Accounting Jobs in Taunton

A leading firm of IFAs specialising in wealth management are looking for an Administrator, initially on a 6 month contract, with the potential to make permanent for the right candidate.
Working with three other experienced Administrators, supporting nine IFAs, this is a busy and demanding role. The role entails front end business processing, valuations and transferring meeting files onto the paperless system Intelliflo.

The successful candidate will come from an IFA background and will either have held an administration role previously, or will perhaps be from an Advisor / compliance background, wanting to move away from being client...

Paraplanner
Taunton
Salary £30 - £35k

Our Client, a provider of high quality Financial Planning advice, are seeking a Paraplanner to join their team, based in Taunton. Supporting their bespoke Financial Planning, will be providing a Paraplanning service to the Directors and Consultants, including the research and compilation of Client reports. You will be actively supporting the Consultants in managing the Client relationship, to ensure the best possible technical advice and service is provided. Occasional project work will be necessary, along with ensuring regulatory changes are reflected in the advice process and internal procedures...

Paraplanner

Experienced paraplanner required to join friendly and successful team of a locally based, well established financial services company

This Paraplanner role will involve:

· Compilation of client reports, which may relate to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements

· Reviewing products available to meet client needs and making appropriate recommendations

· Preparing asset allocation and appropriate fund selection

· Arranging the ordering and checking of Personalised Illustrations from product provider research

· Reviewing...

A leading firm of IFAs, specialising in wealth management is looking to recruit a Practise Manager. This is an exciting opportunity to mould a new role in a growing business.
The remit of the role involves managing the administration team of four Administrators and ensuring the efficient use of the back office system Intelliflo as well as managing the business workload. Organising the Managing Directors support team (2 x Paraplanner, 1 x Trainee Advisor, 1 x PA) ensuring suitable support chain structure. The successful candidate will implement and run the annual T&C scheme, the compliance function, staff development plans, generate management...

Management Accountant / Financial Controller required for a Bridgwater based accounts practice.

This role may initially be part time working 2 days per week, but is likely to increase to more hours in the future with some flexibility.

Duties will include;
- Analysing and reporting financial data and passing on relevant information to Management
- Ensuring effective management accounts
- Investigating variances against budgets and providing reports

The successful applicant will be ACA qualified, have previous management accounting experience, knowledge of all aspects of VAT and experiencing using Sage. ...

Accounts Senior required to join friendly and successful team of locally based independent accountants

The main purpose of the role is to assist with the management of the firms workload to ensure that all designated clients receive a first class service, develop relationships with existing and potential clients, whilst adhering to the firms systems and maintaining quality and efficiency across all services provided

The successful candidate will ideally be someone who is ACA / ACCA Qualified, as there are possible Partnership opportunities available for the right candidate

You will have practice experience to include audit...

Management Accountant / Financial Controller required for a Bridgwater based accounts practice.

This role may initially be part time working 2 days per week, but is likely to increase to more hours in the future with some flexibility.

Duties will include;
- Analysing and reporting financial data and passing on relevant information to Management
- Ensuring effective management accounts
- Investigating variances against budgets and providing reports

The successful applicant will be ACA qualified, have previous management accounting experience, knowledge of all aspects of VAT and experiencing using Sage. ...

Para Planner required for a Financial Planning firm based in Taunton. Working Monday-Friday 9am-5.30pm you will be responsible for the compilation of client reports as directed by the financial consultants. This is a permanent role offering a salary up to £35k.

The Para Planner will be required to manage the full review of clients needs, prepare client reports relating to pensions, investments and trustee investments, prepare assess allocation and assist with other project work as directed.

A proven track record as a Para Planner is essential, coupled with strong Pensions and/or Trust knowledge and excellent communication skills...

Fantastic Opportunity!!
Our Client who is a National company based in Taunton are looking to recruit an Assistant Team Leader - Data Processing
Job Overview:
* To ensure the effective day to day running of the Data Processing department, and to implement changes in line with business strategy.
* To improve the efficiency and accuracy with which data is processed
* Management of exception handler owners, exceptions and capabilities
Accountabilities
* Ensuring that all processes are carried out in accordance with controls outlined in the relevant control templates and that these together with any procedures are updated as things...

We are looking for a recruitment consultant for our commercial division.
The successful candidate will have an understanding of administration and call centres and general recruitment and a background in sales.
You will be required to work in a very busy environment, bringing in new business, and hitting attainable sales targets.
Working hours 8.30-5.30 monday to friday and some out of hours work as required.
This job requires a proactive attitude and ability to drive to clients' premises as needed.
Therefore a full driving licence is necessary.
...

