Verelogic jobs

Paraplanner Wealth Management Salary: £30,000 - £35,000 per annum (dependent on experience) Location: Chester-le-Street (with occasional travel to other locations as required) Reports to: Practice Manager Direct reports: None About the Role Our client is seeking an experienced Paraplanner to join their established wealth management practice. This role is responsible for producing high-quality suitability letters, financial reports, and supporting documentation to assist advisers in delivering effective financial planning solutions to clients. The successful candidate will work closely with advisers, administrators, clients, and third parties to ensure accurate, compliant, and timely delivery of financial planning recommendations. Key Responsibilities Suitability Reports & Business Processing - Produce accurate and compliant suitability letters and reports in support of client financial recommendations. - Review and analyse information gathered by advisers and ensure all relevant client details are captured accurately. - Liaise with advisers, administrators, clients, and third parties to obtain any outstanding information required. - Gather and review ceding scheme information from external providers. - Maintain accurate client records and update relevant systems following completion of reports and documentation. - Work closely with administration teams to ensure smooth processing of client cases. - Use established checklists and processes to maintain high standards of quality and compliance. Compliance & Regulatory Responsibilities - Keep up to date with regulatory changes, industry developments, and internal advice guidance. - Ensure all work complies with company procedures, regulatory requirements, and best practice standards. - Identify and escalate any potential compliance or risk issues where required. - Maintain awareness of changes to templates, processes, and technical guidance. Practice Support & Development - Support the wider team by ensuring processes are completed efficiently and within agreed timescales. - Contribute to the continuous improvement of systems, processes, and procedures. - Maintain knowledge of financial planning tools and research systems, such as Analytics and Voyant. - Take responsibility for ongoing professional development and maintaining relevant industry knowledge. - Attend training sessions, forums, and workshops as appropriate. Client & Team Relationships - Maintain a professional and approachable manner when working with colleagues, clients, advisers, and external contacts. - Build strong working relationships through effective communication and reliable delivery. - Support the delivery of a first-class client experience through accurate and timely work. Candidate Requirements Experience & Qualifications - Previous experience working as a Paraplanner within an IFA, wealth management, or financial planning environment. - Experience producing suitability reports and supporting financial advisers. - Experience working within a regulated financial services environment. - Ideally hold, or be working towards, a DipPFS qualification (or equivalent), with a desire to progress towards diploma or chartered status. - Experience developing and maintaining processes, systems, and procedures would be advantageous. - Strong IT skills, including confidence using Microsoft Office packages. Skills & Attributes - Excellent attention to detail with a strong focus on accuracy and quality. - Strong analytical and numerical skills. - Ability to manage competing priorities and work effectively to deadlines. - Comfortable working independently while contributing positively as part of a team. - Ability to interpret complex information and present it clearly and accurately. - Strong communication skills with the ability to build effective relationships. - Professional, organised, and proactive approach to work. - Ability to understand and communicate client needs, objectives, and potential outcomes. Core Competencies Quality Focus Takes ownership of work quality, accuracy, and delivery, achieving results with minimal supervision. Teamwork Works collaboratively with colleagues to achieve shared objectives and deliver excellent outcomes. Adaptability Responds positively to change and embraces improvements to processes and ways of working. Continuous Development Demonstrates commitment to learning, professional development, and improving technical knowledge. Effective Communication Communicates clearly and adapts style appropriately for different audiences. Planning & Organisation Manages workload effectively, prioritises tasks, and meets agreed deadlines. Client Focus Supports the delivery of an exceptional client experience through professional, accurate, and timely service. Additional Information This role profile outlines the main responsibilities and expectations of the position at the time of publication. Duties may evolve over time to reflect changes within the business and wider financial services environment. Employees are expected to remain flexible and undertake additional responsibilities that are appropriate to the role and level of responsibility. All team members are also expected to raise any potential risks, compliance concerns, or operational issues identified during their work.

Audit Senior / Audit Semi Senior Location: Hitchin, Hertfordshire (Office-based) Salary: £35,000 - £40,000 DOE Job Type: Full-time, Permanent About the Role We are recruiting on behalf of a well-established accountancy practice in Hitchin for an Audit Senior / Audit Semi Senior to join their growing audit team. This is an excellent opportunity for a candidate with recent practice experience who is confident managing audit assignments from planning through to completion. The successful candidate will work with a varied portfolio of clients across different sectors while developing their technical and professional skills within a supportive team. Key Responsibilities - Lead and deliver audit assignments from planning through to completion. - Prepare audit files and working papers to a high professional standard. - Identify audit risks and communicate findings to managers. - Liaise directly with clients throughout the audit process. - Review financial statements and supporting documentation. - Assist with statutory accounts preparation where required. - Ensure all work is completed within agreed deadlines. - Support and mentor junior team members where appropriate. - Maintain compliance with UK accounting and auditing standards. Candidate Requirements Essential - Part-qualified ACA or ACCA (or equivalent). - Recent experience working within a UK accountancy practice. - Experience handling audit assignments from planning through to completion with minimal supervision. - Good understanding of UK auditing standards. - Strong communication and client relationship skills. - Excellent organisational and time management abilities. - Ability to manage multiple assignments and meet deadlines. - Proficient in Microsoft Excel. Desirable - Experience gained within a medium-sized accountancy practice. - Accounts preparation experience. - Experience supervising junior staff. - Knowledge of audit software such as CCH, CaseWare, IRIS, or similar. What We're Looking For We're looking for someone who can make an immediate impact within the audit team. The ideal candidate will be proactive, technically competent, and confident managing audit files independently while building strong relationships with clients. Salary & Benefits - £35,000 - £40,000 depending on experience. - Full-time, permanent position. - Professional development and study support (if applicable). - Opportunity to progress within a growing practice. - Supportive and collaborative working environment.

