RGH-Global Ltd

Overview Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters. Ensure all compliance paperwork is accurately completed and maintained. Prepare application forms and supporting documents for the advice process. Process and manage new business and servicing cases, including more complex transactions, through to completion. Monitor the progress of applications and proactively update Advisers on any issues or delays. Action servicing requests and changes to clients investments. Prepare client portfolio valuations and review packs. Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases. Requirements Minimum of 3 years experience within an independent financial planning or wealth management firm. Strong understanding of financial planning products, processes, and compliance requirements. Ideally hold RO1 or CF1, or be working towards equivalent qualifications. Excellent attention to detail with strong numeracy and literacy skills. Proficient in Microsoft Office and financial planning software systems. We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients. Benefits 4x life assurance Critical illness cover (2x) Employee Assistance Programme Health Cash Plan 5% employer pension contribution Discretionary annual bonus 22 days holiday plus bank holidays (option to purchase an additional 5 days) Hybrid working Both full-time or part-time hours considered

A global consultancy firm is seeking a Service Engineer with expertise in Oracle Fusion Tax and Vertex. This role involves ensuring accurate tax determination across transactions and managing tax configurations. Candidates should have over 5 years of experience in tax technology, strong SQL skills, and knowledge of indirect taxation. The position offers a hybrid work model with 2 days a week in the office.

6 Month FTCSalary: Dependent on experienceHybrid: 2 days a week in the officeA global consultancy firm is looking for an experienced Service Engineer to join its Oracle Cloud production support team. The role will focus on supporting Oracle Cloud Revenue Management, Receivables, and Intercompany operations. This is a highly cross functional position requiring both technical and financial accounting expertise, especially in revenue recognition under ASC 606 and IFRS 15. Key Responsibilities Revenue Recognition & Compliance Provide day-to-day support for revenue recognition processes in accordance with ASC 606 / IFRS 15 standards. Troubleshoot and maintain configurations related to revenue contracts, performance obligations, and standalone selling price (SSP) calculations. Resolve issues involving revenue deferrals, allocations, and accounting adjustments. Support multi GAAP and multi currency reporting and ensure compliance across reporting standards. Manage deferred and unbilled revenue processes. Prioritise and resolve user support requests and document technical resolutions. Contribute to system upgrades, patch testing, and ongoing system performance monitoring. Receivables & Invoicing Diagnose and resolve issues related to invoicing, credit memos, and adjustments. Support the AutoInvoice process for transaction imports from external systems. Manage manual and automated receipts, lockbox processing, and payment matching. Oversee collections processes, ageing analysis, and dunning strategies. Ensure tax accuracy on transactions and maintain integration with external tax engines (e.g., Vertex or Oracle Tax). Intercompany Transactions Maintain intercompany revenue recognition rules and enforce transfer pricing policies. Support intercompany invoicing and netting processes using Oracle Cloud Financials. Troubleshoot issues related to balancing rules and eliminations to ensure accurate consolidated reporting. Accounting & Period Close Reconcile subledger (AR) with the general ledger (GL) to ensure data integrity. Support month end and quarter end close activities for revenue and receivables. Validate that accounting entries align with GAAP, IFRS, and applicable tax standards. Technical Support Write and troubleshoot SQL queries related to revenue, receivables, and intercompany data. Investigate and resolve AutoInvoice errors and discrepancies in revenue allocation or journal entries. Support integrations across modules such as Order Management, Projects, Contracts, and Supply Chain Finance. Work with REST/SOAP APIs and bulk data import tools (FBDI/ADFdi) to manage transactions at scale. Optimise performance for high volume transaction processing environments. Compliance & Reporting Assist with audit and compliance activities, including tax and SOX related reviews. Generate revenue recognition, deferred revenue, intercompany netting, and ageing reports as required. Ensure that approval workflows, documentation, and control mechanisms are maintained. Operational Support Manage Oracle Cloud Service Requests (SRs) and interface with Oracle Support (MOS). Track and test quarterly release updates from Oracle Cloud. Validate any changes to revenue rules, intercompany setups, and invoicing configurations before deployment. Provide end user support to finance, accounting, and tax teams. Maintain documentation for key business processes, including SOPs for invoicing, revenue, collections, and intercompany handling. Required Qualifications In-depth knowledge of ASC 606 / IFRS 15 revenue recognition standards. 5+ years experience supporting Oracle Cloud modules: Revenue Management, Receivables, and Intercompany. Strong understanding of AutoInvoice, payment applications, and collections. Proficient in SQL for troubleshooting financial data issues. Experience using FBDI and ADFdi for mass data operations. Familiarity with period close and reconciliation activities. Understanding of SOX compliance and audit documentation standards. Hands on experience with Oracle Financials integrations and data flows across modules. Strong analytical, problem solving, and communication skills.

A Chartered Financial Planning firm in Coventry seeks a Senior IFA Administrator to join their dedicated support team. The successful candidate will assist in gathering documentation, ensure compliance paperwork is completed, and process new business cases. Ideal candidates have a minimum of 3 years' experience in a similar role and strong attention to detail, alongside proficiency in financial planning software. This role offers competitive benefits and the potential for hybrid working.

