Financial Planning Specialist

1 day ago


Cobham, Surrey, United Kingdom Michael Page Full time

In this role as a Financial Planning Specialist, you will be responsible for providing expert advice on tax-related matters to clients and colleagues. You will also identify and implement tax planning opportunities for clients and ensure all tax compliance responsibilities are met in a timely manner.

A successful Private Client Tax Manager should have a strong academic background with a relevant professional qualification (CTA/ATT/ACA etc.), experience in managing the tax affairs of high-net-worth individuals, and excellent knowledge of UK tax legislation and its application.

Benefits: A supportive and professional work environment, comprehensive training and development opportunities, and a competitive benefits package.



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