36 jobs found

Senior Financial Engineer (Quant Developer) My global banking client, based in London, is looking for a Senior Financial Engineer/Quant Analyst/Quant Developer to join their team on a contract basis. Initial contract duration is until end of December 2025, paying £910 per day. Hybrid working model (2 days a week in London office). Key skills: Experience working as a Senior Financial Engineer/Quant Analyst/Quant Developer within a Global Bank Strong experience with React and next.js framework and building Back End services accessible via API Critical programming skills in Python 3.x, Object Oriented programming Advance experience in building end-to-end applications encompassing all phases of software development life cycle. Strong knowledge in Software Engineering, Design Patterns Responsibilities: Design, build and implementation of Traded Risk Quantitative libraries. The success of this library will be measured against the time to deployment, time of turnover on bugs, test KPIs Delivery of a coding environment that is easy to use, is robust and can be fully re-used Work closely with Quant Analysts, IT and Front Office to create synergies across different functions and departments Please apply now for immediate consideration and further details. Scot Lewis Associates Ltd is acting as an employment business.

Financial Controls, Risk, Governance, Frameworks, Policies, Financial Services, ACA, CIA, IRM, Hybrid, Bristol Your new company A global Financial Services business offers hybrid working (3 days a week in the office, based in Bristol and 2 days working from home) to a Financial Governance Manager who has significant experience in Financial Controls and Financial Risk Management. Your new role Your role is a standalone senior opportunity and also a highly visible position within the Finance team. You will work with stakeholders at the highest levels of finance globally within the organisation. In this key role, you will be responsible for shaping and overseeing the governance and risk management framework, working closely with the CFO, heads of function, global process owners, as well as the Risk, Compliance, and Audit teams. You'll play a crucial part in driving the first line of defence activities, ensuring all governance and control measures are not only in place but operating at their best. Your expertise will be vital in ensuring adherence to legislative requirements and maintaining robust compliance standards across the organisation. You will be instrumental in liaising widely across the business, ensuring globally consistent finance policies are in place and driving adherence to these policies and control frameworks through education and partnering with the business. You will be responsible for the documentation of global risks and controls associated with end-to-end processes, including where controls are manual v. automated. You will be supporting the operational finance teams in the design of new automated controls and supporting the implementation of new automated controls where possible. You will manage the control framework across Finance, educating team members and providing guidance and formal training when needed. You will set up and manage an overall Finance Governance and Risk forum in collaboration with the Risk team. You will provide reporting to the Finance Leadership Team, demonstrating adherence to control frameworks and visibility of emerging risks. You will co-ordinate and support the preparation of board and associated committee materials at both Group and subsidiary board levels. For full job responsibilities, please get in contact. What you'll need to succeed You may be a Qualified Accountant who has moved into a commercial Risk and Financial Controls position, or you could be a Qualified Risk or Audit professional with strong experience and understanding of working in a global Finance function. You will have significant experience in governance, risk and control frameworks in a financial environment. Previous financial services experience is highly desirable. You will have excellent written and verbal communication skills and stakeholder engagement. You will need to be skilled in monitoring compliance with processes and policies across multiple jurisdictions. What you'll get in return Salary £70-82000, depending on experience. Hybrid working, with 3 or more days a week in the office. (In this role, some flexibility of the days worked will be required to attend meetings with key stakeholders.) 25 days holiday with the option to buy up to a further 5 days a year. A wide range of health and well-being rewards A fantastic opportunity and a long-term career in a global organisation. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #

Senior Pension Associate Here at Alexander Lloyd, we are currently partnered with a leading third-party administrator to support their search for a Senior Pension Associate to join the team. Role & Responsibilities: Deliver exceptional client service across DB and DC pension schemes. Oversee and check work from junior team members. Handle benefit calculations and member communications. Ensure accurate, professional reporting and documentation. Support process improvements and new business activities. Essential Criteria: Must have prior DB/DC experience. Ability to complete manual calculations. Proven excellent customer service experience This role can be remote or hybrid to one of their offices, if you are interested do reach out or apply today. Please quote 51535 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Corporate finance senior, qualified accountant, Chartered accountant, newly qualified accountant Your new company Hays Client, a top 10 professional services organisation specialises in helping businesses, whether start-ups or multinationals, to achieve their goals. This is achieved through our clients' own professional expertise and by working directly with organisations and the entrepreneurs behind them. Our clients develop strong, personal relationships with their customers and take an active interest in their businesses, providing an integrated business advisory solution. As an assistant manager/senior associate, you will undertake a wide variety of dynamic Corporate Finance/Advisory projects and play an integral role in planning, monitoring and completing assignments within a team environment, providing appropriate support to ensure timely and effective completion of projects. Your new role Principal Accountabilities • Assist in overseeing a portfolio of Business Advisory and Corporate Finance projects • Provide support to colleagues on technical issues and be responsible for delivering work of the highest quality • To prepare financial projections for businesses • Assist in the preparation of business plans and due diligence reports • Identify and investigate key issues in potential target business for acquisition purposes • Prepare Independent Business Reviews • Undertake accurate and relevant analysis and interrogate financial models • Engage and assist in financial analysis and report writing • Advise businesses on reducing costs and managing working capital • Financial management of a portfolio of clients, including the production of realistic budgets for agreement with partner and client, ensuring that project costs are monitored, variances identified and instigating corrective measures as required • Plan, monitor and complete all work in the team and, on occasions, deputise for managers • Provide coaching and mentoring to less experienced colleagues both on the job and through active intervention when learning opportunities arise • Ensure that all correspondence, reports and other written output are produced consistently within the firm's quality standards as well as internal procedures and external regulatory requirements, ensuring that client relationships are properly documented • Establish new contacts to expand my own network of work referrers • Develop contact with clients/work providers at mid-management level and maintain contact with other levels as appropriate to ensure the firm maintains strong working relationships • Act as a liaison between a client and other specialist service groups within BDO • Be an effective member of the advisory team by being an ambassador of the firm, participating in office marketing events and keeping abreast of the wide range of service the firm offers • Perform any other relevant duties and responsibilities as reasonably specified by the partners of the firm What you'll need to succeed Essential Criteria: • Qualified Chartered or Certified accountant (ACA or ACCA) • Minimum of 1 year of proven experience in a Business Advisory/Corporate Finance role • Financial Modelling skillset including previous experience in preparing financial projections • Proven ability to deliver exceptional client service at all times and to tight timescales • Strong analytical skills and ability to identify key issues from analytical data • Working knowledge of relevant regulatory and statutory requirements • Proven ability to deliver exceptional client service at all times and to tight timescales • Good organisational and administration skills • Proven people management capability • Excellent knowledge of Microsoft packages • Team player with a strong work ethic and the ability to adapt to change • Commitment to continuous improvement and personal development • Attention to detail, including delivery of your own and reviewing of other peoples' work • Ability to demonstrate commercial awareness and to add value What you'll get in return Hybrid working Flexible working Competitive salary bonus What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #

Join a high-growth M&A intermediary in the heart of London, working with financial planning firms, wealth managers, private equity, and private investors. This is an exciting time to join following a strong year, with the company moving into a stunning new office on Chancery Lane (complete with gym and roof terrace). This role is ideal for someone outgoing, hungry, and ambitious - a true people person who thrives in a fast-paced, performance-driven environment. Previous grad hires have stayed with the business for several years and progressed into key roles within the business. What you'll be doing: • Proactively prospecting new buy-side and sell-side clients • Making outbound calls and booking qualified meetings for senior team members • Building long-term relationships with key decision-makers • Working closely with senior brokers to help structure deals • Maintaining a detailed CRM pipeline of prospects and follow-ups • Progressing over time into a full 360 deal-making role About you: • Confident, charismatic, and results-oriented • Not afraid of the phone - in fact, you love speaking with people • Super driven by commission and performance bonuses • Degree-educated (finance or related ideal, but not essential) • Curious about financial services and M&A • Ambitious and want to grow fast in your career What's on offer: • £27k-£30k basic + uncapped commission • Clear pathway to 360 M&A advisory role • Potential for equity in the business as you progress • Annual budget for personal development • Regular team socials and a collaborative, supportive team • 20 days holiday + bank holidays • Extra holiday on your birthday and over Christmas • Additional day of holiday per year served (up to 5 extra days) • Brand-new Chancery Lane office with gym and roof terrace Progression: Previous brokers have gone on to become Associate Directors in the business within 3-4 years.

