll Administrator to join their team.

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

Duties will include:

• Processing monthly salaries and weekly wages
• Issuing P45’s, P46’s and P11D’s
• Calculating SSP and SMP
• Creating and issuing new starter packs
• Dealing with staff payroll queries
• Assisting with payroll reconciliations
• Dealing with HMRC

The successful candidate will have end to end payroll experience and have ideally had exposure to working with HR departments.

A service organisation based in Warmley is currently recruiting a Procurement Assistant to join their team.

Working for a growing business, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Collation and placement of material orders, ensuring all information is provided, taking into consideration cost and availability
• Update material specifications and liaison with Merchants and other suppliers
• Take and receive telephone calls and emails from field-based engineers in relation to procurement
• Provide assistance to other members of the procurement team and other ad hoc duties as and when required
• Updating New Build site sheets on One Drive to maintain the Material Forecast Sheets

Experience within a similar role is essential.  The successful candidate will ideally have worked within construction/facilities management previously as well.