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.
Our client, a reputable and growing independent wealth management firm, is seeking an experienced and ambitious Paraplanner.
Plus bonus and benefits package hybrid working
Due to continued growth primarily through acquisitions, they need to maintain exemplary service levels and ensure robust resources for increasing client demand.
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).
We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.
The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.
As a paraplanner, your work would consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £100m, and who appreciate the close relationship offered by this IFA practice.
This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals.
As a Personal Tax Semi Senior, you will play a crucial role in supporting their clients with their personal tax affairs.
This position offers the opportunity to gain valuable experience in personal tax compliance and advisory services within a dynamic and supportive environment.
ProTalent are working alongside a Top 100 UK Firm who are seeking a Personal Tax hire to join their team.
Joining a fantastic SME professional services firm, the new HR Advisor will play a key role supporting the HR Director in delivering a full HR service across the organisation and have responsibilities including supporting and advising managers on employee relations cases (escalating where necessary), updating and writing policies and procedures, assisting with recruitment process and campaigns, managing the HR system and records, writing/enhancing the employee handbook.
We have a brilliant opportunity available for an HR generalist looking to develop their skills as an HR Advisor.
This is a great opportunity for someone wishing to develop their HR experience and grow in confidence as an HR Advisor/HR Generalist.
My client is a well-established Independent Financial Advice firm with offices based in Epsom.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across London, Surrey and the wider Southeast region.
A key client of mine who I have placed 4 staff with are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.