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.

Our client based in Chester City Centre 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

A distribution company based in Avonmouth is currently recruiting a Commercial Administrator to join their team. 

Working for a well-established privately-run business, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Collating and setting up new orders
• Administering survey packs for site measures
• Calculating approximate material quantities
• Producing job packs
• Checking voicemail and distributing messages to the relevant team
• Supporting the Commercial Director with other ad hoc administrative tasks

The successful candidate will have previous administrative experience.  Proficiency on Microsoft Word is also essential.

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.

A service organisation based in Emersons Green is currently recruiting a Customer Administrator to join their team.

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

Duties will include:

• Schedule appointments, ensuring efficient allocation of resources
• Prepare, administer and service contracts
• Handle incoming inquiries from customers and deal with queries and provide updates
• Maintain accurate record of contracts
• Monitor contract performance, ensuring all obligations are met
• Prepare and process invoices
• Log jobs accurately on CRM

The successful candidate will have worked in an office environment previously and be comfortable communicating with people both over the phone and face to face.

An accountancy practice based in central Bristol is currently recruiting a Junior Accountant to join their team.

Working for an independent, expanding business, this is an excellent opportunity for anyone looking to further their career within this field and undertake a professional accountancy qualification as study support will be provided.

Duties will include:

• Preparing financial accounts for clients
• VAT returns
• Tax computations
• Assisting clients with financial queries
• Liaising with the payroll department regarding individual contractors and their queries

Previous experience of working within an accounts team is advantageous but not essential.  The successful candidate must have good academics and be confident dealing with people both over the phone and face to face.

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

Working for a business recognised throughout the UK that continues to expand, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Supplier statement reconciliations
• Coding and matching purchase invoices
• Cash allocation
• Bank reconciliations
• VAT calculations
• Posting journals
• Assist with cashflow forecasting

The successful candidate will have worked in an accounts role previously.  Proficiency on excel is also essential, previous Oracle experience advantageous.

 A global manufacturing organisation based in Gloucester is currently recruiting a Group Management Accountant to join their team.

Working for a growing business that has recently been involved in an MBO, this is an excellent opportunity for anyone looking to further their career within this field.  The package includes up to 15% bonus and car allowance.

Duties will include:

• Lead and manage a team of 6 qualified and part-qualified accountants
• Oversee and review month end closure, presenting to Head of Finance
• Review existing processes, encouraging and implementing continuous improvements within the department
• Support analysts with forecasting/reforecasting and budget setting process
• Reviewing of monthly balance sheet reconciliations
• KPI setting and reporting

The successful candidate will hold a professional accountancy qualification and have previous team leadership experience.  Excellent analytical skills are also essential, previous manufacturing experience desirable.

An accountancy practice based in Clifton (with hybrid working) is currently recruiting a Senior Accountant to join their team.

This role is to join a growing business and requires someone who is happy working autonomously, taking full client ownership and with a view to building up a team in due course.

Duties will include:

• Preparing accounts for clients
• Engaging with and assisting clients to help them understand their company’s financial performance
• VAT returns
• Personal Tax returns
• Corporation Tax
• Preparing management accounts

The successful candidate will hold a professional accountancy qualification and have extensive experience working within a practice environment.  Excellent communications skills and the ability to develop junior staff members is also essential.

A service organisation based in Gloucester (with hybrid working) is currently recruiting a Management Accountant to join their team.

As one of the most senior members of staff on the finance team and taking ownership of part of the businesses main revenue stream, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Budgeting and forecasting
• Variance analysis
• KPI reporting
• Month end reporting
• Profit & loss statements
• Balance sheet reconciliations
• Analysis and reporting of financial statements and management accounts

The successful candidate will have previous experience of producing management accounts.  Strong communication and IT skills are also essential.

A construction business based in east Bristol is currently recruiting an Accounts Supervisor to join their team.

Working for a business that has a historically low staff turnover, offering 25 days holiday plus other benefits, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Mentor and supervise two junior members of staff
• Oversee accounts payable and receivable function
• Ensure compliance with VAT regulations, including correct treatment of CIS
• Bank reconciliations
• Oversee payments runs
• Assist with monthly payroll
• Assist with month end close and reporting

The successful candidate will have construction industry experience, solid transactional accounting skills and be able to demonstrate strong leadership ability.

 A retail organisation based in Cardiff is currently recruiting a Management Accountant to join their team.

Working for an International business that has been established for over 100 years, this is an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

• Responsible for management accounts and month end finalisation
• Balance sheet reconciliations and control
• Stock ledger movements and reporting
• Line management of three colleagues
• Ongoing assessment of financial accounting systems and processes
• Working capital analysis
• Statutory returns and analysis

The successful candidate will be ACCA/CIMA/ACA qualified and have previously completed a full set of management accounts.

An outsourcing business in Gloucester (hybrid working offered) is currently recruiting an Accounts Supervisor to join their team.

This is an excellent opportunity for anyone looking to further their career Working for a growing, ambitious organisation that prides itself on excellent client relationships and outstanding customer service.

Duties will include:

• Primary point of contact for specified client base, reviewing and providing required analysis on their accounts
• Liaise with the team to ensure reports are tailored to clients’ needs
• Oversee and mentor junior members of staff ensuring all work correct and On time
• Manage full period-end closure procedure
• Provide training and advice for team members
• Assist with ongoing process improvements within the team

The successful candidate will ideally be fully ACA/ACCA qualified and worked within an accounting environment with client interaction.  Excellent communication and leadership skills are also essential.

A service organisation based in Frome is currently recruiting a French-speaking Operational Administrator to join their team.

This is a newly created role working for a growing organisation and is an excellent opportunity for anyone looking to further their career within an office environment.

Duties will include:

• Stock reporting for designated countries and customers
• Review, amend and format site inspection reports
• Read and review internal audit reports
• Ensure all electronic files are allocated appropriately
• Provide regular reports to bank and customers
• Specific country administration including HR, legal and accounting

A high level of both written and verbal French language skills is essential.  The successful candidate must also possess strong administration skills and be able to organise and communicate effectively.

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

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

Duties will include:

• Produce monthly management accounts
• Provide month end analysis, assisting the Finance Director make subsequent business decisions
• KPI analysis and reporting
• Balance sheet maintenance
• Bespoke project accounting, supporting FD and CFO
• Ongoing process improvements and efficiencies within the team
• Mentor and develop junior staff
• Support non-financial teams within the business

The successful candidate will have experience of producing management accounts.  Strong excel and analysis skills are also essential.

An accountancy practice in Clifton 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 Warmley is currently recruiting an Assistant Accountant to join their team.

Working for a growing SME, that allows work from home on a Friday and study support if desired, this is an excellent opportunity for anyone looking to further their career within this field.

The role is being recruited with succession planning in mind so career progression is also something that is being offered.

Duties will include:

• Assist with the preparation of management accounts
• Balance sheet reconciliations
• Preparation of weekly supplier statements
• Reviewing and issuing loan redemption figures
• Prepare payment runs
• Process invoices
• Account reconciliations

The successful candidate will have previous finance experience and be proficient on Excel.