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Financial consultant jobs in United Kingdom

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  • Financial Advisor
    Financial Advisor
    2 months ago
    £46000–£60000 yearly
    Full-time
    London

    Company Introduction J & S Business Consultant Limited is a London-based business consultancy specialising in supporting overseas businesses, particularly small and medium-sized enterprises expanding into the United Kingdom. The company provides integrated business support services throughout the UK market-entry and operational lifecycle, including business planning, company establishment support, financial and operational analysis, compliance coordination, and liaison with professional advisers such as accountants, solicitors, and other service providers. Our clients typically require ongoing support in understanding the UK business environment, managing operational processes, preparing business plans, and maintaining effective financial and compliance procedures. Due to continued business growth and increasing demand from international clients, we are seeking a Financial Adviser to strengthen our internal advisory capability and provide analytical support to business clients. Job Responsibilities The Financial Adviser will be responsible for supporting business clients through financial analysis, operational assessment, and business planning assistance within the company’s consultancy services. Key responsibilities include: • Conducting consultations with clients in Mandarin and English to understand their business operations, commercial objectives and financial position., • Collecting, reviewing and analysing business and financial information, including revenue, operating costs, cash flow and management information, to support business planning and operational decision-making., • Assisting clients in preparing business plans, financial forecasts, budgets and cash flow projections for business establishment and ongoing operations in the UK., • Preparing business analysis reports and financial reports to support clients' commercial planning and business development., • Identifying commercial and operational risks and assisting clients in developing practical business solutions., • Explaining UK business procedures, financial reporting requirements and general business compliance requirements relevant to clients' operations., • Liaising with external accountants, solicitors, tax advisers, banking institutions and other professional advisers to coordinate clients' business and compliance matters., • Providing ongoing business consultancy support to existing clients and assisting with the development of long-term client relationships., • Supporting prospective clients during the UK business establishment process through commercial and financial planning assistance. Candidate Requirements The successful candidate should have: • A bachelor's degree or above in Finance, Business, Economics, Accounting or a related discipline, or equivalent professional experience., • Significant experience in business analysis, financial analysis, banking, corporate finance, business consultancy or business management., • Strong analytical skills and experience in preparing business plans, financial reports and commercial analysis., • Fluency in both Mandarin and English, as the Company's clients are predominantly Mandarin-speaking businesses., • Experience of communicating and coordinating with accountants, legal professionals and other external advisers., • Excellent organisational, communication and client management skills.

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  • Business Development & Client Acquisition Executive
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    Business Development & Client Acquisition Executive
    21 hours ago
    £12.71 hourly
    Part-time
    Ilford

