Part-Qualified Accountant

Part-Qualified Accountant

We are searching for an experienced and skilled Part Qualified Accountant. This role offers the opportunity to play an integral part in the day-to-day financial operations, driving efficiency, Client relationship and ensuring accuracy in the company’s financial processes.

The Part Qualified Accountant will be key in maintaining smooth financial operations and contributing to the company’s continued success.

Responsibilities:

  • Prepare year-end non-audit company accounts and working papers up to review stage.
  • Reconcile balance sheet items, including VAT, payroll, leases, hire purchases, and fixed assets.
  • Apply solid knowledge of accounting principles to post journals onto accounting software accurately.
  • Assist in the preparation of management accounts.
  • Prepare statutory financial statements, ensuring compliance with deadlines, checklists, and procedural requirements.
  • Support year-end close processes, including the preparation of year-end journals.
  • Assist in the preparation of Corporation Tax returns.
  • Confidently liaise with clients over the phone and through written correspondence.
  • Provide assistance to managers on special client projects and assignments.

Skill and Experience:

  • Part-qualified ACA/ACCA accountant.
  • Minimum of 2+ years of general accounting practice experience.
  • Results-driven with strong technical abilities and financial acumen.
  • Excellent communication skills with a strong focus on customer care.
  • Highly organized with excellent planning abilities.

Insurance Agent

Insurance Agent

Job description
We are looking for a customer-focused individual to join the Personal Lines team, working primarily on renewals, policy changes, and retaining existing clients. The role requires the ability to manage customer relationships, juggle multiple tasks, and deliver work with accuracy and professionalism.

Responsibilities

  • Manage policy renewals while supporting high levels of client retention

  • Process amendments, update accounts, and communicate with clients regarding claims and correspondence

  • Maintain accurate and up-to-date records and files

  • Deal with customer renewals, mid-term adjustments, and general enquiries in a clear and professional manner

  • Action internal and external requests in an efficient and timely way

  • Work closely with team members and other departments to achieve shared objectives

  • Ensure all work is completed in line with compliance and regulatory standards

  • Assist with ad-hoc duties and support the overall performance of the team

Skills and Experience

  • APA qualification essential; CIP qualification is beneficial

  • Experience working in a busy, customer-facing environment

  • Knowledge of Relay software would be advantageous

  • Strong communication and interpersonal abilities

  • Excellent organisational skills with strong attention to detail

  • Ability to prioritise tasks, multitask, and resolve issues effectively

  • Positive and flexible attitude with the ability to adapt to change

  • Demonstrated commitment to professional development and customer service excellence

Insurance Agent

Insurance Agent

Job description

We are searching for a strong customer orientated individual to join the Personal Lines department, focusing on renewals, amendments, and customer retention. This position requires someone who can manage client relationships, handle multiple tasks efficiently, and maintain a high level of accuracy and professionalism.

Responsibilities

  • Manage renewals and ensure strong client retention

  • Handle policy amendments, account entries, and liaise with clients on claims and correspondence

  • Keep all records and files updated accurately

  • Communicate effectively with clients to handle renewals, mid-term adjustments, and general queries

  • Respond to internal and external requests promptly and efficiently

  • Work collaboratively with colleagues across departments to meet team goals

  • Ensure all processes are completed in line with compliance requirements

  • Take part in ad-hoc tasks and contribute to improving team performance

Skills and Experience

  • APA qualification required; CIP qualification is an advantage

  • Experience in a fast-paced, customer-focused environment

  • Knowledge of Relay software is beneficial

  • Strong communication and interpersonal skills

  • Excellent organisational skills and attention to detail

  • Ability to prioritise, multitask, and solve problems effectively

  • A positive, adaptable attitude with a willingness to embrace change

  • Commitment to professional growth and delivering quality service to customers

Personal Lines Advisor

Personal Lines Advisor

We are searching for a strong customer orientated individual to join the Personal Lines department, focusing on renewals, amendments, and customer retention. This position requires someone who can manage client relationships, handle multiple tasks efficiently, and maintain a high level of accuracy and professionalism.

Responsibilities

  • Manage renewals and ensure strong client retention

  • Handle policy amendments, account entries, and liaise with clients on claims and correspondence

  • Keep all records and files updated accurately

  • Communicate effectively with clients to handle renewals, mid-term adjustments, and general queries

  • Respond to internal and external requests promptly and efficiently

  • Work collaboratively with colleagues across departments to meet team goals

  • Ensure all processes are completed in line with compliance requirements

  • Take part in ad-hoc tasks and contribute to improving team performance

Skills and Experience

  • APA qualification required; CIP qualification is an advantage

  • Experience in a fast-paced, customer-focused environment

  • Knowledge of Relay software is beneficial

  • Strong communication and interpersonal skills

  • Excellent organisational skills and attention to detail

  • Ability to prioritise, multitask, and solve problems effectively

  • A positive, adaptable attitude with a willingness to embrace change

  • Commitment to professional growth and delivering quality service to customers

Accounting Technician

Accounting Technician

We are seeking a skilled and motivated Accounting Technician. The Accounting Technician will have experience in a similar role within a busy accountancy firm and will be responsible for preparing financial statements, managing accounts, and handling client queries.

Key Responsibilities

  • Prepare working papers and financial statements in accordance with relevant procedures and standards.
  • Manage accounts for specific clients, typically on a quarterly or bi-annual basis.
  • Prepare, complete, and file VAT, VAT RTD, and RCT returns.
  • Prepare draft year-end files.
  • Perform bank reconciliations.
  • Address and resolve client queries effectively.
  • Work independently or as part of a team with minimal supervision.
  • Undertake other ad hoc duties and tasks as required by the business.

Key Requirements

  • Minimum of 3 years’ experience in a similar role within a busy accountancy practice.
  • Certification as an Accounting Technician or IPASS qualification.
  • Strong interpersonal and communication skills, both written and verbal.
  • Excellent organizational skills with attention to detail.
  • Must be able to prepare accounts to trial balance.
  • Self-motivated with the ability to take ownership of tasks and manage workload independently.
  • Ability to work under time pressure and prioritize tasks effectively.
  • Proficiency in Microsoft Office, with at least intermediate Excel skills.
  • Experience with Sage Accounts and Accounts Production software (e.g., CCH or similar).