Wokingham, Berkshire

Intro

Are you an experienced Personal Tax Manager looking for an exciting opportunity to advance your career? Look no further! An established and growing accountancy practice based near Wokingham is looking to recruit an experienced Personal Tax Manager to join their team. This is a great opportunity for a motivated tax professional looking for a varied, hands-on role in a friendly, supportive, professional environment.

The firm is led by three Directors and supported by a close-knit team of eight employees across full and part-time positions. Due to continued growth, our client is seeking an experienced individual who can take ownership of personal tax compliance work whilst also supporting the Directors on more complex advisory matters.

This is primarily a full-time office-based role; however, a 4-day working week would be considered for the right candidate.

The Role

This is a broad and varied position offering exposure to both compliance and advisory work. Responsibilities will include:

• Managing a portfolio of personal tax clients

• Preparing and reviewing Self-Assessment Tax Returns

• Reviewing work completed by junior team members

• Preparing and submitting Capital Gains Tax (CGT) returns

• Preparing P11D forms and related compliance work

• Assisting with tax planning projects for individuals and owner-managed businesses

• Supporting the Tax Director with advance clearance applications and HMRC correspondence

• Advising clients on personal tax matters and identifying planning opportunities

• Building and maintaining strong client relationships

• Ensuring compliance deadlines are met efficiently and accurately

About You

The successful candidate will have:

• Previous experience within a personal tax-focused role in practice

• Strong technical knowledge of UK personal tax compliance

• Experience reviewing junior staff work

• Exposure to advisory and tax planning work

• Excellent organisational and communication skills

• A proactive and client-focused approach

• ATT, CTA, ACA, or ACCA qualification (or qualified by experience) would be advantageous

• IRIS experience would be desirable

The Offer

• Salary of £50k – £65k depending on experience

• Opportunity to work closely with Directors on interesting advisory projects

• Supportive and collaborative working environment

• Long-term career progression opportunities

• Stable and established practice with an excellent local reputation

• Flexibility to consider a 4-day work week for the right individual

If you are an experienced personal tax professional looking for a varied role with genuine responsibility and career development opportunities, apply now.

Looking for the next step in your Audit & Accounts career?

If you're ACA or ACCA qualified (or qualified by experience) and want to join a firm where your development is genuinely invested in, this could be the opportunity you've been waiting for.

We're recruiting on behalf of a highly respected Top 100 accountancy firm based in Beaconsfield. Conveniently located with excellent transport links via the Marylebone train line and easy access from West London, this is a fantastic opportunity to join a collaborative and forward-thinking team that values its people.

Whether you're looking to broaden your technical expertise, lead your own client portfolio or take the next step towards management, you'll be supported every step of the way with structured development, ongoing training and genuine career progression.

The Role

As an Audit & Accounts Senior, you'll play a key role within the team, managing a varied client portfolio while leading audits from planning through to completion.

Your responsibilities will include:

• Leading audits from planning through to completion.

• Preparing statutory accounts for Limited Companies, LLPs and Group entities under FRS 102.

• Managing a diverse portfolio of clients across a range of industries.

• Building strong client relationships and acting as a trusted point of contact.

• Delegating work to junior team members and supporting their development.

• Reviewing work completed by trainees and providing constructive feedback.

• Attending and leading client planning and completion meetings.

• Working closely with Managers and Partners to deliver exceptional client service.

• Identifying opportunities to improve processes and add value for clients.

About You

You'll ideally have:

• ACA or ACCA qualification (or be qualified by experience).

• At least 3 years' experience within an accountancy practice in an Audit & Accounts role.

• Experience leading audits from planning through to completion.

• Strong technical knowledge of audit and accounts preparation.

• Excellent communication and client relationship skills.

• Experience reviewing junior team members' work and mentoring others.

• Good working knowledge of Excel and accounting software such as CCH Accounts Production and CCH Audit Automation.

• Strong organisational skills with the ability to manage multiple deadlines.

What's on Offer?

• Salary between £42k and £52k depending on experience.

• Join a respected Top 100 accountancy firm with an excellent reputation.

• Clear career progression with genuine opportunities to develop into management.

• Ongoing professional training and development.

• Flexible working arrangements to support a healthy work-life balance.

• A supportive, collaborative team culture where your contributions are recognised.

• Wellness initiatives and employee recognition programmes.

• Exposure to a varied and interesting client portfolio across multiple sectors.

If you're looking for a firm that will invest in your future, value your contribution and provide real opportunities to progress your career, we'd love to hear from you.

Apply today with your CV to find out more.

Have you got experience in the automotive finance industry and are looking for a change?

We're working with a well-established specialist automotive finance business that's looking for an Internal Auditor to join their UK team on a rolling temp basis.

Whether you're an experienced Internal Auditor looking for your next challenge, or you have a background in automotive finance and are keen to move into Internal Audit, we'd love to hear from you. Full training and support will be provided for candidates making the transition into audit.

Reporting to the Internal Audit Manager, you'll play a key role in delivering the internal audit plan, identifying risks, reviewing controls and helping drive continuous improvement across the business.

Key Responsibilities

• Plan, scope and deliver internal audit assignments from planning through to completion.

• Assess the effectiveness of internal controls and identify opportunities for improvement.

• Produce clear, concise audit reports for senior management.

• Recommend enhancements to business processes, controls and operational effectiveness.

• Maintain audit documentation and support the monitoring of audit KPIs.

• Track and follow up agreed audit actions with stakeholders.

• Maintain the internal audit management system, ensuring audits, reports and actions are kept up to date.

• Build strong working relationships across the business and with senior management.

• Support the ongoing development of the annual audit plan and risk assessment process.

• Assist in preparing management reports and committee papers.

• Provide support on ad hoc projects as required.

About You

We're looking for someone who either:

• Has previous Internal Audit experience, ideally within banking, financial services or another regulated environment; or

• Has experience working within the automotive finance sector and is looking to build a career in Internal Audit, with full training and support provided.

You'll also have:

• Strong analytical and problem-solving skills.

• Excellent written and verbal communication skills.

• The confidence to challenge processes constructively and identify opportunities for improvement.

• A professional, objective and proactive approach.

• Good working knowledge of Microsoft Office, particularly Excel, Word and PowerPoint.

