Globally recognisable brand, based near Stroud, is seeking an Assistant Accountant. This role is a key role in supporting the finance function. You will be level AAT 3 or higher, and be able to commute to the HQ.

Responsibilities will include:

• Managing supplier accounts
• Process bank transactions
• Assist with month end close
• Prepare journals including accruals and prepayments
• Maintain balance sheet reconciliations 
• Support preparation of management accounts
• Assist with payroll
• Support on compliance and controls

Your Profile:

• AAT level 3 and above
• Previous experience in a finance role 
• Strong Excel skills
• Experience using an accounting software

To discuss further, call Tora on 07452 822610 or click "APPLY!"

Global organisation in North Cheltenham is seeking a Credit Controller. The business has had a period of stability and is now looking to grow. This is not your standard Credit Control role as you will also be involved in Accounts Receivable and Accounts Payable. This will suit someone with experience in AR or Credit Control who is looking to develop their finance career. 

The Role:

• Manage customer accounts to ensure timely collection balances in line with the agreed terms
• Monitor and forecast cash receipts 
• Oversee credit insurance declarations and prepare quarterly submissions
• Hold weekly credit control meetings with the sales teams
• Monitor and report key KPIs
• Calculate customer rebates and process related credit notes accurately
• Review and approve customer credit applications
• Support external auditors with accounts receivable queries and documentation
• Complete day-to-day finance administration tasks 
• Identify and implement process improvements to enhance efficiency and controls

Your Profile:

• Experience in either Accounts Receivable or Credit Control
• Ideally 2+ years in a finance role
• Proficient in Microsoft Office

To discuss further, please call Tora on 07452 822610 or click "APPLY!"

You’ll play a key role in supporting around 100 users across the business, ensuring smooth day-to-day IT operations.

What You’ll Be Doing

• Delivering first-line IT support across the business
• Managing and resolving helpdesk tickets efficiently
• Troubleshooting hardware, software, and user issues
• Setting up and maintaining laptops, mobile devices, and IT equipment
• Supporting onboarding and offboarding, including user accounts and permissions
• Maintaining meeting room tech, printers, Wi-Fi, and VPN connectivity

What We’re Looking For

• Previous experience in an IT Helpdesk or Service Desk role
• Strong knowledge of the Microsoft stack (Windows 11, M365, Teams, OneDrive, Entra ID/Azure AD)
• Solid understanding of laptop hardware and device setup
• Experience with device imaging, deployment, and asset tracking
• A clear communicator who can support non-technical users with patience and professionalism
• Highly organised, self-sufficient, and able to take ownership of issues through to resolution

This role will start on Monday 22nd June for 6-8 weeks

£13.45 - £14.42 per hour DOE

Monday to Friday, 40 hours per week.

What You’ll Do
Process customer and reseller orders, ensuring accuracy and compliance.
Manage monthly renewals, licences, and online access for clients.
Support Sales Account Managers with documentation and admin tasks.
Coordinate and schedule training sessions, maintaining calendars and logistics.
Handle certificates, attendance tracking, and event support.

Provide Administrative support with facilities tasks and coordinate contractors.

What You’ll Bring
Experience in administration, office management, sales coordination, or customer service.
A positive, “can-do” attitude with strong attention to detail.
Excellent written and verbal communication skills in English.
Proficiency in Microsoft Office (Outlook, Excel, Word).
The ability to prioritise, stay organised, and adapt to changing priorities.

Apply now!

Key Responsibilities:

• Contact patients to assist with logging into healthcare systems and completing assessments.
• Follow up on outstanding assessment forms to ensure timely completion.
• Sort and process NHS post, letters, and patient correspondence.
• Maintain accurate patient records and administrative documentation.
• Assist patients with queries and access issues, providing excellent customer service.
• Liaise with patients and healthcare teams to support efficient service delivery.

What We're Looking For:

• Strong administrative and organisational skills.
• Excellent telephone manner and communication skills.
• Good attention to detail and accuracy.
• Confidence using computer systems and Microsoft Office applications.
• Ability to manage multiple tasks and prioritise workload effectively.
• Previous administration experience in a fast paced setting.

This is an excellent opportunity for someone who enjoys helping people, has strong administrative skills, and thrives in a fast-paced healthcare environment.

Apply now!

Since its inception, this business has experienced astronomical growth, building a global footprint and working with impressive brands. 

The Role

As the first dedicated finance hire, you will be a trusted partner to the leadership team. Your responsibilities will span the entire financial spectrum, including:

• Core Finance: Managing day-to-day accounting and ensuring smooth, consistent financial processes.

• Strategic Advisory: Advising on growth strategy, providing financial insights, and helping shape the future of the business.

• Process Evolution: Identifying opportunities for automation and implementing more efficient ways of working.

About You

The ideal candidate is an autonomous, wide-ranging accounting professional who is detail-focused, analytical, and a natural problem solver. You will have: 

• Strong communication skills, with the ability to translate complex financial insights for senior leadership.

• Comfort working independently to build and maintain a robust finance function.

• A keen eye for process improvement and modern financial tech stacks.