    Company: Rothstone Accountants Employment Type: Part-Time Working Hours: Monday to Friday, 10:00am–2:00pm Hours: 20 hours per week Pay: £12.71 per hour Commission: 10% of qualifying first-year fees from new clients successfully introduced to Rothstone Location: Ilford About Rothstone Accountants Rothstone Accountants is a growing accountancy practice supporting individuals, sole traders and businesses with a range of accounting, tax and financial services. As we continue to grow, we are looking for a confident, motivated and personable Business Development & Client Acquisition Executive to help us identify new business opportunities, generate leads and build relationships with prospective clients and referral partners. This is an ideal role for someone who enjoys speaking to people, building relationships and working towards targets. You do not need to be an accountant, as technical accounting queries can be passed to the relevant members of the Rothstone team. The Role The primary purpose of this role is to generate new business for Rothstone through outbound calls, lead generation, follow-ups, networking and marketing activities. You will be responsible for identifying potential clients, making initial contact, understanding their requirements and introducing them to Rothstone's services. Where appropriate, you will arrange consultations or pass qualified prospects to a senior member of the team to complete the onboarding process. Alongside your hourly wage, you will have the opportunity to earn uncapped commission based on the new clients you successfully bring to the firm. Key Responsibilities · Make outbound calls to prospective businesses and individuals who may require accounting or tax services. · Identify and research potential new clients. · Generate leads through sources such as Companies House, LinkedIn, Google, business directories and other appropriate platforms. · Contact prospects through telephone, email, LinkedIn and other approved communication channels. · Introduce potential clients to Rothstone and explain our services. · Identify prospective clients' accounting requirements and qualify opportunities. · Arrange consultations and meetings for interested prospects. · Follow up prospective clients who have received quotations or previously expressed an interest in Rothstone. · Re-engage previous enquiries and potential clients. · Maintain regular contact with leads throughout the sales process. · Build relationships with potential referral partners such as mortgage brokers, estate agents, solicitors, consultants and other businesses. · Promote the Rothstone Referral Scheme to suitable businesses, clients and professional contacts. · Assist with social media, email campaigns and other marketing initiatives. · Help develop ideas and campaigns to increase Rothstone's visibility and attract new clients. · Maintain accurate records of calls, leads, follow-ups, meetings and conversions. · Update the company's CRM or lead-tracking system. · Provide regular updates on business development activity and results. · Work closely with Rothstone's accountants and management team to ensure prospective clients receive a professional and consistent experience. Commission Structure: In addition to the hourly wage, the successful candidate will be eligible to receive: 10% commission on qualifying first-year fees generated from new clients personally sourced and successfully introduced to Rothstone. For example: If you introduce a new client whose qualifying first-year fees are £1,200, your commission would be: £120 If you generate £10,000 of qualifying new client fees: £1,000 commission There is no fixed limit on the amount of commission that can be earned. Commission will be calculated on qualifying fees actually received by Rothstone, excluding VAT, refunds, disbursements and third-party charges, and will be subject to the company's commission policy and employment terms. Referral Scheme: The successful candidate will also help develop Rothstone's wider referral network. This will involve identifying businesses and individuals who may regularly come across people requiring accountancy services and introducing them to the Rothstone Referral Scheme. The objective is to develop long-term relationships with referral partners who can regularly introduce new clients to Rothstone. Key Performance Indicators Performance may be measured against areas including: · Number of outbound calls made. · Number of new prospects contacted. · Number of qualified leads generated. · Number of consultations or meetings booked. · Number of quotations followed up. · Number of new clients successfully acquired. · Value of new annual client fees generated. · Number of new referral partnerships established. · Quality and accuracy of CRM/lead records. Targets will be realistic and reviewed regularly with management. About You We are looking for someone who is: · Confident speaking to new people over the telephone. · Friendly, professional and persuasive. · Comfortable making outbound and cold calls. · Able to build rapport quickly. · Motivated by achieving targets and earning commission. · Organised and able to manage follow-ups effectively. · Comfortable using email, Microsoft Office and online platforms. · Able to work independently and manage their own workload. · Persistent without being overly aggressive when selling. · Professional when representing Rothstone. · Interested in sales, marketing and business development. Desirable Experience Previous experience in any of the following would be beneficial but is not essential: · Business development. · Telesales. · Lead generation. · Account management. · Recruitment. · Customer service. · Marketing. · Appointment setting. · Financial or professional services. · Accountancy or bookkeeping firms. Full guidance on Rothstone's services and how to identify suitable prospective clients will be provided. What Rothstone Offers · Part-time weekday working hours of 10:00am–2:00pm. · £12.71 per hour basic pay. · 10% commission on qualifying new business generated. · Uncapped commission potential. · Training on Rothstone's services and client offering. · Opportunity to develop experience in sales, marketing and business development. · Exposure to a growing professional services business. · Opportunity for the role and responsibilities to grow as Rothstone expands. Working Hours: Monday–Friday 10:00am–2:00pm 20 hours per week This position may suit someone looking for school-hours employment, a part-time business development position or an opportunity to build a career in sales and professional services. Job Purpose Ultimately, your role is simple: Create conversations, develop relationships and bring new clients to Rothstone. We are looking for someone who can become a key part of Rothstone's growth by consistently identifying new opportunities and turning prospects into long-term clients.