Job Title: R&D Tax - Senior Associate Job Location: Glasgow Your new company This is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and beyond. With a wide network of employees and an abundance of inspiring opportunities, we are a top ten accountancy firm in the UK and the largest SME practice. Your new role You will be a skilled, enthusiastic individual to join our growing R&D Tax Service Line. The firm works with clients of all sizes, from start-ups to large corporates, assisting them in preparing claims for Research & Development tax relief across various sectors, including manufacturing, engineering, life sciences, software, and digital technologies.This role is an excellent opportunity for a Senior Associate seeking a move or a potential promotion to Assistant Manager. It offers a chance to lead projects, expand expertise in R&D tax, and advance your career by building client relationships and progressing into a management position where you can mentor junior team members. Key Responsibilities: Work closely with the Glasgow R&D Manager to manage the client portfolio.Join client meetings to discuss the R&D landscape, legislation, qualifying costs, and technical projects.Determine qualifying expenditure with clients.Prepare technical descriptions of client projects to present qualifying activity to HMRC.Prepare submission reports and Additional Information Forms (AIFs).Assist with marketing and business development activities as required. What you'll need to succeed You will have a minimum of 1 year of experience in preparing R&D tax credit claims, including technical and financial elements, be degree qualified, ability to adapt for different clients and provide a tailored approach to meet specific needs, hold a relevant professional qualification (e.g., CA, ACA, CTA) beneficial but not essential. You will also have proven experience in client handling and managing a busy portfolio, excellent communication skills, both written and oral, good client-facing skills, comfortable with regular Teams meetings and phone calls and be well-organised, with the ability to manage and prioritise workloads to meet deadlines. What you'll get in return Along with a competitive salary, you will also receive a range of benefits which include hybrid & flexible working, birthday leave, professional subscription, and much more. This firm is growing, and you will have excellent career development opportunities moving ahead. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

Finance Analyst - Group Financial AccountingFinance Analyst - Group Financial Accounting We are hiring a contract Finance Analyst - Group Financial Accounting for our leading client. Your new role Understanding, consolidating, analysing and communicating financial information relating to our group, to both internal and external audiences. Provide technical advice on a range of technical accounting issues. Contract - 12 months Location - Heathrow (Hybrid 3 days from office & 2 days from home per week) Rate - Flexible (Inside IR35) Accountabilities Consolidation of group financial results (including all departments, subsidiaries and associates).Preparation of the Annual Report and Interim Management ReportsPreparation of the monthly cash flow actuals and managing the inputs across the businessDeliver technical accounting updates on new accounting and financial reporting developments.Responsible for reporting subsidiary financial information to subsidiary Boards, Leadership Team and Company Secretaries.Preparing impact assessments on changes to accounting standards and developing implementation plans for those impacting the Group.Support the FA team by performing technical research, analysis and drafting technical papers where appropriate on emerging technical accounting issues.Prepare statutory accounts for centrally managed subsidiaries. What you'll need to succeed Analytical and problem-solving skills - including the ability to analyse, interpret and present financial and business data Able to interact and communicate with finance and non-finance specialists. Good verbal and written communication skills - able to articulate and document thoughts clearly and to present with confidence and credibility to a variety of audiences, including senior management Take responsibility for managing and prioritising your own work, with the resilience to work under pressure Delivery of results to deadlines, with a commitment to producing accurate and timely financial information A team player with well-developed interpersonal skills, able to promote good team working and co-operation Able to work effectively in groups and cross-functionally to achieve objectives. Proactive, able to explore issues and generate new ideas in developing continuous improvement measures Flexible in approach, responding positively to change Ability to exercise independent professional judgement within an overall business context. Strong written and verbal communication skills; ability to distil complex technical information into clear simple messages. High level of analytical skills and financially astute. Proven capability to prioritise work, work under pressure and operate to tight deadlines. Core experience Experience in IFRS 9/15/16 and how these impact an airline is essential. Experience delivering timely and accurate reporting for a publicly listed company. Experience consolidating a large number of subsidiaries, including foreign subsidiaries with varying functional currencies Experience analysing data and presenting key insights and recommended actions to senior management. Experience designing, implementing and running processes in partnership with overseas professional providers Experience in financial modelling and forecasting using business knowledge and assumption guidelines. Budgetary control and business/financial planning. Experience dealing with external and internal audits. Experience with SAP and Hyperion (Essbase, SMART and Planning) Experience facilitating training and large group presentations. Advanced Microsoft Excel skills. Knowledge of UK and overseas reporting requirements. Qualifications Accounting qualification (ACA/ACCA) or equivalent, with relevant post-qualification experience.Audit background with Big Four Professional Services FirmTechnical accounting and group consolidation experience essentialAviation industry experience desirable What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

