Financial planning and analysis jobs in LiverpoolCreate job alerts

Location: LiverpoolWorking pattern: Full-timeAbout AMS GroupAMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices. Our trading divisions span Audit, Accounts, Tax and Advisory, and we've completed eight acquisitions since 2021 with further growth planned.In 2024 we were named the 7th Best Accountancy Firm to Work for in the UK, recognised as Best Employer in Tax (Tolley's Taxation Awards 2025) and Employer of the Year (GM Chamber of Commerce Awards 2024).About the roleThis isn't a typical paraplanning role. We're looking for a Senior Technical Paraplanner to become the technical backbone of our financial planning division and the leader of our paraplanning team.You'll be joining a growing team that includes two diploma-qualified paraplanners and a junior paraplanner progressing through CII exams. What they need now is a senior figure who sets the standard, raises the bar and ensures every piece of advice we deliver is robust, compliant and genuinely in the client's best interests.This is a pure technical leadership position — you won't be in client meetings. Instead, you'll be the expert who turns insight into outstanding advice and shapes how the entire paraplanning function operates. As the business grows, so will this role, with a genuine pathway to a Head of Paraplanning position.What you'll be doing• Setting and upholding the technical standard for all advice produced within the firm• Reviewing and quality assuring paraplanner output before it reaches advisers• Coaching and developing the paraplanning team, supporting progression toward Diploma and AF level qualifications• Building and maintaining processes, templates and checklists to improve consistency, accuracy and efficiency• Interpreting fact finds, cashflow models and meeting notes to identify planning opportunities and shape advice strategy• Conducting in-depth technical analysis across pensions (DB and DC), tax planning, protection and investments• Leading the production of clear, personalised and technically robust suitability reports• Project managing implementation cases through to completion, working with advisers, client partners and administrators• Challenging advisers constructively where required — acting as the final line of technical defence• Staying current with regulatory changes, tax legislation and product developments and briefing the wider team accordinglyWhat you'll bring• Level 4 Diploma in Regulated Financial Planning as a minimum, with strong progression toward Chartered status — or already holding APFS/CFP• 3–5+ years' paraplanning experience with genuine technical depth across pensions (DB & DC), tax planning, investments and protection• Proven ability to build complex advice strategies independently, not just follow templates• Strong experience producing high-quality, personalised and technically accurate suitability reports• Confident using cashflow modelling, risk profiling tools and modern platform solutions• Solid understanding of current regulation, tax rules and the wider financial planning landscape• Chartered status (APFS or CFP) is a significant advantage• Experience mentoring or leading other paraplanners is highly desirable• Exposure to later life planning, decumulation strategies and sequence of returns risk is a bonusWhat's on offer• 25 days holiday plus an additional day off for your birthday• Discretionary annual bonus• Company pension scheme• Health cash plan• Enhanced parental pay and company sick pay• Perkbox subscription• One paid professional membership or subscription• Cycle to work scheme• Employee Assistance ProgrammeAMS Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.You may have experience of the following: Senior Paraplanner, Lead Paraplanner, Technical Paraplanner, Chartered Paraplanner, Head of Paraplanning, Paraplanning Team Leader, Financial Planning Analyst, Wealth Planning Analyst, Pensions Technical Specialist, Financial Planning AssociateREF-229 037

Senior Finance ManagerLiverpool City Centre £50,000 - £60,000 Accountable Recruitment are partnering with a well-established and growing professional services business in Merseyside to recruit a SeniorFinance Manager. This is an exciting opportunity to join the business during a key period of growth and development. Working closely with SLT, this is a highly varied role offering exposure across financial reporting, compliance, commercial finance and business partnering. You'll play an integral part in maintaining strong financial control, while also driving improvements and supporting the organisation's continued success - alongside managing a small finance team This role would suit someone who has experience of a hands-on, broad finance position, collaborating with stakeholders across the business and developing their career in a supportive, forward-thinking environment. The Role Reporting into the FD, you will take ownership of the day-to-day financial operations, ensuring accuracy, insight and control across the function. You'll be instrumental in providing meaningful financial information to support decision-making and business performance. Key Responsibilities • Managing a small finance team, • Produce monthly management accounts, including insightful analysis, • Ensure financial records are accurate, with regular balance sheet reconciliations, • Manage cashflow and oversee debt, including resolving complex issues, • Support operational teams with billing processes and fee forecasting, • Review project performance, analysing profitability and future work pipelines, • Respond to financial queries relating to projects and contracts, • Assist with budgeting, forecasting and financial planning, • Support year-end processes and ensure compliance with statutory requirements, • Supervise and develop junior team members, • Drive continuous improvement through process enhancements and projects About You • Qualified accountant (ACA / ACCA / CIMA) or QBE, • Experience in industry or a fast-paced commercial environment, • Strong grounding in accounting principles, VAT and financial controls, • Confident with Excel and finance systems (Sage advantageous), • Highly organised, proactive and able to manage competing deadlines, • Strong attention to detail with the confidence to challenge where needed, • Effective communicator, comfortable working with stakeholders at all levels If you feel you have the right experience for this position then please don't hesitate to get in touch via the link below.

Finance ManagerLiverpool City Centre£50,000 - £60,000 Accountable Recruitment are partnering with a well-established and growing professional services business in Merseyside to recruit a qualified Finance Manager. This is an exciting opportunity to join the business during a key period of growth and development. Working closely with senior finance leadership, this is a highly varied role offering exposure across financial reporting, compliance, commercial finance and business partnering. You'll play an integral part in maintaining strong financial control, while also driving improvements and supporting the organisation's continued success. This role would suit someone who enjoys a hands-on, broad finance position, collaborating with stakeholders across the business and developing their career in a supportive, forward-thinking environment. The Role Reporting into the FD, you will take ownership of the day-to-day financial operations, ensuring accuracy, insight and control across the function. You'll be instrumental in providing meaningful financial information to support decision-making and business performance. Key Responsibilities • Produce monthly management accounts, including insightful analysis, • Ensure financial records are accurate, with regular balance sheet reconciliations, • Manage cashflow and oversee debt, including resolving complex issues, • Support operational teams with billing processes and fee forecasting, • Review project performance, analysing profitability and future work pipelines, • Respond to financial queries relating to projects and contracts, • Assist with budgeting, forecasting and financial planning, • Support year-end processes and ensure compliance with statutory requirements, • Supervise and develop junior team members, • Drive continuous improvement through process enhancements and projectsAbout You, • Qualified accountant (ACA / ACCA / CIMA) or near qualification, • Experience in industry or a fast-paced commercial environment, • Strong grounding in accounting principles, VAT and financial controls, • Confident with Excel and finance systems (Sage advantageous), • Highly organised, proactive and able to manage competing deadlines, • Strong attention to detail with the confidence to challenge where needed, • Effective communicator, comfortable working with stakeholders at all levels If you feel you have the right experience for this position then please don't hesitate to get in touch via the link below.

Finance Business Partner | Wirral | £50,000 - £60,000 An opportunity to join a large and successful manufacturing business following a number of successful contract wins, requiring a commercially focussed Business Partner to join their growing team. Reporting in to the Finance Manager, you will be the ‘go to’ person for a number of internal stakeholders, an ideal role if you are looking to further develop your existing commercial exposure. Main duties will include; • Deliver clear, actionable financial analysis and reporting to support business performance and decision-making, • Provide insights and recommendations to both finance and non-finance stakeholders, ensuring clarity and understanding, • Act as a trusted advisor to a key programme, influencing decisions through robust financial insight, • Identify financial risks, opportunities, and performance drivers, and make informed recommendations to optimise outcomes, • Support financial planning by highlighting potential risks and rewards and ensuring stakeholders are well-informed, • Translate complex financial data into meaningful, easy-to-understand insights for a wide audience, • Collaborate cross-functionally with finance and operational teams to drive performance improvements, • Lead and support initiatives to enhance financial processes, promoting continuous improvement and accountability, • Maintain and manage financial master data within reporting systems, • Contribute to wider business transformation projects, supporting the implementation of process and system changes Candidate profile; • Recognised professional finance qualification ideally, • Excellent communication skills, • Advanced Excel, • Strong commercial acumen, • Ability to work independently Benefits; • Hybrid model, • Flexible hours, • Free parking, • Early finish on Friday, • Career progression, • 26 days holiday, • Enhanced pension scheme

We are looking for a confident and proactive Finance Business Partner to join a fast paced, operational environment supporting a diverse portfolio of departments. This is a highly visible, front facing role where you will work closely with budget holders across the organisation, providing expert financial insight, challenge and support to ensure effective use of resources. Client Details You'll be responsible for owning a portfolio of budgets, delivering clear and meaningful financial reporting, and acting as a trusted advisor to stakeholders with varying levels of financial experience. Those who have a professional accountancy qualification and excellent relationship building skills are essential for this role. First/ second time movers from practice will be considered. Description • Manage and support a portfolio of budget holders, • Monthly budget monitoring and forecasting, • Detailed variance analysis and financial reporting, • Build strong working relationships with stakeholders at all levels, • Providing financial advice and guidance to non financial partners, • Translate complex financial information into clear, accessible insights for non-finance stakeholders, • Support budget holders with financial planning, especially those new to managing budgets, • Complete core financial processes including accruals and prepayments, • Identify opportunities for cost efficiencies and improved financial practices, • Collaborate closely with central finance and wider teams to ensure accuracy and consistency of reporting, • Attend meetings as the finance representative, providing real-time support Profile A successful Finance Business Partner should have: • Fully qualified accountant (ACA / ACCA / CIMA), • Proficiency in financial systems and advanced Excel skills (pivot tables, lookups, formulas), • Experience in budgeting, forecasting or business partnering, • Experience working in a large or complex organisation, • Strong analytical and problem-solving skills., • Excellent communication and stakeholder management abilities., • First move from practice considered Job Offer • Comprehensive benefits package, • Hybrid working arrangements, • flexible working patterns, • Accrued holiday package, • Opportunity to step into a true business partnering role, • Exposure to senior stakeholders and operational decision-making, • A varied and engaging portfolio with real impact, • Ideal for someone looking to move from practice or develop their FBP experience If you're a confident finance professional who enjoys working closely with stakeholders and adding real value beyond the numbers, this could be an excellent opportunity for you - apply today

Job Of The Month Hybrid Working | Excellent Benefits | Career Development Adele Carr Recruitment is supporting a collaborative organisation on the Wirral with the appointment of a Finance Analyst on a full time, permanent basis. If you are a commercially minded accountant or analyst, who is keen to move beyond the traditional reporting role and into a position where you can genuinely influence business decisions, then this is an exciting opportunity for you. Joining this high-performance team, you will report directly to an experienced and supportive Head of Finance and play a key role in providing financial insight to support strategic decision-making. The role offers exposure to senior stakeholders, complex financial analysis, business planning, forecasting and commercial projects, making it ideal for an ambitious ACA, ACCA or CIMA qualified accountant (or qualified by experience professional) looking to broaden their skill set and accelerate their career. Being part of a larger team, you will champion finance across the business and look for areas to drive continuous improvement. The Opportunity Working closely with Finance Business Partners and operational stakeholders, you will help shape financial strategy through robust analysis, modelling and performance reporting. This is far more than a reporting role. You'll be expected to challenge, influence and provide meaningful financial insight that helps shape future business decisions. You'll be involved in: • Budgeting, forecasting and business planning., • Financial modelling, scenario planning and business case development., • Supporting growth initiatives, bids, tenders and strategic projects., • Producing insightful management information and reporting packs., • Analysing financial and operational data to support better decision-making., • Identifying opportunities to improve performance, efficiency and value for money., • Supporting continuous improvement and automation of reporting processes., • Developing strong relationships with stakeholders across the business. About You You will be a proactive and analytical finance professional who enjoys working closely with stakeholders and solving business problems. The ideal applicant: • ACA, ACCA or CIMA qualification (or qualified by experience)., • The ability to translate complex financial data into meaningful business insight., • Strong analytical and financial modelling skills., • Experience of budgeting, forecasting and management reporting., • Excellent communication and stakeholder engagement abilities., • A continuous improvement mindset with a keen eye for detail., • Strong organisational skills and the ability to manage competing priorities. Why Apply? Report directly into a highly regarded and supportive Head of Finance Excellent benefits package Hybrid and flexible working policy Exposure to senior leadership and key decision-makers Commercially focused role with genuine business impact Involvement in strategic projects and growth initiatives Opportunity to develop Finance Business Partnering skills Enhance pension scheme Supportive and collaborative team environment Free parking Career development and progression This is an excellent opportunity for someone seeking a role that combines analysis, commercial finance and stakeholder engagement within a forward-thinking organisation committed to continuous improvement and employee development. Next Steps This is a 2-stage interview process and interviews are being lined up as we speak. First stage on Teams, followed by a face-to-face second meeting onsite. To register your interest - please click APPLY or contact Simon at Adele Carr Recruitment directly.

