Audit Senior

Salary: £35,000 - £38,000

An established accountancy practice with sites throughout the UK seeks an Audit Senior for their Manchester office.  

Your role will be to work as part of a team, leading on site audit teams and effectively providing a hands on compliance and advisory service that meets clients expectations and supports the firm's managers and partners.
 

You will be given all the training that you need to familiarise yourself with company methodologies and software. 
 

The practice has a strong Not for Profit arm and also acts for corporate clients.
 

As the Audit Senior your duties will include:

• Auditing corporate and Not for Profit and charity clients.
• Depending upon your level of experience in audit and management of staff, the role will be to lead a team in audit and be able to liaise effectively with internal managers and partners.
• Taking responsibility for wider client management and liaison on smaller assignments.
• Taking an active part in the audit planning discussions to identify audit risks and appropriate audit strategy.
• Overseeing all aspects of audit fieldwork and completion.
• Reviewing works papers and financial statements.
• Maintaining a good understanding of the client's business.
• Adhering to the firms risk management policies and procedures.

• Accountants and Auditors who are qualified (ACA or ACCA) or part qualified will be considered
• A strong breadth of experience in audit and generic auditing
• Experience in an accounting capacity for corporate clients
• Experience of working in an accounting capacity for corporate and charity clients would be beneficial

In return you will receive a salary of £35,000 to £38,000 per annum depending on experience and level of qualification plus company benefits.  

Interested candidates should apply via email - andrew@s-h.org.uk or can call on 07980 749931.  All applicant details will be dealt with in strict confidence.

Senior Paraplanner

Salary: £32,000 - £38,000

We are recruiting a Senior Paraplanner for a successful, growing and professional Independent Financial Adviser (IFA) firm in Warwick, Warwickshire.
 

This is a permanent Monday to Friday full time role where you will join a friendly and experienced financial planning firm and you can add your value to the paraplanning team. 

The ideal candidate will have worked in an Independent Financial Adviser firm and have experience of undertaking Paraplanner Candidates will possess knowledge of financial products and/or pensions.

You will need to have completed the Diploma in financial planning - DipFA (the R0 examinations via the Chartered Insurance Institute). 

This is an excellent company to join where promotional opportunities will exist.
 
The role will involve the following duties and skill sets:

• Experience in using back office systems - ​experience of Defaqto, FE Analytics, Provider Platforms, Discretionary Fund Management, Microsoft Packages, Dynamic Planner and The Exchange

• Understand the need to provide advice to clients in a compliant manner as detailed in the firm’s Business Manual and procedures

• A broad base of compliance knowledge
• Planning and organisation skills - able to manage multiple tasks effectively

• Able to prioritise and work to deadlines

• Attention to detail with record keeping and communication to clients

• Strong written and oral communication skills, including ability to listen and follow instructions effectively

• Good team player – readily assists all members of the team to achieve team and individual objectives, particularly in busy periods

• Prepare suitability reports (Investment and Pension) and fund switch letters in line with company procedures and tasks
• Conduct research as required to support recommendations
• Liaise with technical and compliance departments
• Assist in follow up action requested in relation to a compliance file check
• Deal effectively with clients and colleagues, understanding the need to manage clients and colleagues expectations
• Understand the need for confidentiality of information and will deal with personnel issues appropriately and sensitively

The client seeks a candidate who is enthusiastic, professional, organised and articulate. 

The salary is dependent upon the candidate's experience and would potentially pay up to £38,000 plus bonus, good company benefits and holiday allowance.

Interested candidates should forward their CV to register an interest. Applicant details will be dealt with in strict confidence.

Contact - Andrew Stuart-Harris via email - andrew@s-h.org.uk or call 07980 749931.

Audit Senior

Salary: £35,000 - £38,000

A National accountancy practice in Cheltenham, Gloucestershire is seeking an Audit Senior to join its expanding team.  

Your role will be to work as part of a team, leading on site audit teams and effectively providing a hands on compliance and advisory service that meets clients expectations and supports the firm's managers and partners.
 

You will be given all the training that you need to familiarise yourself with company methodologies and software. 
 

The practice has a strong Not for Profit arm and also acts for corporate clients.
 

As the Audit Senior your duties will include:

• Auditing corporate and Not for Profit and charity clients.
• Depending upon your level of experience in audit and management of staff, the role will be to lead a team in audit and be able to liaise effectively with internal managers and partners.
• Taking responsibility for wider client management and liaison on smaller assignments.
• Taking an active part in the audit planning discussions to identify audit risks and appropriate audit strategy.
• Overseeing all aspects of audit fieldwork and completion.
• Reviewing works papers and financial statements.
• Maintaining a good understanding of the client's business.
• Adhering to the firms risk management policies and procedures.

• Accountants and Auditors who are qualified (ACA or ACCA) or part qualified will be considered
• A strong breadth of experience in audit and generic auditing
• Experience in an accounting capacity for corporate clients
• Experience of working in an accounting capacity for corporate and charity clients would be beneficial

In return you will receive a salary of £35,000 to £38,000 per annum depending on experience and level of qualification plus company benefits.  

Interested candidates should apply via email - andrew@s-h.org.uk or can call on 07980 749931.  All applicant details will be dealt with in strict confidence.