At a Glance
- Tasks: Support the smooth running of our Practice Management System and assist with financial reporting.
- Company: Join one of the UK’s top 10 fastest-growing accountancy firms with a rich history.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Diversity and inclusion are at our core; we support all identities and backgrounds.
- Why this job: Make a real impact in a dynamic environment while developing your skills.
- Qualifications: Previous experience in professional services and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.
What will you be doing? We’re looking for a proactive and detail-oriented individual to join our team in Salisbury or London. In this role, you will support the PMS Business & Finance Support Manager and wider team to ensure the smooth running and optimisation of our Practice Management System (PMS). Working collaboratively across the business, you’ll play a key role in maintaining accurate financial data, supporting reporting processes, and ensuring system usage aligns with internal policies and regulatory standards.
Responsibilities
- Support the day-to-day operations of the PMS Business Support team, including coordinating meetings, preparing agendas, and documenting processes and procedures.
- Produce and coordinate management information and reporting as required.
- Assist in reducing aged Work in Progress (WIP) balances across the firm.
- Monitor and report on Partner and senior staff leavers, ensuring client and engagement reallocations are completed seamlessly.
- Provide support for audits by preparing and supplying relevant data and documentation.
- Assist with month‑end processes, including chasing outstanding approvals and draft bills.
- Respond to data and reporting requests from the wider business using Excel and Power BI.
- Manage the e‑billing inbox, resolving any issues to ensure timely and accurate billing to clients.
- Support KPI tracking and service level reporting using ServiceNow data.
Qualifications
- Previous experience within a professional services or financial services environment, or a similar commercial environment.
- Strong organisational skills with the ability to prioritise tasks in a fast‑paced environment.
- Good understanding of management accounting principles.
- High level of attention to detail with a focus on accuracy and quality.
- The ability to work independently and manage workload efficiently.
- A level or equivalent qualifications.
Desired
- Strong Excel skills; experience with Power BI is desirable (training can be provided).
- Experience with STAR PMS is advantageous but not essential.
Additional Information
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model (role dependent).
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
- Cycle to work scheme.
- Season ticket loan.
- Eye care support.
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
PMS Operations Assistant in Salisbury employer: S&W
At S&W, we pride ourselves on being one of the UK’s top 10 fastest-growing accountancy firms, offering a dynamic work environment in Salisbury or London that fosters collaboration and innovation. Our commitment to employee growth is reflected in our comprehensive benefits package, including private medical insurance, generous holiday allowances, and a hybrid working model, all within a culture that values diversity and inclusion. Join us to be part of a team that not only supports your professional development but also empowers you to make a meaningful impact in the lives of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land PMS Operations Assistant in Salisbury
✨Tip Number 1
Network like a pro! Reach out to people in your field, attend industry events, and connect with potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and even role-playing with a friend. The more comfortable you are, the better you’ll perform when it’s time to shine!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We suggest mentioning something specific from the interview to remind them of your conversation.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace PMS Operations Assistant in Salisbury
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the PMS Operations Assistant role. Highlight relevant experience and skills that match the job description, like your organisational skills and attention to detail. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our mission at S&W. Keep it concise but engaging—show us your personality!
Showcase Your Skills:Don’t forget to mention your Excel and Power BI skills in your application. If you have experience with STAR PMS, definitely include that too! We love seeing candidates who are proactive and ready to hit the ground running.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at S&W
✨Know Your PMS Inside Out
Before the interview, make sure you understand the Practice Management System (PMS) and its role in a professional services environment. Familiarise yourself with how it supports financial data management and reporting processes, as this will show your proactive approach and readiness to contribute.
✨Showcase Your Organisational Skills
Be prepared to discuss specific examples of how you've managed multiple tasks or projects in a fast-paced environment. Highlight your ability to prioritise effectively and maintain attention to detail, as these are crucial for the PMS Operations Assistant role.
✨Excel and Power BI Proficiency
Brush up on your Excel skills and be ready to talk about any experience you have with Power BI. If you’ve worked with data reporting or management information before, share those experiences to demonstrate your technical capabilities.
✨Emphasise Team Collaboration
Since the role involves working collaboratively across the business, think of examples where you've successfully worked in a team. Discuss how you’ve supported colleagues or contributed to group projects, as this will highlight your ability to fit into their team-oriented culture.