Next Steps

Because this is a unique and highly flexible opportunity, remuneration (either day rate or salary equivalent) will be discussed upon application.

For more information or a confidential discussion, please contact Tom Chambers at Element Recruitment.

This is a crucial hire for the business, who are looking for a qualified accountant with 1-3 years post-qualified experience. You will act as a trusted advisor to exciting high growth business clients, offering outsourced finance and strategic advisory services, while collaborating closely with the internal senior leadership team.

The Ideal Candidate:

• Fully Qualified Accountant (ACA / ACCA / CIMA or equivalent).

• A natural communicator who excels at building strong, long-lasting client relationships.

• Strong technical proficiency with a commercial, analytical mindset to support business growth.

What’s on Offer:

• Salary: Up to £57,000 (dependent on experience).

• Location: Bristol (Hybrid working, 2 days per week in the office on average).

• Benefits: Discretionary bonus scheme, private medical care and a competitive pension program.

If you're looking for a role away from the norm that offers genuine variety and the chance to add value every day, please contact Tom Chambers at Element for more information

I’m partnering with a successful and growing organisation based in Bath who are on the lookout for an Assistant Management Accountant to join their team on a permanent basis. This is a brilliant opportunity for someone who wants to develop their skills further in a supportive and commercially focused environment.

In this role, you’ll take ownership of key areas of the month-end process while also getting involved in wider business reporting and analysis.

What you’ll be doing:

• Producing management accounts with commentary for review
• Supporting with budgeting and reforecasting cycles
• Preparing and posting journals including accruals and prepayments
• Performing monthly reconciliations of balance sheet accounts
• Analysing variances and providing insight to non-finance stakeholders
• Assisting with audit preparation and statutory reporting
• Working closely with senior finance and operational teams

What we’re looking for:

• Part-qualified accountant (ACCA/CIMA/ACA)
• Previous experience in a similar management accounting role
• Confident user of Excel – able to manipulate and interpret data
• Comfortable working with different teams across the business
• Ambitious and keen to continue progressing professionally

This role is ideal for someone with a background in financial services administration or someone with an interest in the Financial Services industry, who enjoys working in a professional, detail-focused environment and takes pride in delivering excellent client service, while playing a key role in supporting the wider advice team.

The Role

You will provide comprehensive administrative support to the wider team, ensuring client recommendations and ongoing service propositions are implemented efficiently and accurately. Acting as a key point of contact, you’ll play an essential role in maintaining service standards and supporting business growth.

Key Responsibilities

• Acting as a first point of contact for clients via phone and email
• Managing client records and maintaining accurate data within back-office systems
• Preparing pre-meeting packs and supporting client reviews
• Processing new business, including applications, AML checks, and documentation
• Managing workflows, tasks and centralised mailboxes
• Liaising with providers and handling queries
• Producing illustrations, valuations, and supporting documentation
• Reviewing Letters of Authority and client packs for accuracy
• Supporting advisers and paraplanners with case progression
• Ensuring all work meets internal procedures and regulatory standards

Candidate Requirements

• Previous experience within an administration role
• Strong written communication skills (emails and letters)
• High accuracy when inputting and maintaining client data
• Confident use of Microsoft Office 
• Excellent attention to detail
• Strong organisation, planning and prioritisation skills
• Professional and confident client communication

Benefits

• Salary up to £35,000 (DOE)
• 25 days holiday + bank holidays + your birthday off
• Free on-site parking
• Supportive and collaborative team environment
• Ongoing training and development opportunities

If this role sounds like a great next step in your career, apply today to be considered.

Element Recruitment are working with a number of respected Financial Planning firms and are keen to connect with experienced Financial Planning Administrators based in or around Cheltenham.

If you have a background in financial services administration and enjoy working in a professional, detail-focused environment, we’d love to hear from you.

The Opportunity

We are looking for skilled administrators who can provide high-quality support to Financial Advisers, helping ensure recommendations and ongoing client services are delivered efficiently and accurately.

You’ll play a key role in maintaining excellent client service standards while supporting the smooth running and growth of the business.

Typical Responsibilities

• Acting as a first point of contact for clients via phone and email
• Managing and maintaining confidential client records
• Converting adviser meeting notes into actionable tasks within back-office systems
• Supporting advisers with research using financial planning tools
• Processing new business and preparing client review packs
• Managing central inboxes and workflow systems
• Liaising with providers and responding to queries
• Producing quotations, illustrations, and supporting documentation
• Completing application forms and compliance requirements (including AML checks)
• Reviewing documentation such as Letters of Authority and client packs
• Supporting the wider team to ensure deadlines and service levels are met
• Ensuring adherence to internal procedures and regulatory requirements

About You

• Minimum 2 years’ experience within financial services administration
• Good understanding of financial products and processes
• Strong written and verbal communication skills
• High attention to detail and accuracy
• Organised with excellent planning and prioritisation skills
• Confident using Microsoft Office and industry systems
• Professional and client-focused approach

If you're an experienced Financial Services Administrator looking for your next move in the Cheltenham area, apply today or get in touch for a confidential conversation.

