You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
General
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
This Tax Adviser role is a fantastic opportunity to join a team of professionals who offer their clients a full tax planning and advisory service, with hybrid working opportunities and flexible hours.
Grantham or Spalding, Full Time, Permanent, Hybrid
We are supporting our long-established East Midlands accountancy client in growing their Tax team as they are now recruiting for an experienced Tax Advisor.
We've a reputation for dedication, commitment and attention to detail that offers real value, meaning we're recognised by many as their trusted adviser.
Duncan & Toplis are one of the largest independent firms of accountants and business advisers in the East Midlands and beyond.
We are also an award-winning company, having won Professional Services Firm of the Year in 2023.
We are currently looking for a Mortgage and Protection Advisor with previous experience.
Or if are looking to start your career and have recently passed CeMAP level 1 our client will support you in a trainee position while you complete the qualification.
The position will be based in the Lincoln office, working closely with a well-known Independent Estate Agency that will provide strong leads for you.
Whether this is your first Retail Advisor role - or you're looking to take the next step in your career, if you're self-motivated, engaged, and passionate about delivering an authentic customer experience, then we want to hear from you.
The secret to our success?
Join one of our O2 stores and you'll become part of a team that thrives on making our stores look great, delivering an exceptional customer experience - and supporting each other to learn new skills and develop your career.