My client, a leading professional services business, are looking to recruit a systems savvy Financial Analyst to join their head office in Liverpool City Centre. The Financial Performance and Systems Analyst will play a pivotal role in enhancing the finance function, by maintaining and optimising financial planning systems, supporting the delivery of high-quality, insightful reporting, and ensuring robust data integrity. This position offers you the opportunity to bridge finance, data, and technology, working closely with knowledgeable colleagues who value openness, accountability, and teamwork. You will be empowered to drive meaningful improvements in processes and outputs, leveraging a modern finance tech stack including Workday Adaptive Planning, Snowflake, and Power BI. If you are passionate about transparent financial information and enjoy collaborating across teams to deliver trusted insights that support decision-making, this is an exceptional opportunity to make a tangible impact while developing your skills in a supportive environment. What you'll do: • Act as a primary user and administrator for Workday Adaptive Planning by maintaining models, hierarchies, and data structures to ensure optimal system performance., • Support seamless data integration between Workday ERP, Snowflake, and various reporting tools to guarantee reliable data flows across platforms., • Take responsibility for identifying and resolving system issues proactively while supporting upgrades, enhancements, and continuous improvement initiatives., • Collaborate effectively with IT teams, data specialists, and external vendors to maintain robust system operations and address technical challenges., • Drive improvements in reporting and planning processes through automation initiatives that reduce manual work and enhance efficiency., • Ensure strong data governance by implementing controls and reconciliation procedures across all sources to uphold accuracy and transparency., • Promote smarter system design by integrating financial data across FP&A and Financial Control functions for improved usability of outputs., • Partner closely with finance business partners and wider stakeholders to understand their needs and translate requirements into effective reporting solutions., • Provide comprehensive training and support to users of Adaptive Planning, Power BI, and other reporting tools to foster knowledge sharing within the team., • Develop clear dashboards and reports using Power BI while analysing financial performance trends to provide actionable insights for budgeting, forecasting, and long-range planning. What you bring: • Demonstrated experience in financial reporting or FP&A roles or management accounting positions where you have delivered high-quality outputs., • Proven expertise with Workday Adaptive Planning or similar financial planning systems including model maintenance and administration responsibilities., • Hands-on experience working with Workday ERP data structures which enables you to manage integrations confidently., • Advanced Excel skills encompassing complex formulas, modelling techniques, and large-scale data manipulation for accurate analysis., • Practical experience building interactive reports or dashboards using Power BI that translate raw data into actionable insights for stakeholders., • Familiarity with Snowflake or comparable cloud-based data platforms for integrated reporting solutions., • Exceptional analytical skills paired with meticulous attention to detail ensuring all outputs are accurate and trustworthy., • Ability to take ownership of assigned tasks while delivering results that meet agreed timelines without compromising quality standards., • Excellent communication skills allowing you to present information openly so it is easily understood by both technical experts and non-specialists alike., • Knowledge of SQL or other data querying tools; experience with system integrations or finance transformation projects;, • Professional accounting qualification (CIMA/ACCA/ACA) Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Job Title: Head of Asset OptimisationContract Type: PermanentSalary: £84,239.41 per annum (£93,106.72 is achieved after 12 months successful performance in the role)Working Hours: Full time 35 hours per weekWorking Pattern: Monday to Friday- HybridLocation: Liverpool, London or CarlisleIf you share our values and are excited about making a significant impact at Riverside, please ensure you attach a current CV and covering letter. At Riverside we recruit to potential not just on skills and experience, so we encourage you to apply even if you don't meet all the essential criteria on the job description.Please note that whilst we will accept applications based on any form of valid legal permission to work in the UK, we will be surrendering the Riverside Sponsorship licence, so for the avoidance of doubt, we are unable to apply for any further sponsorships whether on behalf of existing colleagues or candidates.The difference you will make as a Head of Asset Optimisation You will lead the delivery of Riverside’s strategic asset transformation agenda, encompassing sustainability, rationalisation, and the optimisation of asset performance. This role ensures that homes are future-proofed, efficient, and aligned with customer needs and corporate objectives. The postholder will play a central role in shaping and reviewing the Homes Strategy, providing clear reporting on progress and oversight of strategy across the organisation.About you We are looking for someone with · Strategic Asset Management: Proven experience in leading asset transformation programmes, including sustainability and rationalisation, within a complex organisational context. · Technical Expertise: Experience supporting or leading asset rationalisation activity, including disposals and portfolio change, informed by financial, operational and customer considerations. Deep understanding of sustainability and retrofit planning. · Data-Driven Decision Making: Ability to interpret and apply asset performance data, risk assessments, and option appraisals to inform asset decisions. · Customer and Community Focus: Demonstrated ability to improve customer outcomes through asset decisions that enhance affordability, wellbeing, and housing quality. · Stakeholder Engagement: Strong communication and influencing skills, with experience engaging a wide range of stakeholders including regulatory and funding bodies, commercial partners and sector peers.Why Riverside? At Riverside, we’re a housing association with a difference – enhancing the everyday for all our customers. For 90 years, we’ve been revitalising neighbourhoods and supporting communities by providing the homes they need to live full, fulfilling and rewarding lives. We have a portfolio of over 75,000 affordable residential and retirement homes across the UK. Our work ranges from homelessness services to social care, employment support to retirement living, and we need the best people on board to help us.Working with us, you’ll enjoy: • Competitive pay & generous pension • 28 days holidays plus bank holidays • Flexible working options available • Investment in your learning, personal development and technology • A wide range of benefitsDiversity and Inclusion at Riverside: We are inclusive. At Riverside, we value diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Our commitment to inclusivity drives our success and enriches the lives of our customers and colleagues. Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for any applicant who declares they have a disability. If the applicant meets the minimum requirements for the role (as set out in the role profile and/or person specification) they will be guaranteed an interview.This role also falls under our Ethnic Diversity guaranteed interview scheme. If you are Ethnically Diverse and demonstrate you meet the minimum criteria for the role you will be guaranteed an interview. If requiredApplications may close before the deadline, so please apply early to avoid disappointment.Role ProfileLeading and engaging a team • Lead a multi-disciplinary asset optimisation function, setting clear direction, priorities and accountabilities aligned to portfolio performance and corporate objectives • Provide leadership across rationalisation, sustainability and asset strategy, ensuring teams and partners are aligned to shared outcomes. • Translate strategy into deliverable priorities, ensuring clarity of roles, responsibilities and expected outcomes across the function • Manage performance through clear objectives, regular review and use of data and insight • Build capability across the service, including asset analysis, sustainability and strategic decision-making • Work across organisational boundaries to influence delivery teams and ensure alignment between asset strategy and operational delivery • Foster a culture of accountability, continuous improvement and evidence-based decision makingStrategic Asset Optimisation • Lead the implementation of asset optimisation priorities aligned to the Homes Strategy, ensuring alignment with corporate priorities and regulatory requirements • Oversee the planning and prioritisation of energy efficiency and decarbonisation roadmaps, including the development of roadmaps and investment scenarios to for delivery and business planning. • Use asset performance data and option appraisal insights to identify underperforming or non-strategic assets, informing decisions on disposals, acquisitions, and...

Senior Finance Business PartnerLiverpool City Centre£60,000 - £65,000 + 10% bonus An exciting opportunity has arisen for a qualified Senior Finance Business Partner to join a high-performing finance team within a growing Manufacturing business. This role suits someone who thrives in a fast-paced, Manufacturing environment and is looking to develop their career with genuine progression and long-term growth prospects. The Role Reporting into an established FD, you will act as a trusted partner to operational leaders, providing insight, challenge and support to drive financial performance. You will be heavily involved in decision-making, forecasting and performance analysis, helping shape commercial outcomes across the business. Key responsibilities include: • Acting as the lead finance contact for senior operational stakeholders, • Producing and interpreting management accounts, forecasts and budgets, • Delivering clear financial insight, KPI analysis and performance reporting, • Supporting rolling forecasts, long-range planning and annual budgeting, • Building and maintaining financial models to aid decision-making, • Reviewing P&L performance, identifying risks and opportunities, • Driving continuous improvement in financial reporting and processes The Candidate We are keen to speak with ambitious Commercial and Operational Finance Business Partners influencing non-finance stakeholders. You will ideally have: • Full qualification (ACA / ACCA / CIMA or equivalent), • Strong management accounting background, • Confident modelling skills, • Proven ability to business partner and communicate with senior stakeholders, • Excellent Excel and analytical skills (Power BI or similar desirable), • A proactive, adaptable mindset suited to a changing, fast-moving environment, • Confidence working to deadlines with multiple priorities Why Apply? • Join a dynamic, fast-growing organisation with a strong performance culture, • Exposure to senior stakeholders and meaningful commercial decision-making, • Clear progression opportunities for the right individual, • Supportive environment that encourages development and initiative, • Flexible working arrangements and a competitive rewards package This role is ideal for someone looking to step into a broader commercial position and accelerate their career into a more Senior Finance Business Partner position.

Why This Role Matters Right Now The UK is in the midst of its largest power infrastructure build-out in a generation. With the Governments Clean Power 2030 target, National Grid & Accelerated Strategic Transmission Investment (ASTI) programme, and surging demand for HV substation capacity, experienced Estimators in the Power & Energy sector are among the most sought-after commercial professionals in construction today. Candidates with HV substation estimating experience command a significant salary premium over general construction estimators — and the pipeline of work means your skills will only grow in value. Package Includes Car allowance / company vehicle | Pension | Private medical | Bonus scheme THE OPPORTUNITY Our client is a specialist contractor operating at the forefront of the UK;s power infrastructure sector. With a strong and growing pipeline of High Voltage substation and cable projects, they are seeking an experienced Estimator to join their Pre-Construction team. You will play a critical commercial role — preparing robust, competitive tender submissions and working collaboratively with operational and planning teams to win and deliver projects that shape the UKs energy future. KEY RESPONSIBILITIES • Assess tender opportunities and support senior leadership in bid/no-bid decision-making, • Prepare and submit accurate, competitive tender submissions and cost plans in line with client requirements and internal governance (Bid Governance & Audit), • Utilise Candy Estimating software to price projects from first principles, • Carry out drawing take-offs and measurement to produce BoQs and Pricing Schedules, in accordance with CESMM3/4 or NRM/SMM7 as required, • Reconcile programme and resource requirements with the Planning Department, • Prepare subcontractor and supplier enquiry packages; analyse and adjudicate quotations to ensure thorough inclusion/exclusion reviews, • Confidently present bids at SMT/Board finalisation stage and directly to clients, • Attend site visits across the UK (including remote locations) to assess project-specific requirements, • Work collaboratively with Estimating, H&S, Planning, Commercial, Procurement, Finance and Business Development teams, • Develop and maintain relationships with key supply chain partners, • Support PQQ preparation and maintain awareness of technical and market developments in the power sector WHAT WE’RE LOOKING FOR Experience & Knowledge Skills & Qualifications • Minimum 5 years’ estimating experience in a relevant sector, • Experience preparing budget Cost Plans and tender submissions, • Background in civils and/or HV cable/substation projects (highly desirable), • Familiarity with Sharepoint or similar document management platforms, • Understanding of bid scope for substation and cable connection projects, • Proficient in Candy Estimating software, • Strong first-principles estimating ability, • Excellent communication skills (written and verbal), • Degree in a related discipline (desirable, not essential), • Strong financial acumen and risk/opportunity analysis, • High attention to detail with the ability to present complex data clearly HOW TO APPLY This role is being managed exclusively by embs. talent, specialists in Power & Energy recruitment. To express your interest or have a confidential conversation, please contact: Helen | embs. talent helen@embstalent.co.uk All applications are treated in the strictest confidence.

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ _ ✨ UK Remote | 💰£40,400 - £50,000 - | ✨ ⭐ Our Workforce Management team We're looking for an experienced and highly skilled Senior Forecast Analyst - Workforce Management (WFM) to join our team at Monzo. This pivotal role requires a forward-thinking individual with expertise in demand forecasting, volume modelling, and headcount planning to ensure optimal resource allocation across our customer operations and service teams. You'll be instrumental in using data-driven insights to predict business needs, mitigate risks, and present actionable strategies to senior leadership. As part of the Workforce Management team, you'll be responsible for creating and maintaining accurate volume and headcount forecasts, providing strategic guidance to leadership, and driving continuous improvement in forecasting methodologies. You'll work closely with cross-functional teams, including operations, finance, and customer service, to optimise workforce deployment, increase efficiency, and enhance overall business performance. 🔑 What you'll be doing • Volume & Headcount Forecasting: Develop advanced, data-driven volume and headcount forecasts using historical data, seasonal trends, business cycles, and other relevant factors. Deliver accurate forecasts across all business units to support operations and service delivery., • Forecasting Models: Design and implement sophisticated forecasting models that account for complex variables such as customer demand patterns, advisor availability, shift patterns, and external factors (e.g., market trends, seasonal events). You'll be skilled in modelling scenarios for various projects across different domains., • Executive Communication & Reporting: Prepare clear, concise, and actionable executive-level reports and presentations on forecast accuracy, trends, and resource requirements. Provide regular updates to senior leadership on forecast performance, insights, and any potential issues or risks. You'll also be able to produce documentation for senior stakeholders., • Data Analysis & Insights: Analyse large datasets, identify patterns and trends, and communicate key insights to stakeholders. You'll be proficient in using BigQuery and Looker to create visualisations and reports that inform decision-making., • Collaboration & Cross-Functional Coordination: Work closely with operations, people (HR), finance, and other departments to align forecasting models with company goals and initiatives. Provide recommendations to improve resource management and staffing levels based on forecast outcomes., • Continuous Improvement: Regularly evaluate the accuracy of forecasts and implement adjustments or enhancements to improve the quality of future predictions. Stay up-to-date with industry best practices, tools, and technologies to improve forecasting processes., • Capacity Planning: Work collaboratively with our capacity planning team and long-term forecasting strategic teams. You'll assist with short-term and long-term capacity planning efforts by translating forecasted volumes into actionable staffing requirements, ensuring service levels are met while optimising resource utilisation. 🤩 We’d love to hear from you if you have… • Demonstrable experience in workforce management, volume forecasting, and headcount planning, ideally in a fast-paced, high-growth environment (e.g., technology, customer support, operations)., • Expertise in WFM software and tools. Verint experience is preferred., • Strong proficiency in SQL, particularly with BigQuery., • Advanced Google Sheets skills (advanced formulas, pivot tables, and data analysis)., • A proven track record of creating and managing sophisticated forecasting models that drive business outcomes., • Experience presenting complex data to executive leadership and influencing decision-making through clear, strategic communication., • Excellent analytical skills with the ability to synthesise data, identify trends, and translate insights into actionable strategies. 💫 And even better if you have... • Familiarity with business intelligence and data visualisation tools, especially Looker., • Knowledge of workforce optimisation principles and methodologies., • Experience with scenario planning, resource modelling, and strategic capacity planning., • Strong interpersonal and communication skills, with the ability to collaborate effectively with cross-functional teams and senior executives., • The ability to work autonomously, manage multiple priorities, and thrive in a dynamic, fast-paced environment. Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating a diverse and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply— even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! 🙌 What’s in it for you 💰£40,400 - £50,000 ➕ share options. 📍This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London) ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. 📚 £1,000 learning budget each year to use on books, training courses and conferences. 🏡 We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. ➕ Plus lots more! _. 🌈 The application journey 1) Application 2) Video Call with a recruiter 3) Take Home Task 4) 2x Interviews We have some guidelines on using Artificial Intelligence (AI) to ace an application and interview at Monzo. You can read them _. Closing date for the role is Thursday 26th at 6pm. #LI-OH #LI-REMOTE Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

We’re supporting a well-known charity to recruit a Finance Business Partner to provide robust financial planning, insightful performance analysis, and strong stakeholder support across one of its key service areas. The key duties of this Finance Business Partner will be:. Providing high-quality fi

Chief Accountant within a local authority based in London. The role will be a temporary position for 2 years paying £850 p/day+. The role will be hybrid working. Key duties include Analysis, Reporting & Documentation • Prepare and analyse management information, including financial reports / project plans, recommending actions as appropriate., • Maintain, develop and review business support systems, processes and procedures to secure a quality, cost effective service and continuous improvement. Service Delivery, • Deliver a range of specialist services advising and assisting customers in area of expertise, to maximise service quality, efficiency and continuity., • Maintains knowledge of the organisation's current systems, policies and procedures., • Resolve issues/queries independently, recommend alternative solutions if unable to assist, and ensure efficient, day-to-day customer service is delivered. Planning & Organising • Monitor service objectives and standards within own area of work to ensure effective service delivery., • Plan and prioritise own work activities for the months ahead, to ensure operational efficiency. Respond effectively to changing demands, adjusting priorities as needed. If you require any additional information, please contact me

The Senior Financial Planning & Analysis (FP&A) Analyst will play a key role in driving the financial planning, budgeting, and analysis processes for revenue and related metrics and costs across multiple geographical regions. This role will involve leading complex data analysis, developing sophistic