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  • Registered Manager
    Registered Manager
    6 days ago
    £45000–£55000 yearly
    Part-time
    Enfield

    MOVIP Homes – 2 /3 Bed LD Children's Home REGISTERED MANAGER - JOB PACK Job Title: Registered Manager - Children's Home (LD 6-17) Location: Enfield, North London - 2 /3 Bed Home (1 child initially, scaling to 2) Salary: £45,000 - £55,000 per annum based on experience + £2k bonus on Good Ofsted + Sleep-in allowance (£55 per sleep) Hours: 40 hours per week - Supernumerary management role + on-call (rota basis) Contract: Full-time, Permanent Reports to: Responsible Individual DBS Requirement: MUST have Enhanced DBS on DBS Update Service - Essential (maintain subscription) 1. About Us We are a new, small, quality-led provider opening a 2 /3 bed children's home in Enfield for children aged 6-17 years with Learning Disabilities, Autism and communication needs. We will open with 1 child for the first 3 months to ensure safe settling, relationship building and quality embedding, then build to 2 children with a potential to scale up to three. Our approach is low arousal, communication first (Makaton/PECS/intensive interaction), PBS, PACE and child-centred care. We are not a large corporate - you will be supported directly by our experienced Responsible Individual. 2. Job Purpose Lead in Ofsted registration interview and thereafter be the Ofsted Registered Manager, accountable for the day-to-day management of the home in line with Children's Homes (England) Regulations 2015 and Quality Standards 2023. To ensure children with LD experience a safe, low arousal, homely environment where their communication, sensory, health and independence needs are met and they achieve positive outcomes. To lead, inspire and develop staff team to Good/Outstanding. 3. Key Responsibilities · Ofsted Registration & Quality: Act as Registered Manager, meet Reg 28/29 fitness, lead fit person interview and registration visit. Ensure compliance with Reg 26-45 and Quality Standards: Quality & Purpose, Positive Relationships, Protection, Leadership & Management. · Leadership: Lead, supervise and roster staff team. Complete supervisions, appraisals, team meetings, competency checks. Ensure 12-week rota shows staff names, exact shift times, contracted hours, annual leave, training, supervision, sleep/waking nights, bank cover and total weekly hours - Ofsted requirement for 1 child model and 2 / 3 child scaling. · Low Arousal Environment: Create and maintain low arousal home - lighting, noise, colours, zoning, sensory corner, predictable routines, visual timetables Now/Next, 10 seconds processing time, one instruction. · Communication First: Ensure every child has Communication Passport, sensory profile, health action plan. All staff trained and using Makaton, PECS, objects of reference, intensive interaction, total communication. · PBS: Lead Positive Behaviour Support - functional assessment, early signs, de-escalation, change of face, restraint only last resort, reduction plan. No punishment approach. · Care Planning: Personalised care plans, risk assessments, impact risk assessments for new referrals, compatibility assessment for second / third child, health plans with Community LD Team, SALT, OT, epilepsy, dysphagia management. · Multi-Agency: Work with LAs (Enfield, Haringey, Barnet), schools, families, Reg 44 Independent Visitor, PBS consultant. 24hr response to referrals. · Safeguarding: Designated Safeguarding Lead for home, LADO referrals, safer recruitment, whistleblowing culture. · Financial & Operations: Manage budget for 1 child then 2 /3 children, occupancy building, staffing costs, petty cash, premises maintenance, vehicle, activities. · Quality Monitoring: Complete Reg 45 monthly review, work with Reg 44 visitor, action plans, Ofsted notifications, complaints, compliments. · On-call: Participate in on-call rota for staff support, especially nights/weekends. 4. Person Specification - Ofsted Requirements Essential - Must Have (Ofsted Reg 28/29) · Qualifications: Level 5 Diploma in Leadership and Management for Residential Childcare (or equivalent) OR Level 4 with commitment to complete Level 5 within 2 years. Level 3 Diploma in Residential Childcare or equivalent minimum. · Experience: At least 2 years working in children's residential care in last 5 years, including at least 1 year in senior/supervisory/management role. Proven experience managing children with Learning Disabilities and Autism (6-17) including communication needs, sensory needs, epilepsy, dysphagia. · Knowledge: Excellent knowledge of Children's Homes Regulations 2015, Quality Standards 2023, Ofsted inspection framework, safeguarding, PBS, low arousal, Makaton/PECS. · DBS: Enhanced DBS Certificate on DBS Update Service - ESSENTIAL - must maintain subscription. You must bring original certificate to interview. Applications without Update Service cannot be processed for registration. · Fitness: Good character and integrity, no disqualification under Care Standards Act, able to pass Ofsted fit person interview, able to demonstrate leadership and ability to achieve Good/Outstanding. · Right to work in UK, 2 satisfactory references including current/most recent employer, full employment history. · Driving Licence: Full UK driving licence desirable. Desirable · Previous Registered Manager experience with Ofsted Good or Outstanding inspection · Studio 3 Low Arousal, PBS, Makaton, PECS, Intensive Interaction trained - or willing to train before opening · Experience opening new home and going through Ofsted registration · Experience of 2 / 3 bed home and managing occupancy build from 1 to 2 /3 children · Experience working with Pan-London commissioning, Enfield or North London LAs 5. Salary & Benefits · Salary £45k-£52k DOE + £2,000 tax free bonus on achieving Good Ofsted + sleep-in allowance £55 per sleep · 28 days annual leave + bank holidays + birthday off · Pension, laptop, phone · Ongoing CPD: Level 5, PBS, Studio 3, Makaton, leadership training · Small home - you will make real difference, not just paperwork · Direct support from experienced RI, Reg 44 visitor, PBS consultant 6. Recruitment Process & Safeguarding This role is subject to: Enhanced DBS on Update Service, right to work, full employment history check, 2 references including current employer, Ofsted fitness checks, medical fitness, qualification check. It is an offence to apply if you are disqualified from working with children (Reg 26). We are an equal opportunities employer committed to safeguarding. Process: 1) CV & Cover Letter 2) Telephone screen 3) Formal interview - Fit Person style + Low Arousal scenario + Home walk 4) DBS/References 5) Ofsted SC2 and registration. ##