• The ability to work independently and as part of a collaborative team.

The Offer

• Salary of £35k - £40k

• Full training and support for candidates moving into Internal Audit.

• Hybrid working.

• Opportunity to join a leading specialist automotive finance business.

• Exposure to senior stakeholders and a varied, rewarding role.

• Up to 10% travel.

If you're looking to develop your career in Internal Audit or use your automotive finance experience in a new direction, we'd love to hear from you.

The Company

An established and growing automotive finance provider, known for excellent customer service and long-term client relationships. A values-led culture and a supportive team environment make this a great place to build your career.

The Role

Join the Credit Operations team as a Complaints Specialist, managing regulated complaints and complex enquiries. You'll ensure full compliance with FCA, FOS, and GDPR standards while helping customers reach fair and timely resolutions.

Key responsibilities:

• Manage written and verbal complaints within FCA timeframes

• Handle third-party queries and SARs

• Maintain accurate case records

• Liaise with internal teams and external partners

• Own each case from start to resolution

• Meet personal and team KPIs

About You

You’re experienced, empathetic, and confident handling complaints in a regulated setting. A strong communicator who thrives under pressure and takes pride in delivering fair outcomes.

Requirements:

• 2+ years in complaints handling (financial services)

• Automotive finance experience (essential)

• Strong knowledge of FCA/FOS/GDPR rules

• Excellent written and verbal skills

• Strong attention to detail and case management experience

• Proficient in MS Word and Excel

What’s on Offer

• Competitive salary + bonus

• Pension, healthcare, and benefits

• Career development support

• Friendly, inclusive team culture

Apply now to join a trusted business where your work makes a real difference.

About the Company

An expanding and forward-thinking accountancy and tax practice based in Windsor is seeking a motivated and detail-oriented Part-Qualified Client Accountant (Semi Senior) to join their professional team. The firm supports a diverse client base across the Thames Valley, providing modern, technology-driven accounting and advisory services.

With a commitment to accuracy, innovation, and client satisfaction, this firm offers a supportive environment for ambitious finance professionals to develop their careers.

The Role

This is an excellent opportunity for a part-qualified accountant to gain exposure to a broad client portfolio and further their technical and client-facing skills. Working closely with senior team members, you’ll support clients with bookkeeping, accounts preparation, and management reporting while continuing to progress towards qualification.

Key Responsibilities

• Prepare year-end financial statements for clients across varied industries.
• Maintain accurate bookkeeping and ensure up-to-date financial records.
• Manage day-to-day accounting processes, including reconciliations and invoice management.
• Assist in preparing VAT returns, management accounts, and cash flow forecasts.
• Communicate effectively with clients regarding deadlines, documentation, and queries.
• Support client onboarding and follow-up activities.
• Use accounting software and cloud-based systems to maintain and analyse financial data.
• Provide financial analysis to support decision-making.

About You

• Part-qualified ACCA, ACA, or equivalent (or currently studying).
• Solid understanding of accounting principles and financial reporting.
• Excellent attention to detail and numerical accuracy.
• Strong communication and interpersonal skills.
• Organised and capable of managing multiple client deadlines.
• Confident with accounting software such as Xero, QuickBooks, or Sage.

Desirable:

• Experience within a client-facing accountancy practice.
• Working knowledge of cloud-based accounting platforms.
• Exposure to personal or corporation tax processes.

What’s on Offer

• Competitive salary and benefits.
• Study support for professional qualifications (ACCA/ACA).
• Varied and rewarding client portfolio.
• Collaborative and supportive team culture.
• Opportunities for career growth within a progressive practice.

Interested in progressing your accounting career?
Apply today to join a modern and supportive accountancy practice where your development and contribution are valued.

This is an excellent opportunity to join a highly respected financial services organisation that supports thousands of customers across the UK. With a reputation for investing in its people, providing outstanding training, and offering genuine long-term career progression, this business has built a stable and supportive working environment where employees can develop and succeed. If you enjoy helping customers, negotiating positive outcomes and working in a fast-paced team environment, this could be the ideal next step in your career.

The Role

As a Collections Specialist, you will be responsible for managing customer accounts that have fallen into arrears. Working within a busy and supportive team, you will handle both inbound and outbound calls, negotiate payment arrangements and help customers find suitable solutions while ensuring a high standard of customer service.

This is a customer-focused role where communication, empathy and negotiation skills are key to achieving successful outcomes for both customers and the business.

Key Responsibilities

• Manage inbound and outbound calls relating to overdue accounts

• Negotiate payment arrangements and repayment plans

• Support customers experiencing payment difficulties

• Resolve account queries and maintain accurate records

• Update internal systems and customer information

• Ensure all activities are completed in line with regulatory requirements and company procedures

• Deliver excellent customer service on every interaction

About You

• Minimum 2 years' experience within Collections, Credit Control, Debt Recovery or Customer Service

• Previous experience within a call centre or contact centre environment

• Strong communication and negotiation skills

• Ability to remain calm and professional during challenging conversations

• Excellent organisational skills and attention to detail

• Competent user of Microsoft Excel and Word

• Educated to A-Level standard or equivalent

• Experience within financial services would be advantageous

Benefits

• Salary of £27k

• Excellent benefits package

• Generous holiday entitlement

• Pension scheme

• Ongoing training and development

• Career progression opportunities

• Employee wellbeing initiatives

Apply Now

If you are looking for a role where you can utilise your customer service and negotiation skills while building a long-term career within a well-established financial services organisation, we would be delighted to hear from you.

This role as a Graduate Trainee Accountant with ACA Study Support offers an excellent opportunity for a graduate to kick-start a career in accounting and auditing while working towards the prestigious ACA qualification.

