Paraplanner Location: UK (Remote Working) Salary: Negotiable Start Date: Immediate Our client is a leading, Private Equity backed professional services firm with a strong presence across the UK and Ireland. They are looking to hire a Paraplanner due to growth in the team and this is not a traditional paraplanning role sitting in the background. You will join a highly regarded Financial Planning team where collaboration, technical excellence and client outcomes are genuinely prioritised. You will gain exposure to complex client cases, strategic financial planning, and work closely with experienced Financial Planners who value partnership and input. The firm offers a modern, supportive working culture with remote flexibility, strong professional development pathways and the opportunity to be part of a business that is evolving, growing and investing in its people. If you are looking for a role where you can deepen your technical expertise, contribute meaningfully to client strategy and build a long-term career within a progressive organisation, this could be an excellent next step. Key Duties & ResponsibilitiesSupport the Financial Planners, applying your technical knowledge to provide client solutionsApply a collaborative approach to achieve the best client outcomes, delivering excellent levels of client serviceBuild client relationships, establishing a key point of contact role for clientsCarry out research, analysis and due diligence of client holdingsPrepare technical calculationsIdentify information required to compile a financial planPrepare client cash flow reports, using our cash flow modelling softwarePrepare suitability reports to a high standard, in line with our recommendationsAttend client meetings where appropriateEnsure the planners, and clients, are updated regularly and in a timely manner throughout the client journeyWork to target Key Performance Indicators / Service Level AgreementsWork collaboratively with the client services support team, to ensure recommendations are correctly implementedReview client files upon completion of businessActively promote ideas and suggestions and participate in all business improvements as part of the firm’s commitment to continuous improvementAdhere to regulatory conduct rules and understand professional ethics and the firm’s methods and standards of workingKeep up to date with legislative changes and always adhere to compliance requirementsSkills & QualitiesExcellent organisational skillsStrong communication skills – both written and oralExcellent attention to detailLogical thinking and problem-solving skillsAbility to have the client at the heart of what the teams doGood team player with the ability to build effective relationships at all levelsAbility to work on own initiative and to tight deadlinesSelf-motivated, and able to develop ideas into practiceDedication to continuing professional development (CPD)KnowledgeSound knowledge of financial products and plans and technical calculationsGood working knowledge of relevant legislation and industry best practiceKnowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packagesExperience3–4 years’ relevant work experiencePrevious experience of working in a similar roleWorking to tight deadlinesAnalysing client portfoliosTechnical compliance and advisory workQualificationsCII Diploma in Regulated Financial Planning (DipPFS) (desirable)CII Advanced Diploma in Financial Planning (working towards preferred)

Regulatory Reporting Administrator  Looking to kick-start or grow your accounting career within financial services? This role offers great exposure, hands-on experience, and the chance to build your skills in a supportive environment. Responsibilities include:Assisting with the preparation and review of client financial records and accountsSupporting general bookkeeping and accounting tasks across a varied client baseMaintaining accurate financial data across internal systemsCollaborating with colleagues to meet deadlines and deliver high-quality workResponding to client queries and supporting ad hoc reporting requestsCarrying out checks to ensure data accuracy and completenessContributing to process improvements and more efficient ways of working Requirements:Degree in Accounting, Finance, Business or a related fieldPart-qualified or working towards ACCA, CIMA, ACA (or similar) is a plusSome experience in accounting, bookkeeping, or finance

Audit AdvisorGlasgow (Hybrid) Our Glasgow audit team is growing fast and exceeding budget expectations, driven by rising client demand. We're hiring an Audit Advisor to support this growth and help deliver high-quality audits across a varied client portfolio spanning commercial, charity, and owner-managed businesses. The RoleDeliver audits end-to-end, from planning through to completionLead fieldwork and coordinate engagement delivery, managing expectations and flagging issues earlyAct as the primary client contact on-site during fieldworkAttend and contribute to planning and clearance meetingsReview draft accounts and resolve client queriesLead, coach and coordinate Analysts and Assistants, retaining overall accountability for deliveryManage multiple audits simultaneously, hitting deadlines and quality standardsBuild commercial awareness of WIP, recoveries, fee quotes, and scope managementIdentify opportunities for other service lines to support clientsAbout YouACA, ACCA, ICAS or equivalent — newly qualified to approximately 2 years PQEExternal audit background essential, ideally from a practice environmentConfident operating as the lead client contactExperience supervising or coaching junior team membersStrong communicator, both written and verbalOrganised, proactive, and able to manage competing priorities to tight deadlinesIFRS/UK GAAP exposure, charity sector experience, or mid-market client experience are a plus