6 Month FTC Salary: Dependent on experience Hybrid: 2 days a week in the office We're hiring a technically skilled and tax-aware professional to support a global tax automation platform integrated with a major ERP environment. This role involves managing system accuracy, supporting compliance processes, and ensuring seamless operations between financial systems and tax engines. Provide subject matter expertise across global indirect tax types such as VAT, GST, Sales & Use Tax, and Withholding Tax. Maintain and resolve issues within tax automation tools including rules, jurisdiction mappings, and product taxability. Ensure correct configuration of tax rates, exemptions, and categories. Support integration points between tax engine and ERP platforms (e.g., Oracle Fusion or similar). Oversee compliance-related reporting activities including audit support, accruals, reconciliations, and filing data preparation. Troubleshoot transactional discrepancies and assist users in resolving taxation-related queries. Log, analyze, and prioritize support incidents while maintaining documentation for future reference. Assist in system patching, version upgrades, and testing of tax automation workflows. Monitor system performance and collaborate on optimization initiatives. Technical & Data Operations Use SQL and reporting tools to perform transaction analysis, validate tax results, and troubleshoot reconciliation issues. Resolve system integration errors including tax calculation failures, incorrect invoice treatments, or missing rate mappings. Maintain and support API-based connections (REST/SOAP) for seamless data exchange between ERP and tax systems. Improve system throughput by identifying slow processes, batch job delays, and misconfigured data loads. Work with ERP tools (e.g., FBDI, ADFdi) to upload and manage tax data such as exemptions, rates, and transaction records. Your Background Experience in supporting global tax automation platforms, ideally integrated with cloud ERP systems. Understanding of indirect tax principles across various jurisdictions. Proficiency in SQL for data investigation and reporting. Hands on experience in system-to-system integration and API troubleshooting. Ability to support both functional users and technical teams across finance and IT. Strong analytical thinking with attention to accuracy in tax calculation workflows.

A global consultancy firm is seeking an experienced Service Engineer to support Oracle Cloud Revenue Management and Receivables. Responsibilities include troubleshooting configurations, managing revenue recognition processes, and providing end-user support. Ideal candidates will have over 5 years of experience in Oracle Cloud modules and strong analytical and communication skills. This role offers a hybrid work model with 2 days a week in the office.

6 Month FTC Salary: Dependent on experience Hybrid: 2 days a week in the office A global consultancy firm is seeking a Service Engineer with expertise in Oracle Fusion Tax, Vertex, and tax-related ERP integrations. This role is responsible for ensuring accurate tax determination and compliance across Payables, Receivables, Intercompany, and Supply Chain transactions. It combines technical troubleshooting with deep knowledge of indirect taxation across global jurisdictions, making it ideal for professionals with experience in tax technology within Oracle Cloud environments. Key Responsibilities Tax Configuration & Compliance Support and maintain tax configurations in Oracle Fusion Tax and Vertex for global indirect taxes, including Sales & Use Tax, VAT, GST, and Withholding Tax. Ensure proper tax determination, exemption handling, and product/service taxability across jurisdictions. Manage tax rules, rates, reporting codes, and registrations in Oracle Fusion. Support supply chain tax treatment, including intercompany and drop shipment scenarios. Provide compliance support for network billing, intercompany tax, and third-party flows. Troubleshoot and resolve tax-related production issues via support ticket management and user collaboration. Participate in system upgrades and patch testing; recommend performance improvements. Tax Integration & Calculation Configure and troubleshoot Vertex tax calculations across Oracle Cloud Payables (AP), Receivables (AR), and Intercompany. Ensure correct tax application on supplier/customer invoices and intercompany settlements. Maintain tax logic for procurement flows, including reverse charge VAT and use tax. Resolve tax impacts related to intercompany netting and financial orchestration processes. ERP & System Integration Manage and troubleshoot integration between Oracle Cloud ERP and Vertex tax engine. Identify and fix tax rule conflicts, API errors, or configuration gaps causing calculation failures. Maintain and monitor Vertex API usage, web services, and data feeds between systems. SQL & Data Analysis Use SQL to query tax-relevant data from Oracle Cloud ERP tables (e.g., ZX_LINES, ZX_RATES, AP_INVOICES, AR_TRANSACTIONS). Investigate discrepancies in tax postings across AP, AR, and intercompany transactions. Conduct tax variance analysis, support audits, and aid reconciliation efforts. Optimise system performance for high-volume transaction environments. Tax Reporting & Period Close Generate and validate tax compliance reports (e.g. VAT, GST, Sales & Use, Withholding Tax). Reconcile subledger and GL tax balances; assist with accruals and adjustments during period close. Ensure accuracy and completeness of tax data during month-end and quarter-end close. Compliance, Audit & Controls Support SOX compliance by maintaining controls and documentation for tax processing. Assist in tax audits with detailed transaction records and support files. Test and implement Vertex content updates and Oracle quarterly tax updates. Manage reconciliations between Vertex, Oracle Fusion Tax, and the General Ledger. Operational & Cross-Team Support Raise and manage Service Requests (SRs) through Oracle MOS and MyVertex portals. Track issues, patches, and release notes; perform regression testing for updates. Liaise with tax, finance, procurement, and IT teams to resolve cross-functional issues. Document SOPs for tax processes, audit prep, rule changes, and troubleshooting protocols. Required Qualifications In-depth knowledge of indirect tax (Sales & Use, VAT, GST, Withholding Tax). 5+ years of experience with Oracle Fusion Tax and Vertex tax engines. Experience managing tax compliance across multiple jurisdictions and ERP systems. Proficient in SQL for financial and tax-related data analysis. Strong understanding of Oracle Cloud integrations and tax reporting. Knowledge of SOX controls and audit-ready tax process design. Effective problem-solving skills and the ability to work cross-functionally.

A global consulting firm is hiring a technically skilled professional to manage a tax automation platform integrated with ERP systems. The candidate must have experience in global tax automation, SQL proficiency, and the ability to support both functional users and technical teams. This role includes ensuring system accuracy, supporting compliance processes, and troubleshooting discrepancies. The position is hybrid, requiring two days a week in the office.