Financial Administrator
We are seeking a proactive, self motivated individual to help with the ongoing growth of our Financial Service business, through the provision of a quality, bespoke service to our clients.
You will provide administration support to our consultants and para planners, including preparation for client meetings, investment summaries, creating and maintaining client records (using 1st Advisor Office), and processing new business applications.
You will join our highly motivated, helping to contribute to the efficiency and high performance of the team by prioritising and managing your workload, and delivering on time...

Payroll/Accounts Assistant required for busy accountancy practice. Main duties will include basic book-keeping and payroll. This is a contract for 6 months although could lead to a permanent position. This role is a part time position of a couple of days per week. If you have previous payroll and book-keeping experience I would like to hear from you.

Excellent package and benefits including free parking

Salary up to 20k

For further information contact Laura Zollars on 01823 250025
We are acting as an employment agency in relation to the above position ...

Are you fully CeMAP qualified with a proven track record in Mortgage Sales? Are you looking for a role where you can be rewarded for your efforts with true earning potential?

Working for a Nationwide, established and growing brand, you will be based in a local Branch with excellent lead generation opportunity. You will work closely with a team of negotiators to maximise lead opportunities. The company additionally has a larger Client bank and you will also be able to convert your own existing Client bank. Completing fact finds and ensuring compliance you will work to achieve Mortgage Sales targets and maximise cross sales.

Accounts Administrator required for a Wellington, Somerset based client.

This is a full time role working 8.30am - 5pm, Monday to Friday with a salary of £16,000 - £18,000 PA DOE.

Duties will include;
- Answering the telephone and dealing with customer queries
- Coding and posting supplier invoices to the creditors ledger and ensuring costs and overhead charges are accurately recorded
- Obtaining approval for invoices and matching invoices from suppliers with purchase orders, ensuring prices and costs are agreed in advance
- Coding and posting sales invoices to the debtors ledger
- Processing sales invoices
-...

Our client is a progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior advisor with the potential to grow the business, to join an established talented team. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support.

You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs. You should be committed to providing quality advice and solutions...

Technical Paraplanner - North Somerset - Salary dependant on experience

Working within a specialist Wealth Management Company you will be providing Technical Support to one of the senior Directors.

Main Duties

*Gathering of information from clients and scheme trustees / managers to enable preparation of pensions and divorce and pension transfer analysis reports
*Identifying errors and omissions in the information provided
*Preparation of transfer analysis reports and associated documents
*Preparation of draft reason why letters for sign off by Pension Transfer Specialist
*Provide progress reports to introducers...

Quartz Accountancy and Finance Recruitment are a specialist agency operating in the South West of England. We have 20 years of experience of placing professionals in to vacancies at all levels.  We treat our candidates with respect and we truly care about your career.

Quartz has clients waiting to hear about motivated and career driven Accountants in the following areas:-

• AAT Accounting Technicians
• ACA Practice Accountants
• ACCA Chartered Accountants
• Semi Senior Accountants
• Senior Accountants
• Management Accountant
• Corporate Finance
• Auditors/ Senior...

Client Services Senior Administrator - Bath - £18,000 - £22,000

Our client is seeking an experienced Financial Services Administrator to join the Client Services team to assist with Broker Administration, Customer Relations, New Investments and Policy Administration. The role holder will operate as part of a team and as a role model demonstrating a depth of knowledge in addition to deputising when required for the Service Delivery Manager to maximise team performance to deliver outstanding service in line with agreed Key performance indicators.

Job Role

*Overall responsibility and assisting the Service Delivery Manager and...

Commercial Account Handler - Somerset

Salary: £13,000 - £25,000

A well established insurance broker is seeking an Account Handler in Somerset. The company are a national company with offices spanning the whole of the UK and provide both personal lines and commercial insurance products.

The Account Handler will work towards targets of commercial insurance products as well as provide full administrative support for the Broking team, including processing of instructions and correspondence from the Account Executives. A key part of the role will be dealing with queries from clients and occasional visits to clients will be required...

Senoir Tax Manager/Director, Shepton Mallet

Quartz Recruitment are working with a highly respected accountants and financial planners who are based in the South West.  They are a company that takes an holistic approach to advising their clients and to whom managing and achieving deadlines is important.

The Candidate

The successful candidate will be an ambitious tax manager who has a strong private client background.  You will use your technical knowledge, coupled with your experience and drive and energy  to offer clients solutions and advice.

Qualifications and Experience

CTA and/or ACA/ACCA...