Quality Assurance & Compliance SpecialistWe're working with a leading Financial Services organisation looking to add a Quality Assurance & Compliance Specialist to their growing team. This role is focused on monitoring customer outcomes, ensuring regulatory compliance, and driving continuous improvements across adviser and customer interactions.This opportunity would suit candidates with experience in Business Quality, Compliance, Complaints Handling, Quality Assurance, Advice File Reviewing, or similar roles.Key ResponsibilitiesMonitor adviser processes to ensure compliance with FCA regulations and internal standards.Oversee third-party providers, ensuring quality and service levels are maintained.Conduct adviser surveys and identify emerging risks or improvement opportunities.Deliver training and maintain guidance materials.Investigate escalated issues and produce management information and trend analysis.Build strong relationships with internal stakeholders to drive continuous improvement.About YouExperience within Financial Services, ideally Wealth Management.Background in Quality Assurance, Compliance, Complaints, Business Assurance, or a similar role.Good understanding of FCA regulations and Consumer Duty.Excellent communication and stakeholder management skills.Strong analytical mindset with the ability to identify risks and recommend improvements.Level 4 Diploma (or working towards) is advantageous but not essential.

Operations & Administration Manager | Edinburgh | Hybrid | 6-Month FTC An exciting opportunity has arisen within a leading international professional services firm for an experienced Operations & Administration Manager to join on a 6-month fixed-term contract. This is a key leadership role within a fast-paced environment, ideal for someone who enjoys leading people and improving operational performance across teams. About the role You will be responsible for leading multiple administrative and operational support teams, ensuring they are well-managed and delivering a consistent, high-quality service across the business. Key responsibilities include:Leading multiple administrative and operational support teamsManaging, supporting, and developing Team Leads and senior administratorsDriving day-to-day service delivery and operational performanceImproving processes, workflows, and ways of working across teamsSupporting workforce and resource planningPartnering with senior stakeholders across the businessEnsuring quality, governance, and performance standards are consistently metSupporting recruitment activity and contributing to succession planningBuilding capability and strengthening team performance across the functionWhat we’re looking for We are looking for someone with experience in operations or senior administration within a professional services or similar environment.Strong people management experience, ideally managing Team Leads or senior administratorsExperience improving processes and operational efficiencyConfident working with senior stakeholders in a professional environmentStrong organisational skills with the ability to manage multiple prioritiesA practical, solutions-focused approach to problem solvingExperience working in a fast-paced, service-driven environmentAbility to take ownership and drive improvements independentlyEligibilityPlease note: this role is open only to candidates who hold the right to work in the UK (UK citizens or equivalent work-authorised status)What’s on offerOpportunity to lead and develop operational support teamsHigh visibility role working with senior stakeholdersChance to make a real impact on service delivery and efficiency6-month fixed-term contract within a leading professional services firmIf you are an experienced operational leader who enjoys developing people and improving how teams work, we would be keen to hear from you.

Trainee Business Quality ControllerWe're recruiting for a Trainee Business Quality Controller to join a growing Financial Services business. This is an excellent opportunity for someone with experience in Financial Planning, Paraplanning or Compliance who is looking to develop a career in Business Quality and Regulatory Oversight.Key ResponsibilitiesSupport complaint investigations and business issue resolution.Assist with advice file reviews and quality assurance processes.Produce management information (MI) and compliance reports.Manage remedial actions and provide feedback to adviser teams.Maintain accurate compliance records and support ongoing projects.Stay up to date with FCA regulations and Consumer Duty requirements.What We're Looking ForPrevious experience in Financial Services (Compliance, Paraplanning or a similar role).Understanding of the Financial Planning process and FCA regulations.Strong attention to detail and excellent organisational skills.Confident using Microsoft Office, particularly Excel and Word.Working towards a Level 4 Diploma (DipPFS or equivalent).