Job title of vacancy: Pricing Analyst Salary / Benefits etc.: Salary £50k - £55k Job Elements: - To be the first point of contact for pricing when tendering for new and existing business (Requests for Proposals (RFPs) and contract renewals) and co-ordinate the bid process. To create pricing models based on the customer requirements and the Company's ability to provide profitable business. To support the Commercial Director with the contract management and governance of new and existing commercial relationships to ensure commitments on both sides are delivered. To draft contracts and addenda from first stage through to conclusion of the bid process. To lead the delivery of new and existing commercial agreements to adequately balance risk and to ensure that all T&Cs are incorporated into all associated collateral and correspondence documents. To liaise internally with senior account managers and business development managers at all stages during the tender and contract processes. To liaise with operational departments and finance to cost contract activities. To analyse contract and services profitability in conjunction with the finance department to ensure that the Company is meeting its budget expectations, driving margin improvement and revenue growth. To prepare internal and external reports using a variety of different data sources and systems and ensuring the accuracy of the output. Requirements / Skills Ability to build and maintain relationships with internal and external stakeholders. High level of analytical, numerical and evaluation skills. Relevant commercial experience in services industry Significant background in IT Services arena Experience of pricing and tender processes Contract and or project costing and profitability analysis Must have good presentation skills. Strong communication both verbal and written. High level of computer literacy including use of Microsoft excel. Must be organised, self-driven and proactive. Petrie Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.

Corporate Tax ACA ACCA ATT CTA FTC Hampshire Southampton Your new company My client is a leading wealth management business, overseeing over £100 billion in customer investments. They offer financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. There is an opportunity for you to join their team on a 12 month fixed term contract. Your new role You will: Be responsible for all corporate tax reporting and compliance work Be responsible for other areas such as Senior Accounting Officer compliance, Corporate Interest Restriction and looking to improve corporation tax system processes Provide or assist the business units with their tax accounting obligations in management and statutory accounts (e.g. current & deferred tax disclosures, tec) Deal with external auditor queries in relation to tax matters in an efficient and timely manner. Provide full corporate tax compliance services (incl. preparation of corporation tax computations and associated tax technical analysis) Provide corporate tax advice to the business units with support from Corporate Tax Business Partner. Be responsible for ensuring Senior Accounting Officer obligations are met for the year, including liaising with areas of the business to gather the information required. Prepare the Corporate Interest Restriction (CIR) return on a yearly basis, ensuring it meets all tax technical requirements. Investigate and implement improvements to tax systems used within the corporation tax compliance process, including looking at any usage of AI. Monitor tax risks and escalate emerging risks as appropriate in line with the Tax Risk Policy and ensure adherence to the Financial Control Framework Provide or assist the business units with their tax accounting obligations in management and statutory accounts (e.g. current & deferred tax disclosures, etc.). What you'll need to succeed You will be a qualified accountant or tax professional. My client will also consider qualified by experience candidates. Alphatax experience will be advantageous. What you'll get in return You will receive a salary dependent on experience of up to £55,000. My client offers a hybrid working model with one day a week in the office. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to , or call me now on If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #

Audit Senior role live within Top 100 firm offering hybrid working & £35K-£45K pa Your new company - This firm is an award-winning group of chartered accountants, chartered tax advisers, business consultants and independent financial advisers with a reputation for innovation and excellence.- By building strong relationships, their specialist teams advise clients on growing their business in a profitable, sustainable and tax-efficient way. Their award-winning success is down to the expertise of some of the brightest accountants, auditors, tax specialists and financial advisers in the business. Your new role - Assisting in the execution of regulatory and statutory audits; liaising with clients; accounts preparation; corporate tax computations and support on ad hoc assignments for new and existing clients.- Providing a premium support audit service to the Supervising Manager and Associate, - Proactively assisting in the maintenance of current client relationships whilst also seeking to establish new client relationships. - Providing weekly, clear and prompt communication to managers in relation to timescales and deliverability of assignments. -Attending training courses and independently maintaining professional competence to meet CPE requirements of the professional body What you'll need to succeed - Must be ACCA or ACA-qualified- Have relevant practical experience - A practical audit and accounts experience gained from an accountancy practice - Knowledge of various software packages - Strong communication and teamwork skills What you'll get in return - Opportunity to progress your career from manager to senior manager and beyond- Hybrid working - Agile working hours and space - Relaxed 'Dress for your Day' policy - Paid overtime or take time off in lieu of working over your contracted hours - 25-day holiday plus bank holidays and the opportunity to purchase additional holiday days - Opportunity to join our Cash Plan scheme - Lifestyle Hub, where you receive discounts for online and high-street stores - Employee Assistance Program with additional well-being benefits - Employee Referral Program - Death in Service and associated benefits - 4% employer pension contributions What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