Senior Accountant – Aspire Software – UK Aspire Software is looking for an eager, self-motivated and experienced Senior Accountant to join our growing team in the UK! As the Senior Accountant, you will work with our team to ensure that the financials are in place that help to build our foundation for decision-making and receive the attention they deserve. The successful candidate will have at least a B1-level German language skill set, both written and verbal! Here is a little window into our company: At Aspire Software, we never stop building. Aspire Software is a vertical acquisition software company that owns, operates and manages a diverse portfolio. Aspire Software, an operating group of Valsoft Corp, operates and manages Valsoft's global portfolio of wholly owned software companies, providing mission-critical solutions across multiple verticals. By implementing industry best practices, Aspire delivers a time-sensitive integration process, and the operation of a decentralised model has allowed it to become a hub for creating rapid growth by reinvesting in its portfolio. Aspire Software an operating group of Valsoft. Established in Canada in 2015, Valsoft has grown to a global portfolio of 140+ companies, acquiring and developing vertical market software companies, enabling each business to deliver the best mission-critical solutions for customers in their respective industries. A key tenet of Valsoft’s philosophy is to invest in well-established businesses and foster an entrepreneurial environment that molds companies into leaders in their respective industries. Valsoft looks to buy, hold and create value through long-term partnerships. Our motto is “Be Humble, Stay Hungry!” The successful candidate will be based anywhere in the UK, working in a remote work model! What your day will look like: • Perform financial period close tasks and complex journal entries/accounting analysis, • Perform Balance Sheet analysis and reviews, including reconciliations of accounts, • Perform day-to-day recording of AP and AR data (Invoices/credit notes, etc.), • Make sure all invoices are entered and issued in a timely manner correctly in the ERP, • Follow up with Vendors/Suppliers regarding missing invoices, full accountability on the cost accruals for the P&L review, • Process payments, bank transfers, and ensure that approvals are adequate, • Reconcile expense reports, credit cards, invoices, and inter-company transactions, • Ensure that key controls and procedures are respected and implemented where needed, • Preparing financial KPIs and reviewing for accuracy, • Preparing monthly VAT returns in line with government legislation, • Participate in the completion of audit engagements and compliance requirements, • Provide necessary information to tax advisors and answer any relevant queries, • Prepare ad-hoc performance analysis and management reporting, • Perform variance analysis of actual results vs. financial plans (budgets and forecasts) About You: • 3+ years of experience working in a Financial Accounting role is essential, • A bachelor’s degree in Finance, Accounting, Economics, or a related field is highly desirable, • A professional qualification in bookkeeping and/or accounting is an asset, • Demonstrable expertise in accrual accounting theory and practice is an asset, • Proficient in Microsoft Office, specifically Excel, • A detail-oriented self-starter who thrives on accuracy and solving problems, • A genuinely curious mindset, capable of quickly learning new systems, and the desire to grow and develop over time, • An innovative thinker with a passion for automation, continuously seeking smarter ways to streamline workflows and drive operational efficiency, • A team player who loves challenges and wants to ‘own’ their area of business, • Strong work ethic, organized, and focused, • Strong interpersonal skills, capable of influencing stakeholders at all organisational levels, • Excellent communication skills, with the ability to distil complex data into meaningful insights, • An entrepreneurial mindset with a bias for action and results, • Ability to roll up sleeves and make things happen, • Great attention to detail and planning skills, • At least a professional level of English, B1-level or above, both written and verbal, is essential, • At least a professional level of German, B1-level or above, both written and verbal, is essential, • Legally authorised to work in the UK If you're a Senior Accountant ready to take on this exciting challenge, we’d love to hear from you! For further information about Aspire Software, please visit our website at _ We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted. #aspiresoftware

Pega CDH Consultants Inside IR35 Remote in UK Initial 6 month engagement emagine is a high-end professional services consultancy and solutions firm specialising in providing business and technology services to the financial services sector. We power progress, solve challenges, and deliver real results through tailored high-end consulting services and solutions. We have created a culture of openness and integrity by building genuine and strong relationships and partnerships, enabling us to be uncompromising in our dedication to delivering the optimal service for our clients. Our commitment is not just towards our clients — we aim to foster a positive and equitable working environment with our consultants and colleagues, which stems from our core values: Confident, Dedicated, Responsible, Genuine. We are building a best-in-class Next Best Action (NBA) decisioning capability and are hiring experienced professionals to design, scale, and optimise decisioning frameworks across multiple markets. This is an opportunity to work at the intersection of data, AI, and customer engagement, delivering personalised, real-time experiences in a regulated environment. We are hiring for: Lead Decisioning Expert Own and govern the NBA decisioning framework across markets. Key Skills: Pega LDA (mandatory) Deep Pega CDH expertise (NBA Designer, decision strategies) Decision frameworks (eligibility, arbitration, prioritisation) Omni-channel decisioning (real-time & outbound) Decision governance, explainability, regulatory awareness Strong stakeholder management & Agile delivery Lead NBA Data Scientist Design and optimise ML models driving NBA decisioning. Key Skills: Pega CDH adaptive models Strong MLB / RTIM / arbitration logic knowledge Advanced Python & ML development A/B testing, uplift measurement, model governance Feature engineering & real-time vs batch decisioning Git, Agile, cross-functional collaboration NBA Decisioning Specialist Deliver decisioning use cases and personalisation strategies. Key Skills: Pega PCDC (mandatory) Pega CDH / NBA Designer experience Decision logic configuration (eligibility, prioritisation, suppression) Testing, simulation & performance optimisation Strong business-facing communication Nice to have: Adobe AEP, Financial Services, multi-market experience Data Integration & System Engineers Build scalable data pipelines supporting decisioning systems. Key Skills: GCP (BigQuery) & Hadoop/Cloudera (mandatory) Spark, Scala, Python, SQL Data pipelines (batch & near real-time) Data modelling, governance & CI/CD Pega CDH integration experience QA / Test Specialists Ensure quality and performance across data and decision platforms. Key Skills: Hadoop & GCP (mandatory) Test automation (Pytest, Robot Framework) Python, SQL, Bash CI/CD, Docker, Jenkins ISTQB certified Our People The ideal consultants will share our values and be aligned with our ways of working. As your career progresses, you can expect to work across all areas of the project lifecycle, from strategy to implementation. This will provide you with a broad base of experience from which to build an outstanding career. The ideal consultants will share our values and be aligned with our ways of working and as your career progresses, you can expect to work across all areas of the project lifecycle. We pride ourselves on; Providing our people with a supportive culture, rooted in our values and driven by our purpose. Promoting a culture of inclusion, collaboration, well-being, and learning and development. Providing increased agility and flexibility within our hybrid working model Investing in employees’ growth through ongoing training and development Autonomy to take ownership of projects, making decisions and demonstrating individual expertise Providing an transparent performance and career management experience. Our consultants are integral to delivering successful consulting engagements, addressing our clients’ most pressing business challenges, and build lasting value in disciplines such as: Solve sophisticated, ambiguous business, change and technology problems, bringing structure and meticulous analysis and planning, acting, and taking decisions with little strategic direction Build, develop and sustain trusted senior client relationships in the C-suite by remaining highly attuned to client needs Drive, enable and support the business, partnering with our leaders, clients, and consultants across our practices to take the best of emagine to our clients through opportunity identification/qualification, solution development/presentation Interested? At emagine, we are committed to building an international and diverse team by embracing our different backgrounds. If you are up to the challenge and would like to find out more, get in touch with us immediately, our internal recruitment team is always keen to hear from dynamic individuals that are looking to further their career and explore their full potential. “emagine is an equal opportunity employer, and employment practices are based strictly on merit. It is the policy of the Company to give equal opportunity in employment regardless of sex, sexual orientation, marital status, race, age, disability, gender reassignment, pregnancy and maternity, religion or ethnic origin

Version 1 has celebrated over 28 years in Technology Services and continues to be trusted by global brands to deliver solutions that drive customer success. Version 1 has several strategic technology partners including Microsoft, AWS, Oracle, Red Hat, OutSystems and Snowflake. We’re also an award-winning employer reflecting how employees are at the heart of Version 1. We’ve been awarded: Innovation Partner of the Year Winner 2023 Oracle EMEA Partner Awards, Global Microsoft Modernising Applications Partner of the Year Award 2023, AWS Collaboration Partner of the Year - EMEA 2023 and Best Workplaces for Women by Great Place To Work in UK and Ireland 2023. As a consultancy and service provider, Version 1 is a digital-first environment and we do things differently. We’re focused on our core values; using these we’ve seen significant growth across our practices and our Digital, Data and Cloud team is preparing for the next phase of expansion. This creates new opportunities for driven and skilled individuals to join one of the fastest-growing consultancies globally. • UK & Ireland’s premier Oracle, Microsoft & AWS partner, • Market leader in Oracle ERP and Cloud Applications, • Consulting, implementation, and support services, • 3200+ strong, €347m/£302m revenue business, • ERP Partner of the Year & 10 years as GPTW to work in Ireland & UK Senior Oracle EPM Cloud (FCCS) Functional Consultant YOU MUST BE SC CLEARED OR ELIGIBLE FOR SC CLEARANCE. TO BE ELIGIBLE YOU MUST HAVE LIVED IN THE UK FOR THE LAST 2 YEARS. Advance Your Career with Version 1 Are you ready to take your Oracle FCCS expertise to the next level? Version 1—the UK & Ireland’s leading Oracle ERP & Cloud partner and Oracle EMEA Innovation Partner of the Year 2023—is looking for an experienced Senior Oracle EPM Cloud (FCCS) Functional Consultant to drive strategic cloud transformations. Why This Role is a Game-Changer • Lead flagship Oracle Financial Consolidation and Close Cloud Service (FCCS) implementations end-to-end: from gathering requirements and design through to configuration, data migrations, integrations, testing, and post-go-live support., • Deliver business-critical consolidation: guide finance stakeholders on eliminations, currency translation, minority interest, and close calendars., • Implement smart automations: use Smart View, Data Management, EPM Automate, REST APIs and build configurable rules and workflows., • Own client relationships: manage expectations, workshop facilitation, status reporting, and quarterly patch updates. What We’re Looking For • A seasoned Financial Consolidation and Close Cloud Service (FCCS) specialist with a minimum of two full lifecycle projects., • Hands-on expertise in consolidation principles, Smart View, Data Management, EPM Automate., • Proven ability to integrate data with ERP/Planning systems and automate close processes., • Strong communicator: you connect with finance teams, lead workshops, and deliver client-ready documentation., • Highly organised, self-motivated, and adept at managing concurrent tasks in a dynamic cloud environment. Bonus skills: Accounting certification, experience with ARCS/EDMCS/Tax Reporting, or migrating from Hyperion HFM to FCCS. Why Join Version 1? • Award-winning workplace: 10 consecutive years as a Great Place to Work winner, • Cutting-edge Oracle partner: crowned EMEA’s Innovation Partner 2023 for delivering breakthrough Cloudbridge solutions, • Unmatched growth & rewards: Pathways mentorship, certification budgets, hybrid working, profit-share, private healthcare, life assurance, pension, enhanced parental leave., • Values-led culture: high trust, empowerment, ESG & CSR initiatives—plus a “We balance growth for our people, customers and business—every quarter” culture SC Clearance – Essential This role mandates SC clearance or eligibility, with a requirement of minimum 2 years UK residency—opening doors to high-security, government-backed Cloud projects. Join a Fast-Growing Practice Be part of Version 1’s rapidly expanding Oracle EPM and Cloud team, delivering impactful projects across finance, public sector, healthcare, and manufacturing — in a consultancy recognised for innovation, culture, and client success. Let’s Take the Next Step If you're an expert in FCCS ready to guide world-class finance transformations and thrive in a values-driven environment— please reach out In essence: Build legacy-grade Oracle FCCS solutions, grow your influence, be rewarded rigorously—and do it all in a top-tier consultancy built on innovation and integrity. Let's elevate enterprise performance—together. Oracle EPM Cloud (FCCS) Functional Consultant Job Description In addition, you will be: • Leading and implementing Oracle Financial Consolidation and Close Cloud Service (FCCS) solutions., • Overseeing requirements definition, design and gap analysis, • Leading application configuration, • Driving forward functional support of technical activities such as data migration and integration, • Leading solution validation workshops, • Overseeing testing support, training delivery, post give live support and other related aspects of functional implementation advice and guidance You will have experience in the following areas: • Strong functional and technical experience with Oracle Financial Consolidation and Close Cloud Service (FCCS) (minimum leading 2 full project cycles preferred), • Manage on-time project delivery and business expectations and ensure internal customer satisfaction, • Understanding of consolidation principles including eliminations, currency translation, and minority interest, • Hands-on experience with Smart View and Data Management, • Ability to design and implement data integration with various source systems, including but not limited to Oracle Fusion and Oracle EPM, • Ability to design data and metadata orchestration, automation, and scheduling, • Hand-on experience with EPM Automate commands (REST APIs knowledge is desirable), • Ability to design and implement consolidation logic and workflows in FCCS, • Ability to implement configurable, on-demand, and insertion rules, • Ability to define and implement close calendars and task manager, • Experience working directly with Finance stakeholders and Group Reporting teams, • Comfortable with Oracle Cloud update cycles and supporting clients through patch testing, • Able to manage multiple tasks across configuration, testing support, and client workshops, • Strong communication skills (both written and verbal), • Providing status and issue reports to the project manager/client on a regular basis, • Organised, self-motivated, and delivery-focused Desirable Experience • Accountancy qualification, • Exposure to other EPM Cloud modules such as ARCS, EDMCS, or Tax Reporting, • Experience migrating from Hyperion HFM to FCCS, • Familiarity with REST API and EPM Automate for integration and automation Why Version 1? Strong Career Progression & mentorship coaching through our Strength in Balance and leadership schemes with a dedicated quarterly Pathways Career Development review A large training budget for accreditations and educational assistance for courses relevant to your role. Version 1 Annual Excellence Awards & our ‘Call-Out’ platform where performance is called out and recognised. Moments that matter & our enhanced maternity & paternity leave policies for life’s journey. Our active ESG & CSR initiative allows you to get involved in local fundraising and development opportunities as part of fostering our diversity, inclusion, and belonging schemes. • Quarterly performance-related profit share, • Certified Great Place to Work for 10 years in a row, • Flexible mix of Remote/Hybrid working options, • Pension, Private Healthcare Cover, Life Assurance plus This is an opportunity to join one of the fastest-growing Oracle ERP Consultancies in Ireland & the UK. PLUS, many more exciting benefits… drop us a note to find out more. Please note that you must have the legal right to live and work in the United Kingdom and you must be eligible for Security clearance. To be eligible you need to have lived in the UK for the last 2 years. This is hybrid based with occasional travel to your nearest base office. Ashley Billington, Talent Acquisition – Enterprise Applications (Oracle Cloud - ERP, HCM, EPM) +447840839370 #LI-AB1 #LI-Hybrid We are an equal opportunities employer. Please refer to our Diversity & Inclusion statement located at: Diversity, Inclusion & Belonging | Version 1 Careers Please note: We have an internal recruitment team and do not accept agency candidates. If you want to join the team here at Version 1, get in touch with us directly!

