We are looking for a driven and personable Financial Adviser to join a small, friendly and collaborative advisory business based near Coventry. This role focuses on developing new business and building long-term client relationships. It's a great opportunity for someone who enjoys the commercial side of advice - generating opportunities, converting prospects and growing their own client bank - while being supported by an experienced team.You will also be able to leverage existing professional connections and leads within the firm, giving you a strong platform to build your client base. Role Responsibilities Proactively generate new business through networking, introducers and referrals Convert enquiries and leads into ongoing client relationships Deliver high-quality, holistic financial advice (pensions, investments, protection) Build and maintain your own client bank over time Work closely with internal teams including paraplanning and administration Maintain compliant...

Power Platform Developer/SME Permanent Full time This role can be hybrid or fully remote (offices are in Birmingham) A leading services company in Birmingham requires an accomplished Power Platform Developer to build Power Apps and enterprise workflow Automation. Our client needs someone with strong experience in modelled app development - developing apps from scratch and someone who has confidence working as an SME (Subject Matter Expert) - without other specialists in this area. The 1st phase will be a continuation of completing the billing development and the 2nd phase will be the automation of enterprise workflow in the claims management and finance platform. Key requirements are Power Platform/Power BI development. All of the technology is based within Microsoft Azure and after consolidating finance and HR systems on the Microsoft Dynamics 365 F&O ERP system, our client wishes to automate using the Microsoft Power Platform. The successful candidate will be a...

About Crowe Crowe is a leading national audit, tax, advisory and consulting firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in over 140+ countries and across more than 800+ offices globally. Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow's questions and make smart decisions that have lasting value through the highest quality audit, tax, advisory and consulting services. Crowe is where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to our clients, communities and each other. At Crowe, our aim is to create a community where regardless of gender, identity, sexuality, race, ethnicity, education or background, everyone is valued, can flourish and achieve their full potential. Role Purpose Provide commercial and...

A national, well-established wealth management firm is looking to appoint an experienced Chartered Financial Planner to their Birmingham office. This is an exciting opportunity to inherit a high-quality portfolio of loyal, Birmingham-based HNW clients from day one, allowing you to focus on delivering advice and building relationships. The Role You will take ownership of a predominantly financial planning-led client base, providing holistic, high-quality advice tailored to complex client needs. You will be supported by an experienced investment team, along with dedicated paraplanning and administrative support, so you can focus on clients. Key responsibilities include: Managing and developing long-standing HNW client relationships, ensuring excellent client outcomes Delivering advice across complex areas such as EIS, VCTs, business relief, IHT planning, trusts and estate planning Conducting in-depth client conversations to fully understand financial goals and personal ambitions...

Role Description As a key member of the Financial Planning (national) team, the New Client Adviser will focus on on-boarding new business, the majority of which will be generated from our Parent Company. Providing prospective clients with holistic financial planning advice and excellent client service to support the on-boarding of clients and managing clients through their initial interactions with business. Great financial advice puts the clients first and supports them in planning their future goals, ensuring they have effective protection and investment strategies in place. Key Accountabilities Ensure you meet the needs of clients by prioritising your time to engaging new clients and providing holistic advice Meet new clients virtually over the phone/video, conducting meetings and providing holistic financial advice to review and meet their immediate financial goals Build client relationships to identify and address clients' financial needs Own the client relationship - in...

Finance Manager Salary: £40,000 - £50,000 p/a DoE Location: Birmingham head office (Digbeth) Hybrid working: 3 days in the office required (Mon, Tue, Thu) Reporting to: Group of Directors Bell Cornwall Recruitment are delighted to be working with a well-established professional services firm based in the Digbeth area of Birmingham. They are looking for a Finance Manager to oversee all of their day-to-day financial operations, accounting processes, and reporting. Please note this is a standalone position and not part of a wider finance function. Duties and responsibilities of the Finance Manager will include (but are not limited to): Monitor the day-to-day financial operations within the company (sales ledger, purchase ledger, aged debt, cash flow management, bank reconciliations). Process all financial transactions for the BM3 group of companies (and Dri-Red). Liaise with external accountancy practice (who produce monthly management accounts). Monitor project finances and...

