My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business.
Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
Off-the-back of continued growth, my client is looking to expand their market leading Private Client Tax Advisory team and are looking to recruit an ambitious, bright and technically adept Director, who can play a key role in the continued growth of their high profile Private Client Tax proposition, gaining the significant rewards that will be offered.
If you are an ambitious Tax Advisory professional with deep Private Client Tax experience, then there has never been a better time to join my prestigious client; an award winning professional services practice who are considered as one of the key 'movers and shakers' within the Tax Advisory arena.
They have an enviable reputation, providing ground breaking innovation & solutions and unrivalled career progression opportunities.
We are supporting them in their search for an experienced tax adviser to support the owner managed business tax department, focusing on both compliance and advisory services.
Our client is a long established independent firm of accountants, with an award winning tax team comprised of A calibre individuals.
Tax Compliance
Review and Approve Tax Returns for a portfolio of owner managed businesses: Oversee the review of various tax returns (Self-Assessment, P11D, ERS, CT61s, Capital Gains) and corporation tax computations, ensuring compliance with the firms' procedures and HMRC deadlines.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Due to the nature of the role, you will receive a high volume of clients straight away.