About Air Apps At Air Apps, we believe in thinking bigger and moving faster. We’re a family-founded company on a mission to create the world’s first AI-powered Personal & Entrepreneurial Resource Planner (PRP), and we need your passion and ambition to help us change how people plan, work, and live. Born in Lisbon, Portugal in 2018 and now with offices in both Lisbon and San Francisco we’ve remained self-funded while reaching over 100 million downloads worldwide. Our long-term focus drives us to challenge the status quo every day, pushing the boundaries of AI-driven solutions that truly make a difference. Here, you’ll be a creative force, shaping products that empower people across the globe. Join us on this journey to redefine resource management and change lives along the way. The Role As a Financial Analyst, you will join our finance team and support data-driven decision-making across the company. This is an excellent opportunity for an early-career finance professional who is eager to grow in a fast-paced, tech-driven environment. You will work closely with senior finance team members and cross-functional stakeholders. This role focuses on accounting records, help with financial reporting, bank transactions and continuous improvement of financial processes, providing strong exposure to the financial operations of a global product company. This is a fully onsite position, based at our office in Lisbon, where you will collaborate closely with cross-functional teams in person and contribute to a dynamic and fast-paced environment. We are open to support with relocation efforts. Responsibilities Support the month-end closing activities and related reporting. Prepare recurring and ad-hoc financial reports to support decision-making. Performing accounting records, bank transactions and support tax compliance activities. Collaborate with teams such as Product, Marketing and Operations to gather data and align financial insights with business goals. Support the review and reconciliation of expense reports, bank statements, AR balances and AP balances. Support cash flow monitoring and cost analysis efforts. Contribute to the continuous improvement and automation of financial processes and tools, including ERP and expense management systems. Ensure accuracy and consistency of financial data through careful review and reconciliation activities. Requirements Approximately 1 year of experience in finance, financial analysis, accounting, or a related area. Degree in Finance, Management, Economics, Accounting, or a related field. Strong analytical skills with attention to detail and a structured approach to problem-solving. Comfort working with Excel or Google Sheets; experience with financial systems or ERPs (such as Netsuite, Payhawk, Ramp, or similar tools) is a plus. Basic understanding of financial statements (P&L, balance sheet, cash flow). Ability to communicate financial information clearly to both financial and non-financial stakeholders. Proactive mindset with a willingness to learn and grow in a dynamic environment. Fluent in English, both written and verbal. Why Join Air Apps? (Portugal Benefits) Apple hardware ecosystem for work. Flexible Paid Time Off (PTO) to support work-life balance. Annual Bonus Top-tier Health and Life Insurance for peace of mind. Transportation Budget to support your commute needs. Coverflex benefits package for meal allowances, well-being, and more. Air Conference - an opportunity to meet the team, collaborate, and grow together. Pension Fund to support your long-term financial planning. Urban Sports Club membership to keep you active. Meals 100% free at the hub. Diversity & Inclusion At Air Apps, we are committed to fostering a diverse, inclusive, and equitable workplace. We enthusiastically welcome applicants from all backgrounds, experiences, and perspectives. We celebrate diversity in all its forms and believe that varied voices and experiences make us stronger. Application Disclaimer At Air Apps, we value transparency and integrity in our hiring process. Applicants must submit their own work without any AI-generated assistance. Any use of AI in application materials, assessments, or interviews will result in disqualification.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The roleGroup Reporting Accountant will report into the Group Finance Manager and will be responsible for ensuring the consolidated and subsidiary numbers are robust and align with internal accounting policy and UK GAAP. The role is initially offered on a fixed-term basis for 6 months. There may be an opportunity for the position to become permanent, subject to performance and business requirements. • Preparation and analysis of the Group Consolidation (UK GAAP) and sub-groups as applicable, • Own the accounting policy framework and ensure consistency within the Group, • Technical accounting for e.g. share-based payments, financial instruments, leases and business combinations, • Monthly accounting for holding companies and cashflow reports, • Preparation of the financial statements in full compliance with IFRS/FRS 102, including the oversight of foreign subsidiaries’ reporting, • Year-end planning, preparation of audit requests and annual position papers and impairment reviews, • Management of the external audit process for the Group, • Prepare the financial reporting aspects of any acquisition integrations including fair value adjustments, goodwill calculation and consolidation of acquired balances, • Ensure the subsidiaries report figures per Group accounting policy, • Ensure statutory compliance for all subsidiaries, • Adopt a continuous improvement approach and work with stakeholders to develop streamlined, high quality and efficient processes, • Qualified accountant (CIMA, ACCA or ACA) with 2-5 years PQE, • Audit background preferred, • Experience with Netsuite and reporting solutions (e.g. IRIS) advantageous, • Experience with complex Groups, with multi-national and multi-currency advantageous, • High attention to detail is vital as is good numerical skills and accuracy, • Strong self-management and motivational skills to learn and deliver on key responsibilities, • Ability to prioritise tasks and work effectively across different teams, • Good communication skills, ability to engage with internal and external stakeholders in a professional manner, • Willingness to learn and develop as the company growsOur employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement Terms- Competitive salary- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)- 25 days Annual Leave + public holidays- Buy and sell holidays up to 5 days- Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.- Hybrid working- Further education and training support- Discretionary performance related bonus- Confidential Employee Assistance Programme- 2 days per year for voluntary work- And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Assistant Finance Analyst ?? Speke (Hybrid - 2 days in the office) ?? £30,000/£31,000 The Opportunity We're working with a well-established organisation looking to add an Assistant Finance Analyst to their Group Finance team. This is a fantastic opportunity for someone with strong analytical skills who wants to develop their career in a commercially focused finance environment. You'll play a key role in supporting financial insight, reporting, and decision-making across the business. Key Responsibilities • Support financial planning, analysis, and reporting processes (actuals, budgets, and forecasts), • Analyse financial data to identify trends, patterns, and anomalies, • Assist in reviewing performance variances and providing meaningful insight to stakeholders, • Help ensure accuracy and integrity of financial data through validation and review, • Respond to internal finance queries in a timely and professional manner, • Contribute to improving financial processes and ways of working About You • Strong analytical skills with the ability to interpret complex data, • Experience supporting financial reporting, planning, or analysis, • High attention to detail with the ability to work under pressure, • Proactive, organised, and able to take ownership of...

The Management Accountant will play a key role in supporting strategic decision making through financial planning, budget setting, forecasting, analysis, and reporting. Duties and tasks of the Management Accountant:. A successful Management Accountant should have:.

Are you a Commercial Business Manager / Commercial Manager in the Construction or Infrastructure sector looking for a new challenge? • Location: Sevenoaks, • Job Type: Full-time in office role, • Salary: Circa £80,000 per annum We are recruiting for a newly established division of a Utilities and Reinstatement company. They specialise in Telecoms Civils and tailored reinstatement services and are looking for a Commercial Business Manager who treats the business as if it were their own, thriving in an operational environment and translating operational activity into strong commercial performance. Day-to-day of the role: • Take full responsibility for the commercial performance, including forecasting, cost management, and long-term planning., • Work closely with operational teams to ensure commercial insights are integrated into day-to-day delivery., • Support pricing, frameworks, bids, and commercial negotiations while building strong relationships with our clients., • Provide meaningful analysis and commentary to the senior leadership team, aiding in long-term strategic decisions. Required Skills & Qualifications: • Experience in a senior commercial, commercial finance, or operational leadership role within utilities, civils, infrastructure, or similar sectors., • Proficient in managing a full P&L and understanding how operational delivery impacts financial outcomes., • Ability to influence, challenge, and collaborate with directors, engineers, planners, and operational teams., • A forward-looking mindset, ready to support a growing and diversifying organisation. Benefits: • Company Car/Car Allowance, • 33 days annual leave, inclusive of bank holidays, • Life Assurance, • Employee Assistance Program (EAP) with virtual GP, • Free onsite parking To apply for this Commercial Business Manager position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role. JBRP1_UKTJ

Company Details and Job Overview: Kenton Black Finance are supporting a Blackpool based business to appoint a newly created Financial Controller position within the business. As part of a high performing finance function, the new Financial Controller will work alongside and report to the Finance Director, managing a small team. This varied role includes technical and commercial accounting duties being a key player in driving strategy and ongoing business success. Key Benefits/ Rewards on Offer: Full time role Monday-Friday, 37.5 hours Hybrid working and flexibility on hours 33 days annual leave including bank holidays, increasing with length of service Various healthcare and wellbeing benefits private healthcare, sick pay, gym facilities, life insurance Company pension Reward and recognition scheme Discount schemes Your New Role as Financial Controller: Reporting to the Finance Director, as Financial Controller duties will include: Line management of a small finance team, being responsible for their training and professional development Lead the month end process including management accounts production with the provision of meaningful commentary and insights Ownership of the preparation of budgets and forecasts Involvement in the year end process including external audit Providing financial reports and analysis for senior management, contributing to effective decision making and strategic planning Driving continual improvements relating to financial systems and processes, also ensuring robust controls Building and maintaining close working relationships with non-finance Heads of Departments, delivering key financial insight and advice, challenging and influencing where appropriate Experience & Qualifications Required to Apply: To be considered, you will hold full CIMA, ACA, ACCA qualification and be proven in a similar FC role. Good commercial acumen is required with the ability to work cross-functionally across departments as well as the ability to add value through implementing improvements within a finance function. Additionally, strong staff management/supervisory experience is required. Please submit your CV for consideration. This vacancy is being handled by Rachel Cadman at Kenton Black Finance. Kenton Black Finance operate across the UK as a market leading recruitment partner, specialising in the attraction of finance talent across both permanent and interim requirements. With a team of dedicated experts, each with longevity operating in the finance arena, we maintain a proven track record and have established partnerships with businesses both large, small and those in their infancy. As market leaders, we provide recruitment solutions from entry level finance to directorship professionals. Operating from local offices in Preston, Manchester, Leeds, Liverpool, Birmingham and Glasgow, Kenton Black Finance remain a dynamic and effective recruitment partner who represent and attract only the finest finance talent in the local area and across the UK. JBRP1_UKTJ

Rewards and Benefits on Offer; • Competitive starting salary, • Monday Friday working hours promoting a healthy work/life balance, • Excellent holiday allowance and Christmas shutdown, • Company Pension Scheme, • Death in Service Scheme, • Company laptop and mobile provided, • Employee Assistance Programme, • Onsite free parking The Company you will be working for; MTrec Commercial are proudly representing our industry leading client on their search to appoint a fully Qualified Accountant to join their team on a full time and permanent basis. If you feel you have the required skill and experience, then please apply for an immediate response! The Role you will be doing; Financial Reporting • Prepare monthly management accounts by the 7th working day of each month., • Produce detailed variance analysis and performance reporting by the 9th working day., • Provide financial commentary and recommendations to the senior management team., • Maintain the general ledger to ensure financial reporting is accurate and compliant with UK GAAP and Companies Act requirements. Planning and Forecasting • Assist in the preparation of annual budgets and profit plans., • Prepare regular financial forecasts and updates. Financial Control • Maintain and strengthen internal control systems to safeguard company assets., • Manage fixed asset accounting., • Oversee inventory accounting including validation of stock and work in progress (WIP) valuations., • Monitor job profitability and review write-offs where necessary. Compliance and Statutory Reporting • Manage VAT returns, PAYE reporting and statistical reporting obligations., • Prepare supporting analysis for statutory accounts and external auditors., • Support group reporting requirements to head office. Business Support • Provide financial analysis to support operational and strategic decisions., • Evaluate financial viability of capital expenditure and revenue projects., • Work closely with operational managers to ensure financial targets are achievable and aligned with business strategy. Team Management • Manage and support payroll, sales ledger and purchase ledger functions., • Provide guidance and development support to finance team members. Continuous Improvement • Identify opportunities to improve financial processes, systems and reporting., • Support continuous improvement initiatives across the organisation. General Responsibilities • Participate in management and communication meetings., • Comply with company health and safety, environmental and HR policies., • Undertake other duties reasonably required within the finance function. Key Performance Indicators (KPIs) • Delivery of monthly management accounts by the 7th working day., • Delivery of financial performance reports by the 9th working day., • Accuracy and reliability of financial reporting., • Effective financial control and compliance. About You; Qualifications Essential • Fully qualified accountant (ACA, ACCA, CIMA) or equivalent professional experience. Experience Essential • Experience in management accounting., • Experience producing monthly management accounts and financial reports., • Experience with budgeting, forecasting and financial planning., • Experience working in a manufacturing or engineering environment., • Experience working with ERP or MRP systems (e.g. Syspro, SAP)., • Experience preparing year-end audit working papers., • Experience working to tight reporting deadlines. Desirable • Experience of VAT, PAYE and HMRC reporting., • Experience of inventory accounting and work in progress (WIP) valuation., • Experience supervising or mentoring finance staff. Skills • Advanced Microsoft Excel skills including pivot tables and data analysis., • Strong analytical and problem-solving skills., • Ability to interpret complex financial information and present it clearly., • Strong organisational and time management skills., • Ability to influence and support non-financial managers. Personal Attributes • High level of accuracy and attention to detail., • Proactive and solutions-focused approach., • Ability to challenge existing processes and drive improvements., • Strong communication skills, both written and verbal., • Ability to work collaboratively within a management team. JBRP1_UKTJ

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: North West Salary: Competitive (Dependent on Experience) Benefits: • 25 days annual leave plus bank holidays, • Birthday leave, • Paid Christmas shutdown leave, • 9-day working fortnight (paid day off every other week), • 5% employer pension contribution via salary sacrifice, • Employer National Insurance savings rebated into pension plan, • Death in Service cover (10x basic salary), • Private Medical Insurance, • Healthcare Cash Plan Scheme, • Employee discounts and salary sacrifice benefits programme, • Staff discount card with partner offers, • Financial support and study leave for professional qualifications, • Referral bonus scheme, • Discretionary performance bonus scheme About the Company: Our client is a well-established Independent Financial Advice firm with a strong reputation for delivering high-quality, personalised financial planning solutions. The business specialises in pensions, investments, inheritance tax planning and wealth management, helping clients achieve their long-term financial objectives through tailored advice and exceptional service. The firm is committed to maintaining the highest professional standards and ensuring all advice is delivered in line with FCA regulations and Consumer Duty principles. Key Responsibilities: • Prepare detailed and accurate suitability reports, financial plans and recommendations tailored to client objectives., • Conduct comprehensive research and analysis to support financial planning recommendations., • Provide technical support to Financial Advisers across pensions, investments, protection, trusts, bonds and inheritance tax planning., • Ensure all advice and documentation comply with FCA regulations and Consumer Duty requirements., • Maintain accurate and up-to-date client records and files., • Liaise closely with Advisers to understand client needs and ensure timely completion of reports., • Support the delivery of excellent client outcomes through effective collaboration with colleagues., • Keep abreast of regulatory developments and industry best practices. What Were Looking For: • Minimum of 3 years paraplanning experience within a UK Independent Financial Advice firm., • Experience working across a broad range of financial products and wrappers, including pensions, protection, bonds and trusts., • Level 4 Diploma in Regulated Financial Planning (or equivalent) completed or nearing completion, supported by relevant industry experience., • Strong understanding of FCA regulations and Consumer Duty principles., • Excellent report-writing, analytical and research skills., • Exceptional attention to detail and commitment to producing high-quality work., • Strong organisational skills with the ability to manage multiple priorities and deadlines., • Proficiency in financial planning software and Microsoft Office applications., • Professional communication skills with the ability to explain technical concepts clearly. Desirable Skills: • Experience with complex inheritance tax planning solutions., • Knowledge of AIM portfolios and Business Relief (BR) arrangements., • Experience supporting high-net-worth and complex client cases., • Ability to work independently while contributing effectively as part of a wider team., • Proactive and client-focused approach with strong problem-solving abilities. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. Well also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion. JBRP1_UKTJ

