JOB SEARCH
The Mortgage Case Manager will be responsible for processing residential and But To Let enquiries from application to completion.
Working within a small but focused team the individual should be motivated to overachieve the companies individual and company targets. The individual will assist the team in achieving target by taking proactive measures to process the cases in accordance with the Company and lender panel processing guides. The Mortgage Case Manager will liaise with brokers, mortgage providers, legal teams and surveyors as part of the process.
Duties and Responsibilities of the Mortgage Case Manager:
- Collect fees from clients and brokers where required
- Ensure client data is captured accurately and recorded within company CRM system, to adhere to the current regulatory GDPR policies
- Follow the company’s sales process
- Follow the departments CPD log requirements
- Customer care calls to brokers to ensure that the processing is smooth and offer assistance to queries if required
- Use the companies CRM system to set review dates for completed loans, therefore creating opportunities for re-sale
- Attend internal sales and lender sales meetings to ensure accurate understanding of the market is obtained (on occasions, or by TEAMS)
- Maintain constant dialogue with brokers and third parties during the processing of every application
- Maintain company standards for CPD through internal training programs, online courses and market research through trade press
- Carefully interpret client documentation to analyse suitability for the lenders.
- Key information to lender portals or hunt groups to commence a full application
- Create and manage checklists within CRM for specific lenders for release to clients and brokers
- Clear understanding of internal suspicious activity reporting with suspicions being raised with T&C Manager or Compliance Director promptly
- Assist other departments with AML checks in addition to specialist sales when required
- Motivated and dynamic.
- Proven at working dynamically in a pressured environment, with excellent organisational skills
- Excellent computer skills
- Minimum 2 years’ experience in financial services industry
- Proven experience of excellent verbal and written communication
- Forward thinking individual with ability to think outside the box
- Up to £30,000 dependant on experience
- Commission per case completion
- Team quarterly bonus
- Healthshield membership and benefit scheme, joining on Tier 1 and increasing to Tier 2 after probation is passed and Tier 3 after 5 years’ service
- Perk box membership
- 20 days holiday pay plus statutory bank holidays, increasing each year by 1 day up to 25 days holiday allowance
- Option to buy and sell holiday option, increasing up to 30 days holiday per annum
Job Features
| Job Category | Office & Administration |
| Salary | £28000 - £30000 |
| Working Hours | Full Time |
| Contract Type | Permanent |
| Job ID | 2873/31 |
Are you a qualified Management Accountant looking for a high-impact role in a growing business? The Management Accountant will take ownership of the company’s financial management, reporting, and control environment.
Acting as a member of the leadership team, the role will provide hands-on accounting, whilst working with the directors to develop reporting processes. These will enable improved efficiency, cost management, growth and increased profitability.
The Management Accountant role suits a qualified CIMA, ACA or an ACCA professional who is confident managing a small team, comfortable working closely with senior leadership, and keen to contribute to real business transformation.
The Role of Management Accountant:
- Lead the company's financial management, including budgeting, forecasting, cash flow, and the preparation of accurate monthly and year-end financial reports.
- Ensure compliance with UK accounting standards, VAT, PAYE, HMRC regulations, and oversee the annual statutory audit process.
- Provide strategic financial insight, modelling, pricing, margin analysis, and commercial support to inform business planning and decision-making.
- Manage cash flow, working capital, banking relationships, and funding to optimise business performance and liquidity.
- Strengthen financial controls, enhance accounting and ERP systems, and drive process improvements to improve efficiency, scalability, and profitability.
- Lead, mentor, and develop the finance team while working with HR to oversee payroll processes and continuous system improvements.
- Foster a culture of accountability and continuous improvement by supporting cross-functional teams with financial guidance, training, and business awareness.
- CIMA, ACA or an ACCA qualified (newly qualified considered)
- Proven experience as a Management Accountant.
- Strong technical accounting knowledge and understanding of UK GAAP and Corporation Tax.
- Proficient in accounting and ERP systems.
- Strong Excel and financial modelling skills.
- Commercially aware with strong analytical and problem-solving skills.
- High attention to detail with the ability to work in a hands-on, fast-paced environment.