The Role

Key Responsibilities

• Support the Audit and Accounts team on a variety of client assignments
• Assist in the preparation of financial statements
• Contribute to audit engagements, including fieldwork and analysis
• Work closely with managers and team members to deliver high-quality outputs
• Gain exposure to different industries and business environments
• Develop key professional skills such as communication, organisation, and problem-solving

About You

• Achieved a 2:1 degree in any discipline
• Strong academic background, including GCSE Maths and English and A-levels (A*– C)
• Proactive, motivated, and forward-thinking mindset
• Strong communication and organisational skills
• Ability to manage time effectively and work both independently and as part of a team
• Holds a valid UK driving licence 

Benefits

• Full ACA study support package.
• 23 days holiday + Bank holidays.
• Flexible working: After 12 months, adopt core working hours to fit your lifestyle.
• Employee Referral Scheme and Auto Enrolment Pension Scheme.
• Paid car parking and accessible location (close to Beaconsfield Station and M40).
• Social Events: Monthly end-of-month drinks, Summer/Winter celebrations.

Apply Now

If you’re looking to kick-start your career in accounting and auditing while gaining a globally recognised ACA qualification, this is an ideal opportunity. With full study support, a collaborative working environment, and excellent career development prospects, you’ll be well-positioned for long-term success. Apply today to take the first step in your professional journey.

£75k - £85k plus excellent benefits including company car
 

Intro

A globally recognised, highly innovative mobility and technology brand is undergoing a major finance transformation across Europe and is seeking an experienced Procure to Pay (P2P) Europe Department Manager to take ownership of end to end P2P and payment operations.

This is a high impact leadership opportunity for a Procure to Pay (P2P) Europe Department Manager to drive standardisation, automation and strategic change across a multi country environment within a forward thinking, market leading organisation.

The Role

As Procure to Pay (P2P) Europe Department Manager, you will be a key member of the Finance Operations leadership team with accountability for the performance, optimisation and future direction of the Procure to Pay function across Europe.

The Procure to Pay (P2P) Europe Department Manager will lead end to end P2P processes, ensuring consistency, efficiency and compliance across countries, functions and systems. You will provide strategic and operational leadership to pan European P2P teams and outsourced Shared Services partners, define and deliver the P2P strategic roadmap aligned to a wider finance transformation programme, and act as the senior P2P representative on major systems, digitalisation and business led change initiatives.

You will also hold ownership of end to end Payment Operations, including supplier payments, cash disbursements and operational cash collections, while driving automation, digitisation and best practice process design across P2P and payments. Strong governance, SOX compliance and audit readiness will form a key part of the role.

About You

This role will suit a senior P2P professional with experience operating at European level within a large multinational organisation.

You will bring proven experience as a Procure to Pay (P2P) Europe Department Manager or senior P2P Process Owner, strong people leadership capability with experience managing geographically dispersed teams, and a background working with Shared Services or BPO environments. You will have a strong control and compliance mindset, experience delivering process optimisation and transformation initiatives, and the ability to communicate effectively across Finance, Procurement, IT and senior stakeholder groups.

Experience with systems such as SAP S/4HANA, Coupa, Concur or VIM and an additional European language would be advantageous.

The Offer

This opportunity offers a salary of £75,000 to £85,000, a company car and a competitive benefits package. The role operates on a hybrid basis with up to two days working from home, flexible working hours and the chance to join a globally admired, innovation driven organisation where you can make a genuine impact on European finance operations.

Apply Now

If you are ready to step into a senior leadership role or continue your management progression as a Procure to Pay (P2P) Europe Department Manager, apply now or get in touch for a confidential discussion.

Salary: Up to £50,000 per annum + 10% bonus + finish early on a Friday
Location: Chalfont St.Giles
Job Type: Full-time, Permanent

Intro

We are pleased to be partnering with a well-established and respected accountancy practice based in South Buckinghamshire. Fully regulated by the ICAEW, the firm is led by an experienced founder who spent over a decade working within top-tier Central London practices before establishing the business in 2011.

The practice specialises in providing a personal and professional service to owner-managed limited companies, smaller businesses and sole traders, covering all aspects of accounting and tax compliance. With steady growth and a supportive culture, this is an excellent environment for an experienced accountant looking to manage a client portfolio with autonomy.

The Role

Our client is seeking a skilled Client Portfolio Manager to oversee a varied portfolio of clients and act as their primary point of contact. This position suits an ACA/ACCA-qualified accountant with strong practice experience who is confident handling both technical work and relationship management.

Key responsibilities include:

• Managing a portfolio of clients and building long-term relationships

• Preparing and reviewing statutory accounts, management accounts and tax returns

• Providing day-to-day financial and accounting support to clients

• Ensuring compliance deadlines are met across accounts, VAT and tax

• Supporting and mentoring junior team members where needed

• Maintaining high standards of accuracy and client service

About You

• ACCA-qualified (essential)

• Solid background within an accountancy practice

• Strong technical skills across accounts and tax

• Excellent communication and client-facing abilities

• Highly organised with strong attention to detail

• Professional, proactive and committed to delivering exceptional service

The Offer

• Salary up to £50,000

• 10% annual bonus

• Early finish every Friday

• Supportive, friendly and collaborative working culture

• Opportunity to work with a respected ICAEW-regulated firm

• Varied and interesting client portfolio with genuine scope for development

Apply Now

If you are an ACCA-qualified accounting professional seeking a hands-on role within a growing, client-focused accountancy practice and would like the opportunity to manage your own portfolio while contributing to a supportive team, we welcome your application.

Please apply with your CV or contact us directly for a confidential discussion.

Intro

A well-established and growing accountancy practice based in Borehamwood is looking to recruit an Audit & Accounts Senior to join the team. This is an excellent opportunity for a qualified or part-qualified ACA / ACCA professional seeking a varied role within a supportive and professional environment.

The firm works with a broad range of SME and owner-managed business clients across multiple sectors and offers strong long-term progression opportunities. Following successful completion of probation, the role will offer hybrid working with 2 days per week working from home.

The Role

This is a mixed audit and accounts position with responsibilities including:

• Leading audit assignments from planning through to completion
• Preparing statutory accounts for a range of clients
• Assisting managers and partners with client work and ad hoc projects
• Reviewing and supporting junior staff where required
• Liaising directly with clients and maintaining strong relationships
• Ensuring assignments are completed accurately and within deadlines
• Supporting both audit and accounts compliance work across the portfolio

About You

The successful candidate will have:

• Previous experience working within an accountancy practice
• Experience in both audit and accounts preparation
• ACA / ACCA qualified or part-qualified status
• Strong communication and organisational skills
• A proactive and professional approach
• The ability to manage workloads and work effectively within a team

The Offer

• Competitive salary depending on experience
• Hybrid working available after probation (2 days from home)
• Strong career progression opportunities
• Supportive and collaborative working environment
• Exposure to a varied client portfolio
• Long-term development within a growing practice

This is an excellent opportunity for someone looking to take the next step in their career within a modern and expanding firm.

