Administrative Support

Accounts Administrator

Reference number:

Closing date: 31st October 2018

As a result of continued growth, a new opportunity has arisen for an experienced Accounts Assistant to join our Wealth Management division in Bolton.

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The main responsibilities will include:

 

– Weekly bank reconciliations.

– Posting and matching revenue received during the month on Adviser Office.

– Producing management reports.

– Dealing with internal and external accounting queries.

– Updating cash sheet with bank entries and inputting to Adviser Office.

– Cash sheet reconciliation.

– Inputting supplier invoices onto XERO online software

 

The Candidate:

 

Essential

 

– Experience in e-revenue and income reconciliation within Adviser Office

– Excellent working knowledge of Adviser Office (IRESS)

– Strong attention to detail and problem-solving skills

– Motivated to work using own initiative

– Strong interpersonal skills

– Organised and able to prioritise to meet deadlines

– Educated to GCSE level or equivalent with grade C or above in Maths & English

– Able to use software packages such as Excel/Word/Outlook

 

What we offer:

 

– Two full days per week (based on a 37.5 hour working week)

– Pension Scheme

– Death in Service cover

– 23 days holidays + bank holidays (pro-rated)

– Regular social events

– Structured personal development

– Free on-site parking

 

Please send covering letters and CVs to Lexie Dando (HR Support) – lexie.dando@cowgills.co.uk

Experienced Paraplanner

Paraplanner

Reference number:

Closing date: 31st October 2018

A new opportunity has arisen for an experienced Paraplanner to join to join our Wealth Management division in Ilkley.

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Working within an established successful team, you will support two experienced Advisers in areas of High Net Worth including complex pensions and investments work. In addition to report writing you will support the Advisers in the advice process. You will be expected to research and analyse products that are appropriate to the clients’ circumstances, prepare detailed reports and assist the Advisers in establishing new client relationships.

 

You will already be Diploma level 4 qualified and be looking to progress further. In addition, you will have previous experience of working within an IFA environment.

 

You will benefit from working for a professional and recognised IFA firm that will encourage you to learn new areas of wealth management. You will also be supported with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business.

 

The Candidate:

 

Essential:

 

 – Practical experience and knowledge of an IFA environment

– Diploma Level 4 Qualified

– Keen to progress with Industry exams (Working towards Level 6)

– To be able to work on own initiative with great attention to detail

– Strong interpersonal skills, drive & energy

– Motivated by working in a fast-paced environment

– Organised and able to prioritise

– Educated to GCSE level or equivalent with grade C or above in Maths & English

– Able to use software packages such as Excel/Word/Outlook

 

Beneficial:

 

– A good working knowledge of IRESS Adviser Office

– Previous experience of the Standard Life, Cofunds, Transact and Aviva wrap platforms

 

What we offer:

 

– 35 hour working week

– Pension Scheme

– Death in Service cover

– 23 days holidays + bank holidays (pro-rated)

– Regular social events

– Structured personal development

– Free on-site parking

 

Please send covering letters and CVs to Lexie Dando (HR Support) – lexie.dando@jacobsfinancial.co.uk

Tax Manager

Tax Manager

Reference number: Tax/LWTB

Closing date: 31st October 2018

A vacancy has arisen for an experienced Chartered Tax Manager with a blend of Personal and Corporate Tax experience, who has developed excellent leadership skills in order to manage and lead a small team of senior and junior tax specialists.

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Essential skills and experience include:

– Chartered Tax Adviser

– Driver’s licence and own vehicle

– 5 years’ experience of working in a professional services environment Tax team

 

Specific experience in:

– Corporate tax advisory work

– Personal tax advisory work

– Supervising & reviewing work of junior members of the team

– Advising on reorganisations, demergers, share schemes, HMRC enquiries and profit extraction


 

–  The ability to take responsibility for resolving issues and delivering solutions

– The ability to effectively communicate and create drive and enthusiasm through techniques appropriate to the situation

– The ability to work in co-operation with others to achieve the required objective

– The ability to work effectively, monitoring and checking the accuracy of work and developing others to solve problems

– The ability to see and understand the requirements for effective client relations, how these relate to individual roles, teams, departments and the overall aims of the Firm

– The ability and enthusiasm to willingly identify and develop the potential in others and achieve the aims of the Firm

– The ability to manage, for a profit, the performance of groups or individuals in such ways that deliver high standards and results

– The ability to understand and identify financial, commercial and business opportunities and how these may be utilised to the benefit of the Firm.

– The ability to build and lead an effective team, or teams, by motivating, supporting and empowering individuals

– Proven ability to research technical taxation issues and give advice

– The ability to identify cross selling opportunities for other departments as well as generating new business for the tax team


 

Click to view the job description and the person specification for this role.

 

If you are a proactive, solutions focussed person who meets the essential requirements and would like to make a valuable contribution within a well-established and prestigious firm at the forefront of their sector, please submit your CV outlining how you meet these requirements to careers@Cowgills.co.uk


Graduate Recruitment Programme

Cowgills recruit trainees for three year ICAEW training contracts under our graduate trainee programme.

Our minimum academic requirements are at least 3 B Grades at A level and to have, or expect to achieve, at least a 2:1 degree. Coupled with these we look for candidates with excellent communication skills and the ability to work effectively as part of a team who have an interest in the commercial world.

All vacancies are based at our Bolton office. We recruit for vacancies in January and September each year. We are committed to developing our own trainees’ careers and have members of our management team who started with Cowgills as ICAEW trainees.

To apply simply download our application form, complete and return with a CV and covering letter to:

Deborah Fallon – HR Manager
Cowgill Holloway LLP, Regency House,
45-53 Chorley New Road, Bolton, BL1 4QR

E: careers@cowgills.co.uk

Applications are now open

A-Level Leavers Programme

A-level leavers are often looking for an alternative to university and our new A-level trainee programme will allow you to earn a full-time salary, whilst being supported towards a professional qualification and gaining hands-on experience in a job. Our programme combines practical work experience, internal training and technical studies to enable you to achieve a professional qualification and take the first steps towards your future career.

We provide a supportive work environment where you will be part of a friendly and enthusiastic team working out of our Bolton head office.

We are looking for individuals who can make a clear difference to our clients and our firm. To be considered for the role you must have a desire to develop an audit and accountancy or tax career at Cowgills, be able to work as part of a team and deliver a first class service with excellent communication skills.

To apply, please send your CV and covering letter to:

Deborah Fallon – HR Manager
Cowgill Holloway LLP, Regency House,
45-53 Chorley New Road, Bolton, BL1 4QR

E: careers@cowgills.co.uk

Applications are now open