A fast-growing accountancy and advisory firm with offices in Manchester are looking to appoint an experienced Tax Manager to further develop and support their growing team, paying £57,000 - £67,000 DOE. This is an excellent opportunity for an ambitious tax professional looking to step into a varied, advisory-led role with exposure to a broad client portfolio, while working within a collaborative and progressive environment. You'll work closely with senior leadership, supporting entrepreneurial and owner-managed businesses across a range of tax matters. Responsibilities • Managing a varied portfolio of larger and more complex tax clients, delivering high-quality compliance and advisory support, • Providing tax planning advice to business owners across areas such as acquisitions and disposals, business restructuring, remuneration planning, inheritance tax and estate planning, • Supporting clients with corporation tax, personal tax, capital gains tax and wider tax matters, • Handling HMRC enquiries and investigations, including technical research, financial analysis and report writing, • Acting as a technical point of contact for both clients and internal stakeholders, • Supporting, mentoring and developing junior members of the tax team, • Building strong client relationships and identifying opportunities to add value through proactive advice Your Attributes • CTA / ACA / ACCA qualified (or equivalent), • Strong experience gained within an accountancy practice tax environment, • Solid experience advising owner-managed businesses (OMBs) on a range of tax matters, • Comfortable working across both compliance and advisory projects, • Strong communicator who enjoys building relationships with clients and colleagues, • Proactive, commercially minded and keen to progress within a growing firm, • Exposure to VAT advisory work would be advantageous, but not essential Benefits • Salary between £57,000 - £67,000 DOE, • Hybrid and flexible working arrangements, • Clear progression opportunities within a growing Top 40 advisory group, • Enhanced annual leave, including an extra day for your birthday, • Holiday purchase scheme, • Tailored learning and development opportunities, • Pension scheme, • Health and wellbeing support, • Strong collaborative culture with regular social and wellbeing initiatives If you're looking for a role that offers genuine progression, advisory exposure and the opportunity to work closely with entrepreneurial businesses, we'd love to speak with you so APPLY NOW....... JBRP1_UKTJ

Associate & Principal Landscape Architects - Planning Focus (Multiple Roles) Salary: Principal 50,000 - 60,000 | Associate 60,000 - 70,000 + 5k car allowance Locations: Belfast, Birmingham, Croydon, Dublin, Edinburgh, Glasgow, Leeds, London, Manchester Sector: Landscape Architecture / Planning We are partnering with a nationally recognised consultancy to recruit several Associate and Principal Landscape Architects with a strong planning bias. With offices across the UK and a diverse project pipeline, from local developments to Nationally Significant Infrastructure Projects, this is an exciting opportunity to join a high-performing team delivering landscape-led solutions on major schemes. If you are experienced in LVIA/TVIA, passionate about planning, and looking for progression within a collaborative multi-disciplinary environment, we want to hear from you. Key Responsibilities: • Lead and support landscape planning projects, including LVIA, TVIA and environmental impact assessments., • Carry out site surveys, field analysis, and prepare high-quality reports and technical documentation., • Act as a trusted advisor to clients, strengthening relationships and delivering clear, confident communication., • Mentor and guide junior team members, contributing to team development and technical excellence., • Manage project budgets, programmes, deliverables, and contribute to efficient project delivery., • Work collaboratively with multi-disciplinary teams to achieve environmental, social, and design outcomes. Experience & Skills Required: • Strong experience in landscape planning, LVIA/TVIA, and environmental impact assessment., • Excellent understanding of the UK planning system., • Proven project management capability, including financial and programme oversight., • Proficiency in AutoCAD and Adobe Creative Suite preferred, GIS/Revit/ProjectWise experience beneficial., • Confident communicator with experience leading meetings, workshops, and client discussions. Qualifications: • Chartered Landscape Architect (CMLI)., • Landscape Institute accredited Bachelors, Diploma, or Masters degree., • Full UK driving licence. How to Apply: To be considered, please email your CV and portfolio to Jonah Peto at , or call 0117 452 1070 for a confidential chat. JBRP1_UKTJ

• Location: Hybrid, • Contract Type:Permanent, • Hours:35 hours per week, • Salary: Outside of London -£46,434.55 , within London £51,078.01 What You'll Do As a NHS Contracts Manager, you will be responsible for the effective, proactive management of regional contracts, ensuring the maintenance and optimisation of existing business while identifying opportunities for growth within your allocated region. We are seeking a highly focused and motivated individual to join our Business Development and Engagement Division. This team plays a pivotal role in contract management and driving new business growth across key service areas, including termination of pregnancy, contraception, and vasectomy services. Key Responsibilities Contract & Business Management • Lead comprehensive contract management across all regional contracts, working collaboratively with internal stakeholders, • Drive the development and optimisation of existing contracts to maximise performance and value, • Lead on fee setting and contract negotiations to secure favourable and sustainable outcomes, • Undertake competitor analysis and provide insights to inform strategic positioning Business Development & Growth • Identify, research, and develop new business opportunities within the region, • Monitor and interpret changes in the healthcare landscape, assessing opportunities and risks, • Proactively identify and respond to emerging opportunities and threats, • Ensure visibility of all relevant tender opportunities and coordinate timely, high-quality responses Stakeholder Engagement • Build and maintain strong external relationships with commissioners and key partners, • Represent MSI at meetings, presentations, conferences, and industry events, • Provide intelligence on healthcare professionals and networks to strengthen engagement approaches Marketing & Collaboration • Work with digital marketing and brand & communications teams to support new initiatives, • Contribute to local marketing strategies aligned with regional objectives, • Provide insight on local advertising and promotional opportunities Strategic Contribution • Work closely with the Divisional Lead and Associate Director to inform regional and organisational business planning Why Join Us? We offer a supportive, values-driven environment where your contribution is recognised and rewarded: Financial Benefits • Competitive salary, • Up to 5% employer pension contribution, • Fast expense reimbursement (within 10 days) Work-Life Balance • 25 days annual leave + your birthday off, • Family-friendly policies Rewards & Perks • Long service recognition, • Discounts at 4,000+ retailers via Blue Light Card Health & Wellbeing 24/7 GP access • Employee Assistance Programme Career Development • Paid training and development, • Accredited apprenticeships, • Clear progression pathways For more details about the role, please apply! JBRP1_UKTJ

My client, a long-standing and highly-reputable North West institution, are looking to hire a Head of Tax to join their Liverpool head office. The Head of Tax will lead the tax compliance and advisory functions, ensuring the highest standards of adherence to UK and international tax legislation. This is an exceptional opportunity for you to play a pivotal role within a vibrant community, where your expertise will shape strategic financial planning and drive the development of tax-efficient practices across a diverse portfolio of activities. You will be at the heart of a supportive and inclusive environment that values collaboration, continuous improvement, and professional growth. With hybrid working arrangements and access to outstanding facilities, this role offers you the flexibility to balance your career ambitions with personal commitments while making a meaningful impact on the organisation's future. What you'll do: • Develop and implement a comprehensive tax strategy that aligns with organisational financial and operational objectives, ensuring robust governance across all entities., • Provide expert advice to senior leaders on the tax implications of strategic initiatives such as international expansion, capital projects, and commercial ventures., • Lead the creation and rollout of tax policies and procedures throughout the organisation and its subsidiaries, fostering best practice adoption., • Ensure full compliance with UK and international tax legislation including VAT, corporation tax, PAYE/NIC, customs duties, and oversee all statutory filings., • Manage responses to audits and enquiries from HMRC or other authorities, maintaining accurate records and timely communication., • Maintain an up-to-date group Tax risk register, implementing mitigation strategies and escalating risks appropriately within the organisation., • Offer specialist guidance on complex transactions including research collaborations, property developments, spin-outs, overseas operations, procurement processes, HR matters, and funding arrangements., • Support continuous improvement by enhancing systems for accuracy in tax data management (including ERP systems), mapping key processes, documenting procedures, and developing training materials., • Oversee the maintenance of accessible tax-related content on internal platforms to promote staff understanding and compliance., • Lead, motivate, and develop a high-performing tax team by setting clear objectives, managing performance reviews, supporting professional growth initiatives, and fostering a culture of service excellence. What you bring: • Extensive experience in tax advisory and compliance within large or complex organisations, with proven success managing multifaceted projects., • In-depth knowledge of UK tax legislation including VAT, corporation tax, employment taxes; familiarity with international taxation is highly desirable., • Recognised accountancy or tax qualification (CTA or CCAB) alongside degree-level education (or equivalent); minimum three years post-qualification experience preferred., • Demonstrated ability to lead teams effectively by setting clear goals, providing constructive feedback, supporting professional development initiatives, and promoting collaborative working environments., • Exceptional analytical skills enabling you to interpret complex financial data accurately while identifying risks or opportunities for process improvements., • Excellent administrative abilities with strong organisational skills allowing you to manage competing priorities under tight deadlines without compromising quality or attention to detail., • Outstanding written communication skills-capable of presenting intricate financial information clearly to both technical audiences and non-specialists alike-and confident presentation delivery., • High level of IT literacy including advanced use of spreadsheets/databases; experience using ERP systems (such as Unit4) for financial analysis/reporting is advantageous., • Proven stakeholder management skills: able to engage constructively across organisational boundaries while influencing outcomes through empathy rather than authority alone., • Personal attributes include being approachable, enthusiastic about varied work challenges outside your comfort zone when needed; demonstrating integrity/discretion in handling confidential matters; showing commercial awareness aligned with strategic objectives. To apply, please get in touch today! Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

We are looking for a commercially minded and analytically strong Finance Business Partner to support our UK Supply Chain function based in Preston. Reporting to the Head of Finance, this role plays a key part in linking financial insight to operational performance, driving cost efficiency, and supporting strategic decision-making across logistics, inventory, and customer service operations. The Person: A proactive and commercially aware finance professional, you are confident working in a fast-paced, operational environment. You bring strong analytical capability and the ability to translate data into meaningful insights that influence decision-making. You are comfortable challenging stakeholders, building relationships across functions, and driving continuous improvement. With a keen eye for detail and a structured approach, you balance strategic thinking with hands-on delivery. The Role: Reporting to the Head of Finance, with no direct reports, this role partners closely with the UK Supply Chain leadership team to drive financial performance, cost control, and operational efficiency. You will lead on financial planning, reporting, and analysis for supply chain activities, including inventory, logistics, and distribution. The role also plays a key part in embedding World Class Manufacturing (WCM) methodologies, improving processes, and supporting strategic initiatives such as systems transformation and supply chain optimisation. Responsibilities: Analysis & Insight Deliver insightful financial analysis linking operational performance to business strategy Develop and track KPIs aligned to BDR Group and WCM standards Provide challenge and insight to drive improvements in cost, cash, and operational efficiency Perform detailed analysis including cost-to-serve modelling, scenario planning, and cost-benefit analysis Support inventory optimisation and supply chain performance improvements Financial Control Implement and maintain effective financial and operational controls Support and enhance inventory stock counting processes and controls Coordinate inventory provisioning in line with Group policy Ensure sourcing decisions consider inventory and financial impacts Financial Reporting Improve the clarity, accuracy, and impact of financial reporting Embed WCM Cost Deployment into reporting processes Analyse and report on performance, including costs and inventory metrics Review actuals vs forecasts and drive actions to improve performance Validate and report on cost-saving initiatives Strategic Support Provide financial insight to support strategic supply chain decisions Contribute to WCM cost deployment and loss reduction initiatives Support development of supply chain strategies (e.g. warehousing, transport) Provide financial input into key projects and transformation initiatives (e.g. SAP S/4 HANA, warehouse consolidation) Drive improvements in inventory metrics such as Days Inventory on Hand (DIOH) Relationship Building Partner with the UK Head of Supply Chain and their leadership team Build strong cross-functional relationships across operations, procurement, and sales finance Financial Planning, Budgeting & Forecasting Support annual budgeting and forecasting processes Develop and manage supply chain budgets aligned to business objectives Lead monthly forecasting cycles, including costs and inventory Align financial planning with the S&OP process Process Improvement Identify and implement improvements across reporting, controls, and planning processes Drive efficiency and standardisation through continuous improvement initiatives Requirements: Education Qualified Accountant (ACA, ACCA, CIMA or equivalent) with post-qualification experience. Bachelors or Masters degree in Finance, Accounting, Business, Economics, or a related field. Experience Proven experience in a Finance Business Partner or similar role, ideally within supply chain, logistics, or manufacturing Strong analytical skills with experience in financial modelling and performance analysis Experience with budgeting, forecasting, and financial planning processes Understanding of inventory management and supply chain operations Knowledge of financial controls and governance frameworks Ability to influence and challenge stakeholders at all levels Strong communication and relationship-building skills Experience working with reporting tools (e.g. Power BI, data warehouses) Familiarity with ERP systems (e.g. SAP) and continuous improvement methodologies such as WCM (desirable) About BAXI: We're leading the energy transition to zero carbon, by offering complete residential and commercial heating and hot water solutions. As one team across the UK and Ireland, and with the backing of our global parent company, BDR Thermea Group, we work together with a collective knowledge and expertise thats literally centuries in the making. Were proud of our heritage, manufacturing in the UK since 1866, and were experienced in adapting to changing needs. Specialties Domestic gas boilers, Commercial gas boilers, Hydrogen boilers, Electric hot water products, Gas fired water heaters for commercial applications, Commercial CHP, Heat pumps, Heat networks, Genuine spare parts, Service and maintenance of gas boilers, Smart controls, Heating solutions for newbuild, Specification support, Design service, Sustainable heating solutions, High efficiency boilers, ASHP, Heating solutions, and plantrooms. Whether you're joining us in the field or working at one of our established hub locations youll be part of a team that offers opportunities in a historically rich, British manufacturing company focused on sustainable, greener, and cleaner energy solutions. Our Locations: Preston Bamber Bridge PR5 6FN Warwick Brook House CV34 4LL Our Benefits: Our package includes a competitive basic salary plus a variable incentive. We also offer: 25 days holiday + UK Bank Holidays Private medical Income protection Contributory pension Enhanced maternity, paternity and sick pay Staff discounts and additional benefits Our Approach: Baxi is an equal opportunities employer. We do not discriminate on the basis of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability, or age. JBRP1_UKTJ