Apply now.

Intro

An exciting opportunity has arisen for an Accounts Assistant to join a highly regarded and well-established independent accountancy practice with an excellent reputation for delivering high-quality service to a varied client base. Known for its supportive environment, strong team culture and commitment to professional development, this is an excellent opportunity for someone looking to further develop their career within a respected and growing firm.

The Role

The successful Accounts Assistant will support the managers and partners within the business services and accounts department, assisting with the effective management of a portfolio of bookkeeping and accounting clients, alongside supporting with ad hoc assignments as required.

This is a varied Accounts Assistant role offering exposure to bookkeeping, management accounts, VAT, year-end accounts preparation and client communication within a professional practice environment.

Key Responsibilities

• Provide bookkeeping services for a varied portfolio of clients
• Process and pay bills accurately and in a timely manner
• Prepare VAT returns and tax computations
• Produce monthly and quarterly management accounts
• Prepare year-end financial accounts from both internal bookkeeping records and client records
• Ensure all statutory returns are completed and submitted on time
• Assist with organising and managing workflow effectively
• Support managers and partners with ad hoc projects and assignments
• Build and maintain positive working relationships with clients and colleagues
• Maintain accurate, organised and high-quality work at all times

About You

• Previous bookkeeping or accounts experience is preferred, although training can be provided
• Strong organisational and time management skills with the ability to manage competing priorities
• Excellent attention to detail with a methodical and accurate approach to work
• Good communication and interpersonal skills with a professional manner
• Strong numerical ability and a high standard of written English
• IT literate with a good working knowledge of Microsoft Word and Excel
• Experience using bookkeeping software such as Xero, Sage, QuickBooks or Iris would be advantageous
• A willingness and desire to continue developing technical knowledge and software skills
• Able to work independently as well as part of a collaborative team environment
• Suitable for an Accounts Assistant who is looking to develop within a supportive practice environment

The Offer

• Salary of £28k – £35k per annum
• Part-time applicants considered, ideally a minimum of 20 hours per week
• Supportive and collaborative working environment
• Opportunities for training and professional development
• Exposure to a varied and interesting client portfolio
• Long-term career progression within a respected and established accountancy practice

Apply Now

If you’re looking for a varied and rewarding opportunity as an Accounts Assistant within a supportive accountancy practice where you can continue developing your bookkeeping and accounts experience, apply now to be considered.

Accounts Senior - £40k - Farnham - Full Time

Intro

An exciting opportunity has arisen for an experienced Accounts Senior to join a highly regarded and well-established independent accountancy practice with an excellent reputation for delivering high-quality service to a diverse client base. Known for its supportive culture, professional development opportunities and strong client relationships, this is a fantastic opportunity for an ambitious Accounts Senior looking to progress their career within a respected and forward-thinking firm.

The Role

The successful Accounts Senior will be responsible for delivering a broad range of accounting, audit and business advisory services to a varied portfolio of clients, while supporting senior management with ad hoc assignments and specialist projects.

This role offers excellent exposure across audit, accounts and tax, alongside the opportunity to mentor junior team members and develop strong client relationships.

Key Responsibilities

• Deliver high-quality accounting and audit services to a varied client portfolio
• Plan and manage audits from start to completion, overseeing junior staff where appropriate
• Prepare statutory accounts and review work completed by junior team members
• Prepare corporation tax computations and draft corporate tax returns for review
• Ensure statutory deadlines are met and all filings are accurate and compliant
• Manage workflow effectively, including budgeting, time management and recoverability targets
• Assist with fee quotes and budgeting for client work
• Build and maintain strong client relationships through regular communication
• Keep up to date with technical and legislative developments affecting audit, accounts and tax
• Identify opportunities to promote additional services where appropriate
• Support managers and partners with ad hoc projects and due diligence assignments
• Mentor and support junior staff members within the team

About You

• ACA or ACCA qualified preferred, although qualified by experience candidates will also be considered
• Strong background within general practice covering accounts, audit and tax
• Experience working with limited companies is essential; charity sector experience would be advantageous
• Excellent organisational and time management skills with the ability to manage multiple priorities
• Strong written and verbal communication skills with the ability to explain technical matters clearly
• Professional and personable approach with strong relationship-building skills
• A proactive mindset with the confidence to work independently and collaboratively
• Enthusiastic about supporting and developing junior colleagues
• Previous experience working in an Audit and Accounts Senior position or a similar role within practice is highly desirable

The Offer

• Salary of £40k per annum
• Supportive and collaborative working environment
• Exposure to a varied and interesting client portfolio
• Genuine opportunities for progression and professional development
• A respected and established firm culture focused on quality and client service
• An excellent opportunity for an Audit and Accounts Senior looking to join a stable and reputable firm with long-term career prospects

Apply Now

If you’re an experienced Accounts Senior looking for a varied and rewarding role within a respected accountancy practice where you can further develop your skills and progress your career, apply now to be considered.

An exciting opportunity has arisen for an experienced Customer Relations Manager to join a well-established and growing organisation offering excellent career progression, hybrid working and exposure to senior stakeholders.

This role sits at the heart of customer relationship management, customer retention and lead conversion, providing the opportunity to take ownership of customer engagement strategies, customer data management and CRM performance.

Leading a small team, you will be responsible for developing customer journeys, improving retention rates and maximising the value of customer and prospect data. This position would suit a commercially minded CRM professional looking to take the next step in their leadership career.

The Role

As Customer Relations Manager, you will oversee customer lifecycle activity from lead generation through to retention and renewal. Using customer insights, behavioural data and CRM performance metrics, you will drive engagement, improve conversion rates and strengthen long-term customer relationships.

A key aspect of the role will involve ensuring leads generated through digital acquisition channels, paid media activity, partner referrals and other customer acquisition sources are effectively integrated into CRM programmes. You will develop nurturing strategies that connect acquisition activity with customer relationship management, ensuring every opportunity is tracked, engaged and converted effectively.