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  • Accounting Technician
    Accounting Technician
    10 days ago
    £33000–£50000 yearly
    Full-time
    London

    TENGFEI INTERNATIONAL LTD is an accounting, tax and business consultancy firm providing accounting, payroll, VAT, company compliance and business support services to UK and overseas clients. We are looking for an Accounting Technician to join our growing accounting team. The role will support both UK businesses and overseas companies establishing and operating businesses in the United Kingdom. TENGFEI INTERNATIONAL LTD – Oxford Salary: £33,000 per annum Hours: 37.5 hours per week Full-time TENGFEI INTERNATIONAL LTD is an accounting, tax and business consultancy firm providing accounting, payroll, VAT, company compliance and business support services to UK and overseas clients. We are looking for an Accounting Technician to join our growing accounting team. The role will support both UK businesses and overseas companies establishing and operating businesses in the United Kingdom. Key Responsibilities · Maintain accounting records and prepare journals and reconciliations. · Assist with management accounts, year-end accounts, VAT and payroll records. · Review financial information and investigate accounting discrepancies. · Support overseas clients with UK accounting and financial compliance requirements. · Communicate with clients to obtain records and resolve accounting queries. · Work closely with the Financial Director and other internal professional teams. Candidate Requirements · Degree, professional training or relevant experience in accounting, finance or a related field. · Previous accounting, banking, fund accounting or financial services experience would be advantageous. · Good knowledge of bookkeeping, financial reporting and accounting procedures. · Strong numerical, analytical and organisational skills. · Good written and verbal communication skills in English. · Mandarin language skills would be advantageous due to the company’s growing portfolio of Chinese-speaking corporate clients. · Experience working with international or cross-border clients would be advantageous. Work location: Oxford, United Kingdom

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  • practice bookkeeper
    practice bookkeeper
    12 days ago
    £23000–£30000 yearly
    Full-time
    London