RM Recruit is working with a West Midlands based charity who are recruiting an experienced Finance Consultant - External Reporting on an interim basis for circa 12 months. This role will play a key part in supporting the organisation to meet its statutory reporting requirements and successfully deliver its upcoming audits. This is a standalone project role focused on delivering several near-term objectives across the organisation's external reporting and audit processes. While the role does not include line management responsibilities, the successful candidate will work closely with the wider finance function to establish best practice around external reporting, reconciliations, documentation and financial controls, ensuring a robust and efficient audit process. Main duties include: Lead the coordination and delivery of the organisation's 2025 statutory audits, which have previously experienced delays and enhanced scrutiny. The role holder will take ownership of driving the...

Tax Adviser Coventry Salary range up to £60,000 (DOE) Butler Rose Public Practice is delighted to be supporting a well-established firm in Coventry with the appointment of a Tax Adviser. Support the delivery of tax projects such as corporate reorganisations, employee share schemes, and incorporations. Help implement strategies to reduce tax liabilities, identify planning opportunities, and ensure projects meet timelines, compliance standards, and client expectations. Maintain strong client relationships through clear, proactive communication. Role Requirements: Assist with the preparation of a detailed project plan for each restructure. Assist with the completion of a project including, but not limited to, drafting instructions to the solicitors, drafting of relevant HMRC filings and HMRC clearance applications, and regular clear communication with the project stakeholders. Contribute to a strong client relationship through positive interactions with client...

You'll cover everything from management accounts and reporting through to invoicing, journals, and credit control, working closely with senior leadership and external accountant. What You'll Do Produce monthly management accounts Manage budgets, forecasts, and cashflow Handle UK and US accounting requirements Maintain the ledger, journals, accruals, and reconciliations Oversee invoicing, billing, and credit control Improve processes and financial controls Provide clear financial insight to support decisions What We're Looking For Experience in a broad SME finance role Strong management accounts background Comfortable being hands-on with day-to-day finance Exposure to US accounting (or confident learning fast) Practical, commercial, and proactive Qualified or QBE welcome Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion....

Banking and Finance Solicitor, 4+ Years PQE, Birmingham, £75,000+ (DOE) - Work with major UK and international banks, financial institutions, and a diverse client base across industries. JOB REF:2956.THE ROLE:• Lead and manage complex transactions in asset-based lending and broader banking matters.• Draft and negotiate facility agreements, security documents, and intercreditor arrangements (LMA and non-LMA).• Collaborate closely with litigation, restructuring, and corporate teams to deliver holistic client solutions.• Supervise and mentor junior lawyers, supporting their development.• Engage in client development initiatives and help shape the growth of the local team.SKILLS REQUIRED:• A minimum of 4 Years PQE experience in banking and finance law.• Confident advising lenders and borrowers, and managing a varied caseload.• Comfortable taking initiative and assuming responsibility in a fast-paced, client-facing role.• A team player with a commercial outlook and strong communication...

We’re Civica and we make software that helps deliver critical services for citizens all around the world. From local to state government, to education, to health and care, over 5,000 public bodies across the globe use our software to help provide critical services to over 100 million citizens. Our aspiration is to be a GovTech champion everywhere we work around the globe, supporting the needs of citizens and those that serve them every day. Building on 21 years of continuous growth and success, we're at a pivotal point on our journey to realise that aspiration. Why you will love this opportunity as Senior Credit Controller at Civica for an initial 12 month fixed-term contract This role sits at the heart of our finance transformation, contributing directly to Civica’s growth by improving cash flow performance and embedding best-practice credit control processes. You will work closely with leaders across the business, influence operational effectiveness, and play an integral...