This role combines team leadership, customer relationship management, CRM ownership and data-driven decision making within a collaborative and supportive environment.

Key Responsibilities

• Lead, mentor and support a team of two CRM professionals.

• Manage customer retention, engagement and renewal activity across multiple customer touchpoints.

• Deliver targeted CRM campaigns through email, SMS and outbound communication channels.

• Develop and implement customer lifecycle strategies that improve retention and engagement.

• Create advanced customer segmentation strategies to deliver personalised customer experiences.

• Take ownership of customer and prospect databases, ensuring data quality and effective utilisation.

• Manage lead nurturing activity throughout the customer journey.

• Integrate leads from paid acquisition channels, digital campaigns, referral sources and other lead generation activities into CRM workflows.

• Build automated customer journeys that improve lead conversion and maximise customer value.

• Analyse customer behaviour, engagement trends and conversion data to identify opportunities for improvement.

• Monitor campaign effectiveness, customer retention and commercial performance.

• Produce insightful reporting and dashboards to support strategic decision making.

• Gather customer feedback and use insights to enhance customer experience and engagement.

• Support the ongoing optimisation and development of CRM systems and processes.

• Ensure all CRM activity complies with GDPR and data governance requirements.

About You

• Previous experience within CRM, customer relationship management, customer retention, customer engagement or lifecycle management.

• Strong experience using CRM and marketing automation platforms.

• Demonstrable experience managing customer journeys and lead nurturing programmes.

• Experience integrating paid acquisition activity and lead generation channels with CRM systems and customer engagement programmes.

• Strong understanding of customer segmentation, database management and CRM analytics.

• Commercially minded with a track record of improving engagement, retention and conversion performance.

• Excellent communication and stakeholder management skills.

• Previous team leadership, supervisory or mentoring experience would be advantageous.

• Highly organised with strong attention to detail.

• Comfortable working in a fast-paced environment.

• Degree educated or equivalent experience.

The Offer

• £35k salary + great benefits

• Company car.

• Hybrid working.

• 25 days holiday plus bank holidays.

• Pension scheme.

• Healthcare options.

• Employee wellbeing support.

• Additional employee benefits and discounts.

• Ongoing training and professional development.

• Clear opportunities for career progression.

• Supportive and collaborative working environment.

This is an excellent opportunity for a CRM professional looking to combine customer relationship management, team leadership and commercial performance within a role that offers genuine career development and long-term progression.

About RD Financial Recruitment

Founded in 2002, RD Financial Recruitment is a boutique consultancy specialising exclusively in accountancy and finance recruitment. Led by a qualified accountant, we bring deep technical insight to every client partnership and candidate engagement. Our focus is precision - matching the right people to the right roles with speed, professionalism, and understanding.

From our Windsor office, we support clients ranging from SMEs to multinational corporations, offering permanent, interim, and contract solutions across all levels of finance and accounting.

The Role

We are seeking a Marketing & Operations Assistant to join our growing team. This position is central to maintaining our visibility, precision, and operational efficiency. You’ll act as the link between marketing, candidate outreach, and recruitment delivery - ensuring RD’s reputation for professionalism and responsiveness is reflected in every campaign and process.

This is a hands-on, fast-paced role offering exposure across digital marketing, recruitment operations, and business optimisation within a specialist consultancy environment.

Key Responsibilities

Marketing & Brand Visibility

• Develop, schedule, and publish LinkedIn and social media content aligned with finance and career development themes.
• Design and edit branded marketing assets, including graphics, video content, and carousel posts.
• Coordinate digital campaigns through platforms such as ActiveCampaign.
• Monitor engagement analytics and track performance, presenting concise monthly reports.
• Support the consistency of RD’s visual and written brand identity across all channels.

Candidate Outreach & Engagement

• Build, test, and optimise multi-step outreach campaigns using automation and CRM tools (e.g., SourceWhale).
• Manage targeted LinkedIn outreach, including connection requests and personalised follow-ups.
• Record and edit short video content for personalised candidate communication.
• Track outreach activity and analyse trends to improve engagement and response rates.

Operational Coordination

• Maintain accurate data in the Applicant Tracking System (ATS).
• Prepare professional candidate profiles, summaries, and presentation packs for clients.
• Support the client engagement process by ensuring timely communication and follow-ups throughout the recruitment lifecycle.
• Assist with research, sourcing, and maintaining structured documentation for ongoing assignments.

Administrative Support

• Organise and maintain shared digital assets and documentation.
• Prepare meeting agendas, record action points, and track completion.
• Contribute to the continuous improvement of internal processes and adoption of new technologies.

About You

• Degree in Business, Marketing, or a related discipline, OR prior experience in marketing or recruitment operations.
• Excellent written and verbal communication with strong attention to detail.
• Highly organised and capable of managing multiple priorities in a busy environment.
• Proficient with LinkedIn, CRM systems, and marketing automation tools.
• Tech-savvy, adaptable, and keen to learn emerging digital and AI tools.
• A proactive, self-motivated individual who thrives on responsibility and continuous improvement.

Desirable:

• Exposure to the finance or professional services sector.
• Experience producing digital or video content.
• Understanding of recruitment marketing or candidate engagement workflows.

Performance Expectations

• Maintain consistent, measurable marketing and outreach activity.
• Launch campaigns promptly and ensure accurate data management.
• Deliver reports and updates on schedule.
• Demonstrate initiative by suggesting improvements that enhance visibility or efficiency.

Career Development

This is an entry-level position designed as a launchpad for future growth. High performance and consistent delivery across marketing, systems, and coordination can lead to promotion to Marketing & Operations Manager within approximately 24 months.

You’ll gain exposure to a professional recruitment environment, receive mentorship from senior leadership, and build strong marketing and operational skills in a consultancy that values quality, precision, and innovation. This is a great opportunity to learn more about the creative but also analytical skills, and a chance to gain experience in marketing for business development. 

Ready to build your career with RD Financial Recruitment?
Apply today to join a business where your ideas, initiative, and ambition will be valued and developed. 

The Role

An exciting opportunity has arisen for a Customer Care Specialist to join the financial services division of one of Europe's top 10 banking groups. This is a fantastic opportunity to become part of a forward-thinking organisation that continues to grow, innovate and invest in both its people and customer experience.

