Financial Planning Specialist
9 hours ago
About Our Client
Our client is a modern and dynamic accountancy practice based in the heart of Guildford. They offer a range of services to their clients, including tax compliance, financial planning, and advisory work.
Your New Role
- You will assist in the management of the Private Client Portfolio, working with over 500 clients.
- As a senior member of the tax team, you will provide guidance and support to junior colleagues.
- You will have exposure to a diverse range of clients, including HNWI, OMBs, Trusts, Capital Gains Tax, and Inheritance Tax.
- Flexible working options are available, including hybrid working arrangements.
What You'll Need to Succeed
You should be a qualified tax professional, ATT, CTA, STEP, or ACA qualified, with experience working within a Private Client team in practice.
Benefits
- A salary of approximately £60,000 - £80,000 per annum.
- Flexible working options, including core hours of 10 am to 4:30 pm and hybrid working arrangements.
- On-site parking and modern offices.
- Pension scheme with 5% employer contribution.
- Bupa healthcare scheme.
- 3 x death in service benefit.
About Us
We are a leading recruitment agency specialising in finance and accounting roles. We pride ourselves on our ability to find the right candidate for the job.
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