    Are you a Practice Accountant looking to grow your career within a supportive and expanding firm? Our client is a well-established and growing organisation within the Accounting and Taxation industry, looking to recruit a Practice Accountant to join their team. This is a fantastic opportunity for someone with strong technical skills and a keen eye for detail to develop within a supportive and progressive environment. The Role You will be responsible for maintaining accurate financial records and supporting a range of accounting activities, ensuring compliance with relevant regulations. Duties will include: • Recording day-to-day financial transactions and completing the posting process, • Reconciling bank accounts, sales taxes, and payroll taxes monthly, • Supporting monthly, quarterly, and annual financial closings, • Preparing small company accounts in line with FRS 102, • Completing VAT returns using Xero and similar systems, • Managing payroll processes using BrightPay and Payroll Manager., • Handling general administrative duties, including emails and phone enquiries Requirements Essential • Minimum of 2 years’ experience in accounting or a related field, • Strong working knowledge of Xero and QuickBooks, • Excellent written and verbal communication skills, • High level of accuracy and attention to detail Desirable • Experience using BrightPay AND Payroll Manager, • Familiarity with FRS 102 small company accounts preparation, • Relevant higher education qualification What’s in It For You • 20 days of annual leave, plus bank holidays, • NEST pension scheme, • Potential end-of-year bonus based on company performance, • Clear opportunities for progression within a growing organisation.

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  • General Insurance Adviser
    General Insurance Adviser
    18 days ago
    Full-time
    Rainham

    Join our growing team of General Insurance Advisers across the UK. This is an exciting opportunity for both experienced professionals and motivated individuals new to the financial services industry. Why Join Us? • Competitive Earning Potential: Your success directly impacts your income., • Comprehensive Training & Support: Full training programme provided, with dedicated mentoring and coaching from industry professionals. No previous insurance experience is required., • Flexible Working: Enjoy a work-life balance that suits your lifestyle, with remote and flexible options available., • Career Progression: Benefit from clear development pathways and opportunities to grow into senior and leadership positions., • Established Brand & Support Network: Access market-leading products and systems, alongside administrative, compliance, and marketing assistance. Who We're Looking For: • Experienced Advisers: Leverage and maximise your existing skills and client relationships., • New to the Industry? Full training is provided. We value a positive attitude, ambition, strong communication skills, and a willingness to learn. The Ideal Candidate Will Be: • Motivated and self-driven, • Confident in communicating with customers, • Professional and customer-focused, • Eager to learn and develop, • Looking to build a long-term, rewarding career Apply today to discover how far your ambition can take you.

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  • Experienced Barber / Specialist (4-Day Week)
    Experienced Barber / Specialist (4-Day Week)
    1 month ago
    £36000–£50000 yearly
    Full-time
    Nine Elms, London

    WHY NEON BLACK? Forget the standard 5 or 6-day grind. We are redefining the chair environment at Neon Black. We are a premium, culture-driven London space looking for a high-caliber Barber who wants to master their craft, work with an elite clientele, and actually enjoy their time off floor. THE PERK: THE 4-DAY ROTATION Maximize your energy, protect your hands, and get your mid-week back. Your set weekly schedule is locked to prime trading hours: • Monday: 10:00 AM – 8:00 PM (After-office prime rush), • Thursday: 10:00 AM – 8:00 PM (The weekend build-up), • Friday: 10:00 AM – 8:00 PM (High-volume floor traffic), • Saturday: 10:00 AM – 6:00 PM (Peak weekend capacity), • Tuesdays, Wednesdays, and Sundays: 100% yours. WHAT WE ARE LOOKING FOR We need an established professional who values precision cutting and treats client consultation as an upscale service. • Flawless Technical Execution: Complete confidence in modern and classic cuts, skin fades, advanced scissor work, sectioning, and sharp styling finishes., • Product Consultation & Mastery: You know your pomades from your clays and can naturally educate a client on their home-care routine. Retail isn't a chore to you—it’s part of the service., • The Professional Edge: Articulate, exceptionally reliable, and capable of holding a high-end chair room. THE NEON BLACK ADVANTAGE • Sleek Booking Infrastructure: Fully configured profile setup (Fresha/Nearcut) designed to anchor a premium pricing tier for your returning and requested clientele., • Tax Efficiency: Enjoy the full freedom and financial flexibility of an independent, self-employed contract structure., • Busy Floor Flow: Walk into a modern studio space with an active client stream and an unrivalled internal team culture. HOW TO APPLY Let’s get you on the floor. Tap apply and provide: • Your CV / Work History., • A link to your Instagram Portfolio or images of your sharpest recent cuts. Work Location: In person

