About Luke

Role Overview

An exciting opportunity has arisen for an experienced and detail-oriented HR professional to join a dynamic and growing HR team. This role plays a key part in providing an effective HR service, focusing on recruitment, onboarding, compliance, payroll, and general HR administration.

Key Responsibilities

• Supporting recruitment processes, onboarding, and compliance checks
• Ensuring accurate payroll administration and maintaining regulatory compliance
• Managing and updating the Single Central Record (SCR)
• Working closely with leadership teams to support staffing needs
• Providing HR support and guidance across a fast-paced environment

Requirements

• Experience in HR, with a focus on recruitment, payroll, and compliance
• Strong organisational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Knowledge of HR policies, employment law, and best practices
• Excellent communication and interpersonal skills
• Proficiency in HR systems and Microsoft Office

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.

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.

Role Overview

Main Responsibilities

• Provide daily financial support and guidance to clients on various finance-related matters.
• Offer ongoing assistance and training to the junior members within the team.
• Oversee the upkeep of stakeholders financial records, ensuring consistent bookkeeping and bank reconciliations through the accounting system.
• Compile and submit quarterly VAT returns.
• Aid senior members of the team in gathering accounting records for month/annual reporting processes.
• Contribute to management reports and year-end financial statements.
• Oversee and execute monthly payroll processing for clients.
• Facilitate payment runs on behalf of clients.

Requirements

• AAT Level 4 qualification or studing towrads 
• Have excellent communication skills and communicate effectively, both verbally and in writing.
• 2 years + of experience in a similar role within an accounting practice.
• Exhibit strong initiative and efficiently handle their own workloads.
• Experience using Xero
• Comprehensive knowledge of bookkeeping, and payroll processes.

Role Overview

Main Responsibilities

• Regularly updating and reconciling clients' financial records using accounting software.
• Providing ongoing financial support and guidance to stakeholders.
• Engage in training sessions and receive support from colleagues or externally.
• Assisting in the preparation of accounting documents for monthly and annual financial reporting.
• Oversee and processing clients' payroll, compiling and submitting VAT returns.
• Coordinating supplier payment processes on behalf of clients.
• Handling confidential and sensitive information.

Requirements

• Comprehensive knowledge of bookkeeping, and payroll processes.
• At least one year of experience in a similar role, within an accounting firm is essential.
• The candidate should have demonstrated strong academic achievement GCSE grades.
• Experience using Xero
• High literacy and numeracy levels, with attention to detail and accuracy
• Strong IT skills