Purpose driven and thriving organisation in Bath is seeking a Financial Accountant. The role will suit someone technically strong, with broad responsibility around both financial and management accounts and oversight of the transactional finance team. This is an excellent opportunity for someone to develop, with an in-built progressive career path to follow.

You will have ownership of financial accounting standards, balance sheet discipline and audit readiness, setting the tone for strong control, compliance and consistency across the finance function. 

Responsibilities will include: 

• Preparation of annual statutory accounts, ensuring compliance with UK GAAP
• Prepare year-end audit files
• Oversight of a small team, including AP
• Ensure supplier invoices are correctly coded, approved and processed
• Review payment runs and ensure a strong audit trail
• Support annual budgeting 
• Contribute to rolling forecasts
• Support finance systems integrity and drive improvements in month end

Your Profile:

• ACA / ACCA / CIMA qualified
• Experience within professional services is preferred
• Experience supporting statutory accounts and audit preparation 

To discuss further, call Tora on 07452 822610 or click "APPLY!"

This role is ideal for someone with a strong background in financial services administration who enjoys working in a professional, detail-focused environment and takes pride in delivering excellent client service.

The Role

You will provide comprehensive administrative support to financial advisers, ensuring client recommendations and ongoing service propositions are implemented efficiently and accurately. Acting as a key point of contact, you’ll play an essential role in maintaining service standards and supporting business growth.

Key Responsibilities

• Acting as a first point of contact for clients via phone and email
• Managing and maintaining confidential client records
• Converting adviser meeting notes into actionable tasks within back-office systems
• Carrying out research for advisers using financial planning and analytics tools
• Processing new business and preparing client reviews in a timely manner
• Managing centralised mailboxes and task workflows
• Liaising with product providers and handling queries
• Producing illustrations, quotations, and supporting documentation
• Completing application forms and new business checklists, including AML checks
• Reviewing Letters of Authority and ensuring completeness
• Verifying review packs prior to issue
• Allocating and overseeing administrative tasks to ensure deadlines are met
• Adhering to internal procedures, data security, and regulatory requirements

Candidate Requirements:

• Minimum 3 years’ experience within financial services
• Good understanding of financial products and processes
• Strong written communication skills (emails and letters)
• High accuracy when inputting and maintaining client data
• Confident use of Microsoft Office and financial services systems
• Excellent attention to detail
• Strong organisation, planning, and prioritisation skills
• Professional and confident client communication

Benefits:

• Salary of £28,000-£35,000 (DOE)
• 27 Days holiday, plus bank holidays, your birthday off & Christmas shutdown
• 5% pension contributions

If this role sounds like a great next step in your career, apply today to be considered.

Global and successful organisation in Bath is seeking a Qualified Senior FP&A Analyst. You will hold excellent systems proficiency and Excel skills. To include model building, data structures and automated reporting. You will also be a great communicator with strong interpersonal skills and the ability to partner across departments. This is an organisation with a great culture and opportunity to develop. 

Responsibilities: 

• Partner with stakeholders, providing insightful reporting and analysis to support decision making
• Build and maintain scalable reporting tools to actively manage and provide visibility on budget and forecast performance
• Support in producing C-Suite level monthly reporting packs and strategic analysis 
• Deliver commercial insights cross-functionally

Your Profile:

• Qualified Accountant (ACA / CIMA / ACCA)
• Advanced system and Excel proficiency
• Great interpersonal skills
• Strong academics is preferrable

To discuss further, call Tora on 07452 822610 or click "APPLY!"

Job description:

• Providing administrative support to the sales team
• Preparing quotations, sales orders, and contracts
• Maintaining accurate customer and sales records
• Processing orders and coordinating with internal departments
• Responding to customer enquiries by phone and email
• Producing reports, forecasts, and sales documentation
• Supporting sales meetings and presentations
• Ensuring compliance with internal processes and procedures

About You:

• Previous experience in a sales support, sales administration, or similar role
• Strong organisational skills with excellent attention to detail
• Confident using Microsoft Office (Excel, Word, Outlook)
• Comfortable working with CRM systems (desirable)
• Excellent communication and customer service skills
• Ability to manage multiple tasks and meet deadlines
• A proactive and team-focused approach

If this sounds like you, please click apply now!

Element Recruitment are partnering with a growing professional services firm is seeking a Client Services Manager to lead and develop client-facing and operational teams, driving both people development and business growth.

In this role you’ll lead administration and client relations teams, ensuring a high-quality, consistent client experience while building a positive, high-performing culture. With a strong ownership mindset, you’ll also play a key role in improving processes, implementing technology, and supporting growth initiatives including acquisitions.

Key Focus Areas

• Leading, coaching and developing a team of 8
• Delivering a premium client experience
• Improving processes, workflows and efficiency
• Driving adoption of new systems and KPIs
• Supporting business growth and integration projects

About You

• Experienced team leader within professional services
• Passionate about developing people and building culture
• Commercially aware with a focus on service and efficiency
• Comfortable driving change and continuous improvement

This is a  key leadership role where you will have real influence and the opportunity to shape teams and support growth within the business. The role is fully office based, with the opportunity for hybrid working in the future.