Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
As a member of the paraplanning team, you will work collaboratively with the financial planners.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
Posted by Financial Divisions • £50K/yr to £70K/yr
They offer whole of market advice on Pensions, Investments, Tax Planning, retirement planning, IHT, Mortgages and some Protections, Wills, Trusts and Powers of Attorney.
My client are an Independent Financial Advice firm based in Sussex (near Gatwick).
I have placed 3 advisers with this business, the office manager and an Administrator.
Posted by In-pact accountancy Ltd • £60K/yr to £70K/yr
Are you an experienced Financial Advisor seeking a new challenging role within a well established and highly professional local organisation?
Interested in joining an organisation that can offer significant benefits as well as a flexible working environment that offers an excellent work/life balance?
Have 1st class client liaison and communication skills and live locally to either the Sutton or Byfleet areas?
Posted by BWD Search & Selection • £45K/yr to £55K/yr
Are you looking for a step up into an adviser role, or are you an adviser looking to elevate your career and join a fantastic firm operating in a remote/field based capacity.
We offer more than just a jobwe provide a supportive and empowering environment where your personal goals are valued as much as those of our clients.
This role comes with a ready made client bank to get you started and you will be given the tools to grow, develop it and enhance your career.
Are you a recent finance graduate with a keen interest in wealth management?
This is an excellent opportunity for a finance graduate to embark on a rewarding career in wealth management with minimal experience in pensions required.
GTS Banking and Finance is seeking a motivated and enthusiastic individual to join our client's team in London.
We are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join the team.
The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.
This is a really exciting time to join the company due to the business' recent and ongoing growth.
Manage and oversee the personal tax affairs for a diverse portfolio of clients, ensuring compliance with tax regulations and deadlines.
General
If you are an experienced professional with expertise in personal taxation within a practice environment, a diverse background working with clients of all sizes and sectors, and a desire for hybrid working and exceptional benefits, this opportunity is perfect for you!
ProTalent are collaborating with a well-established accountancy firm in the search for a skilled and qualified Personal Tax Manager.