Capio Recruitment are currently working with an leading advice firm on an opportunity for an experienced financial adviser to join their team within Grantham,
The firm provides financial advice across Pensions, Investments, IHT and Wealth Management, and have considerable growth plans, with backing from one of the UK's largest wealth managers.
They are a forward thinking firm of genuinely good people who want to provide a premium level of technical service, in an easy to digest format.
We are supporting our long-established East Midlands accountancy client in growing their Tax team as they are now recruiting for an experienced Tax Advisor.
This Tax Adviser role is a fantastic opportunity to join a team of professionals who offer their clients a full tax planning and advisory service, with hybrid working opportunities and flexible hours.
Grantham or Spalding, Full Time, Permanent, Hybrid
Our client is a growing Financial Planning practice that offer a tailored approach to their clients with a real focus on making their clienteles money work for them.
The firm is backed by one of the UK's largest wealth manager and therefore there is some great internal progression routes within the firm.
Working with both private individuals and corporate clients they have a strong technical knowledge across the board of services.
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Are you the hands-on Partner Designate we're looking for
This Partner Designate job in Grantham is a rare opportunity for an experienced candidate to join a reputable accountancy practice in Grantham at Partner Designate level, with the chance to make a real mark on a thriving firm of accountants and business advisors.
We want to hear from you if
You have a natural talent for nurturing a dynamic team, providing constructive mentorship to junior staff through training and knowledge sharing.
You're passionate about driving business development, building a network of potential new business contacts and scoping new service lines for existing clients.
We've a reputation for dedication, commitment and attention to detail that offers real value, meaning we're recognised by many as their trusted adviser.
Duncan & Toplis are one of the largest independent firms of accountants and business advisers in the East Midlands and beyond.
We are also an award-winning company, having won Professional Services Firm of the Year in 2023.
Reporting into the Audit director, who is responsible for overseeing all audits to a portfolio of clients, you will act as the lead on audits and be responsible for ensuring deadlines and standards are adhered to.
You would also be tasked with supporting the development of juniors on the audits with you.
A regional firm of accountants with multiple sites, this firm is a registered practice with both the ACCA and the ICAEW and has an excellent reputation across the Midlands.
We've a reputation for dedication, commitment and attention to detail that offers real value, meaning we're recognised by many as their trusted adviser.
Duncan & Toplis are one of the largest independent firms of accountants and business advisers in the East Midlands and beyond.
We are also an award-winning company, having won Professional Services Firm of the Year in 2023.