FP&A Analyst ?? Liverpool (Hybrid Working) ?? Full-time ?? £40-£45k + benefits About the Role We're partnering with a forward-thinking organisation seeking a FP&A Analyst to join their Corporate Finance team. This is a highly impactful role focused on delivering Financial planning, forecasting, and commercial insight to support effective decision-making and long-term sustainability. You'll play a key role in providing accurate data, meaningful analysis, and business partnering support, helping the organisation improve performance and make commercially sound decisions. Key Responsibilities Deliver end-to-end budgeting, forecasting, and financial planning Build and maintain accurate financial models and scenario analysis Analyse variances and identify key drivers of performance Provide clear, actionable insight from financial and operational data Translate complex data into meaningful information for stakeholders Identify financial risks, trends, and opportunities early Partner with managers to improve financial performance and accountability Produce regular performance reports with insightful commentary Challenge assumptions and support informed decision-making Develop and improve reporting, dashboards, and use of ERP systems Ensure data accuracy and consistency across financial analysis Support business cases, investments, and new initiatives Assist with pricing strategies and commercial decision-making Assess financial viability, affordability, and long-term sustainability Drive continuous improvement in forecasting, reporting, and processes Promote financial understanding and a data-driven culture across the organisation What We're Looking For Experience in FP&A or a commercially focused finance role Strong analytical skills with the ability to interpret and present data clearly Proven ability to partner with non-finance stakeholders Experience in financial modelling, forecasting, and performance analysis Exposure to reporting tools such as Power BI is desirable Proactive, detail-oriented approach with strong communication skills Qualifications Degree in Finance, Accounting, Business, or a related field Part-qualified or fully qualified accountant ( ACA / ACCA / CIMA ) What Success Looks Like Trusted, accurate forecasts that support decision-making Strong stakeholder engagement and financial ownership Early identification and mitigation of risks Insight-led reporting that drives performance improvements Why Apply? Opportunity to influence key financial and strategic decisions High level of exposure to senior stakeholders Collaborative and supportive working environment Hybrid working model with flexibility TPBN1_UKTJ

Job Title: Senior Manager Location: Inverness Salary: Based on Experience Our client is seeking an experienced Senior Manager to join their Inverness office. The successful candidate will lead a portfolio of clients, provide high-level oversight of accounts, tax computations, statutory reporting, and strategic advisory services while ensuring full compliance with UK accounting and regulatory standards. The role requires advanced technical expertise in financial reporting, tax planning, management accounts, and business performance analysis, alongside strong proficiency in cloud accounting systems, IRIS, Excel, and digital workflow tools. The Senior Manager will play a key leadership role in mentoring and developing teams, driving operational efficiency, supporting business growth initiatives, and maintaining strong client relationships as a trusted advisor. The position also involves contributing to strategic decision-making, overseeing profitability and resource planning, and championing continuous improvement and digital transformation across the firm. Technical Expertise (Advanced): • High-level review of accounts, tax computations, and financial statements, • Advising clients on complex technical matters including tax planning and structuring, • Oversight of preparation and filing of statutory accounts under FRS 102 and FRS 105, • Providing insight into management accounts, KPIs, and business performance, • Ensuring technical accuracy and regulatory compliance across all work, • Keeping up to date with changes in accounting and tax legislation and ensuring team compliance, • Supporting implementation of new accounting standards and regulatory updates across the firm Software Skills: • Proficient in accounting software, including:, • Xero, • QuickBooks Online, • Freeagent, • Sage 50 / Sage Business Cloud, • Experience using tax and accounts production software IRIS, • Skilled in Microsoft Excel, • Comfortable working with digital document and workflow systems (e.g., Dext, Hubdoc), • Familiar with practice management systems- Iris and SPS Organisational & Analytical Skills: • Strong attention to detail and high accuracy standards, • Capable of analysing financial data to identify trends or discrepancies, • Well-organised and efficient under pressure, • Effective multitasking and time management skills, • Proactive and solution-oriented with continuous improvement mindset, • Able to manage competing demands and tight deadlines across clients Leadership & Team Development:, • Managing and mentoring managers, seniors, and trainees across departments, • Leading recruitment, appraisals, and performance reviews, • Setting training objectives and supporting team CPD and exam progression, • Encouraging a culture of continuous improvement and accountability, • Driving staff engagement and contributing to a positive workplace culture, • Leading internal training sessions and sharing technical knowledge firmwide Strategic & Management Skills: • Leading a portfolio of clients, ensuring high-quality service and client satisfaction, • Strategic planning and oversight of practice-wide workflows and resource allocation, • Monitoring profitability and performance of client engagements, • Developing and implementing internal processes to improve efficiency and compliance, • Supporting business development through networking, referrals, and client retention, • Identifying opportunities for advisory services and cross-selling firm offerings, • Preparing internal management reports for partners/directors, • Contributing to strategic decision-making and growth initiatives within the firm, • Ensuring compliance with ISQM (UK) 1 and other relevant quality standards, • Managing billing, WIP recovery, and debtor management for assigned portfolio Client Relationship Management:, • Acting as the primary point of contact for key clients, • Advising on business strategy, growth, tax efficiency, and risk management, • Leading client meetings and presenting financial insights at board level, • Building long-term client relationships based on trust, responsiveness, and value, • Managing client expectations and resolving escalated issues professionally Software & Digital Competence: • Advanced user of cloud accounting software (Xero, QuickBooks, Sage Business Cloud), • Oversight of firm-wide adoption of practice management systems (e.g., Karbon, Accountancy Manager), • Proficient in accounts/tax production software (e.g., IRIS, CCH, TaxCalc, VT Final Accounts), • Strong Excel skills for financial modelling, budgeting, and analysis, • Championing digital transformation and workflow automation across the firm JBRP1_UKTJ

Tax and Treasury Lead / Manchester (Hybrid remote) / Salary circa £80,000 Accountable Recruitment are proud to be exclusively working with our client who are a high-growth, private equity-backed organisation within the services sector. We are supporting the recruitment of a Tax and Treasury Leader into their growing team. This is a great opportunity for you to join a business undergoing a significant phase of transformation following recent acquisitions. As such, this role offers a rare opportunity to shape the tax and treasury function within a multi-jurisdictional, scaling group. The Opportunity Reporting directly into the Group Financial Controller and partnering closely with the CFO, this role will take ownership of the Group's tax, treasury and financial risk management activities on a global basis. You will play a key role in ensuring the business is structured effectively from a liquidity, funding and tax perspective, while also supporting integration activity and future strategic transactions. This is a highly visible role, offering direct exposure to senior leadership, investors and key external stakeholders. Key Responsibilities Treasury & Capital Strategy • Lead the development and implementation of the Group's treasury strategy aligned to wider business objectives, • Provide strategic input on capital structure, debt capacity and refinancing activity, • Oversee management of debt facilities, including covenant compliance and lender reporting, • Maintain and enhance treasury policies, including risk limits, hedging frameworks and governance controls Cash, Liquidity & Working Capital • Oversee global cash management, forecasting and liquidity planning, • Manage cash pooling, intercompany funding and short-term financing needs, • Partner with finance teams to drive improvements in working capital performance, • Ensure sufficient liquidity to support operational and investment requirements Banking & Payments • Manage and optimise global banking relationships and account structures, • Support the implementation and enhancement of treasury systems and payment platforms, • Strengthen payment controls and processes to mitigate risk and ensure governance Financial Risk Management • Monitor and manage FX, interest rate and counterparty risks, • Design and deliver hedging strategies in line with policy, • Provide regular reporting to the CFO on exposures and risk position, • Support hedge accounting compliance alongside financial reporting teams Tax Strategy & Compliance • Own and deliver the Group's tax strategy, balancing efficiency with a low-risk profile, • Ensure compliance across all corporate and indirect tax obligations globally, • Manage relationships with tax authorities and oversee audits or enquiries, • Lead tax reporting, including provisions, deferred tax and effective tax rate analysis International Tax & Transfer Pricing • Develop and maintain transfer pricing frameworks and documentation, • Ensure compliance with global reporting requirements (e.g. CbCR, Pillar Two), • Monitor regulatory developments and implement required changes, • Support tax-efficient structuring of cross-border activities M&A & Integration • Lead treasury and tax integration of newly acquired businesses, • Support acquisition activity through financial structuring and due diligence, • Provide input on funding strategies and post-deal integration planning, • Oversee tax-related elements of purchase price allocation and balance sheet alignment Governance & Reporting • Ensure a strong internal control environment across treasury and tax, • Deliver clear reporting to the CFO, Board and investors on key metrics and risks, • Act as a key point of contact for auditors on treasury and tax matters, • Ensure compliance with relevant regulatory frameworks Leadership • Manage external advisors across treasury, tax and legal, • Drive best practice, continuous improvement and technical excellence, • Support the development of finance teams across the group About You We're looking for a technically strong and commercially aware leader with experience operating in complex, international environments. You will bring: • Professional qualification (ACA, ACCA, CIMA or CTA), • This role would suit a 1st or 2nd mover from Practice - with experience in tax ideally with a good understanding of corporate and international tax, including transfer pricing., • Experience working in a tax role across a multi-entity, multi-currency business would be desirable, • Strong stakeholder management skills, with the ability to influence at exec level What's on Offer • Highly competitive salary and bonus structure, • Long-term incentive opportunity, • Exposure to a high-growth, acquisitive business, • A genuine opportunity to shape the function and make a strategic impact, • Direct interaction with senior leadership, investors and board To discuss this role in more detail please contact Lauren Harrison at Accountable Recruitment on 07731 356 287 JBRP1_UKTJ

Your responsibilities: • Define and maintain a scalable, future-ready ServiceNow architecture for global environments., • Lead architecture/design workshops, gap analysis, and provide technical governance., • Drive implementation of ServiceNow modules across ITSM Pro, ITOM, ITAM, HRSD, IRM, and Financial Planning., • Integrate ServiceNow with Active Directory, observability tools, and other enterprise systems., • Establish and enforce platform governance, design standards, and release management processes., • Ensure compliance with GDPR, cybersecurity policies, and audit requirements., • Drive innovation through AI, predictive intelligence, automation, and low-code/no-code capabilities., • Support Lighthouse implementations as scalable models for global rollouts., • Collaborate with SIAM, OCM, and IT business units to drive adoption and maturity uplift., • Lead design authority forums; mentor developers and administrators., • Provide hypercare support, knowledge transfer, and user training during implementations JBRP1_UKTJ

Job Title: School Business Manager Dual Site Salary: £52,000 £55,000 per annum Location: Bucknall (Stoke-on-Trent) & Wilmslow (Cheshire East) Contract: 12-Month Fixed Term, 40 hours per week About Us This School is proud to be rated Outstanding by Ofsted, delivering innovative education and care for up to 90 young people aged 619 with complex needs, including Autism and associated conditions. This School, opened in April 2023, is already making a significant impact. With capacity for 50 students, it provides specialist education for children and young people aged 519 with Autism spectrum conditions. We are proud to have achieved Outstanding ratings in Behaviour & Attitudes and Personal Development in our most recent Ofsted inspection. The Role This is a senior leadership opportunity across two specialist schools, where you will play a pivotal role in shaping operational excellence and supporting outstanding outcomes for students. Both schools have Administration Teams that will work under your management and guidance. As School Business Manager, you will lead and develop all support services across both sites, including: • Finance, • Human Resources, • Administration, • Facilities & Estates, • ICT, • Health & Safety, • Housekeeping & Catering You will ensure these services operate efficiently, compliantly, and in alignment with the schools' strategic prioritiescreating safe, effective, and high-quality environments for learning and wellbeing. Working as part of the Senior Leadership Team, you will: Lead strategic and operational planning for support services Manage budgets with full accountability, driving value and performance Ensure compliance with regulatory, safeguarding, and health & safety requirements Oversee financial performance, reporting, and resource allocation Inspire and manage multi-disciplinary teams across both sites Drive continuous improvement and operational excellence This is a varied and dynamic role, and you will be expected to contribute to the wider leadership and success of both schools. About You You are an experienced and confident leader with a strong background in business managementideally within education or a similar regulated environment. You will bring: • Proven leadership experience across multiple operational functions, • Strong financial acumen, including budget setting, monitoring, and performance analysis (including EBITDA), • Sound knowledge of safeguarding, compliance, and health & safety legislation, • Understanding of education funding, inspection frameworks, and regulatory requirements, • Excellent communication and relationship-building skills, • The ability to work autonomously, make sound decisions, and solve complex problems, • Desirable:, • A recognised management or professional qualification (e.g. Management Diploma or Finance qualification), • Experience leading HR processes and procedures Why Join Us? This is an opportunity to make a genuine impact across two specialist settings, working with passionate teams committed to transforming the lives of young people. Successful applicants will be subject to pre-employment safeguarding checks including an enhanced disclosure and barring service (DBS) check. The post is exempt from the Rehabilitation of Offenders Act 1974 and the Education Group is therefore permitted to ask job applicants to declare all convictions and cautions (including those which are "spent" unless they are "protected" under the DBS filtering rules) in order to assess their suitability to work with children. The Education Group is committed to safeguarding and promoting the welfare of the children and young adults in our care and is a disability confident and equal opportunities employer. This advert could be taken down at any point in time without prior notice if the position is filled. Please note that candidates that are shortlisted might be subject to an online search. Please contact Mathure for further information. JBRP1_UKTJ

Accountable Recruitment are delighted to be partnering with a growing, Wirral based services organisation as they look to recruit a Finance Analyst to join their head office finance team. This is a Hybrid role, with a the majority of the role being home based. This opportunity is ideal for an immediately available Part Qualified or QBE Finance Analyst to join a thriving business. Salary/benefits: • <£46,000pa DOE, • Hybrid working, • 26 days holiday (plus UK bank Holidays), • Enhanced Pension (very enhanced!), • Flexible working, • Free parking, • On-site gym Job Duties: • Perform complex financial analysis to support cost analysis and review, • Produce financial information to support the business areas to produce monthly management accounts, reforecasts and budgets, • Support the drive to improve value for money and business effectiveness, • Support the Finance Business Partner/ Finance Lead with producing reporting packs which are ad hoc in nature, • Maintain a strong network of contacts and stakeholders, • Support the development of budgeting/forecasting and business planning systems, • Support analysis for financial models, scenario planning, business cases and costings, • Produce analysis to support quarterly forecasting and commentary, • Analysis and translation of financial data so it can be turned into information which is easily understood and fit for use by the business Ideal experience • ACCA/CIMA part qualified or qualified by experience, • Strong analytical skills with a high attention to detail, • Positive, proactive and flexible approach, • Ability to work on own initiative as well as part of a team., • Excellent communicaton skills and able to deal with stakeholders at all levels, • Good organisation skills and proven ability in prioritising workloads., • The ability to meet tight deadlines and prioritise work to meet financial deadlines JBRP1_UKTJ