Audit Assistant Manager | BelfastReady to take the next step in your audit career?If you're an ambitious Audit Senior looking for your first management role, or an existing Audit Assistant Manager seeking greater responsibility, exposure and progression, this could be the opportunity you've been waiting for.We're working with a leading professional services firm with a strong reputation for developing its people, delivering high-quality client service and fostering a genuinely supportive, collaborative culture where individuals are encouraged to progress and thrive.This is an opportunity to join a growing audit team in Belfast, working with a diverse portfolio of clients while gaining exposure to senior stakeholders and taking on increasing leadership responsibility.Important InformationPlease note: This role is only open to candidates who have full and unrestricted right to work in the UK.  Unfortunately, visa sponsorship is not available for this position, either now or in the future.What's in it for you?Clear and structured career progression within a growing firmExposure to a broad and varied client portfolio across multiple sectorsOpportunity to lead audits from planning through to completionDirect interaction with finance directors, business owners and senior stakeholdersSupportive, inclusive and team-focused working cultureOngoing professional development and leadership trainingFlexible and hybrid working arrangementsOpportunity to mentor and develop junior team membersA role where your contribution is visible, valued and recognisedThe RoleAs an Audit Assistant Manager, you will play a key role in delivering high-quality audit engagements while supporting the development of junior team members and building strong, trusted client relationships.Your responsibilities will include:Managing audit assignments from planning through to completionLeading fieldwork and reviewing the work of junior team membersBuilding and maintaining strong client relationshipsIdentifying and assessing audit risks and ensuring appropriate testing is performedPreparing and reviewing financial statementsSupporting managers and partners with delivery and client serviceCoaching, mentoring and developing junior staffEnsuring audits are delivered on time and to a high professional standardAbout YouWe are keen to speak with candidates who have:ACA, ACCA or equivalent qualificationExperience in external audit within a practice environmentExposure to leading audit engagements and managing client relationshipsStrong technical accounting and audit knowledgeExcellent communication and stakeholder management skillsA proactive, collaborative and team-focused approachA genuine interest in developing and mentoring junior colleaguesAmbition to progress within a growing and supportive firmWhy This Role?This is more than just an audit position. It’s a chance to step into a role with real responsibility, visibility and progression, within a firm that genuinely invests in its people.If you’re looking for a role where you’ll be challenged, supported and developed in equal measure, we’d love to hear from you.Apply now or reach out for a confidential discussion.

Transfer Pricing Manager | Edinburgh or Aberdeen | £55,000 – £60,000Looking for your next step in Transfer Pricing?We’re working with a leading professional services firm that is looking to appoint a Transfer Pricing Manager to join their growing tax team in either Edinburgh or Aberdeen.This is a fantastic opportunity for an experienced transfer pricing professional to take ownership of client engagements, develop junior team members, and play a key role in shaping the continued growth of a specialist advisory practice.You’ll be joining a collaborative, high-performing environment where technical excellence is valued, but so is commercial thinking, client impact, and long-term career development.Important InformationPlease note:  This role is only open to candidates who have full and unrestricted right to work in the UK.  Unfortunately, visa sponsorship is not available for this position, either now or in the future.What’s in it for you?Opportunity to take ownership of high-profile multinational client engagementsClear progression pathway within a growing tax and advisory practiceExposure to complex, cross-border transfer pricing workInvolvement in business development and shaping client solutionsDirect client contact at senior (CFO/FD) levelOpportunity to mentor and develop junior team membersCollaborative, cross-service line working across tax, audit and corporate financeStrong emphasis on professional development and technical trainingFlexible working arrangements and supportive team cultureCompetitive salary of £55,000 – £60,000 depending on experienceThe RoleAs a Transfer Pricing Manager, you will be responsible for delivering high-quality advisory services across the full transfer pricing lifecycle, from design and implementation through to documentation and dispute support.Your responsibilities will include:Managing the end-to-end delivery of transfer pricing engagements, including scoping, planning, execution and billingDesigning, implementing and reviewing transfer pricing policies for multinational clientsLeading functional analysis interviews and overseeing preparation of Local Files and Master Files in line with UK legislation and OECD guidelinesManaging benchmarking studies and economic analysesSupporting cross-border financing work, including thin capitalisation and interest benchmarkingProducing clear, high-quality technical reports and client deliverablesActing as a key client contact and maintaining strong, proactive relationshipsTranslating complex technical matters into practical, commercially focused adviceBusiness Development & Practice GrowthYou will also play an active role in developing the practice, including:Supporting proposals and new business opportunitiesIdentifying opportunities within existing client portfoliosContributing to the growth and strategic direction of the transfer pricing offeringWorking with senior leadership to enhance service delivery and methodologiesLeadership & CollaborationThis is a true leadership role within the team. You will:Mentor, coach and develop junior team membersWork closely with colleagues across tax, audit and corporate financeContribute to internal knowledge sharing and technical developmentHelp drive continuous improvement in processes and deliveryAbout YouWe are keen to speak with candidates who have:Professional qualification (ACA, CA, ACCA, CTA, ADIT or equivalent)Strong experience in transfer pricing advisory (practice or industry)Solid understanding of UK transfer pricing legislation and OECD guidelinesExperience in documentation, functional analysis and benchmarkingExposure to intercompany financing and thin capitalisation workStrong analytical and problem-solving skillsExcellent communication and stakeholder management abilitiesA commercial mindset with a proactive and collaborative approachStrong organisational skills and ability to manage multiple projectsWhy This Role?This is an excellent opportunity to step into a role with real ownership, client exposure and influence within a growing specialist team. You’ll have the chance to shape client solutions, support the development of junior colleagues, and contribute directly to the expansion of the practice.If you’re looking for a role that combines technical depth, client impact and long-term progression, we’d love to hear from you.Apply now or get in touch for a confidential discussion.