As a Customer Care Specialist, you will play a key role in delivering outstanding service to customers and retailers, managing enquiries, processing contract changes and ensuring every interaction is handled professionally and efficiently. Working within a supportive and high-performing team, you'll have the opportunity to develop your skills, build your career and contribute to the ongoing success of a globally recognised financial institution.

This Customer Care Specialist position is ideal for someone who enjoys problem-solving, building relationships and delivering exceptional customer outcomes within a fast-paced and rewarding environment.

Key Responsibilities

• Process customer contract changes, including early settlements and voluntary terminations.

• Respond to customer and retailer enquiries via telephone, email and written correspondence.

• Manage customer and retailer issues through to resolution.

• Update contract management and workflow systems accurately and efficiently.

• Make outbound calls where required to support customer service activities.

• Build strong working relationships with customers, retailers and internal stakeholders.

• Ensure all activities are completed in line with regulatory requirements and company policies.

• Monitor workloads and escalate any concerns relating to service levels or backlogs.

• Meet individual performance targets and service standards.

• Contribute to continuous improvement initiatives and departmental projects.

• Maintain accurate records and documentation at all times.

About You

• Previous experience within a customer service, customer care or contact centre environment.

• Experience within financial services, consumer finance or another regulated industry would be advantageous.

• Strong verbal and written communication skills.

• Excellent attention to detail and organisational skills.

• Ability to prioritise workloads and manage multiple tasks effectively.

• Confident problem solver with strong decision-making abilities.

• Comfortable handling customer queries and managing expectations.

• Strong negotiation and objection-handling skills.

• Proficient in Microsoft Word and Excel.

• Self-motivated team player with a positive and professional attitude.

The Offer

• Salary of £26,500 plus great benefits.

• Opportunity to join the financial services division of one of Europe's top 10 banking groups.

• Supportive, collaborative and welcoming team environment.

• Comprehensive training and ongoing professional development.

• Genuine career progression opportunities.

• Modern working environment.

• Opportunity to work for a business that continues to grow and invest in its people.

• Stable, long-term career opportunity with a respected market leader.

Apply Now

If you're looking for more than just another customer service role and want to build your career with a successful, forward-thinking organisation that genuinely values its employees, we'd love to hear from you. Apply today and take the first step towards joining a business where your contribution is recognised, your development is supported and your future is full of opportunity.

Practice Accountant - £40k – £50k - Berkhamsted
Full-time / On-site

An established and growing Accountancy Practice in Hertfordshire is seeking an AAT or ACA or ACCA qualified Accountant to take ownership of an expanding portfolio of clients.

Following significant growth over the past 12 months, the firm has broadened its service offering and continues to attract new clients. This is an excellent opportunity to join a business at an exciting stage of its journey, with ambitious five-year growth plans and a highly supportive owner leading the way.

You will have the opportunity to expand your technical exposure, work with larger and more complex clients, and play a key role in supporting and developing junior members of the team.

The Role

You will be responsible for independently managing your own portfolio of clients, ensuring high-quality service delivery across a range of accounting and tax matters.

Key responsibilities include:

• Preparation of limited company statutory accounts

• Preparation of management accounts

• Sole trader tax returns

• VAT returns

• Managing and reviewing work completed by offshore teams, ensuring accuracy and timely delivery

• Supporting the onboarding of new clients

• Contributing to the continued growth and development of the firm

About You

To be considered for this opportunity, you will:

• Be ACA or ACCA qualified (finalists will be considered)

• Have a minimum of 3 years’ experience within a public practice environment

• Have experience managing and reviewing the work of junior staff

• Be confident using Xero

• Have experience with IRIS

• Demonstrate a proactive, organised, and self-motivated approach

• Show a genuine desire to learn, develop, and progress within a growing firm

The Offer

This is a fantastic opportunity to join a forward-thinking and ambitious practice at the start of an exciting growth journey. You will be given autonomy, responsibility, and the chance to develop your career as the firm continues to expand.

If you are looking for a role where you can make a real impact while progressing professionally, this could be the perfect next step.

Introduction:

Welcome to an exciting opportunity in the heart of Beaconsfield! Our esteemed Top 100 Firm, a dynamic and forward-thinking firm, is seeking a highly motivated individual to join their team as an Audit and Accounts Semi-Senior. If you are a skilled professional with a passion for finance, a keen eye for detail, and the drive to excel in a collaborative environment, this role is tailored for you.

The Role of the Audit and Accounts Semi-Senior:

As an Audit and Accounts Semi-Senior, you will play a pivotal role in the firm's success, contributing to the delivery of exceptional services to a diverse client base. Responsibilities include conducting audits, preparing financial statements, and providing insightful recommendations to clients. Successful candidates become integral parts of a supportive team, working closely with experienced professionals committed to fostering growth and development.

Key Responsibilities:

1. Audit Execution:
   • Conduct audits in accordance with applicable auditing standards and regulations.
   • Analyse financial data, ensuring accuracy and compliance with accounting standards.
   • Identify areas for improvement in clients' financial processes and systems.
2. Accounts Preparation:
   • Prepare accurate and timely financial statements for a variety of clients.
   • Collaborate with clients to gather necessary information and address queries.
   • Ensure adherence to accounting principles and regulatory requirements.
3. Client Relationship Management:
   • Cultivate strong relationships with clients, understanding their business needs.
   • Provide proactive and valuable advice to enhance clients' financial performance.
   • Respond promptly to client queries and concerns, demonstrating a commitment to exceptional client service.
4. Team Collaboration:
   • Collaborate effectively with team members, sharing knowledge and expertise.
   • Contribute to a positive and inclusive team culture, fostering a collaborative working environment.
   • Support and mentor junior team members, facilitating their professional development.

