Financial Services Trainee

2 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Fund Solutions Limited Full time

We are Evelyn Partners, a renowned UK professional services firm dedicated to delivering exceptional service and expertise to our clients. As a Financial Services Trainee, you will play a key role in providing high-quality support to our Private Client Tax team in Newcastle.

Key Responsibilities:
  • Liaise with clients and third parties to obtain necessary information
  • Prepare tax returns, repayment claims, computations, accounts, and deal with correspondence from HMRC
  • Advising clients of their forthcoming tax liabilities and tax matters affecting them

You will study towards the ATT/CTA qualification and have opportunities to progress within the company. We offer a competitive salary range of £26,000-£31,000 per annum, depending on experience, as well as comprehensive benefits package including fully funded training, private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, cycle to work scheme, season ticket loan, shared parental leave, and eye care support.



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