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We are a friendly boutique accountancy and tax advisory firm based in Marlow. Our leadership team have roots from top U.K. accountancy firms, having splinted away from the traditional accountancy model to offer a bespoke service to high end clients. Our work environment is fun and collaborative not stuffy and boring, in the beautiful setting of central Marlow. Role / Duties We are seeking a trainee or part qualified accountant to join our team, full training in a supportive environment will be provided. You will be responsible for: Quarterly VAT returns Year-end accounts completion Corporation Tax return compliance P11d compliance Personal Tax returns Responding to HMRC enquiries Ad-hoc tax advisory projects Attention to detail and strong analytical skills will be essential in ensuring the accuracy and integrity of financial records. Knowledge of accounting software such as Xero, Sage, QuickBooks desirable but not essential as training will be provided. Key skills: Attention to detail and accuracy in data entry and analysis Ability to work independently and meet deadlines Strong communication skills, both written and verbal Benefits We offer a competitive salary package along with a comprehensive benefits package Full study support available Flexible and hybrid working available Job Types: Full-time, Part-time Company pension Referral programme
An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service. All Advisers are CII Chartered or will be in the next 18 months.The company is now part of one of the fastest growing and largest national Independent Financial Advice companies. The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. As a company they offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment. This role requires working closely with Advisers, clients and the wider support team to ensure clients receive first class advice and support. To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment. Role Purpose To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW. Overtime, this may consolidate to one adviser as the client base grows organically and via acquisition. Role Accountabilities Conducting extensive research and providing Advisers with technical assessments and reports. Conducting in depth meeting preparation work, attending client meetings (where appropriate) , and producing follow up reports & analysis, answering any specific client queries. Produce technical and compliant suitability letters. Provide advisers with strong technical advice and guidance backed up by fully researched client solutions. Manage complex cases and find solutions to technical problems Prepare lifetime cashflow models, reviewing clients' goals and potential outcomes. Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning. Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained. Act as a mentor for more junior members of the team. Help implement the company philosophy of driving up team knowledge and ability. Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations. Help highlight operational areas of improvement and assist with any changes made. Take an analytical approach to making client recommendations and use good data skills to support these. Translate complex information into easy-to-understand client correspondence Obtaining a selection of product quotes including personalised illustrations / key features documents /product literature / fund factsheets General administrative support in terms of liaising with providers and keeping accurate client records Ongoing review of existing portfolios and review client cash holdings on platforms Ensure all work meets all compliance, high ethical standards and reflects the company values Contribute to the team's work enjoyment, growth, and success Personal Competencies Ownership, Initiative & Delivery - a "can do" attitude Analytical and problem-solving approach Building Relationships Strong team worker Excellent communicator High Ethical Standards Professionalism in appearance and manner Ability to prioritise work to meet deadlines High attention to detail, grammar and accuracy Qualifications Mandatory: Level 4 - CII Diploma of Financial Planning or equivalent Highly Desirable: Advanced qualifications: CII Level 6 or Chartered Financial Planner (or working towards). Degree in Financial Planning Bachelor's degree in business/economics Pension Transfer Specialist (CII AF7) Minimum of 5 years' experience in similar role. Benefits Office 3 Days. Home 2 Days Salary based on experience 25 days annual leave 4% Company Pension and 66% of Company NI on Salary exchange Death in Service (up to £200k) CashPlan
Our client is a dynamic and innovative private equity company based in Marlow. They invest in a diverse portfolio of other like minded start ups and due to growth they're looking for an ambitious, confident and driven Finance Associate to join their team. The successful candidate will play a crucial role in ensuring the smooth financial operations for our client's portfolio as well as for our client itself. This role will be the first hire into a growing finance department and will be an excellent opportunity for an enthusiastic and talented finance individual to take ownership of, lead and eventually grow the critical finance function with support from the inspirational and highly experienced CEO. This role is working in the office Mon to Thurs and from home on Fridays. Salary is £35k - £40k plus benefits and superb career development. All the benefits of a "city style" role without the commute! Key Responsibilities Raising invoices & credits, send client statements Managing credit control Completing supplier payment runs Cashflow management Processing expenses for both our company founders, and those of our clients Managing & processing client payrolls Liaising with accountants on quarterly VAT returns, Management Accounts, Statutory Accounts and dividend calculations Be responsible for the month-end close process Sales reconciliation and Bank reconciliation Month end journals including Accruals/Prepayment, salary, commission and corp tax P&L Collation Creation of Board Packs Preparing weekly reports for action by the clients including Aged Debt and AP reports Assist in the creation of annual budgets liaising directly with the clients Assist in the creation of a financial plans for New Prospects Working closely with internal teams, providing ad hoc reporting to allow management to make effective strategic decisions Act as a point of contact for our start-up clients, addressing their financial needs and queries Participate in client meetings where appropriate Qualifications and Requirements A minimum of 2 years experience in a finance role, preferably managing multiple clients An understanding of accounting principals, and experience with month end processing, management accounts and financial reporting Proficiency in financial software and tools (e.g., Xero, Microsoft Excel, Float) Strong attention to detail and accuracy in financial data management and record-keeping Excellent organisational, multitasking, and time management skills Effective communication skills, both written and verbal, with a customer-focused approach Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days. As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.