Posted by Financial Divisions • £28K/yr to £34K/yr
An exciting opportunity has arisen for an experienced Financial Administrator to join a well-established Chartered wealth planning business with offices across the Southeast.
Discretionary Bonus Benefits Package
This boutique firm, backed by significant financial support, has a reputation for delivering comprehensive whole-of-market advice to a wide range of private clients, including City professionals, families, business owners, retirees, and accumulators.
Posted by Financial Divisions • £28K/yr to £34K/yr
Chartered IFA Firm
Flexible working 1 day in the office per week following training.
Benefits: Pension Scheme, Group Life Cover, Medical Plan.
General
Join a prestigious Chartered boutique wealth planning firm with a solid financial foundation and a distinguished reputation for delivering exceptional advice to high-net-worth individuals with £2million plus of assets.
Are you an experienced tax accountant with a proven track record across corporate taxation?
REED practice is looking for a standout Corporate Senior Tax Manager who would love to work with a top 20 firm in Newbury that recognises and rewards hard work.
Duties of the role include
High level of oversight of a varied client portfolio, including monitoring all commercial aspects of portfolio management.
Posted by Front Row Recruitment Ltd • £28K/yr to £34K/yr
My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:
Acting as a first point of contact for clients and product providers
Preparing meeting packs and client engagement letters for new clients
This role will entail preparing self assessment returns from documentation provide by clients.
Ensure completeness and accuracy of client information and make enquiries as appropriate.
REED PRACTICE are currently supporting a small highly successful, growing accountancy practice based in Newbury to recruit a Personal Tax Senior on a permanent basis.
Working as part of a dynamic and creative company, they are currently seeking a personable and professional receptionist to become an integral member of the team.