Senior Planning Analytics(TM1) Developer -Warton or Frimley - Hybrid Working My client a multinational Defence organisation are looking for a Senior Planning Analytics(TM1) Developer to be based out of either their Warton-Preston or Frimley-Surrey sites Collaborate with stakeholders, analysts, and developers to understand systems and translate business requirements into technical designs for IBM Planning Analytics (PA) solutions Develop, configure, and deploy PA solutions using coding standards and change management procedures, integrating tools like Cognos Analytics, PAW dashboards, and PASS reports Work within an Agile Development framework, participate in sprints, daily stand-ups, and update the Air Data & Analytics change management database to reflect development lifecycle status Conduct database queries and data analysis using DV and SQL databases, particularly for Finance tables, ensuring all development includes unit tests, test plans, and peer reviews Partner with business stakeholders to transition solutions into business-as-usual operations, including providing standard operating procedures and responding to incidents within SLA timelines Demonstrate understanding of release and deployment processes, including version control; mentor junior developers to enhance their skills in line with development standards Lead development on complex projects, engaging with senior stakeholders to ensure successful delivery, and present sprint outcomes and progress updates Act as PA Team Lead during absences and show strong competence in developing PA solutions across PAfE, PAW, and PASS platforms Your skills and experiences: Proven experience in developing IBM Planning Analytics / TM1 solutions(Essential) Demonstrated ability to connect to and work with data from SQL data warehouses and within Data Virtualisation (DV) environments(Desirable) Background in financial environments, with clear understanding of the impact of development work on core functions such as Finance and Resource Planning(Desirable) Proficient in developing within an Agile methodology, adhering to a structured software development lifecycle, and using change management and version control tools Deep business knowledge of supported functions, with the ability to align development work to business needs and maintain up-to-date stakeholder and business continuity plans Able to independently manage work queues, maintain high-quality outputs, and mentor junior Planning Analytics developers while supporting the Team Lead and covering duties in their absence Skilled in investigating and resolving support incidents within agreed service levels, escalating unresolved issues to appropriate team members or technology partners Committed to rigorous testing and peer review of all development work before release, ensuring solutions are robust, maintainable, and aligned to customer needs To apply for this role, please send your CV to Peter Bibby on the email address below... If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website. JBRP1_UKTJ

Treasury & Investment Manager Manchester, Greater Manchester £65,000 per annum Permanent, Full Time (35 hours per week) Agile working in place Closing date: 6th July 2026 Interview date: Week commencing 20th July 2026 Interview Location: Oaklands House, Suite 2, Second Floor, Oaklands House, 34 Washway Road, Sale, M33 6FS Our organisation is all about people the people who live in our homes, the communities we serve, and those we work with. So, its no surprise that we recruit for attitude and behaviour which are central to us building relationships and delivering great experiences for these people. We employ colleagues who are passionate about making a difference who will take responsibility to get things done. As a not-for-profit housing association, providing affordable homes and services to more than 20,000 people across Greater Manchester. We have a strong social purpose and make it our mission to enable people to live well in their home and community. This role will help us to do this by managingkey financial systems and tools including financial planning models, asset and liability registers, investment appraisals, and cashflow forecasting. In this role, you willbe responsible for • Developand maintaintreasury strategy and policies, ensuring liquidity, compliance, and accurate cashflow reporting., • Monitor and report on financial performance for growth, investment, and treasury plans, providing variance analysis and recovery plans where needed., • Oversee funding and lender relationships, including debt management, covenant compliance, and loan security schedules., • Insurance portfolio management We are looking for people who are or have • Qualified Accountant (ACA / ACCA / CIMA / CIPFA) or Treasury (MCT), • Proven experience running day-to-day Treasury operations within a fast-paced finance or treasury environment, with confidence across cash, payments and controls., • A track record of improving processes, service delivery or commercial outcomes, with the ability to spot opportunities and drive change., • Strong communication and stakeholder-management skills, comfortable influencing and presenting to audiences at different levels of the organisation., • A people-focused leader with experience in developing others through coaching, performance management and on-the-job training. Everyones welcome here. Our culture is inclusive, and we are committed to increasing diversity. We enable everyone to be themselves at work, so that they feel at home with us. And we trust and support people to do their best, in a role that is fulfilling and rewarding because we know that this helps us to deliver better outcomes for our customers and our colleagues. If you want to be part of our team and help us make a difference, wed love to hear from you. #treasury#finance#housingjobs #recruiting #Manchesterjobs JBRP1_UKTJ

Financial Performance & Systems Analyst circa £55,000 Liverpool Hybrid Working An exciting opportunity has arisen for a Financial Performance & Systems Analyst to join a growing, forward-thinking organisation. This role sits at the intersection of finance, systems, and data , offering the chance to play a key part in driving insight, improving processes, and enhancing financial reporting capabilities. The Role Reporting into the Head of Financial Analysis, as Systems Accountant , you'll take ownership of financial planning systems while delivering high-quality reporting and analysis to support business decision-making. This is a highly collaborative role where you'll work closely with finance, data, and IT teams to ensure systems are optimised and financial information is accurate, accessible, and insightful. Key Responsibilities Own and manage financial planning systems, including Workday Adaptive Planning Maintain and enhance models, structures, and system performance Support integration across Workday ERP, Snowflake, and reporting tools Develop dashboards and reports using Power BI and a Planning system Deliver insightful financial analysis, variance reporting, and performance tracking Support budgeting, forecasting, and long-range planning processes Drive automation and process improvements to increase efficiency and reduce manual work Ensure strong data integrity, governance, and reconciliation Partner with stakeholders across finance and the wider business Provide training and support to users of finance systems and reporting tools About You Experience in FP&A, financial reporting, or management accounting Strong systems experience, ideally Workday Adaptive Planning (or similar) Advanced Excel skills and strong analytical capability Experience building reports in Power BI Knowledge of Workday ERP, Snowflake, or similar data platforms Excellent attention to detail and a proactive, problem-solving mindset Strong communication skills with the ability to present financial insights clearly Professional qualification (ACCA/CIMA/ACA) - qualified or studying (desirable) Why Apply? Work with a modern finance tech stack Play a key role in improving systems and reporting High visibility role with real impact on decision-making Collaborative and supportive team environment If you are interested in this position then please apply via the link below. TPBN1_UKTJ

As a Senior Impact Analyst at TPXimpact, you will help lead and deliver impact modeling and evaluation within our client teams. On client projects, youll work as part of multidisciplinary teams, including others in Design and across TPXimpact as well as associates and client teams to produce high-quality work that meets the needs of users. You will actively contribute to the Research and Analysis Community of Practice, fostering a culture of sharing and learning, playing a crucial role in achieving our missions and supporting business growth. Responsibilities • Embedding best practice approaches within client work delivering high-quality problem sizing, data analysis, and primary research to provide crucial strategic support, building the case for change and evaluating the impact of social and political interventions., • Adapt your approach depending on a clients organisation culture, design maturity, and appetite for change., • Support and coach other analysts and client teams to promote impact, evaluation, and evidence use, to support delivery outcomes and individual development goals., • Actively contributing to the practice within TPXimpact, and to implement the DT Design and practice strategy through internal impact time, skills development, knowledge management and sharing., • Foster a culture of collaboration and continuous improvement on teams and across the practice and Design., • Support business development activities, including contributing to impact analysis proposals and sales bids, pitches, and client presentations., • Line managing 12 researchers and/or analysts in your practice area., • Continuously stay up-to-date with emerging technologies and trends, and impact measurement frameworks, sharing this knowledge with others.About You Professional knowledge and experience • Experience leveraging established economic analysis and mixed-method techniques to define the full range of costs, benefits, and strategic impacts to secure senior buy-in., • Experience of leading the build of impact frameworks (e.g. theory of change, logic models, outcomes frameworks) for complex public services and policy in client-facing teams, projects, or across programmes of work., • Experience of working within service delivery and pilot interventions using data-driven research methods and integrating robust Monitoring & Evaluation (M&E) processes to drive evidence-based decision making., • Experience of working with delivery leadership to influence and shape impact, evaluation and evidence use., • Experience of working with other researchers, analysts, economists and designers as part of a multidisciplinary agile team to deliver high-quality analysis and assessments for public services., • Experience of working with data, technology and change specialists in technical and complex programmes of work., • Experience of mentoring and coaching others in the practice and in client teams to create quality, impactful and user-centred products and services, including in organisations and teams with low design maturity., • Experience of operating in a fast-paced environment, balancing internal business priorities with external delivery and work on client projects.Technical skills, • Able to plan and conduct quantitative research in compliance with GDPR., • Able to independently and collaboratively drive impact modelling and M&E, utilising diverse methodologies., • Able to translate analysis into clear, actionable insights and produce reports and briefings for senior stakeholders to support business cases, funding bids, and investment decisions with evidence., • Able to independently assess, analyse, and synthesise qualitative data, as well as facilitate teams to enable continuous insight development throughout different stages of design and delivery to enable evidence-based learning and decision-making., • Able to hold and manage data management operationsquality assurance and governance, tooling, knowledge management at scale within client programmes and the research practice team., • Able to effectively convey the value of user-centred design research, impact modelling, and monitoring and evaluation both within an organisation and in the broader public discourse., • Able to create visual, high-quality, and compelling artefacts that accurately represent quantitative research conducted (e.g., data visualisation, charts, impact reports, etc.) and/or collaborate effectively with others to do so., • Able to work in the openconfidently shaping and communicating the story of your work and impact., • Able to work within and manage ambiguitysupporting to build shared understanding and team clarity and direction., • Awareness of planning for ethical and inclusive considerations, including user grouping and segmentation design, participant screeners, and recruitment.Behaviours and PACT values, • Purpose: Youll be highly value driven, recognising that our clients needs are paramount. Youll be able to approach client engagements with professionalism, creativity and flair, whilst balancing our commercial and operational needs. Youll work to ensure we have clear processes and guardrails in place to deliver well through how we organise and operate within our Design functions., • Accountability: When in a leadership position on a client project,, youll be accountable for delivering your part of a project on time and under budget and working well with other leaders. Youll set practice standards that align to our DT Ways and Missions. You will lead by example, promoting a culture where quality, client experience and the pursuit of imaginative solutions to client problems is foremost., • Craft: Youll be able to balance multiple priorities while leading high performing teams and through establishing trusted relationships both inside and outside of TPXimpact. As a design or transformational leader who can lead others by example, you will need to navigate ambiguity and use your confidence here to quickly assimilate the direction and approaches that support positive outcomes for our clients and our business., • Togetherness: Youll be able to collaborate effectively with others across TPXimpact. Youll build strong relationships that demonstrate the importance of excellent delivery and client experience as a collective effort, rather than just focusing on your own area of expertise. Youll thrive working with others, providing clarity around vision, objectives and holding high standards for our work through the capabilities your practice holds.About Us People-Powered Transformation We're a purpose driven organisation, supporting organisations to build a better future for people, places and the planet. Combining vast experience in the public, private and third sectors and expertise in human-centred design, data, experience and technology, were creating sustainable solutions ready for an ever-evolving world. At the heart of TPXimpact, were collaborative and empathetic. Were a team of passionate people who care deeply about the work we do and the impact we have in the world. We know that change happens through people, with people and for people. Thats why we believe in people-powered transformation. Working in close collaboration with our clients, we seek to understand their unique challenges, questioning assumptions and building in their teams the capabilities and confidence to continue learning, iterating and adapting. Benefits Include: • 30 days holiday + bank holidays, • 2 volunteer days for causes that you are passionate about, • Maternity/paternity - 6 months Maternity Leave, 3 months Paternity Leave, • Life assurance, • Employer pension contribution of 5%, • Health cash plan, • Personal learning and development budget, • Employee Assistance Programme, • Access to equity in the business through a Share Incentive Plan, • Green incentive programmes including Electric Vehicle Leasing and the Cycle to Work Scheme, • Financial advice, • Health assessments About TPXimpact - Digital Transformation We drive fundamental change in approaches to product and service development, delivery and technology. Our agile, multidisciplinary teams use technology, design and data to deliver better results, improving outcomes for individuals, organisations and communities. By working in the open, in partnership with our clients, we not only transform their systems and services but also build the capability of their teams, so work can continue without us in the longer term. Our focus is sustainable change, always delivered with positive impact. We are committed to having a positive impact on the clients and the communities we serve. We actively encourage applications from all genders, ethnicities, disabled people, members of the LGBTQIA+ community, and those from lower socio-economic backgrounds. Dont meet 100% of the criteria? We still want to hear from you. Please let us know if you require any adjustments during the recruitment process. We encourage hybrid working our team is based across the country, both remotely and from our offices and hubs. Depending on your project, you will be typically expected to attend a Leeds, London or Manchester office once a week. JBRP1_UKTJ

Finance Business Partner Liverpool City Centre £45,000 - £55,000 Hybrid working An exciting opportunity has arisen for a qualified accountant to join a high-performing finance team as a Finance Business Partner. This role suits someone who thrives in a fast-paced, commercial environment and is looking to develop their career with genuine progression and long-term growth prospects. The Role Reporting into a senior finance lead, you will act as a trusted partner to operational leaders, providing insight, challenge and support to drive financial performance. You will be heavily involved in decision-making, forecasting and performance analysis, helping shape commercial outcomes across the business. Key responsibilities include: • Acting as the lead finance contact for senior operational stakeholders, • Producing and interpreting management accounts, forecasts and budgets, • Delivering clear financial insight, KPI analysis and performance reporting, • Supporting rolling forecasts, long-range planning and annual budgeting, • Building and maintaining financial models to aid decision-making, • Reviewing P&L performance, identifying risks and opportunities, • Driving continuous improvement in financial reporting and processes The Candidate We are keen to speak with ambitious accountants who enjoy business partnering and influencing non-finance stakeholders. You will ideally have: • Full qualification (ACA / ACCA / CIMA or equivalent), • Strong management accounting and financial reporting experience, • Proven ability to business partner and communicate with senior stakeholders, • Excellent Excel and analytical skills (Power BI or similar desirable), • A proactive, adaptable mindset suited to a changing, fast-moving environment, • Confidence working to deadlines with multiple priorities Why Apply? • Join a dynamic, fast-growing organisation with a strong performance culture, • Exposure to senior stakeholders and meaningful commercial decision-making, • Clear progression opportunities for the right individual, • Supportive environment that encourages development and initiative, • Flexible working arrangements and a competitive rewards package This role is ideal for someone looking to step into a broader commercial position and accelerate their career as a Finance Business Partner. JBRP1_UKTJ