Senior FP&A analyst Your new company I am supporting a growing transport company who are looking for a Senior FP&A Analyst to join their team! The company is experiencing sustained growth and is therefore looking for a Senior FP&A Analyst with FP&A modelling and business partnering experience to assist. This is a great opportunity to join the company at an exciting time of expansion, and work alongside impressive finance leaders that will help with your development. Your new role Reporting to the Finance Director, your responsibilities will include: Provide insight into drivers of business performance, identify associated risks and opportunities Support the FD with the development of strategic plans, including medium- and longer-term financial plans Assist with the quarterly rolling forecasts and annual budget processes Interpret consolidated forecast numbers Support the month-end and year-end close processes Conduct ad-hoc financial analysis What you'll need to succeed You must be an ACCA/CIMA Qualified Accountant.If coming from industry, you'll ideally have exposure to the transport industry or similar heavy sector clients (but this is not essential).Financial Modelling skillsCommercially minded What you'll get in return A competitive salary of £60,000-£65,000, plus a discretionary bonus and a comprehensive benefits package. You'll be supported in expanding this role further, working alongside accomplished finance leaders who are committed to your professional development. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Catherine now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

A fantastic opportunity within a mid-market investment bank who are driven by entrepreneurial spirit. and are relentless in their pursuit of excellence. Are looking for a talented driven Associate to help with the Real Estates team strong pipeline. You will be joining a collaborative close-knit, high-performing team of professionals who are at an exciting juncture, with a strong pipeline of recently secured mandates, and are looking for someone eager to step into a role with real responsibility and the opportunity to make a tangible impact. It's an opportunity to: Work on complex M&A and capital raising transactions across dynamic real estate sectors Take ownership from pitch to execution, engaging with clients, investors, and senior stakeholders Be part of a team where your ideas, initiative, and ambition will be both valued and rewarded Sharpen your business development skills and contribute to the strategic growth of the platform What We're Looking For: 4-6 years of professional experience with a strong real estate and corporate finance background End-to-end M&A and capital raising experience, ideally across real estate asset classes Advanced financial modelling and presentation skills A natural communicator with strong interpersonal and organisational abilities A collaborative team player with an entrepreneurial mindset and a hunger to grow. Send your CV now. Applicants must be eligible to work in the UK. CMC Consulting is committed to equal opportunities. We do our best to ensure that the wording used in our job vacancies does not discriminate against any individual in any way. Please contact us if you feel that this is not the case.

Outsourcing Associate (Practice, Oxford) wanted for top Outsourcing AssociateLocation: Oxford (Hybrid) Sector: Accounting & Business Advisory About the Firm A fast-growing, full-service, tech-enabled accounting and advisory firm supporting ambitious entrepreneurs and SMEs across the UK. The team combines deep expertise with intuitive technology to help clients plan better, grow faster, and make a meaningful impact.The firm is on a mission to become a leading tech-enabled accounting partner for small and medium-sized enterprises. With a collaborative, high-performing culture, the team works together to deliver exceptional service and shape the future of accounting. The Role This is an exciting opportunity for an aspiring accountant to join a dynamic outsourcing team. As an Outsourcing Associate, you'll be responsible for preparing management accounts and VAT returns for a diverse portfolio of clients, including sole traders, partnerships, charities, and limited companies. You'll also review work from junior colleagues and assist in preparing draft invoices for senior approval.This role offers a blend of technical accounting work and client interaction, making it ideal for someone looking to grow their career in a fast-paced, supportive environment. Key Responsibilities Prepare management accounts and VAT returns for a portfolio of 20-30 clients Ensure high-quality client service across all engagements Review junior team members' work and raise draft invoices for approval Build and maintain strong client relationships Manage multiple priorities and meet tight deadlines Qualifications & Experience Level 4 AAT qualified and/or actively studying towards ACCA (part-qualified) Experience preparing VAT returns and management accounts in a practice setting Proficient in accounting software (e.g., Xero, Sage 50, QuickBooks) and Excel Strong written and verbal communication skills High attention to detail and accuracy Ability to work independently and manage client relationships Effective team player with strong organisational skills Career Development The firm is committed to supporting your professional growth. You'll receive a personalised progression plan and access to learning resources to help you unlock your full potential. Development support is a key priority, with structured opportunities for advancement and continuous learning. Working Environment 37.5-hour work week on a hybrid basis (up to 50% remote) Core hours: 10am-4pm, Monday to Friday Flexible working culture focused on employee wellbeing Fast-paced, collaborative environment with a strong emphasis on team support Active social media presence and transparent communication channels #

