This well-known and successful large accountancy firm, based in Bristol, has a sizable personal tax department and team that represents a diverse range of private persons and clients, including high net worth individuals, landed estates, trusts, and other entities.
Your new company
The firm offers a high-quality compliance service as well as planning services such as IHT planning, CGT planning, and other types of personal tax planning.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
This well-known and successful accountancy firm in Bristol is looking to expand its tax department.
The firm's tax department includes a long-serving, highly skilled team of roughly seven persons who deal for a wide range of clients and provide personal tax compliance and planning services.