AML Compliance Specialist – M&A Support (Fixed-Term Contract) Location: Remote Contract Type: Fixed-Term Contract – initially 4 months, with potential extension to 6 months Hours: Monday–Friday, 7.5 hours/day (standard 8:45am–5:15pm, flexible) Start Date: ASAP About the Role An excellent opportunity has arisen for an experienced AML/Financial Crime Compliance professional to join a growing organisation's Risk & Compliance function. This role is critical to supporting an active M&A transaction, ensuring that newly acquired businesses are brought up to speed on AML, Counter Fraud, and wider Financial Crime compliance requirements. This is a hands-on, delivery-focused position ideal for someone who thrives in a fast-paced environment and can hit the ground running. Key ResponsibilitiesSupport the delivery of the AML, Counter Fraud, and Financial Crime compliance framework, with a particular focus on businesses newly acquired as part of ongoing M&A activityConduct hands-on KYC due diligence, including:Ongoing monitoring for straightforward client relationshipsLeading due diligence for complex cases, including clients with overseas ownership structuresIdentify the verifications and evidence required for due diligence, and support colleagues in obtaining and documenting theseAct as a point of guidance for colleagues on AML, financial crime, regulatory compliance, and risk-related queriesPerform control testing, monitoring, and QA reviews across AML and financial crime processes; document findings and support the implementation of remedial actionsIdentify, investigate, and escalate potential financial crime risks, suspicious activity, or regulatory breaches in line with policyChampion a strong culture of compliance and risk awareness through proactive stakeholder engagement across the businessAbout YouSolid experience in AML, KYC, or Financial Crime Compliance, ideally within a regulated professional services or financial services environmentConfident conducting due diligence on complex ownership structures, including overseas entitiesStrong working knowledge of AML regulations, financial crime typologies, and regulatory compliance requirementsComfortable working independently in a fast-paced, deadline-driven environmentExcellent stakeholder management skills, with the ability to guide and influence colleagues at all levelsAvailable to start at short noticeWhy Apply? This is a fantastic opportunity to play a key role in a live M&A transaction, gaining exposure to complex due diligence work and cross-functional collaboration within a respected Risk & Compliance function. Remote working is supported, offering flexibility alongside meaningful, high-impact work.

Private Client Tax Compliance Manager / Senior Manager Opportunity – Trusts | Leeds (Hybrid)I'm currently working with a growing professional services firm that is looking to strengthen its Private Client Tax Compliance team with an experienced Manager or Senior Manager.This is a great opportunity for someone who wants more than just another compliance role.The firm is investing heavily in the future of its tax function, with a clear focus on developing its people, improving processes and embracing new technology to create a more efficient and forward-thinking environment.What makes this opportunity exciting is the opportunity to build a long-term career within a team that values compliance expertise and recognises that progression doesn't always mean moving into advisory.You'll have the opportunity to:Work with a varied portfolio of private clients, including complex trust and compliance matters.Become a trusted adviser to clients and build long-standing relationships.Develop your technical skills while working alongside experienced tax professionals.Support and mentor junior team members, helping to shape the next generation of talent.Play an active role in the continued growth and development of the team.Benefit from a culture that encourages progression, with genuine opportunities to take the next step in your career.The firm is also investing in technology and automation, helping its teams work smarter and spend more time focused on clients, advice and adding value.I'm keen to speak with Private Client Tax professionals who are looking for a role where they can make an impact, continue developing and be part of a growing team.If you're considering your next move, or simply want to understand what's happening in the market, I'd be happy to have a confidential conversation.Feel free to message me directly.

Private Client Tax Manager | Belfast - HybridAdvisory-Focused Role | Full Client Ownership This is an exciting opportunity for a Private Client Tax Manager to join a highly regarded professional services firm, taking on a genuinely advisory-led role with full ownership of a diverse client portfolio.  This position offers the chance to move beyond pure compliance and step into a role where you will lead on complex advisory work, build long-term client relationships, and play an active role in developing junior team members and contributing to business growth.  It’s a great opportunity for someone who enjoys combining technical expertise with client interaction, commercial thinking, and people development. The Role In this role, you will take ownership of a portfolio of private clients, delivering high-quality advisory services across areas such as inheritance tax, capital gains tax, trusts, estates, and succession planning. You will act as a trusted advisor to clients, building strong, long-term relationships and becoming their main point of contact for complex personal tax matters. You will also:Lead and deliver complex private client advisory work end-to-endManage and develop client relationships, providing proactive, trusted adviceIdentify opportunities for new advisory work and contribute to business developmentOversee multiple assignments, ensuring high-quality delivery and strong client serviceReview and sign off complex compliance work where requiredCollaborate with wider teams to deliver joined-up client solutionsMentor and support junior team members in their technical and professional developmentTake responsibility for engagements from initial opportunity through to delivery and billingAbout You To be successful in this role, you will have:Strong experience in private client tax within a professional services environmentA clear focus on advisory work, alongside compliance experienceProfessional qualification (CTA, ACA/CA, ATT, STEP or equivalent)Experience managing client relationships directly and confidentlyStrong organisational skills with the ability to manage multiple projectsExperience mentoring or supporting junior team membersA commercial mindset with the ability to spot and develop opportunitiesExcellent communication skills and confidence working with clientsThe ability to work independently and take full ownership of your portfolioExposure to international tax matters and UK/Ireland cross-border work would be advantageous but not essential.

Office of the CFO Assistant Manager – Edinburgh An exciting opportunity to join a growing and ambitious Business Services team.  We are recruiting on behalf of a highly successful and rapidly expanding professional services firm seeking an experienced Assistant Manager to join its Business Services team.This is a fantastic opportunity for a qualified accountant who enjoys working closely with clients, solving complex business challenges, and providing strategic financial insight. The role offers a broad mix of financial reporting, management accounting, forecasting, business advisory, and client relationship management responsibilities.You will work with a diverse portfolio of clients, helping them gain clarity over their financial performance while supporting key business decisions and future growth.As an Assistant Manager, you will be responsible for delivering a wide range of accounting and finance services to clients while supporting and developing junior team members.Key responsibilities will include:Preparing management accounts and financial reportsProducing and reviewing statutory financial statementsBuilding and maintaining strong client relationshipsLiaising with external auditors and managing audit processesPreparing cash flow forecasts, budgets, and financial modelsSupporting clients with business planning and strategic decision-makingDelivering ad-hoc projects and financial analysis as requiredManaging your own portfolio and ensuring exceptional client service deliveryCoaching, mentoring, and developing junior team membersWorking collaboratively across the wider business to deliver value-added solutionsIdentifying opportunities to support clients with additional services and solutionsAbout YouTo be successful in this role, you will have:Essential ExperienceFully qualified accountant (ACA, ACCA, CA or equivalent)Experience gained within practice, industry, or a combination of bothStrong technical accounting and financial reporting skillsExperience preparing management accounts and financial analysisExcellent communication and stakeholder management abilitiesA proactive and solutions-focused approachStrong organisational and time management skillsProficiency in Microsoft Excel and WordThe ability to thrive in a fast-paced, high-growth environmentDesirable ExperienceExperience working with cloud-based accounting platformsExposure to outsourced finance, virtual FD/CFO, or business advisory servicesExperience implementing technology-driven finance solutionsWhat's on OfferExposure to a diverse client portfolio across multiple sectorsA varied and commercially focused role with significant client interactionOpportunities to develop leadership and advisory skillsA collaborative, supportive, and ambitious working environmentGenuine career progression within a growing businessApplicants must have a full and unrestricted right to work in the UK. Unfortunately, candidates requiring current or future visa sponsorship cannot be considered for this position.If you are a qualified finance professional looking to take the next step in your career within a dynamic and client-focused environment, we would love to hear from you.

Office of the CFO Advisor – Edinburgh | Client-Facing Finance Advisory Role Ready to move beyond traditional month-end reporting? We’re looking for a qualified or finalist ICAS/ACCA accountant to join a fast-growing CFO advisory team, supporting a diverse portfolio of clients with management reporting, forecasting, audit coordination, and commercial insight. This is a true step into client-facing advisory work, where you’ll act as a trusted finance partner to businesses, helping them improve performance, strengthen reporting, and make better decisions — not just close the books. You’ll gain exposure to business owners and senior stakeholders, attend client meetings, and play a key role in shaping financial clarity and strategy across multiple organisations. What you’ll be doing:Month-end reporting, forecasting & variance analysisCoordinating accounts, audit and compliance deliverablesActing as a key client contact and building strong relationshipsSupporting client meetings and commercial discussionsIdentifying opportunities to improve processes and add valueWhat we’re looking for:ICAS / ACCA qualified or finalistStrong Excel and financial reporting skillsConfident communicator with a client-first mindsetOrganised, detail-focused, and proactive problem solverExperience in audit, management accounts, or outsourced financeWhy this role stands out:Real client exposure from day oneMove into advisory and CFO-level thinkingBroad, varied client portfolioStrong development and progression pathwayImportant: Only candidates with a full and unrestricted right to work in the UK will be considered. Sponsorship is not available.

Senior Manager – Office of the CFO | Manchester (Hybrid)Ready to move beyond compliance and become a trusted adviser to ambitious businesses?If you're an experienced ACA or ACCA-qualified finance professional looking for a role where you can influence business decisions, build lasting client relationships and help shape the future of a growing service line, this could be the opportunity you've been waiting for.We're working with a highly respected professional services firm that is investing heavily in its Office of the CFO offering. As the team continues to grow, they're looking to appoint a Senior Manager who can lead client relationships, develop people and play a key role in the future success of the Manchester office.This is far more than a traditional accounts role. You'll become a trusted adviser to a portfolio of businesses, working alongside Finance Directors, CFOs and business owners to provide strategic financial support, improve performance and help clients achieve their growth ambitions.The opportunityAs a Senior Manager, you'll take ownership of a diverse portfolio of clients, leading the delivery of high-quality financial reporting while providing commercially focused advice that adds real value.You'll also play an important role in developing the team, mentoring future leaders and helping drive the continued growth of one of the firm's fastest-growing service lines.What you'll be doingManaging a portfolio of clients across a range of sectors, acting as their trusted finance adviser.Building long-term relationships with CFOs, Finance Directors and business owners.Reviewing management accounts, statutory accounts and financial reporting, providing commercial insight and practical recommendations.Supporting clients with budgeting, forecasting, cash flow management and financial planning.Overseeing audit liaison and ensuring compliance with accounting standards.Leading, mentoring and developing Managers, Assistant Managers and junior team members.Supporting businesses as they transition into outsourced finance and Office of the CFO services.Identifying opportunities to broaden client relationships and introduce additional advisory services.Working collaboratively with colleagues across the wider business to deliver joined-up solutions.Helping shape the future direction and growth of the Office of the CFO team.About youYou'll be a qualified accountant who enjoys working closely with clients and wants to move into a more commercial, advisory-led role.You'll ideally have:ACA or ACCA qualification.A background in practice within Business Services, Accounts or Advisory.Experience managing a client portfolio and building strong client relationships.Strong technical accounting knowledge.Previous experience leading, coaching and developing teams.Excellent communication and stakeholder management skills.The ability to manage multiple priorities while maintaining high standards.A commercial mindset and genuine interest in helping businesses succeed.Experience within outsourced finance, CFO Services or advising SME and mid-market businesses would be beneficial but isn't essential.Why join?Take on a genuine leadership role with autonomy and responsibility.Work directly with senior decision-makers and become a trusted adviser to your clients.Join a growing, ambitious team with significant investment and long-term plans.Enjoy clear progression towards Director level.Broaden your experience beyond traditional accounting into strategic finance and business advisory.Be part of a collaborative, supportive culture where your ideas and contribution are genuinely valued.Work with a varied client base across multiple sectors, ensuring no two days are the same.If you're looking for a role that combines technical accounting, commercial advisory and people leadership—and gives you the opportunity to make a real impact—we'd love to hear from you.Please note: Applicants must have the unrestricted right to work in the UK. Unfortunately, sponsorship is not available for this position.

Private Client Tax Compliance Manager  | Glasgow or Edinburgh | Hybrid WorkingIf you're an experienced Private Client Tax Compliance professional looking for a role where you can continue to develop, take on greater responsibility and progress your career, this could be the opportunity you're looking for.You'll join an established and collaborative tax team, managing your own portfolio of clients while working alongside experienced colleagues across the wider business. This role offers genuine scope to develop your technical expertise, build on your leadership experience and progress your career, with a clear pathway to Senior Manager and beyond.This is an opportunity toProgress your career within a firm that is committed to developing its people.Manage a varied portfolio of clients, including high and ultra-high-net-worth individuals, trusts, estates, partnerships, sole traders, farmers, non-residents and seafarers.Take ownership of your own client relationships and become their trusted point of contact.Work closely with experienced tax specialists and advisory teams on a broad range of private client matters.Develop your leadership skills by reviewing work, mentoring colleagues and supporting the development of junior team members.Be part of a collaborative team that values knowledge sharing and continuous improvement.Work in a modern, technology-focused environment with hybrid working.The roleAs Private Client Tax Compliance Manager, you'll be responsible for managing your own portfolio of clients and ensuring all compliance work is completed accurately and on time.Alongside your compliance responsibilities, you'll identify opportunities to support clients with additional services, review work prepared by junior colleagues and contribute to the ongoing development of the team.What we're looking forWe're looking for someone with strong Private Client Tax Compliance experience who enjoys building client relationships and takes pride in delivering a high standard of work.You'll ideally haveA professional qualification such as CTA, ATT, CA, STEP or equivalent.At least two to three years' experience at Assistant Manager level or above within Private Client Tax Compliance.Experience managing your own portfolio of clients.Strong technical knowledge of UK personal tax compliance.The ability to review work and support the development of junior colleagues.Excellent communication and relationship management skills.Confidence carrying out technical research and dealing with more complex compliance matters.Experience of CCH Personal Tax and good knowledge of Microsoft Excel and Word would be advantageous.If you're looking for a role where your experience will be recognised, your development will be supported and you'll have genuine opportunities to progress your career, we'd be pleased to hear from you.This version feels more authentic and conversational while still sounding professional. It focuses on what experienced tax professionals are looking for—career progression, interesting work, autonomy and a supportive environment—without relying on overused recruitment language.

Paraplanner Hybrid Working | Edinburgh An exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business. This role offers the opportunity to work closely with Financial Planners, providing technical expertise and delivering high-quality financial planning solutions for a diverse client base. You'll play a key role throughout the client journey, helping to develop tailored financial plans while building strong client relationships and supporting the delivery of exceptional client service. This is an excellent opportunity for a technically strong Paraplanner looking to further develop their career within a collaborative and client-focused environment. The Opportunity You will work alongside Financial Planners and Client Services teams, supporting the delivery of comprehensive financial planning advice while ensuring a seamless client experience. The successful individual will have the opportunity to apply their technical expertise across a broad range of financial planning areas, contribute to business improvements, and continue their professional development within a supportive environment. Key ResponsibilitiesSupport Financial Planners by providing technical analysis and client solutionsConduct research, analysis and due diligence on client holdings and recommendationsPrepare technical calculations and cashflow modelling reportsProduce high-quality suitability reports aligned to client objectives and recommendationsBuild and maintain strong client relationships, acting as a key point of contact throughout the client journeyAttend client meetings where appropriateIdentify information required to develop comprehensive financial plansWork closely with Client Services teams to ensure recommendations are accurately implementedEnsure planners and clients receive timely updates throughout the advice processReview client files and ensure work is completed to regulatory and compliance standardsSupport continuous improvement initiatives across the businessMaintain up-to-date knowledge of legislation, regulation and industry best practiceAbout YouPrevious experience working as a Paraplanner or within a similar technical financial planning roleStrong understanding of financial planning products, solutions and technical calculationsExperience analysing client portfolios and producing suitability reportsAbility to work to deadlines while maintaining exceptional attention to detailStrong written and verbal communication skillsExcellent organisational and problem-solving abilitiesComfortable building relationships with clients and internal stakeholdersSelf-motivated with the ability to work independently and as part of a wider teamCommitted to ongoing professional development and continuous learningQualificationsCII Diploma in Regulated Financial Planning (DipPFS) desirableWorking towards CII Advanced Diploma in Financial Planning preferred3–4 years' relevant financial planning or paraplanning experienceWhy Apply?Join a collaborative and client-focused wealth management businessWork closely with experienced Financial Planners and advisersGain exposure to complex financial planning cases and client portfoliosStrong commitment to professional development and qualifications supportOpportunity to contribute ideas and influence business improvementsHybrid working environment and supportive team cultureClear long-term career progression opportunitiesIf you are a technically strong Paraplanner looking to join a business that values expertise, collaboration and client outcomes, we'd love to hear from you.