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Associate Partner
Luke Recruitment Manager
Job Description
Company and Role Overview
We employ state-of-the-art technology to enhance our proactive guidance and expertise. Our comprehensive service model, tailored to specific industries, is facilitated by dedicated client service partners. They are fully devoted to assisting clients throughout London and the surrounding areas in achieving their aspirations. Our offerings span accountancy, auditing, consulting, and financial services at the highest standard, catering to both small and medium enterprises (SMEs) as well as large corporations across the United Kingdom. In various fields such as auditing, accountancy, personal tax, bookkeeping, HR, and wealth management, we consistently offer tailored assistance, meticulous attention to detail, and a personalized approach. Currently, we're seeking top-tier managers within the industry. As an expanding organization, we aim to attract exceptionally talented individuals from the local community. We specifically seek ambitious qualified accountants with a minimum of five years of post-qualification experience, holding relevant professional certifications, and demonstrating a strong drive to build a successful career. Candidates with a background from a Top 100 firm are preferred.
Main Responsibilities
- Managing daily operations of partner portfolios (with a fee base of £1 million)
- Oversight and assessment of tasks performed by the accounting team
- Participating in client meetings alongside a partner
- Handling residential documentation and related paperwork
- Demonstrated capability to expand personal client base
Requirements
- Minimum of 5 years post-qualification experience
- Proficiency in managing property-related clientele, encompassing VAT matters such as OTT & TOGC, alongside expertise in personal tax, corporate tax, SDLT, and tax reliefs
- Comprehensive knowledge of corporate tax, personal tax, and VAT regulations
- Eager and driven individual, self-initiated with a positive outlook
- Collaborative team member with the capacity for independent action with little direction
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Personal Assistant
Role Overview
An exciting opportunity has arisen for a highly organised and proactive Personal Assistant to join a leading charity organisation. This role is key in supporting Directors by managing schedules, meetings, and ensuring the smooth running of leadership activities.
Main Responsibilities- Oversee and streamline scheduling, ensuring senior leaders' calendars are efficiently managed
- Serve as a central point of contact to facilitate communication across leadership and wider teams
- Manage sensitive information with professionalism and care
- Arrange travel plans and related logistics, ensuring smooth and timely coordination
- Maintain organised filing systems and centralise key documents for team access
- Support the planning and execution of internal sessions, team gatherings, and strategy days
- Work closely with senior support staff to track objectives and coordinate workloads
- Deliver responsive administrative assistance and help resolve operational challenges
Requirements
- Experience in a PA, Team Assistant, or similar administrative role
- Excellent organisation and time management skills
- Proficiency in Microsoft Office
- Strong communication skills and attention to detail
- Professional integrity and a discreet approach to sensitive information
- A collaborative, flexible, and proactive mindset
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Junior Technical Consultant
Role Overview
Our client is a well-established wealth management firm known for our integrity and trust and have been recognised as the Best Financial Advisers to Work for in the last few years. They are now looking to recruit for a Junior Technical Consultant, providing financial planning support to our Private Client Directors. You'll assist in delivering top-notch financial planning services to high-net-worth clients. This role is perfect for someone with 3+ years of experience in financial advisory support, looking to advance their career.
Responsibilities
- Prepare for and attend client meetings.
- Produce accurate client portfolio valuations.
- Gather and analyse client information.
- Maintain long-term client relationships.
- Ensure accurate client information on internal systems.
- Assist with new business processing and compliance.
- Liaise with technical staff for a consistent client experience.
- Work to pressing deadlines.
Requirements
- 3+ years in a client-facing financial advisory support role.
- Financial Planning Diploma qualified.
- Knowledge of asset allocation, financial products, and tax.
- Experience with cashflow modelling (Voyant preferred).
- Proficiency in Microsoft Office.
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Junior Paraplanner/ Client Administrator
Role Overview
This role provides technical administrative support to a financial team, assisting with delivering financial planning services to clients. The successful candidate will work closely with the Senior Administrator and has the potential to develop into a paraplanning role with access to training opportunities.
Main Responsibilities- Provide high-level client service and build long-term relationships.
- Attend meetings, take notes, and follow up on actions.
- Process new business submissions and gather information for reviews.
- Prepare client documents, including applications and portfolio adjustments.
- Ensure client information is accurate and compliant with regulations.
- Maintain well-organized client files and handle follow-up tasks.
- Adhere to Anti-Money Laundering and GDPR procedures.
- Prepare agendas and assist with management information.
- Address client queries professionally and promptly.
Requirements- Experience in a financial services administration role, preferably with high-net-worth clients.
- Proficiency with financial platforms and Microsoft Office, particularly Excel.
- Familiarity with FCA rules and compliance procedures.
- Relevant industry qualifications
- Strong organizational and client relationship-building skills.
- Proactive, resilient, and able to manage changing priorities.
- Attention to detail and a commitment to high-quality service.