The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

Job Title: Senior Finance Manager Location: Frimley. We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role. Salary: Circa £85,00 dependent on skills and experiences + executive package What you'll be doing: Ownership of the Digital Intelligence UK and overseas accounting process and associated Statutory Reporting and Audits Management and review of the monthly actuals reporting including Group Submission via HFM Oversight of local processes and Financial Control mapping including alignment with Global Process Owners Supporting acquisitions and divestments including acquisition accounting and driving dormant company closures Supporting the legal entity simplification programme, supporting the integration of acquired entities into the business-as-usual finance processes, and supporting transfers of operations between legal entities Managing the integrity of the accounting ledgers to ensure compliance with IFRS and the BAES Finance Policies Manual including technical accounting support to the sector Direct people management within the team, ensuring focus on people development, coaching, and capability management Key point of contact for Finance Operations On occasion the role may be required to act as a delegate for the Digital Intelligence Head of Financial Control Your skills and experiences: Wide range business knowledge with accounting experience as a fully qualified accountant (either ACA or ACCA. CIMA may also be considered) Excellent knowledge in respect of accounting standards and legislative requirements across operational and statutory activities Demonstrable experience in respect of people management & development Demonstrable experience in process improvement, with evidence of improvement outcomes (cost/delivery) Experience with acquisitions and divestments is desirable Benefits: As well as a competitive pension scheme, BAE Systems also offers employee share plans, an extensive range of flexible discounted health, wellbeing and lifestyle benefits, including a green car scheme, private health plans and shopping discounts - you may also be eligible for an annual incentive. The Financial Control team: Financial Control at Digital Intelligence is the backbone of financial integrity, ensuring accuracy across day-to-day transactions, balance sheet management, statutory reporting, and accounts. We simplify complexity, safeguard compliance, and provide critical insight to shape acquisitions, divestments, and strategic decisions. This role is at the heart of Digital Intelligence's global finance, managing overseas entities, driving consolidation, and supporting acquisitions and divestments. You'll lead process improvements, align with Group Financial Control, and play a pivotal role in shaping financial excellence. Based in our hybrid model, you'll collaborate across sites, with 1-2 days a week in Frimley and occasional wider travel. Why BAE Systems? This is a place where you'll be able to make a real difference. You'll be part of an inclusive culture that values diversity of thought, rewards integrity, and merit, and where you'll be empowered to fulfil your potential. We welcome people from all backgrounds and want to make sure that our recruitment processes are as inclusive as possible. If you have a disability or health condition (for example dyslexia, autism, an anxiety disorder etc.) that may affect your performance in certain assessment types, please speak to your recruiter about potential reasonable adjustments. Please be aware that many roles at BAE Systems are subject to both security and export control restrictions. These restrictions mean that factors such as your nationality, any nationalities you may have previously held, and your place of birth can restrict the roles you are eligible to perform within the organisation. All applicants must as a minimum achieve Baseline Personnel Security Standard. Many roles also require higher levels of National Security Vetting where applicants must typically have 5 to 10 years of continuous residency in the UK depending on the vetting level required for the role, to allow for meaningful security vetting checks. Closing Date: 15th September 2025 We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.

