This firm prides itself on providing an exemplary level of client service through getting to know each and every client.
Job Description
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join a highly regarded Chartered Financial Planning firm in Shrewsbury.
To ensure that client tax returns (and related administration work) for which she/ he is personally responsible are produced in a cost effective, compliant and efficient manner to the standard required by the Firm and by any external bodies.
General
This roll will provide the opportunity for you to eventually be responsible for your own portfolio of personal tax client and also to gain exposure to basic tax planning and providing tax advice to your clients.