About You:

They are looking for a candidate with a blend of technical skills, interpersonal abilities, and a passion for excellence. To thrive in this role, you should possess the following qualities:

1. Professional Qualifications:
   • Part-qualified ACCA or ACA.
   • Previous experience in a similar role within an accountancy practice.
2. Technical Competence:
   • Strong understanding of auditing and accounting principles.
   • Proficient in using accounting software and Microsoft Office Suite.
3. Communication Skills:
   • Excellent verbal and written communication skills.
   • Ability to convey complex financial information in a clear and understandable manner.
4. Analytical Thinking:
   • Strong analytical skills, with an attention to detail.
   • Ability to identify trends, anomalies, and opportunities for improvement.
5. Adaptability:
   • Willingness to adapt to changing client needs and regulatory requirements.
   • Proactive approach to staying informed about industry developments.

The Offer:

They are committed to providing a competitive and supportive work environment. The successful candidate can expect:

1. Competitive Salary:
   • A salary range of £35,000 to £41,000, commensurate with experience and qualifications.
2. Professional Development:
   • Access to ongoing training and development opportunities.
   • Support for professional qualifications and continued education.
3. Work-Life Balance:
   • A flexible working environment that values work-life balance.
   • Opportunities for remote work and flexible hours.
4. Career Progression:
   • Clear pathways for career progression within the firm.
   • Opportunities for leadership roles and increased responsibilities.

Apply Now for the Audit and Accounts Semi-Senior Role:

If you are ready to take the next step in your career and contribute to a vibrant and growing firm, they would love to hear from you. Hit Apply Now.

An opportunity has arisen for an IT Graduate to join a busy and supportive IT team, providing first-line technical support while gaining exposure to infrastructure, projects, system administration and business-critical technologies.

This role is ideal for an IT Graduate looking to build practical experience across a broad range of IT disciplines and develop the skills needed for a successful career in technology.

The Role

As an IT Graduate, you will act as the first point of contact for IT-related queries and incidents, supporting users across the business with hardware, software and systems issues. Alongside day-to-day support responsibilities, the IT Graduate will contribute to infrastructure activities, system testing, documentation and ongoing technology projects.

The successful IT Graduate will work closely with experienced IT professionals, gaining valuable exposure to a wide range of technologies and business systems.

Key Responsibilities

• Provide first-line support for hardware, software and user issues

• Log, investigate and resolve IT incidents, escalating where required

• Configure and deploy laptops, desktops and other IT equipment

• Support Microsoft-based applications and business systems

• Assist with onboarding new users and delivering basic IT training

• Maintain IT asset records and equipment inventories

• Support meeting room and video conferencing technology

• Assist with software updates, patching and security activities

• Participate in testing for system and application changes

• Create and maintain process documentation and user guides

• Support disaster recovery and business continuity activities

• Contribute to continuous improvement initiatives across the IT function

About You

• Degree in Information Technology, Computer Science or a related subject

• Strong interest in IT support, infrastructure and technology operations

• Demonstrable programming experience through education, projects or personal development

• Excellent problem-solving and analytical skills

• Strong communication and organisational abilities

• A proactive and customer-focused approach

• Ability to manage workload effectively and work independently

Desirable experience:

• Service Desk or Help Desk experience

• SQL Server or database knowledge

• Microsoft technologies

• Customer-facing experience

• Understanding of ITIL principles

The Offer

• Salary of £26k

• 12-month fixed-term contract

• Generous holiday entitlement

• Pension scheme

• Private healthcare

• Employee wellbeing initiatives

• Staff discount and reward programmes

• Ongoing training and development opportunities

• Exposure to a wide range of technologies, systems and projects

• Supportive and collaborative team environment

This position offers an excellent platform for an IT Graduate to gain hands-on experience, develop technical expertise and establish a strong foundation for a long-term career in IT.

Slough 

Rolling Contract

£32.6k

We are working with a highly respected financial services organisation, who are looking to appoint a Complaints Specialist to join their growing team. This is an excellent opportunity to join a business committed to delivering a “Best in Class” customer experience while ensuring strong regulatory compliance and fair outcomes for customers.

The Role
• Manage and resolve customer and dealer complaints across written and verbal channels within regulatory timescales
• Own cases from receipt through to final resolution, ensuring a fair and customer-focused outcome
• Handle Data Subject Access Requests (DSARs) and documentation requests within required deadlines
• Update and maintain complaints and contract management systems accurately and in a timely manner
• Liaise with internal teams and manufacturer customer care teams to resolve complex cases
• Ensure compliance with FCA regulations and internal policies at all times

Key Responsibilities
• Ensure all complaints are acknowledged and progressed within set timeframes
• Issue required regulatory communications including 5-day, 28-day and 56-day letters
• Monitor and manage personal workloads and escalate risks or backlogs where necessary
• Deliver against individual KPIs, quality standards, and service level agreements
• Identify and support continuous service improvements within the team
• Respond to FOS and regulatory body requests within deadlines
• Maintain accurate case records and audit ready documentation

About You
• Minimum 2 years’ experience in a complaints handling role (essential)
• Experience within automotive finance or consumer finance (essential)
• Strong understanding of FCA regulation and complaint handling frameworks
• Excellent written and verbal communication skills
• Strong attention to detail with the ability to manage multiple cases
• Confident decision maker with strong prioritisation skills
• Ability to remain calm, professional, and empathetic in challenging situations
• Minimum A levels or equivalent required

The Offer
• Salary of £32.6k + great benefits
• Excellent benefits package
• Opportunity to work within a leading finance organisation
• Strong focus on training, development, and internal progression
• Supportive and collaborative team environment

If you are an experienced Complaints Handler looking to join a regulated, customer-focused environment where you can make a real impact, apply now or get in touch to find out more.

Location: Slough, UK
Salary: £29k + great benefits

Type: Rolling Contract

The Role

An exciting opportunity has arisen for an experienced and customer-focused professional to join the finance division of one of Europe's top 10 banking groups. This is an excellent opportunity to become part of a well-established international organisation renowned for its commitment to customer service, innovation and employee development.

Working within a busy customer service environment, you will be responsible for managing customer contact at the end of finance agreements, discussing available options, promoting customer retention, and ensuring a seamless customer journey. You will work closely with internal teams and external partners to deliver excellent service while maintaining regulatory compliance and achieving performance targets.

Key Responsibilities

• Manage inbound and outbound customer communications regarding end of contract options.

• Contact customers approaching the end of their agreements to discuss available solutions.

• Process end of contract options accurately and efficiently.

• Build positive relationships with customers and external partners.