- Strong leadership and communication skills
- Team player with a collaborative approach
- Accuracy and timeliness of management reporting
- Improvement in cashflow and working capital
- Strength and compliance of financial controls
- Contribution to margin improvement and cost efficiency
- Successful audit outcomes and stakeholder satisfaction
Job Features
| Job Category | Accounting & Finance |
| Salary | £60,000 |
| Working Hours | Full Time |
| Contract Type | Permanent |
| Job ID | 6707/60 |
Location: Bournemouth
Hours: Full-time | 37.5 hours per week | Monday-Friday (8:30am-6:00pm, shift pattern)
Salary: £24,785 per annum + Bonus
We're recruiting on behalf of a growing business in the veterinary sector for a Customer Support Advisor to join their friendly team on a temp-to-perm basis.
This is a varied role combining customer service, administration and project support, making it ideal for someone who enjoys helping customers, solving problems and working in a fast-paced office environment.
What you'll be doing as Customer Support Advisor:
- Handling inbound calls and customer enquiries.
- Responding to emails and support tickets from veterinary practices and clients.
- Updating customer records and maintaining accurate data.
- Supporting onboarding for new veterinary practices.
- Assisting with Excel-based projects, pricing updates and general administration.
- Liaising with suppliers to support home delivery services.
- Identifying opportunities to promote additional services to customers.
- Previous office-based customer service or administration experience.
- Excellent communication skills, both written and verbal.
- Good IT skills, including Microsoft Excel.
- Strong attention to detail and organisational skills.
- A proactive, positive approach with the ability to multitask.
- Confidence speaking with customers over the phone.
- Bonus scheme.
- Hybrid working after successful training and probation.
- Company pension.
- Free flu jabs.
- Sick pay.
- Free on-site parking.
- Supportive team and opportunities to develop your skills.
Job Features
| Job Category | Customer Services |
| Salary | £24,785 |
| Working Hours | 37.5 hours per week |
| Contract Type | Temp - Perm |
| Job ID | 7904/40 |
We are looking for a highly analytical and commercially minded Marketing & Sales Automation Manager on behalf of our amazing client, based in Poole, to drive the performance, optimisation, and scalability of our client’s marketing and sales operations.
This is a pivotal role that sits at the intersection of marketing, sales, data, technology, and revenue generation. You will be responsible for managing and optimising our marketing automation ecosystem, ensuring campaigns are executed seamlessly, leads are nurtured effectively, reporting is accurate, and sales and marketing teams have complete visibility of performance across the buyer journey and use of HubSpot.
You will own the implementation, optimisation, and continuous improvement of marketing and sales automation processes, with a strong focus on data analytics, attribution modelling, lead management, campaign performance, reporting, and revenue operations making use of HubSpot.
The ideal candidate combines technical expertise with commercial awareness and thrives on transforming data into actionable insights that accelerate pipeline growth and improve marketing ROI.
Job title: Marketing & Sales Automation Manager
Contract type: Permanent
Hours: 40 hours per week, Monday to Friday, 8:00 am to 5:00 pm. This is an on-site role, with some flexibility considered for the right candidate.
Location: Poole
Holiday: 30 days paid (inc. Bank holidays)
Key Responsibilities of the Marketing Automation Manager
- Marketing Automation & Campaign Execution
- Manage and optimise the marketing automation platform, ensuring best-practice use of workflows, nurturing programmes, lead scoring, segmentation, and campaign automation.
- Collaborate with marketing teams to plan, build, launch, monitor, and optimise multi-channel campaigns.
- Lead the implementation of email marketing campaigns, including segmentation, content set-up, automation workflows, tracking, testing, optimisation, and performance reporting.
- Develop automated customer journeys that improve engagement, lead conversion, and customer retention.
- Ensure campaign data is captured accurately across all marketing and sales touchpoints.
- Drive continuous improvement of lead generation and lead nurturing processes.
- Continuously update and optimise lead lifecycle processes and lead scoring systems
- Maintain data hygiene, database accuracy, and account health in line with the latest GDPR best practices.
- Minimum 2 years’ proven experience managing marketing and sales automation platforms; HubSpot experience is highly desirable.
- Strong understanding of marketing campaign implementation and optimisation.
- Experience building, executing, and analysing automated marketing programmes.
- Strong knowledge of marketing attribution models and customer journey mapping.
- Experience creating dashboards, reports, and performance measurement frameworks, with the ability to define, track, and interpret KPIs that measure marketing and sales effectiveness.
- Excellent data analysis skills with the ability to interpret complex datasets and communicate insights clearly.
- Experience working closely with both marketing and sales teams.
- Strong understanding of CRM systems, lead management, lead scoring, and pipeline reporting.
- Experience driving process improvements across marketing and sales operations.
- Strong project management and stakeholder management skills.
- Familiar with GDPR and best practices in data compliance and customer data handling.