Job Title: Financial Advisor Location: Hertfordshire Salary: Competitive Our client, who is a fast growing, fast paced, accountancy firm with office locations across the UK, are looking for the right people to join their firm. They are currently seeking to hire a Financial Advisor to join their team in the Hertford office and continue to grow both personally and professionally within this role Key Responsibilities - Manage a portfolio of clients (limited companies and sole traders, including dentists) - Act as the main day-to-day point of contact for clients - Assist with and prepare management accounts and financial reporting - Ensure all client deadlines are met and work is delivered to a high standard - Liaise with internal team members to manage workflow and resolve queries - Work alongside Directors on Financial Due Diligence assignments for corporate and private equity clients. - Assist senior colleagues on larger, more complex transactions while acting as the primary day-to-day contact on smaller engagements. - Build strong relationships with clients and stakeholders, communicating effectively throughout transaction processes. Key Skills - Level 4 ACA/ACCA or above - 5+ years experience working within an accountancy firm - Strong analytical ability with excellent attention to detail. - Advanced Excel skills and a genuine interest in developing financial modelling expertise. - Excellent written and verbal communication skills. - Strong interpersonal skills with the confidence to build relationships with clients, legal advisers and other professional stakeholders. - Ability to manage competing priorities and perform effectively under pressure. Benefits Medicash Plan We have teamed up with Medicash to provide a range of cash back towards everyday healthcare bills and a wide range of other wellbeing benefits Subsidised Gym Membership Following the successful roll out of our Flexible Working Policy, we have continued our approach in promoting a healthy work life balance and therefore offer subsidised gym membership Death in Service (4x Salary) In order to protect our staff should the worst ever happen we provide a death in service scheme. This scheme will pay out a lump sum to a nominated dependant. Buy and Sell Holidays Whether staff would like additional annual leave for a special occasion or would prefer to use less of their entitlement, we now offer a buy and sell holiday scheme. Social Club Each of our clients Office has its own Social Committee which organises funded/subsided social events throughout the year both locally and nationally. Season Ticket Loan Our offices are all near to public transport and we encourage staff to consider using a train or bus to get to work. Staff can apply for an interest-free loan to buy a season ticket on public transport, which is paid back out of monthly salaries. Retailer Discounts Enjoy exclusive discounts at a variety of retailers as part of your Medicash plan benefits. Employee & Client Referral Scheme Be a part of our growth and success and get rewards for referring talented individuals to join our team or for bringing in new clients. Enhanced Sick Pay Unlike Statutory Sick Pay, our programme provides colleagues with more comprehensive salary coverage during times of health challenges. Annual Professional Subscriptions Invest in your career growth and let us support you in staying connected with your industry s latest developments. Employee Assistance Programme and Wellness Resources Access free and confidential information and counselling services, providing support when you need it most. Contributory Pension Scheme All eligible colleagues will be auto-enrolled into a workplace pension to make the most of their retirement savings.