Senior Internal Controls Analyst required for a globally recognised business management PLC based in Knutsford Your new company Your new business is a well-established, rapidly growing PLC, with a fantastic reputation and a global presence. Your new role In your brand-new role as a Senior Internal Controls Analyst you will join the Risk and Controls team. In this pivotal role, you'll help strengthen and maintain the businesses internal control environment and risk management framework across the business. In this role, you will be responsible for ensuring that internal controls are thoroughly documented, effectively designed, and consistently operating across the organisation. You will conduct detailed assessments and testing of these controls to identify areas for improvement and drive enhancements. Collaboration with global stakeholders will be key to strengthening risk awareness and improving control effectiveness. Additionally, you will support the development and implementation of best practices, contributing to a strong and resilient internal control environment. What you'll need to succeed To succeed in this exciting yet challenging role you will be ACA/ACCA Qualified with direct experience in an internal controls function or in providing third-party internal controls advisory services. You will have strong knowledge of SOX and US GAAP. The role also requires awareness of complex accounting standards such as revenue recognition, share-based payments, and financial instruments, as well as an understanding of the inherent risks associated with the industries and markets in which the organisation operates. Strong communication skills are essential, particularly the ability to simplify complex concepts for diverse audiences. The successful candidate will be highly organised, capable of managing multiple priorities, and possess excellent stakeholder management, interpersonal skills, attention to detail, and analytical thinking. What you'll get in return In return, you will join a well-known PLC with an excellent reputation. The business is constantly evolving, and the team is passionate about providing opportunities for development and career progression. You will receive a salary of up to £60,000, depending on experience, along with a 10% bonus, hybrid working in South Manchester, and a range of other benefits. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #

Associate Wealth Manager Hours: Full-time - Hybrid (3 days in office) The position will require an enthusiastic and driven candidate to deliver first class support to a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager, fully supported by robust Training and Development. You must project a professional image and entrepreneurial spirit in both appearance and attitude and provide quality support on time to agreed standards. Duties include but are not exclusive to: Attend Client Meetings with Wealth Managers Manage Action Points from Client Meetings Writing Post Approval Suitability letters and Business Submission Carry Forward, Annual Allowance, Lifetime Allowance Calculations Client Financial Review input/updating Manage Pipeline for Wealth Manager Analytics using FE Analytics Preparation of detailed Voyant reports Drawdown Review Letters / Fund Switch Letters Respond to Client Inquiries (Technical and administrative) Identify Opportunities and Referrals from Existing Clients Managing workflow through Salesforce and Business Trackers Facilitation of defined benefit transfers Preparation of Illustrations and Electronic Business Submissions utilising the Blue-door software Critical Yield Calculations Manage Outsourced Letter of Authority Process Manage Outsourced Administrative processes The Person: This is an interesting and challenging role that would suit an entrepreneurial, confident, motivated, highly organised, and professional individual who enjoys using their initiative and who has a 'can do' working style. You must have previous experience and must be strong in the following areas: Relevant experience in Wealth Management (SJP experience would be a great advantage for the role) At least 2 CII exams Advanced knowledge in using Voyant and FE Analytics Proficient in the use of Salesforce software High level of attention to detail & excellent organisation skills High standard of written & verbal communication skills Highly IT literate, including advanced MS Outlook, Excel, PowerPoint, and Word skills Keeps calm when faced with conflicting demands and handles these effectively Strong interpersonal skills, demonstrating a professional, proactive and positive attitude Ability to work autonomously as well as working on shared goals as part of a team Manages time effectively with the ability to multi-task Please note that this SJP Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

An independent investment and merchant banking firm is looking to hire an Investment Banking Associate for its TMT team. Join a high performing advisory team working on headline M&A and selective growth financings across tech enabled sectors. Real responsibility from day one. Direct exposure to senior clients. A team that values sharp thinking, clean execution and creativity. Responsibilities Own the model on live mandates including DCF, LBO, merger models, scenarios and sensitivities Create client ready materials including board packs, investment committee documents, information memoranda and investor presentations Coordinate due diligence, manage the data room and Q&A, and keep workstreams on timeline Build valuations that stand up in the room using public comparables, precedent transactions and sum of the parts with defendable assumptions Track TMT themes and convert them into angles for origination Requirements At least four years of M&A experience from an investment bank, advisory boutique or Big 4 corporate finance Comfort building models from first principles and walking through drivers and checks in a live setting Fluency in valuation with careful peer selection and normalisation Full process experience including diligence, documentation and stakeholder management under real deadlines Clear communication, strong teamwork and pride in high quality output Curiosity about tech enabled business models and how value is created Apply today to find out more!