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  • Software Engineer
    Software Engineer
    1 month ago
    £40000–£60000 yearly
    Full-time
    London

    Software Developer (Mid-Level) Location: Remote (UK) Employment Type: Full-time, Permanent Salary: Competitive, depending on experience About Us Dev Logic Ltd is a UK-based software development company delivering bespoke software solutions for clients across the financial services and technology sectors. We focus on building reliable, secure and maintainable applications using modern Microsoft technologies while working closely with our clients to solve complex business problems. We are looking for a motivated Software Developer to join our growing team. This is an excellent opportunity to work on a variety of interesting projects, contribute to the full software development lifecycle, and develop your technical skills in a supportive environment. The Role As a Software Developer, you will: • Design, develop and maintain business applications., • Build new features and enhance existing software., • Write clean, maintainable and well-tested code., • Participate in code reviews and technical discussions., • Troubleshoot and resolve production issues., • Work closely with clients to understand requirements and deliver effective solutions., • Contribute ideas to improve development processes and software quality. Skills and Experience Essential: • Commercial experience developing software using C# and .NET., • Good understanding of SQL Server and relational databases., • Experience building web applications using ASP.NET or Blazor., • Familiarity with REST APIs., • Knowledge of Git version control., • Strong analytical and problem-solving skills., • Good written and spoken English., • Ability to work independently while collaborating effectively with a remote team. Desirable: • Experience with Blazor or ASP.NET Core., • Knowledge of Microsoft Azure or AWS., • Experience with JavaScript and modern front-end frameworks., • Experience working within financial services or regulated environments., • Understanding of CI/CD and DevOps practices. What We Offer • Fully remote working., • Flexible working arrangements., • Competitive salary., • Pension scheme., • 28 days annual leave including Bank Holidays., • Opportunities for professional development and training., • Friendly, collaborative working environment., • Exposure to a wide range of technologies and client projects. Equal Opportunities Dev Logic Ltd is an equal opportunities employer. We welcome applications from all suitably qualified candidates regardless of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity, race, religion or belief, sex, or sexual orientation. How to Apply If you are passionate about software development and would like to join a growing technology company where your work has a real impact, we would love to hear from you. Please submit your CV together with a short covering letter outlining your experience and why you would be a great fit for the role.

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  • Financial Advisor
    Financial Advisor
    2 months ago
    £36000–£100000 yearly
    Full-time
    Watford

    No previous financial services experience is required to apply for the Protection Adviser position at Kalon Financial Ltd. The company provides full, comprehensive training and covers all necessary licensing for the role. Job Overview • Position: Protection Adviser (Entry-Level / Trainee), • Company: Kalon Financial Ltd (An Appointed Representative of The Openwork Partnership), • Employment Type: Full-Time, Self-Employed (Commission Only), • Location: Remote / Hybrid (Requires travel for face-to-face client meetings), • Expected OTE Earnings: £36,000 – £60,000+ per year Core Responsibilities • Client Consultation: Assess client financial situations to identify insurance gaps and protection needs., • Bespoke Advising: Recommend tailored packages spanning Life Insurance, Critical Illness, Income Protection, and General Insurance., • Client Engagement: Conduct meetings through face-to-face appointments, video chats, • Business Generation: Cultivate prospective clients via marketing, network referrals, and relationship building., • Sales Administration: Process applications accurately, maintain secure client database files Requirements & Qualifications • Experience: None needed. Full training, industry mentorship, and resources are provided., • Driving Licence: A valid driving licence and access to a reliable vehicle are required for face-to-face client travel., • Communication: Good spoken and written English skills for a highly client-centric role., • Mindset: Ambitious, self-motivated, and disciplined enough to manage your own calendar and work independently. What is Offered • Full Licensing: The firm sponsors and provides the necessary professional pathways to get qualified., • Infrastructure: Backing from one of the largest financial advice networks in the UK (The Openwork Partnership)., • Flexibility: Complete freedom to arrange your own daily diary and manage your time., • Growth: Career paths to build and manage your own sub-adviser team . Do you think you are our next protection adviser?

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