- Bachelor’s degree in marketing, data analytics, or a related field preferred.
- Able to thrive in a fast-paced environment and adapt to shifting priorities.
- Experience in a fast-paced marketing team; B2B marketing experience is desirable.
- Strong commercial mindset; sales experience is advantageous.
- Knowledge of Revenue Operations (RevOps) principles.
- Familiarity with Smartsheet, Google Analytics, CMS (WordPress)
- Knowledge of AI-driven marketing automation technologies.
Job Features
| Job Category | Marketing |
| Salary | £45,000 |
| Working Hours | Full Time |
| Contract Type | Permanent |
| Job ID | 1882/41 |
The Work Shop are delighted to be recruiting for a Customs Compliance Coordinator for a growing global organisation based in Southampton in the import export market.
As the successful Customs Compliance Coordinator – Southampton
- Salary up to £45,000
- Southampton office
- Office based - 5 days per week. 8:30am – 5pm
- 23 days annual leave (plus Bank Holidays) rising to 28 with service
- Pension – 5% employee contribution, 3% employer (rises with service – max 8%)
- Flexi time – system allows you to accumulate hours to be taken in that month or following month(subject to approval) ( 8 hours Max in any month)
- Free car parking
- Life assurance and income protection after 3 months
- Employee Assistance Programme
- Manage the bonded warehouse system in the UK; recommend improvements and efficient ways of operation
- Update the Duty rates and quota balances
- Understand the import duty calculations
- Reconcile Customs bonded system
- Understand tariff codes classifications
- Understand country of origin
- Import regulations/limitations into the UK and EU
- CBAM and UK equivalent; be part of the CBAM process and team
- Ensuring that UK export products responsibly and legal throughout the world
- Understand the BlueJay System used by the USA
- Assist in classifying items for export control and updating Metalware
- Advise the client on which exports need licenses
- DFARS: Understand the requirements of DFARS/FARs and how we implement in the UK
- Maintaining our system in MW
- Conduct Export Compliance Audits, Training and manage interaction with HMRC
- Manage our AEO authorisation, ensuring compliance to the regulation and audits
- Perform employee compliance training
- Report violations of laws, regulation and company policies to the management team
- Assist in performing internal investigations as may be directed by executive management
- Attends compliance trainings and seminars
- Answer employee questions relative to export regulations and internal compliance procedures
- Internal audit for QMS
Job Features
| Job Category | Operations |
| Salary | £40000 - £45000 |
| Working Hours | Full Time |
| Contract Type | Permanent |
| Job ID | 3788/34 |
The Work Shop are delighted to be recruiting for an Area Sales Manager for the South West region, selling to the Electrical Wholesale Market. (Fire lighting and Alarms).
Our client is a recognised manufacturer and distributor of electrical products and lighting, who are looking for an experience hunter sales person to build successful relationships with electrical wholesale market and building contractors.
In return our client is offering a competitive salary of £40,000- £45,000 per annum with a company car for the Area Sales manager to the Electrical Wholesale for the South West region. The Company has a profit related bonus at the end of the financial year based on company and personal performance.
The successful Area Sales Manager Will be based in or around South West
Reports To: Sales Director
Primary Responsibilities for Area Sales Manager:
- Develop and implement sales strategy in support of business objectives and sales forecast within the wholesale/contractor, with consideration to new product launches, Knowledge of Lighting and or Fire Alarms.
- Establish strong working relationships with existing key customer accounts and work closely with these customers to effectively service their requirements and identify areas for mutual profitable growth.
- Maximise sales opportunities, proactively seek avenues for new business and convert these into profitable sales.
- Plan, forecast and report upon sales activity within your area against KPI’s.
- Work collaboratively and develop relationships with all internal departments and stakeholders.
- Complete designs and attend site visits for customers as part of end to end service.
- Experience of Lighting and or Fire Alarms within an electrical wholesale / contractor environment with responsibility for Wholesale or Contractor accounts.
- Successful sales history.
- Ability to influence and communicate effectively at all levels.
- A professional, self-motivated and passionate person with drive and ambition.
- Full UK driving licence.
Job Features
| Job Category | Sales & Marketing |
| Salary | £40,000 - £45,000 |
| Working Hours | Full Time |
| Contract Type | Permanent |
| Job ID | 7445/18 |
The Work Shop are delighted to be recruiting for an Area Sales Manager for the South West region, selling to the Electrical Wholesale Market. (Fire lighting and Alarms).
Our client is a recognised manufacturer and distributor of electrical products and lighting, who are looking for an experience hunter sales person to build successful relationships with electrical wholesale market and building contractors.