Programmatic Account Manager | Manchester (Hybrid Working) | £30,000 - £35,000 About the Opportunity We're partnering with a media organisation to recruit a Programmatic Account Manager to join a high-performing digital team. This is an excellent opportunity for a programmatic specialist looking to take ownership of campaign delivery, optimisation, client relationships, and strategic planning across a diverse portfolio of accounts. You'll work closely with senior stakeholders to develop innovative, data-driven campaigns that deliver strong performance outcomes. The Role As a Programmatic Account Manager, you will be responsible for managing and optimising programmatic campaigns, developing media plans, and delivering best-in-class digital strategies aligned with client objectives. You'll play a key role in campaign execution, performance analysis, client servicing, and supporting the development of junior team members. Key Responsibilities Campaign Management • Manage the implementation, optimisation, and reporting of programmatic campaigns., • Build and execute media plans designed to achieve client KPIs., • Identify testing opportunities and deliver actionable insights from campaign performance., • Monitor campaign delivery and recommend optimisation strategies. Client & Stakeholder Management • Support the development and execution of programmatic strategies across client accounts., • Build strong relationships with clients and media partners., • Present campaign performance, insights, and recommendations to stakeholders., • Ensure campaigns consistently deliver against objectives and KPIs. Team Support • Mentor and support junior team members where required., • Contribute to a collaborative and knowledge-sharing team culture., • Assist with workload management and best practice implementation. Operational Excellence • Ensure campaign accuracy, financial reconciliation, and process compliance., • Support quality assurance processes and minimise delivery errors., • Work closely with internal teams to ensure seamless campaign execution. Skills & Experience • Proven experience managing programmatic advertising campaigns., • Hands-on experience with leading DSP platforms such as DV360, The Trade Desk and/or Amazon DSP., • Strong analytical skills with the ability to interpret data and identify actionable insights., • Experience developing and evaluating testing strategies across audience, media, and creative activity., • Excellent communication and stakeholder management skills., • A proactive approach and genuine passion for programmatic advertising and digital media. What's on Offer • Salary of £30,000 - £35,000., • Hybrid working arrangement based in Manchester., • Opportunity to work on large-scale campaigns., • Strong learning and development opportunities., • Collaborative and supportive team environment., • Clear progression opportunities within a growing digital function. Applicants must have the right to work in the UK. Programmatic Account Manager | Manchester (Hybrid Working) | £30,000 - £35,000 Oscar Associates (UK) Limited is acting as an Employment Agency in relation to this vacancy. To understand more about what we do with your data please review our privacy policy in the privacy section of the Oscar website. JBRP1_UKTJ

This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work.In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy. This includes complex inheritance tax planning, trust work and wider estate planning considerations. This Paraplanner role is designed for someone who understands real financial planning and enjoys pulling information together from multiple angles to create high quality recommendations. You will be encouraged to bring insight, personality and ideas into your work, working collaboratively with advisers to deliver the best outcomes for clients. The Paraplanner job is suitable for an experienced Paraplanner working with complex cases, or a strong Paraplanner who is still studying and genuinely motivated to progress technically and professionally. Full support is available for ongoing qualifications and development. Key aspects of this Paraplanner job include Working directly with advisers on complex client cases Carrying out detailed research and technical planning analysis Producing thoughtful, high quality financial planning recommendations Supporting inheritance tax, trust and estate planning work Being an active contributor within a collaborative paraplanner teamThis Paraplanner job offers long term development within a professional, fast paced and supportive environment. Paraplanner Requirements Experience working as a Paraplanner within a financial planning firm Strong technical foundation, particularly around complex planning Exposure to inheritance tax and estate planning work Working towards or holding relevant financial planning qualifications Desire to grow, develop and deepen technical expertise The CompanyYou will be joining a well established financial planning firm with multiple UK offices and a strong reputation for high quality advice. The business is known for investing in its people and supporting long term careers. Paraplanner Benefits Salary negotiable based on experience and capability Agile working policy once established in role Hybrid working with a strong emphasis on office collaboration Full support for ongoing qualifications and progression Stable, professional and collaborative working environment LocationThis Paraplanner job is based in either the Wick office or the High Wycombe area. Office presence is important for collaboration and team support.If you are a Paraplanner who wants to be genuinely involved in planning and valued for your thinking, apply now. Liability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information JBRP1_UKTJ

In a Nutshell We have an exciting opportunity for a Senior Quantity Surveyor to join our team within Vistry North East, at our Newcastle Upon Tyne office. As our Senior Quantity Surveyor, you will work within our wider Commercial, Estimating and Buying team, you will be responsible for supervising, managing and advising on the financial and contractual aspects of multiple construction projects. You will take responsibility for the execution of the Quantity Surveying function on allocated contract/s, in order to fulfil the requirements of the Company in maximising quality of service and profitability. You will provide a range of cost control and financial reporting duties across all aspects of construction work undertaken by the company. We value in-person collaboration and team culture, but we're also committed to supporting flexible working where possible. We encourage you to raise any specific requirements during the interview process so we can explore how this could be accommodated. Let's cut to the chase, what's in it for you • Competitive basic salary and annual bonus, • Company car, car allowance or travel allowance, • Salary sacrifice car scheme available to all employees, • Up to 39 days annual leave plus bank holidays, • 2 Volunteering days per annum, • Private medical insurance, with employee paid cover, • Enhanced maternity, paternity and adoption leave, • Competitive pension scheme through salary sacrifice, • Life assurance at 4 x your annual salary, • Share save and share incentive schemes, • Christmas company shutdown, • Employee rewards portal with many more benefits In return, what we would like from you • Behave in line with our company values - Integrity, Caring and Quality, • HNC / HND in Surveying or equivalent, • Proven experience as a PQS / SQS / Commercial lead working within a residential house builder (dependent on position level), • Experience maybe gained from a similar position or promotion, • A good understanding or building regulations and legal obligations, • A good knowledge or construction methods and materials, • Strong mathematical and IT ability, • Ability to assess and analyse information, • Good business sense, • Good understanding of budget management, • Negotiating and networking skills More about the Senior Quantity Surveyor role • Lead, support and coach your direct reports and the wider team to support their growth and development, • Be active in the recruitment of new starters to the team and then throughout the employee life cycle, including holding development reviews and succession planning exercises, • Working closely with other departments, including Land, Development and Construction, you will attend design meetings to advise on all areas that may have a cost implication, • Recognise and advise Site Managers on delays, extensions of time and loss and/or expense and ensuring relevant notices are issued., • Attend development meetings when appropriate, contract pre-start and subcontract package review meetings, • Upon receipt of Contract Documentation, you will be responsible for checking all contract drawings to identify errors, omissions, anomalies and areas where unnecessary cost may arise, • Receive initial tender information and assist in the preparation of the proposed tender lists and updating of subsequent procurement programmes, • Distribute design information packages and tender drawings, whilst preparing all tender documentation and letters including carrying out preliminary checks on subcontractors, • Preparing construction cost analysis, which includes analysis of quotations resulting from the tender enquiry, requesting additional and outstanding information as required, • Assess site staffing levels and build programmes with the Construction Director to ascertain preliminary costs, including collating all cost information and preparing the start on site budget, • Arrange and adjudicate budget settlement meetings, with the support of the wider Commercial team, • Prepare stage payment schedules to assist in the financing of the works, • Carry out pre-order meetings including all necessary Health & Safety requirements, finalising a tender sum and agreeing a stage payment schedule for payment purposes before preparing all contract documentation and placing the order, • Place subcontractor orders, including interviews and checking references on selected subcontractors. You will then negotiate the contract sum within the budget, including finalising costs to cover all late variations, • Issue variation orders and development changes alongside providing cost advice on major variations prior to issue. You will issue revised contract drawings to subcontractors; negotiating the cost of variations including liaising between Buyers and Build Managers. You will provide a full range of pricing information for purchaser's extras, • Check all costs posted to each contract, collate and reconcile all costs resulting from subcontract works, variation orders, site instructions, material order and preliminary / running costs. This will include providing monthly analysis of costs and identify possible areas of over expenditure at future dates, • Check and arrange subcontractor payments, obtaining necessary authorisation for passing payments for all elements of subcontractor works. You will agree final accounts with subcontractors, ensuring all works have been carried out within budget and analysing costs to assist on future estimates Finally, let's tell you a bit more about us We build more than homes, we're making Vistry. Being a responsible developer and award-winning employer means we live each day through our ethos - doing the right thing. Our behaviours reflect this, as well as our values of integrity, caring and quality. Shaping all we do; they empower us to develop sustainable communities across affordable and private housing. We work in a partnership-led way, and you'll recognise our renowned brands Bovis Homes, Linden Homes and Countryside Homes. Together with Vistry Works, our manufacturing operation, and the functional support of Vistry Services, we're a proud UK Green Building Council member, UK top five housebuilder with a five-star House Builders Federation (HBF) customer satisfaction rating, and winner of many awards including Top Employer, Global Top Inspiring Workplaces, and Best for Talent Attraction and Outreach. Join us in making Vistry. #LI-KM1 JBRP1_UKTJ

Group Tax and Treasury Manager / Manchester (Hybrid remote) / Salary circa £80,000 Accountable Recruitment are proud to be exclusively working with our client who are a high-growth, private equity-backed organisation within the services sector. We are supporting the recruitment of a Group Tax and Treasury Manager into their growing team. This is a great opportunity for you to join a business undergoing a significant phase of transformation following recent acquisitions. As such, this role offers a rare opportunity to shape the tax and treasury function within a multi-jurisdictional, scaling group. The Opportunity Reporting directly into the Group Financial Controller and partnering closely with the CFO, this role will take ownership of the Group's tax, treasury and financial risk management activities on a global basis. You will play a key role in ensuring the business is structured effectively from a liquidity, funding and tax perspective, while also supporting integration activity and future strategic transactions. This is a highly visible role, offering direct exposure to senior leadership, investors and key external stakeholders. Key Responsibilities Tax Strategy & Compliance • Own and deliver the Group's tax strategy, balancing efficiency with a low-risk profile, • Ensure compliance across all corporate and indirect tax obligations globally, • Manage relationships with tax authorities and oversee audits or enquiries, • Lead tax reporting, including provisions, deferred tax and effective tax rate analysis International Tax & Transfer Pricing • Develop and maintain transfer pricing frameworks and documentation, • Ensure compliance with global reporting requirements (e.g. CbCR, Pillar Two), • Monitor regulatory developments and implement required changes, • Support tax-efficient structuring of cross-border activities M&A & Integration • Lead treasury and tax integration of newly acquired businesses, • Support acquisition activity through financial structuring and due diligence, • Provide input on funding strategies and post-deal integration planning, • Oversee tax-related elements of purchase price allocation and balance sheet alignment Governance & Reporting • Ensure a strong internal control environment across treasury and tax, • Deliver clear reporting to the CFO, Board and investors on key metrics and risks, • Act as a key point of contact for auditors on treasury and tax matters, • Ensure compliance with relevant regulatory frameworks Treasury & Capital Strategy • Lead the development and implementation of the Group's treasury strategy aligned to wider business objectives, • Provide strategic input on capital structure, debt capacity and refinancing activity, • Oversee management of debt facilities, including covenant compliance and lender reporting, • Oversee global cash management, forecasting and liquidity planning, • Ensure sufficient liquidity to support operational and investment requirements Banking & Payments • Manage and optimise global banking relationships and account structures, • Support the implementation and enhancement of treasury systems and payment platforms, • Strengthen payment controls and processes to mitigate risk and ensure governance Leadership • Manage external advisors across treasury, tax and legal, • Drive best practice, continuous improvement and technical excellence, • Support the development of finance teams across the group About You We're looking for a technically strong and commercially aware leader with experience operating in complex, international environments. You will bring: • Professional qualification (ACA, ACCA, CIMA or CTA), • This role would suit a 1st or 2nd mover from Practice - with experience in tax ideally with a good understanding of corporate and international tax, including transfer pricing., • Experience working in a tax role across a multi-entity, multi-currency business would be desirable, • Strong stakeholder management skills, with the ability to influence at exec level What's on Offer • Highly competitive salary and bonus structure, • Long-term incentive opportunity, • Exposure to a high-growth, acquisitive business, • A genuine opportunity to shape the function and make a strategic impact, • Direct interaction with senior leadership, investors and board To discuss this role in more detail please contact Lauren Harrison at Accountable Recruitment on 07731 356 287 JBRP1_UKTJ

Technical Manager (Financial Planning) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time | Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pensionWe are currently working with a well-established and growing financial planning firm seeking an experienced Technical Manager to lead and develop their technical function. This is a key leadership role, responsible for overseeing the delivery of high-quality financial planning support, ensuring compliance, and driving operational efficiency across the technical team. You will play a pivotal part in supporting Financial Planners and Advisers, allowing them to focus on client relationships while you ensure the technical delivery is accurate, compliant, and efficient. Key Responsibilities Lead, manage and develop the Technical Team, overseeing daily workflow and task allocation Act as the first point of contact for technical queries and team support Ensure all technical output meets regulatory and compliance requirements Oversee the preparation of: Financial analysis and cashflow modelling Product research and recommendations Financial plans and suitability reports Manage technical management information (MI) and provide reports to senior leadership Contribute to and improve operational procedures, templates, and processes Support Financial Planners and Advisers with client strategies and technical insight Liaise with providers and third parties to deliver client outcomes Assist with technical projects, client queries, and complaints where required Oversee compliance administration and governance activitiesLeadership & Team Management Manage and mentor Technical Specialists, Assistants, and Compliance staff Conduct team briefings and ensure effective communication across the function Oversee performance, development, and training within the team About You Strong background within financial planning support / paraplanning Proven experience managing or supervising a technical or paraplanning team Excellent knowledge of financial products, suitability reporting, and compliance requirements Highly organised with strong workflow management skills Confident communicator with the ability to support both internal teams and clients Ability to manage multiple priorities in a fast-paced environment Certification to provide client advice would be beneficial but is not essential.Why Join? Opportunity to step into a senior leadership role Work with a highly professional and supportive team Play a key role in shaping technical operations and processes Competitive salary and benefits packageInterested? - For more information or a confidential discussion, please get in touch. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience. Key responsibilities include: Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances. Research - carrying out in depth analysis of many different types of financial contracts. Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances. Updating system - keeping back office system up to date with client info and provider contacts. Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements. Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning. Reviews - producing detailed review reports and portfolio valuations for client review meetings. Benefits of this role include: A competitive salary (£24,000-£30,000 dependant on experience) Generous holiday entitlement (25 + 8 bank holidays) Hybrid working arrangement (work from home 1 day per week) Pension scheme Progressive career opportunities Easily accessible location with public transport linksSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time | Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pensionThe Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency, ensuring all outputs meet regulatory and internal standards. Key Responsibilities: Technical & Workflow Management Allocate and manage workflow across the Technical Team Provide first-line support and technical guidance Oversee daily technical operationsFinancial Planning Support Analyse client data and prepare cashflow modelling Conduct product research and analysis Oversee preparation of suitability reports and financial plansCompliance & Governance Ensure adherence to FCA and regulatory standards Oversee compliance processes, MI reporting, and documentation Maintain and enhance technical procedures and templatesLeadership & Strategy Support and develop the Technical Team Report performance and MI to Directors Support business-wide technical projects and initiativesRequirements: Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner Strong technical knowledge across financial planning disciplines Experience supporting or supervising junior staff (desirable) Progress towards Chartered status preferred Excellent analytical and organisational skillsThis role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age