Are you a seasoned personal tax expert with a passion for leading and mentoring others?
Our client, an esteemed accounting practice in Epsom, is seeking a highly skilled Personal Tax Manager to spearhead their tax department and guide a team of talented professionals.
We are excited to present this exceptional opportunity, offering a competitive salary, 25 days of holiday, and a hybrid working model with flexible hours.
We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank.
Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
My client is a well-established Independent Financial Advice firm with offices based in Epsom.
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.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.