Strategic Finance Business Partner, Teesside Your new company As a Strategic Finance Business Partner, you will have a comprehensive understanding of all the service offerings of their business, the markets in which they operate and their asset capabilities and profitability. This role focusses on partnering with global functions to evaluate new investment opportunities, whether through growth or acquisition. You will build financial models, challenge assumptions, develop scenarios with an understanding of risks, and enhance financial awareness and influence decisions to achieve four times revenue growth by 2030. You'll ensure functions follow governance processes and investment proposals are supported with strong business cases backed by solid financial reasoning. Presenting clear reports and insights to leadership is crucial. The role also involves supporting M&A activities, participating in all stages from negotiation to successful deal completion and integration into the network. Your new role Be a Strategic Partner: Partner global functions with a focus on Business Intelligence and Strategic Business Development, supporting the financial appraisal of new investment opportunities either through organic growth or acquisition. Go beyond the finance boundaries, challenging and influencing assumptions and scenarios, understanding the investment strategies and risk associated with them. Present and report the impact of these initiatives on the long-term finance plan. Enhance financial awareness and education within these global functions. Support the asset strategy: Develop financial analysis linked to asset strategy, modelling scenarios, making recommendations and influencing decisions for the path toward four times revenue growth to FY30. This will involve working closely with the site leadership and finance teams. Be the finance lead on global projects: Serve as the finance lead for projects initiated by global functions, ensuring a robust business case throughout the approval and execution process. Ensure finance requirements are integrated during project scoping, and consult stakeholders to consider various financial elements effectively. Ensure adherence to governance: Work in close collaboration with the global functions, providing guidance and support throughout the project governance and approval process, ensuring that business cases supporting the request are robust and underpinned by a comprehensive financial rationale. Tell the Story Behind the Numbers: Prepare and present reports, business cases, and performance analyses-turning complex data into clear, actionable insights for leadership. Champion Process Improvement: Lead initiatives to enhance the finance systems, processes and tools. Own the template for business case appraisal, ensuring a consistent and repeatable approach to financial appraisal and scenario analysis. Support M&A activity: On an ad-hoc basis for potential future M&A activities get involved with all stages of the deal process from the initial negotiation, due diligence and integration from signing to closing Understand the importance of strategy and its role in driving a business forward. Natural self-starter with a systematic and dynamic approach to work Ability to influence senior stakeholders Excellent communication skills with the ability to communicate and convey concise information. High level of attention to detail with very good analytical and data management skills. Experience of working with multi-site, multinational organisations in different time zones. Able to build and maintain effective and credible relationships with key stakeholders. Experience with mergers and acquisitions and finance integration is preferable. What you'll need to succeed Proven experience working with multi-site, multinational organisations across various time zones, with strong stakeholder management skills. Able to build trust and maintain effective and credible relationships with key stakeholders. Excellent communication skills that facilitate delivering concise information and successful influencing of senior stakeholders. Self-motivated, systematic, and dynamic approach to work; capable of challenging the status quo confidently and effectively. Strong analytical abilities for presenting complex data in a structured, result-oriented manner, with high attention to detail. Appreciation of the importance of strategy in driving business forward Experience with M&A activities is preferable. What you'll get in return An attractive salary and benefits package is offered. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

Audit Senior/ Executive - Birmingham - exciting opportunity to join a growing team Your new company Opportunity for an ambitious Audit Associate/ Semi-Senior to take their next career step within the growing Birmingham office of this mid-tier firm at an exciting time for the business. Your new role Working with a mixed client portfolio which will include medium and large corporate clients, you will get involved in audit assignments from planning stage through to completion with responsibility for supporting juniors in the team and working on a wide range of areas of the audit file. Working within a growing team led by experienced managers, this is a great time to join a well-regarded branded firm. What you'll need to succeed The right candidate for this role will be an articulate, well-organised auditor who has progressed well with professional accounting qualifications. You'll be at least part-qualified and will ideally be due to qualify this year. You will be confident about taking on additional responsibility and leading aspects of audits with support from managers. What you'll get in return The successful candidate will benefit from joining a well-structured team at a time of growth. The firm has strong ambitions and are keen to appoint individuals who'll support their vision - clear routes for progression will be on offer to enable your development to Manager and beyond. Study support will be offered where required and flexible working, hybrid patterns and a range of benefits are available for all staff. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #