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You’ll oversee all aspects of finance, ensuring efficiency, compliance, and strong financial control, while acting as a trusted advisor to the wider business.

Financial Advisor – Full Client Book.

RouseFinerva is a leading independent accountancy firm, home to over 100 professionals and ranked among the UK’s Top 100 firms. We are known for delivering high-quality financial solutions and trusted advisory support to a broad portfolio of UK and international clients. In 2025, Rouse joined forces with Finerva, an innovative London-based specialist advisory firm. This strategic merger broadened our expertise, strengthened our market presence, and unlocked new opportunities for both our people and our clients. With ambitious growth plans underway, there has never been a more exciting time to join us. A career at RouseFinerva is guided by our four core values, Respect, Integrity, Care and Excellence, which shape our culture and inform everything we do. Working with prestigious and forward-thinking organisations across the UK and internationally, our reach is further extended through membership of the Praxity alliance, enabling us to support businesses on a truly global scale. The role and responsibilities We are seeking a Finance Administrator to join our growing team based in our Beaconsfield office. This is an excellent opportunity for a motivated and organised individual looking to develop their finance and bookkeeping experience within a supportive and forward-thinking firm. Reporting to the Practice Manager, you will play a key role in the day-to-day administration of the finance function, supporting both internal operations and client accounts. The successful candidate will be responsible for maintaining accurate financial records, managing workflows and deadlines, processing transactions, and providing high-quality administrative support to the wider team. Process purchase invoices, oversee client bank accounts, and maintain accurate financial records. Track and record company expenses, ensuring all transactions are completed accurately and within agreed deadlines. Maintain the office petty cash system. Monitor accounting procedures and identify and resolve any issues promptly. Client Support & Account Management Chase outstanding records and documentation to ensure deadlines are met. Keep clients and suppliers informed of progress and respond to queries in a professional and timely manner. Manage and track bank statements, disbursements, and other key financial processes. Payments & Reconciliations Administer both company and client bank accounts. Ensure all payments and transactions are processed accurately and on time. Obtain supporting documentation and reconcile direct debit and credit card transactions. Expenses & Procurement Collate team expense claims, reviewing submissions for accuracy and escalating any anomalies where appropriate. Ensure expense claims are processed and paid promptly in line with company policy. Coordinate the ordering, processing, and payment for goods and services as required. Systems & Reporting Operate and maintain cloud-based accounting platforms, including Xero and Dext. General Administration Manage the accounts payable inbox and respond to enquiries. Support the Practice Manager and wider team with finance-related projects and other ad hoc administrative tasks as required. The candidate The ideal candidate will be an organised and detail-oriented Finance Administrator with strong bookkeeping and administrative skills. You will be comfortable managing multiple priorities, meeting deadlines, and maintaining accurate financial records. Key skills and experience This role offers an excellent opportunity to develop your career within a growing and collaborative firm while gaining exposure to a broad range of finance and client-focused responsibilities. Previous experience in a finance, bookkeeping, or accounts administration role. Strong attention to detail and a high level of accuracy. Experience using accounting software, ideally Xero and Dext. Excellent organisational and time management skills. Strong communication skills written and verbal, and a professional approach to client service. The ability to work independently while also contributing effectively as part of a team. A proactive attitude and willingness to support a variety of finance and administrative projects. Competitive salary and benefits package Extra one day holiday awarded after 5 years, 8 years and 10 years Employee assistance programme (EAP) for counselling services, legal and medical support Enhanced maternity/paternity/adoption leave Auto Enrolment Pension Scheme Paid car parking Wellbeing and lifestyle benefits Employee Referral Scheme One Volunteer Day annually Personal financial advice annually from external financial advisor Monthly in-house massage sessions Our offices Beaconsfield Office: Central location – 2-minute walk to Beaconsfield Station (Chiltern Line) and 5 minutes from the M40 * London Office: Located just off Oxford Street, between Oxford Circus and Tottenham Court Road stations About RouseFinerva RouseFinerva was founded through the merger of two forward-thinking accounting and business advisory firms: Rouse, a full-service, UK Top 100 firm with a history spanning over 100 years, and Finerva, a specialist firm for tech, scale-ups, and high-growth clients – many backed by well-known growth and venture investors. Together, we are proud to be a leading independent, partner-led firm, which means our team benefits from a collaborative culture, clear career progression, close working alongside our partners and recognition for their achievements. Delivering meaningful impact is embedded in the RouseFinerva DNA – for both our clients and our people. We believe the two go hand in hand: when our team thrives, our clients benefit, and when our clients succeed, so do we all. #J-18808-Ljbffr

An Executive Director within Parexel HEOR Consulting is responsible for a group or service line while being held accountable for successful execution of multiple projects and client satisfaction. The Executive Director supports the development of the strategy for HEOR for the short, mid and long term. The Executive Director plays an active role in the implementation and identification of AI in HEOR. An executive director has specific subject matter expertise supporting the development and delivery of Parexel HEOR Consulting services. • Monitors profitability of multiple projects through active involvement in the preparation of project plans and management of project budgets., • Prevents and resolves issues with revenue recognition., • Works within a team environment or individually based on project needs., • Provides guidance to project team members and acts as a mentor to junior staff., • Works within broad project guidelines and leads issue and conflict resolution., • Prioritizes own workload and prioritizes the workload of the project team in order to achieve the project scope and objectives., • Capitalizes on opportunities to improve project efficiency, results or team performance and proactively acts., • Leverages information from previous projects or other client work to efficiently complete assigned project activities as well as facilitate business decisions., • Produces quality work that meets the expectations of Parexel HEOR Consulting and the client. Reviews the work of colleagues for content and quality to ensure the expectations of the client and are met., • Manages project engagements as a project lead (small or large)., • Interacts with the assigned Project Financial Analyst (PFA) to ensure accurate financial management and for general project support., • Follows all required Business Operating Process (BOPs) for pre-initiate, initiate, execution, close and monitoring of projects., • Actively manages performance including typical HR activities for direct reports (i.e. performance management forms, salary actions, bonuses, scorecards)., • Provides input on staff to appropriate Senior Management Team Members., • Provides applicable guidance and support to staff for staff to succeed and achieve key metrics. Holds staff accountable to key metrics., • Facilitates staff development plans and coordinates with project staffing to ensure that staff is utilized completely and appropriately., • Coordinates with project staffing to provide staff with opportunities to expand skill sets., • Rewards staff appropriately., • Provides leadership, coaching, mentoring, feedback and role modeling to managers and extended staff to ensure quality and accuracy of services as well as achievement of key metrics., • Communicates and champions organizational vision and values., • Regularly communicates with staff to assure effective two-way information flow (i.e. business updates, staff interests, issues, and/or concerns)., • Monitors engagement/morale of direct reports., • Provides feedback on succession planning to align individual staff capabilities with the current and future needs of the organization., • Assures Parexel policies and procedures are communicated to line personnel., • Plans and delivers services and solutions which result in clients expressing satisfaction with service provided and builds relationships which result in additional business or referrals., • Identifies opportunities for follow-on business or changes in project scope and exploits the opportunities with Parexel HEOR Consulting management and account management., • Provides a full range of technical and/or business consulting services across multiple disciplines of services including representing clients to regulatory agencies., • Acts as a trusted advisor to clients, often on issues that lack precedent or are not clearly defined. Acts as a loaned executive for a client when required., • Completes and delegates project activities in a timely manner with an understanding of issues which may impact project profitability and client satisfaction., • Facilitates resolutions to possible problems or conflicts within the project team and/or the client. Provides guidance as needed to colleagues on appropriate methods of executing project activities., • Develops and implements business solutions addressing specific client needs using expertise, best practices and knowledge of the client’s business and key industry drivers., • Demonstrated ability to interact professionally at multiple levels including senior and executive management within a client organization., • Actively prospects and leverages new business opportunities with client and industry contacts in collaboration with Account Management., • Presents information about Parexel HEOR Consulting service offerings reflecting the organization’s capability to support client needs., • Delivers customized sales presentations focused on the client’s needs. Actively engaged in bid defense meetings when needed., • Generates new or repeat business due to personal name recognition or history of client satisfaction and/or relationship., • Leverages rainmaking skills resulting in new and repeat business for Parexel. Is responsible for constant monitoring of his/her “A” list and is expected to have continued contact with both existing and future potential clients., • Participates in project scoping calls and proposal preparation., • Delivers sales presentations and participates in bid defense meetings when needed., • Actively participates in account planning for key clients., • Participates and develops strategy and is involved in the decision-making process for Parexel Access Consulting (HEOR, PMA, and AA)., • Meets established metrics as specified in scorecard on an annual basis., • Completes basic job-related responsibilities, including timesheets, expense reports, maintenance of CVs, project, • Staying Abreast of AI in HEOR: Keeping up-to-date with the latest developments and trends in AI applied to HEOR, including machine learning, natural language processing, data analytics, and predictive modeling, to facilitate evidence generation, cost-effectiveness analyses, and health policy recommendations., • Driving Innovative Research: Leveraging your expertise in AI and HEOR to drive innovative research projects that enhance Parexel's capabilities and provide strategic insights to clients. Collaborating with cross-functional teams to design, develop, and implement groundbreaking methodologies and frameworks., • Thought Leadership: Actively participating in industry conferences, symposiums, and webinars to present your research and share insights on the integration of AI within the HEOR landscape. Establishing yourself as an opinion leader and contributing to prestigious scientific journals and publications, thereby enhancing Parexel's reputation as a thought leader in the field., • Internal Collaboration: Collaborating with internal teams (e.g., data scientists, biostatisticians, health economists) to develop and implement new AI-driven methodologies and analytical tools. Providing guidance and mentorship to team members, sharing your knowledge and contributing to Parexel's internal educational initiatives., • External Engagement: Seeking opportunities to represent Parexel externally, engaging with healthcare organizations, regulatory bodies, academic institutions, and industry thought leaders, showcasing Parexel's thought leadership in AI-driven HEOR research., • Presenting research findings and insights at internal seminars, brown bag sessions, and departmental meetings., • Engaging with senior leadership and participating in cross-functional initiatives, enhancing your exposure and influence on decision-making processes., • Collaborating with Parexel's Global Centers of Excellence, contributing to white papers, opinion pieces, and educational materials, further solidifying your position as a thought leader., • Participation in industry conferences and scientific symposiums, presenting research findings, and discussing Parexel's AI-driven HEOR expertise., • Contributing to industry publications, peer-reviewed journals, and social media platforms to share your insights and position Parexel as a frontrunner in AI-driven HEOR research., • Building strategic partnerships with key opinion leaders and influential organizations to enhance Parexel's industry visibility and foster collaborations., • Influencing Others, • Client Focus, • Networking, • Results Orientation, • Business Analysis, • Interpersonal Communication, • Teamwork & Collaboration, • Solving Business Problems, • Holding People Accountable, • Operational Leadership, • Strategic Business Thinking, • eLeading Change, • Develops high growth and profitable business through strategic planning, business development and implementation of high-level service delivery within service line or group., • Responsible for planning function for individual service line or group. This includes budgets, strategic planning, and forecasting., • Accountable for all activity and financial outcomes within assigned area, including revenue generation, client satisfaction and service delivery., • Responsible for service line decisions and seeks senior level input for high level business decisions (issues)., • At least fluent vocal and written English., • Numerous years’ experience in the life sciences or consulting industries with many years of experience managing direct reports, directing teams and projects., • 10+ years management experience., • 15+ years general experience in the field., • Minimum of a Bachelor’s Degree in a Scientific or Technical Discipline, Advanced Degree (MSc, PhD, MD) preferred. #J-18808-Ljbffr

