K3 Advisory Group

Controller

• Management responsibility – leading a small finance team responsible for monthly financial and management accounting
• Responsible for technical accounting work
• Ensuring the business maintains a strong financial control environment - oversight, improvement, and documentation of group financial controls – working with senior stakeholders (MD’s)
• Ensure consistency of processes across all businesses
• Support Group FD with ad hoc change projects and onboarding acquisitions
• Ownership of the preparation of the Group monthly management accounts (consolidation, cashflow, KPIs, etc)
• Support with monthly and weekly reporting to the private equity owners and funders
• Provide ad hoc support to the Group FD, CFO/ CEO and business MDs
• Work with tax advisors for tax accounting and ensure robust tax controls
• Ensure consistency in policy and process across the group (prepayments, fixed assets, balance sheet reconciliations)
• General oversight, improvement and documentation of financial controls

Group Financial Controller

Manager

• Experience and competency dealing with complex Paraplanning work
• Oversee and supervise a small team of Paraplanners and Trainee Paraplanners
• Be first point of contact for service issues, complaints, or difficult situations that may present themselves within the team
• In conjunction with Induction Training Plan and Technical Manager, oversee training of new joiners to the Team
• Hold regular monthly meetings with the Team to discuss workloads, team success, areas for improvement, new procedures and new provider updates etc
• Hold regular 1:1 meetings with each individual team member and conduct annual appraisals each year
• Oversee basic HR for the team, such as but not limited to, absence management, time management, performance management, and escalate to Technical Manager where further support is required
• Ensure Team adhere to a clear desk policy and work is locked away for GDPR purposes
• Measure quality of work completed by the Team for both new and existing clients on Triage, Suitability Reports and File Reviews
• Measure quality of work produced in Suitability Reports and on Intelligent Office (IO) for accuracy and level of detail
• Monitor record keeping on Papercloud, at a personal level and at team level
• Produce MI/KPI information to Technical Manager on both the level of work coming into the Team and the level of work being produced by the Team
• Individual Team Member KPI information produced on a regular basis to count towards team’s annual review process, in areas of quantity, and quality
• Adhere to FCA regulations in accordance with our compliance procedures
• Pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement

Paraplanning Manager

Project Manager

• Manage individual projects from initiation through to delivery and closure.
• Define project scope, timelines, deliverables, risks, and dependencies.
• Co-ordinate cross-functional teams to ensure delivery milestones are achieved.
• Track project progress against agreed plans and escalate issues where required.
• Facilitate project meetings, workshops, and stakeholder updates.
• Ensure projects are delivered in line with agreed governance standards and methodologies.
• Maintain project documentation including plans, RAID logs, action trackers, and status reports.
• Support change control processes and impact assessments.
• Produce weekly and monthly project and portfolio reporting packs.
• Support Delivery Managers with portfolio tracking, resource planning, and governance activities.
• Maintain project roadmaps and plans.
• Analyse delivery data and provide insights on risks, trends, and performance.
• Ensure reporting accuracy and consistency across projects.
• Assist with preparation for steering committees.
• Track actions, dependencies, and decisions across programmes.
• Build effective working relationships with internal stakeholders, suppliers, and business teams.
• Communicate project updates clearly to both technical and non-technical audiences.
• Support senior stakeholders with accurate and timely management information.
• Work collaboratively across delivery, operations, and business functions.

Research Analyst

• Conducting research into potential buyers
• Carrying out research strategies
• Identifying key contacts within these businesses
• Independent Research and Outreach amongst our network of known contacts
• Liaising with Buyers to understand what kind of businesses they are looking to acquire and match them with our clients
• Liaising with Clients to gain approval on NDA (non-disclosure agreements) signed by potential purchasers

Account Executive

• Initiate meaningful conversations with potential clients.
• Work from our comprehensive in-house CRM system.
• Arrange appointments for Corporate Directors once a Business Owner expresses interest.
• Deliver top-notch service with empathy, diligence, and speed, ensuring an impeccable customer experience.

Corporate Business Sales Executive

• Initiate meaningful conversations with potential clients
• Working from our comprehensive inhouse CRM system
• Arranging appointments for Corporate Directors once a Business Owner expresses interest in taking the conversation further
• Deliver top-notch service with empathy, diligence, and speed, ensuring an impeccable customer experience

Account Manager

• Manage strategic customer accounts and grow revenue
• Maintain strong customer relationships and ensure satisfaction
• Act as the primary contact for customer inquiries
• Conduct regular reviews with customers for improvements
• Collaborate with internal teams for issue resolution
• Identify opportunities for upselling and renewals

Customer Account Manager

Analyst

• Deliver responsive first-line IT support and maintain accurate, auditable control of hardware and software assets across the K3 Group.
• Act as the critical link between users, Tier 2 support, external providers and IT leadership to ensure consistent service delivery, rapid resolution and regulatory compliance across multiple subsidiaries and time zones.
• Act as first point of contact (Level 1) for IT incidents and service requests; triage, log and prioritise tickets in line with SLAs; escalate to Level 2, infrastructure and external providers as required.
• Provide remote support for hardware, software, Microsoft 365 (Outlook, Teams, SharePoint, Entra ID) and business applications including Turnkey IPS and Virtual Cabinet.
• Manage user account lifecycle: provisioning, access changes and de-provisioning in line with Access Control Policy and least-privilege principles.
• Own and maintain the IT asset register; manage procurement, asset allocation, transfer, refresh scheduling and secure disposal.
• Conduct periodic audits and reconcile discrepancies.
• Track software licence entitlements across subsidiaries; flag over-use, under-use or renewal dates to mitigate compliance and budget risk.
• Support new-starter onboarding and leaver offboarding; maintain service desk knowledge base; produce ticket metrics reports.
• Apply Information Security Policy, Access Control Policy and Data Protection standards in all activities.
• Escalate suspected incidents or breaches promptly to IT leadership.

Group Financial Controller

Paraplanning Manager

Project Manager

Project Manager

Research Analyst

Corporate Business Sales Executive

Corporate Business Sales Executive

Customer Account Manager

IT Service Desk Analyst