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Financial Adviser

Job purpose

This is an excellent opportunity to join a highly regarded financial planning business, with the scope to further progress your career.

We are a growing company and are seeking to appoint an additional Independent Financial Adviser to expand the business. The role is crucial to the growth strategy within our Life, Pensions and Investment Business, providing truly whole of market independent financial advice whilst working with a long and well established accountancy practice.

Duties and responsibilities

  • Providing financial planning and wealth advice to corporate and HNW clients
  • Identifying and contacting potential clients, gathering sufficient information and identifying client needs
  • Analysing information gathered and undertaking sufficient research to make suitable recommendations
  • Accurately completing all supporting documentation
  • Attaining and maintaining competent status as defined by the FCA and the firm
  • Adhering to all compliance and regulatory requirements
  • Keeping up-to-date with new product, technical or legislative change within the marketplace
  • Ensuring effective working relationships are built and maintained within the client base

Qualifications and experience

  • Proven success of working in life sales, investment advice, financial planning and wealth advice
  • Full QCF Level 4 qualification or equivalent (e.g. CII Diploma in Financial Planning)
  • SPS and CAS

Information

Job Type: Permanent

Salary: Negotiable

If you are interested in this position and believe you would be suitable, please apply by emailing your CV to jobs@manderduffill.com or alternatively contact Mike Parfitt, Practice Manager, on 01249 650441. This role is advertised direct and with reed.co.uk via Mander Duffill. No agencies please.

 

PR Marketing Executive

Job purpose

The business is a leading accountancy and tax practice, based in a market town in Wiltshire. The role will involve leading a number of key PR & marketing projects within the business to help develop the firm’s growth plans.

You will be working closely with the Managing Partner and Practice manager, playing a pivotal role in raising the firm’s profile. You will be responsible for adding measurable value by developing and maintaining relationships in the media and generating positive press coverage.  In addition, you will help deliver successful internal and external communication campaigns.

Duties and responsibilities

  • Generating proactive media coverage
  • Building strong and lasting relationships with the media
  • Working closely with marketing teams
  • Social media channels
  • Liaising with internal teams and journalists to identify, compile and publish relevant press material
  • Assisting in the organisation of seminars

Qualifications and experience

We are looking for confident candidates who are dynamic team players with excellent communication skills. Any experience in professional services or a B2B environment will be highly advantageous to your application.

The ability of the individual to take responsibility and implement projects is essential and, whilst guidance and support will be provided, the individual will need to carry out the majority of the work themselves, showing initiative.

Information

This is a part-time position with an attractive salary package to reflect experience and skills.

If you are interested in this position and believe you would be suitable, please apply by emailing your CV to jobs@manderduffill.com or alternatively contact Mike Parfitt, Practice Manager, on 01249 650441. This role is advertised direct and with reed.co.uk via Mander Duffill. No agencies please.

Trainee Accounts Clerk

Reports to

Accounts Department Manager

Job purpose

The role involves preparing accounts from source documents for a range of clients, from sole traders to limited companies.

The role is ideal for a candidate looking for a role in business or accountancy.

Duties and responsibilities

  • Analysing client source documents to prepare schedules in excel
  • Inputting excel schedules into our accounting package to produce business accounts
  • Reviewing accounts produced and preparing relevant commentary
  • Studying for AAT qualification at external training provider

Qualifications and experience

  • 5 GCSEs at grade A*-C, including English Language and Mathematics
  • 2/3 A or AS Level at predicted grade A*-C
  • Experience in Excel

Information

Job type:  Full Time
Training is fully funded

Mander Duffill Apprentice Scheme

Attractive apprenticeship salary package

If you are interested in this position and believe you would be suitable, please apply by emailing your CV to jobs@manderduffill.com or alternatively contact Mike Parfitt, Practice Manager, on 01249 650441. This role is advertised direct and with reed.co.uk via Mander Duffill. No agencies please.

Management Accounts and Bookkeeping Clerk

Job purpose

We are a leading accountancy and tax firm based in a market town in Wiltshire, seeking to recruit an experienced bookkeeper who is competent in using the cloud-based software, Xero. The role will involve the production of VAT returns and general bookkeeping for clients on a monthly or quarterly basis using Xero. This is a great opportunity for the successful applicant to develop their bookkeeping skills in a rewarding environment.

Duties and responsibilities

  • Completing VAT returns for clients, including standard, Flat Rate and cash accounting
  • General bookkeeping for clients, including reconciliation of banks and other ledgers
  • Producing management reports for clients, where required
  • Producing year end files for internal accounts team
  • Dealing with queries from clients
  • Attending client premises to complete the above tasks, where appropriate

Qualifications and experience

  • Experience in Xero, Sage Accounts and Excel
  • AAT qualified or overseas equivalent
  • Ideally having experience within a bookkeeping environment

Information

Job type: Permanent

Salary: Negotiable

If you are interested in this position and believe you would be suitable, please apply by emailing your CV to jobs@manderduffill.com or alternatively contact Mike Parfitt, Practice Manager, on 01249 650441.

Other Roles

We always welcome speculative applications for audit, accounts or bookkeeping roles. Please email your CV and covering letter to jobs@manderduffill.com

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