The Senior Consultative Sales Director within our Emerging & Growth Accounts team will work closely with Commercial Operations, SBU Delivery, Solutions Consultants, Clients and Partners. • Actively and aggressively prospect and leverage potential new business opportunities within specified customer account(s), • Analyze and prioritize potential opportunities and develop strategic sales plans for each target account, • Ensure appropriate strategy/solution is proposed to customer, • Lead proposal strategy and development in collaboration with Business Operations to ensure client needs are addressed and resourcing/pricing is appropriate to win the business and meet margin targets, • Work with Solutions Consultant and Finance to agree on appropriate pricing strategy, • Educate team participants in bid pursuit on customer culture, operational needs/methods and sales techniques needed to close the sale, • Adapt successful strategies and tactics to meet market demands and financial targets, • Actively maintain territory account plan with break-in strategies, • Understand the clients’ development and commercial strategy, product development portfolio, and pain points, • Project confidence and expertise in the approach and engagement with key decision makers, • Proactively engage clients across all key functions up and down the sponsor organization; maintain high visibility within client organization and become the trusted advisor, • Develop a strong understanding of clients’ organizational structures and key stakeholders, • Anticipate client questions; uncover clients’ unique needs and become the focal point for discussing, representing and selling PAREXEL’s integrated solutions across all SBUs, • Collaborate with marketing, inside sales, Solution Consultants, and commercial operations to obtain thorough knowledge of the competitive landscape and high priority opportunities, • Aggressively pursue awareness of competitive activities, positioning and pricing, which includes specific reasons for awards and non-awards, • Maintain solid knowledge of all Parexel services and value propositions for appropriate cross-selling opportunities, • Collaborate with Solution Consultants to identify appropriate, integrated solutions, • Ensures appropriate hand-off to delivery team liaising with Project Integrator Role or Project Leader to transfer knowledge on client needs and expectations, • Maintain close relationships with delivery teams for identification of new opportunities to ensure account growth, • Proven sales track record of achieving/surpassing sales goals, • Ability to work independently and as team player; including complex, dynamic teams, • Excellent business/industry awareness and a thorough understanding of industry trends and impact on the business, • Strong consultative skills, • Solid understanding of commercialization and the principles of drug discovery and development, • Excellent analytical skills in assessing and interpreting customer business data, • Demonstrated ability to build relationships and to communicate at senior management level, • Demonstrated ability to influence others internally and externally, • Ability to establish and maintain effective working relationships with coworkers, managers, clients and customers, • Ability to maintain demanding timelines, • Adaptability and flexibility to changing priorities, • Demonstrated ability to work creatively in a fast-paced environment, • Attention to detail and ability to work simultaneously on multiple priorities, • Willingness to travel 50% of time as client needs dictate, • Multiple years demonstrated success in B2B sales role within the CRO environment, • Experience selling phase II/III clinical services is required, • BS degree required. Advanced degree preferred. #J-18808-Ljbffr

Client Delivery Lead (Financial Services Administrator) 12 Month maternity cover contract Hybrid working – Succession Wealth Amersham Succession Wealth, part of the Aviva Group, is one of the UK’s leading independent financial planning and wealth management organisations. We’re dedicated to empowering people to take control of their financial future. Through personalised advice, long‑term relationships and a commitment to exceptional client service, we help individuals, families and businesses build confidence in their financial wellbeing. Our people are at the heart of this mission - working collaboratively, acting with integrity, and always putting clients first. The role: The primary purpose of the Client Delivery Lead role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner’s diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year’s experience in a fast‑paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events OurWellbeing committeeworks hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving yourcareer goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice. #J-18808-Ljbffr

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