PMS Operations Assistant

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.

As PMS Operations Assistant, your responsibilities will include among others

• 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

To be successful in this role, you should have 

• 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

As a colleague here at S&W you will have access to benefits that include

• 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.