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

Audit AdvisorGlasgow (Hybrid) Our Glasgow audit team is growing fast and exceeding budget expectations, driven by rising client demand. We're hiring an Audit Advisor to support this growth and help deliver high-quality audits across a varied client portfolio spanning commercial, charity, and owner-managed businesses. The RoleDeliver audits end-to-end, from planning through to completionLead fieldwork and coordinate engagement delivery, managing expectations and flagging issues earlyAct as the primary client contact on-site during fieldworkAttend and contribute to planning and clearance meetingsReview draft accounts and resolve client queriesLead, coach and coordinate Analysts and Assistants, retaining overall accountability for deliveryManage multiple audits simultaneously, hitting deadlines and quality standardsBuild commercial awareness of WIP, recoveries, fee quotes, and scope managementIdentify opportunities for other service lines to support clientsAbout YouACA, ACCA, ICAS or equivalent — newly qualified to approximately 2 years PQEExternal audit background essential, ideally from a practice environmentConfident operating as the lead client contactExperience supervising or coaching junior team membersStrong communicator, both written and verbalOrganised, proactive, and able to manage competing priorities to tight deadlinesIFRS/UK GAAP exposure, charity sector experience, or mid-market client experience are a plus

Audit Manager Glasgow | Hybrid Working Lead, Develop and Grow Within a High-Performing Audit Team An exciting opportunity has arisen for an experienced Audit Manager to join a growing and ambitious audit team in Glasgow. This role offers the opportunity to manage a diverse portfolio of commercial businesses, owner-managed companies and charities while leading audit engagements, developing team members and building long-term client relationships. Working as part of a collaborative leadership team, you'll play a key role in delivering high-quality audit services, supporting the development of junior colleagues and contributing to the continued success and growth of the audit practice. The position operates within a flexible hybrid working model, with regular presence across the Glasgow office, client sites and the wider Glasgow and Edinburgh audit region. The Opportunity This is an ideal opportunity for an experienced audit professional looking to take ownership of a client portfolio while developing their leadership, commercial and business development capabilities. You will work closely with Partners and Directors, helping to drive client service excellence, team development and continued growth across the audit practice. Key ResponsibilitiesManage audit engagements from planning through to completionLead and oversee a portfolio of audit clientsBuild and maintain strong client relationshipsReview audit work and ensure technical excellence across engagementsCoach, mentor and develop junior team membersSupport the development and performance of direct reportsManage multiple engagements simultaneouslyEnsure assignments are delivered to the highest quality standardsMonitor engagement profitability, budgets and delivery timelinesIdentify opportunities to support clients through additional servicesContribute to networking, relationship-building and business development activitiesWork closely with Partners and Directors to support strategic growth initiativesEssential RequirementsACA, ACCA, ICAS or equivalent professional qualificationExternal audit experience gained within practiceSignificant post-qualified audit experienceProven experience managing audit portfoliosStrong client-facing and stakeholder management skillsExperience coaching, mentoring and developing team membersStrong technical audit knowledgeExcellent organisational and project management skillsAbility to manage multiple engagements and competing prioritiesDesirable ExperienceExperience working with commercial, owner-managed business and charity clientsExposure to business development and networking activitiesExperience reviewing and signing off work produced by junior auditorsStrong commercial awareness and profitability management experienceWhat's on OfferComprehensive benefits packagePrivate Medical InsuranceEnhanced family leave policiesCompetitive pension schemeLife assurance and Death in Service benefitsEmployee Assistance ProgrammePaid volunteering dayHybrid and agile working environmentModern office facilitiesOngoing professional development and leadership training

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

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

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

Compliance Manager  Overview To ensure compliant delivery of service excellence and operational effectiveness, ensuring that internal policies and procedures are up to date and adhere to FCA and other regulatory requirements. Monitoring and reporting on corporate standards with regard to compliance with all regulatory requirements.Key Responsibilities:Responsible for the creation, evolution, and implementation of an appropriate monitoring regime across all group entities to ensure compliance standards are maintained and timely remedial actions are taken where necessary.Responsible for the timely and accurate submission of regulatory information and notifications to the FCA, and the completion of relevant group-level regulatory returns.Ensure financial promotions across the group meet regulatory and internal business standards prior to approval, maintaining consistency in interpretation and application.Identify all areas across the group where compliance oversight is required to ensure regulatory requirements and industry best practices are metStay informed of changes in the regulatory landscape and assess potential impacts on the group's operations, working proactively with senior colleagues to develop plans that ensure continued compliance.Ensure all change initiatives are managed within the appropriate risk management framework (including financial and operational risk) and follow the group's authorisation structure for any process amendments.Experience & Qualifications:CII level 4 Diploma in Financial Services and/or relevant compliance qualificationsWorking knowledge of FCA Principles and RulesPrevious experience in a similar role within the Wealth Management and Financial Planning industry

Compliance Manager  Overview To ensure compliant delivery of service excellence and operational effectiveness, ensuring that internal policies and procedures are up to date and adhere to FCA and other regulatory requirements. Monitoring and reporting on corporate standards with regard to compliance with all regulatory requirements.Key Responsibilities:Responsible for the creation, evolution, and implementation of an appropriate monitoring regime across all group entities to ensure compliance standards are maintained and timely remedial actions are taken where necessary.Responsible for the timely and accurate submission of regulatory information and notifications to the FCA, and the completion of relevant group-level regulatory returns.Ensure financial promotions across the group meet regulatory and internal business standards prior to approval, maintaining consistency in interpretation and application.Identify all areas across the group where compliance oversight is required to ensure regulatory requirements and industry best practices are metStay informed of changes in the regulatory landscape and assess potential impacts on the group's operations, working proactively with senior colleagues to develop plans that ensure continued compliance.Ensure all change initiatives are managed within the appropriate risk management framework (including financial and operational risk) and follow the group's authorisation structure for any process amendments.Experience & Qualifications:CII level 4 Diploma in Financial Services and/or relevant compliance qualificationsWorking knowledge of FCA Principles and RulesPrevious experience in a similar role within the Wealth Management and Financial Planning industry