The Role
Supports insolvency and advisory case management from onboarding through closure. Responsibilities include AML and conflict checks, Companies House searches, case setup in IPS, statutory paperwork, directors’ conduct investigations, creditor claim adjudication, distributions, tax and VAT coordination, accounts preparation, filings, and case closure. The role requires strong organization, accuracy, communication, compliance, and financial administration skills, with progression toward case ownership and insolvency qualification.
Summary Generated by Built In
Talent Formula is a consulting firm that offers outsourced financial and accounting talent to Chartered Accounting firms worldwide. We are currently hiring for PKF Littlejohn, one of the UK's largest accounting firms. PKF LittleJohn is looking for a BRI Accountant/Administrator for their Advisory team.
The role will be responsible for supporting case management across the full lifecycle, from onboarding and new appointments to progression and closure. The position requires strong organizational skills, an understanding of insolvency processes, and the ability to work accurately within defined compliance.
Responsibilities include but are not limited to:
Case Onboarding and Set Up
- Conduct Anti-Money Laundering, Bribery, and Ethical checks.
- Perform ID3 and KY6 searches as required (not limited to onboarding stage).
- Prepare and circulate conflict checks.
- Carry out Companies House searches and ensure all relevant documents are saved to Virtual Cabinet (director listing, shareholder listing, charge register, incorporation documents, last three sets of filed accounts).
- Set up cases on IPS.
- Complete and maintain Week 1 checklists.
New appointments
- Preparing on appointment notices and statutory paperwork and completing checklists.
Directors Conduct Reporting
- Supporting the UK based team in gathering information
- Requesting directors to complete questionnaires re conduct
- Requesting banks to supply statements and other information re the company’s banking facility
- Obtaining the companies electronic records, securing the data and organising back ups
- Reviewing and analysing the information received
Case Progression and Closure
- Manage the Distribution Checklist, including:
- Issuing Notices of Intended Dividend to creditors.
- Adjudicating claims (agreement or rejection).
- Declaring and paying distributions.
- Preparing and issuing creditor notifications.
- Manage the Case Closure Checklist, including:
- Coordinating completion of final corporation tax returns and payments.
- Settling final fees and expenses.
- Recovering VAT or preparing VAT assignments as required.
- Arranging shareholder distributions in solvent liquidations.
- Preparing proposed/final accounts (based on process type).
- Completing Companies House filings.
- Finalising IPS case closure diaries.
What skills will you need to be effective in this role?
- Prior experience in insolvency administration or a related financial/administrative role is preferred.
- Completion of the Certificate of Proficiency in Insolvency is not required at the outset, but you will be expected to pursue this qualification after joining.
- Strong work ethic with excellent organizational, multitasking, and attention-to-detail skills.
- Good communication skills for effective and professional interaction with global colleagues and professionals.
- Ability to follow rules and processes, and to implement established procedures consistently.
- Capability to manage a case from initiation through to closure. Over time, this will progress into case ownership.
- Willingness to train new joiners in due course, representing a gradual but steady career growth path.
How to apply?
To be considered for this role, you must complete 3 steps:
1. Apply to this job on Naukri and upload your resume
2. Complete the Skills Tests for this role
You must follow the link below and complete the testing assessments. The first assessment is a Skills Test, to assess your technical ability and numerical reasoning.
3. Complete the Psychometric Test for this role
If you successfully clear the Skills Test, you will be redirected to a Psychometric Test to assess how you think and make decisions.
To complete these tests, you must go to https://es.peoplogicaskills.com/es/quiz?testId=e611538c89d15492 and complete the assessments.
If you do not complete the assessments then you will not be considered for the role.
Skills Required
- Strong organizational, multitasking, and attention-to-detail skills
- Good communication skills for professional interaction with global colleagues and professionals
- Ability to follow rules and processes and implement procedures consistently
- Ability to manage a case from initiation through closure
- Prior experience in insolvency administration or a related financial or administrative role
- Completion of the Certificate of Proficiency in Insolvency, to be pursued after joining
- Willingness to train new joiners over time
- Completion of the required skills and psychometric assessments
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The Company
What We Do
Talent Formula provides managed accounting talent and secure AI solutions for accounting firms worldwide. Its model recruits, integrates, trains, and supports global accounting professionals as dedicated team members, while its digital employees and AI workspaces automate processes such as invoicing, reconciliation, data entry, and reporting. The company serves firms across international markets with scalable staffing, workflow automation, and ongoing operational support.
