This program presents a remarkable opportunity to acquire invaluable hands-on experience within a professional practice environment, immersing yourself in the day-to-day operations of a leading accountancy firm serving a diverse clientele.
Our Tax team is looking for talented Graduate to join our 3-year Apprenticeship Training programme which we're running in Horsham.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
You will be joining WTW as a qualified actuarial pensions consultant with experience working on core UK defined benefit pensions actuarial work.
We work with a wide range of clients and your work may cover both trustee and corporate assignments.
As well as providing advice on regular valuations, accounting, PPF levies, individual calculations, and factor reviews, we often work alongside our clients on innovative, market-leading projects.