Client Manager (Accountant) Location: Waterlooville, Hampshire Contract Type: Permanent Hours: Full-time (36.5 hours per week) Working Pattern: Office-based with 2 days working from home available Salary: £53,500 - £58,000 The Opportunity Our client is a rapidly growing, forward-thinking accountancy practice that combines traditional values with a modern approach to supporting small businesses. They pride themselves on fostering a collaborative, supportive culture where learning, development and teamwork are at the heart of everything they do. This is an excellent opportunity for an experienced accountant who enjoys managing client relationships, leading a team, and delivering high-quality accountancy and advisory services. The Role As a Client Manager , you will manage your own portfolio of clients while leading a small team of accountants, providing technical guidance, mentoring, and ensuring exceptional client service. Key Responsibilities - Manage the preparation, review and submission of statutory accounts and tax returns for: - Sole Traders - Partnerships - Limited Companies - Maintain responsibility for your own portfolio of clients. - Review and check work completed by junior team members. - Supervise, mentor and develop a small accounting team. - Manage workloads to ensure all statutory deadlines are met. - Provide technical support and constructive feedback to team members. - Assist with planning and monitoring team performance, including KPIs and timesheets. - Build strong relationships with clients through regular communication by phone, email and meetings. - Onboard new clients and support their transition into the business. - Advise clients on tax planning and tax efficiency. - Provide business advisory support, including: - Cash flow forecasting - Budgeting - Pricing guidance - Prepare, review and complete bookkeeping, VAT returns and CIS where required. - Conduct year-end client meetings. - Carry out client fee reviews. - Maintain accurate electronic records and client documentation. - Liaise with HMRC and Companies House to resolve client queries. - Deliver bookkeeping or accounting training to clients where appropriate. - Maintain Continuing Professional Development (CPD). - Attend networking events when required. Requirements Essential - ACCA, ACA or equivalent fully qualified accountant. - Minimum 5 years' experience working within an accountancy practice. - Strong experience managing a varied portfolio of clients. - Able to independently prepare and review: - Statutory accounts - Corporation Tax returns - Self Assessment Tax Returns - Experience working with: - Sole Traders - Partnerships - Limited Companies - Strong tax knowledge with the ability to advise clients. - Previous experience supervising or mentoring junior staff. - Experience using: - Xero - QuickBooks - Dext - FreeAgent - Strong Microsoft Office skills, particularly Excel and Word. Skills & Attributes The successful candidate will: - Be highly organised with excellent time management skills. - Be able to prioritise workloads and meet deadlines. - Have excellent written and verbal communication skills. - Be confident explaining complex financial information in a simple manner. - Enjoy building long-term client relationships. - Take a proactive and solutions-focused approach. - Be committed to continuous learning and professional development. - Have a collaborative and supportive management style. - Take pride in delivering exceptional client service. Benefits - Competitive salary of £53,500 - £58,000 - Hybrid working (2 days working from home) - Opportunity to join a growing and ambitious accountancy practice. - Supportive and collaborative team environment. - Ongoing professional development and training. - Genuine opportunities for career progression.

Senior Accountant Location: Waterlooville, Hampshire Contract Type: Permanent Hours: Full-time (36.5 hours per week) Working Pattern: Office-based with 2 days working from home available Salary: £44,000 - £50,000 The Opportunity Our client is a growing and forward-thinking accountancy practice that combines traditional values with a modern approach to supporting small businesses. They offer a collaborative environment where learning, teamwork and professional development are encouraged, making this an excellent opportunity for an experienced accountant looking to further their career. As a Senior Accountant , you will manage your own portfolio of clients while providing technical support, guidance and mentoring to a small team, ensuring an excellent service is delivered to clients. The Role Key Responsibilities - Prepare, review and submit statutory accounts and tax returns for: - Sole Traders - Partnerships - Limited Companies - Manage your own portfolio of clients, providing a high standard of service. - Review accounting and taxation work completed by junior team members. - Provide technical guidance, mentoring and support to colleagues. - Build and maintain strong client relationships through regular communication. - Onboard new clients and support the transition of their accounting and compliance requirements. - Advise clients on tax planning and tax efficiency. - Provide business advisory support, including: - Cash flow forecasting - Budgeting - Pricing advice - Prepare, review and complete bookkeeping, VAT returns and CIS where required. - Conduct year-end meetings with clients. - Carry out client fee reviews. - Maintain accurate electronic records and client documentation. - Liaise with HMRC and Companies House to resolve client queries. - Deliver bookkeeping or accounting training to clients where appropriate. - Maintain Continuing Professional Development (CPD). Requirements Essential - Full membership of a recognised professional body (AAT, ATT, ACCA, ACA or equivalent). - Minimum 5 years' experience within an accountancy practice. - Strong experience preparing and reviewing: - Statutory accounts - Corporation Tax returns - Self Assessment Tax Returns - Experience working with: - Sole Traders - Partnerships - Limited Companies - Good working knowledge of UK taxation. - Experience using: - Xero - QuickBooks - Dext - FreeAgent - Strong Microsoft Office skills, particularly Excel and Word. Skills & Attributes The successful candidate will: - Have excellent organisational and time management skills. - Be able to work accurately to deadlines while managing multiple priorities. - Communicate confidently with clients and colleagues at all levels. - Be able to explain technical information in a clear and practical way. - Take a proactive, solutions-focused approach. - Enjoy mentoring and supporting junior team members. - Be committed to continuous learning and professional development. - Deliver exceptional client service with a professional and approachable manner. Benefits - Competitive salary of £44,000 - £50,000 - Hybrid working (2 days working from home) - Opportunity to join a growing and supportive accountancy practice. - Ongoing training and professional development. - Genuine opportunities for career progression. - Collaborative and friendly working environment. Must-Have Criteria (for recruitment screening) Candidates should demonstrate: - ? AAT, ATT, ACCA, ACA (or equivalent) qualified. - ? At least 5 years' experience within an accountancy practice. - ? Experience preparing and reviewing statutory accounts and tax returns. - ? Experience managing a portfolio of clients. - ? Strong knowledge of UK taxation. - ? Experience using Xero, QuickBooks, Dext and/or FreeAgent. - ? Confident communicating directly with clients. - ? Ability to mentor or support junior members of staff.