• Arrange and coordinate customer appointments where required.

• Maintain accurate records and update internal systems.

• Take ownership of customer enquiries through to resolution.

• Achieve individual and team performance targets.

• Ensure compliance with all regulatory requirements, policies and procedures.

• Support continuous improvement initiatives and identify opportunities to enhance customer service.

• Work collaboratively with colleagues across the business to deliver the best possible customer outcomes.

About You

• Previous experience within customer service, financial services, automotive finance or a regulated environment.

• Excellent communication skills, both verbal and written.

• Strong relationship-building and customer engagement skills.

• Confident handling objections and managing customer expectations.

• Highly organised with excellent attention to detail.

• Able to prioritise workload effectively and work to deadlines.

• Self-motivated with a proactive approach to problem-solving.

• Comfortable working towards targets and performance measures.

• Strong team player with a positive and professional attitude.

• Good working knowledge of Microsoft Office applications, including Excel and Word.

The Offer

• Salary of £29k + great benefits per annum

• Opportunity to join the finance division of a leading banking group.

• Supportive team environment.

• Comprehensive training and development.

• Career progression opportunities.

• Company benefits package.

• Modern working environment.

• Stable, long-term career opportunity within a customer-focused business.

Looking for more than just another customer service role? This is a fantastic opportunity to join a supportive team in a beautiful riverside location, offering flexible working, a great culture, and an excellent benefits package.

Intro

We’re working with a well-established and highly respected organisation in the accreditation sector, looking for a Customer Services Administrator to join their dynamic and fast-paced team. This is a great opportunity for someone who enjoys variety, responsibility, and delivering a high standard of service.

The Role

In this Customer Services Administrator role, you’ll be at the centre of operations, providing key administrative and logistics support. You’ll coordinate and book visits, liaise with customers and internal teams, manage pre- and post-visit documentation, and organise travel and accommodation. You’ll also act as a main point of contact for enquiries, ensuring a smooth and professional customer experience while keeping records accurate and processes on track.

About You

You’ll have previous experience in administration or customer service, with strong organisational and communication skills. You’re able to prioritise effectively, work well under pressure, and take a proactive approach to problem-solving. Attention to detail is key, along with confidence using Microsoft Office and the ability to work both independently and as part of a team.

The Offer

In return, you’ll receive a competitive salary of £26k–£28k, hybrid working with two days from home +  many other benefits including a defined benefits pension scheme. You’ll be joining a supportive, collaborative environment where you can develop your skills and make a real impact.

Apply Now

If you’re ready to take the next step in your career and join a dynamic team in Staines-on-Thames, we’d love to hear from you.

Sector: Pan-European Finance & Governance | Location: Bracknell | Type: Full-Time, Permanent

The Opportunity

A leading international organisation is seeking an experienced Financial Risk & Compliance Manager to take ownership of financial governance, internal controls, SOX compliance, and risk management activities across its European operations.

This is a highly visible role within a regional finance function, offering the opportunity to work closely with senior leadership, operational stakeholders, IT teams, and external auditors to ensure a robust and effective control environment across multiple entities.

The position offers flexible working arrangements, hybrid working opportunities, and the chance to influence major transformation projects within a complex international business.

The Role

Reporting directly to the Head of Group Finance, as Financial Risk & Compliance Manager you will be responsible for overseeing the regional SOX compliance programme, supporting internal audit activities, strengthening financial controls, and ensuring governance frameworks remain effective and aligned with business objectives.

You will act as a trusted advisor to business process owners and senior stakeholders, helping to drive accountability, continuous improvement, and compliance across the organisation.

Key Responsibilities

• Lead and manage the SOX compliance programme across multiple European entities.

• Partner with business process owners and control owners to ensure effective implementation and monitoring of internal controls.

• Maintain and enhance Risk & Control Matrices (RACM) and associated control documentation.

• Coordinate all phases of IT SOX compliance activity alongside internal technology teams.

• Work closely with internal and external auditors, supporting audit planning, testing, remediation activities, and issue resolution.

• Review audit outcomes and drive continuous improvement initiatives following audit cycles.

• Provide guidance, training, and support to stakeholders on internal control ownership and compliance requirements.

• Advise on control design and process improvements to enhance effectiveness and efficiency.

• Coordinate control testing activities, ensuring appropriate ownership and follow-up actions.

• Support internal audit programmes and assist with remediation planning and implementation.

• Own and manage Business Continuity Planning (BCP) activities, including training and testing exercises.

• Facilitate governance forums, steering committees, and operational review meetings.

• Ensure financial risks are appropriately considered within strategic and commercial projects.

• Monitor compliance-related contracts and governance documentation.

• Proactively assess fraud risks and identify opportunities to strengthen the control environment.

• Develop and deliver internal controls and compliance training across the business.

• Provide compliance and governance expertise to major business transformation and systems implementation projects.

About You

Essential

• Fully qualified accountant (ACA, ACCA, CIMA or equivalent).

• Significant experience in internal controls, SOX compliance, audit, risk management, or financial governance.

• Strong understanding of control frameworks, risk assessment, and compliance requirements.

• Excellent stakeholder management skills with the ability to influence at all levels of the organisation.

• Proven ability to build credibility and establish strong working relationships across complex business structures.

• Strong communication and presentation skills.

• Proactive, adaptable, and solutions-focused approach.

• Experience operating within multinational or multi-entity environments.

• Strong project coordination and change management capabilities.

Desirable

• Experience supporting large-scale transformation programmes or ERP implementations.

• Knowledge of business continuity planning and governance processes.

• Exposure to process improvement methodologies such as PDCA, TQM, Lean, or Continuous Improvement frameworks.

• Experience working within an international or pan-European finance environment.

The Offer

• Salary £70k - £85k depending on experience

• 35-hour working week

• Flexible start times between 07:00 and 11:00 (subject to business requirements)

• Hybrid working with up to 2 days working from home (subject to business requirements)

• Early finish every Friday

• Comprehensive benefits package

• Exposure to senior leadership and strategic regional projects

• Opportunity to shape and strengthen governance, risk and compliance across a major international organisation

Apply Now

If you are a qualified finance professional with strong experience in risk, controls, compliance or audit looking for a  apply today for immediate consideration.