In return our client is offering a competitive salary of £40,000- £45,000 per annum with a company car for the Area Sales manager to the Electrical Wholesale for the South West region. The Company has a profit related bonus at the end of the financial year based on company and personal performance.
The successful Area Sales Manager Will be based in or around South West
Reports To: Sales Director
Primary Responsibilities for Area Sales Manager:
- Develop and implement sales strategy in support of business objectives and sales forecast within the wholesale/contractor, with consideration to new product launches, Knowledge of Lighting and or Fire Alarms.
- Establish strong working relationships with existing key customer accounts and work closely with these customers to effectively service their requirements and identify areas for mutual profitable growth.
- Maximise sales opportunities, proactively seek avenues for new business and convert these into profitable sales.
- Plan, forecast and report upon sales activity within your area against KPI’s.
- Work collaboratively and develop relationships with all internal departments and stakeholders.
- Complete designs and attend site visits for customers as part of end to end service.
- Experience of Lighting and or Fire Alarms within an electrical wholesale / contractor environment with responsibility for Wholesale or Contractor accounts.
- Successful sales history.
- Ability to influence and communicate effectively at all levels.
- A professional, self-motivated and passionate person with drive and ambition.
- Full UK driving licence.
Job Features
| Job Category | Sales & Marketing |
| Salary | £40,000 - £45,000 |
| Working Hours | Full Time |
| Contract Type | Permanent |
| Job ID | 7445/18 |
The Hire Desk Assistant is a vital part of the operations for both Sales and Customer Services and you will be responsible for building exceptional relationships with both clients and suppliers.
The role will see you coordinating the entire hire process, from taking the initial order through to arranging delivery and collection, you will be liaising with every part of the organisation to ensure the needs of the customer are always met. On a day-to-day basis, you can expect to be desk-based, making regular contact with stock teams, sales reps and various depots around the UK to ensure minimal delay in fulfilling the needs of the customer.
Duties of the Hire Desk Assistant will include:
- Liaising, where required, with other depot employees, customers, depots, workshops and sales teams
- Creating folders & uploading documents to the SharePoint server in their appropriate folders / contracts
- Processing all transactions to IT systems and paperwork relating to converting Picking lists into Delivery notes and providing to the correct depot
- Providing POD’s (proof of deliveries / collections) to credit controller / hire desk upon request – liaising with hauliers and accounts departments
- Following all company procedures and policies in company handbook
- Arranging delivery and collection of orders in according with the customer’s and Sale Teams requirements
- Supporting and communicating effectively with all members of the Shoring team or associated colleagues
- Updating account information and records for clients
- Documenting serialised lifting equipment within the excel spreadsheet
- Liaising with the hire desk and crediting controller, making sure all transport is recorded correctly
- Communication
- Attention to detail
- IT competent
- Highly organised
- Time management
- Problem solving
Job Features
| Job Category | Office & Administration |
| Salary | £25,000 |
| Working Hours | Full time |
| Contract Type | Permanent |
| Job ID | 7854/3 |
We are pleased to be working with a growing business who are looking to expand their Finance team and bring on board an Assistant Management Accountant to work closely with the Finance Director and MD.
The company is dedicated to transforming the future of retail through innovation and excellence and to redefining the shopping experience.
The Assistant Management Accountant will be responsible for preparing financial statements, preparing UK VAT returns, managing accruals, and supporting financial reporting processes. Day-to-day tasks include assisting in budget tracking, performing analyses to support decision-making, and collaborating with the finance team to ensure the accuracy of accounts and compliance with financial regulations. This individual will play a key role in delivering financial insights and maintaining financial integrity.
Key Responsibilities for the Assistant Management Accountant: -
- Assist with monthly management accounts
- Preparation and submission of quarterly UK VAT returns
- Prepare journals, accruals, prepayments and reconciliations
- Support budgeting and forecasting
- Variance analysis and reporting
- Assist with cashflow and audit processes
- Liaise with internal teams and overseas entities
- Part-qualified (ACCA/CIMA/ACA) or AAT Level 4 qualified with relevant experience
- Background in accountancy practice with some industry exposure
- Strong Excel skills and attention to detail
- Keen to develop in a commercial finance role
- International exposure (especially USA) would be hugely beneficial as would working in multi currency
Job Features
| Job Category | Accounting & Finance |
| Salary | £40000 - £43000 |
| Working Hours | Full Time |
| Contract Type | Permanent |
| Job ID | 8103/4 |
