Personal Finance Specialist
3 weeks ago
We are seeking a skilled Paraplanner to join our team at Uniting People. As a key member of our financial planning department, you will play a vital role in supporting our Financial Advisers and contributing to the success of our clients.
In this challenging and rewarding role, you will have the opportunity to work closely with clients, conduct research, and assist in the development of personalized financial plans. You will be responsible for interpreting data, obtaining information, quotes, analyzing products, and managing documents required for various industry regulations.
The ideal candidate will have excellent analytical skills, a passion for client service, and a desire to contribute to a growing firm. If you are a motivated individual looking for a career-advancing opportunity, we encourage you to apply.
Key Responsibilities:
- Dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, IHT Income, and other complex products
- Interpreting data, obtaining information, quotes, analyzing products, and managing all documents required for various industry regulations
- Utilizing various platforms to research, collate data, scenario planning, producing detailed case reports, research, creating illustrations, and preparing valuations ready for client meetings
- Applications to Financial Institutions
- Staying up-to-date with industry regulations and compliance requirements
Requirements:
- Ability to utilize various platforms such as IO, Dynamic Planner, FE Analytics, and Voyant Pension SwitchC
- Excellent analytical skills and attention to detail
- Strong communication and interpersonal skills
- Ability to work effectively in a team environment
What We Offer:
- A competitive salary of £40,000-£60,000 per annum, depending on experience
- Hybrid working arrangements to ensure a healthy work-life balance
- Opportunities for professional development and growth within the company
- A dynamic and supportive team environment
About Us:
Uniting People is a growing firm dedicated to providing comprehensive financial planning services to our clients. We are committed to building strong relationships and delivering exceptional results.
-
Personal Finance Consultant
3 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Kenton Black Limited Full timeKenton Black Limited is a dynamic accounting firm that requires a skilled Personal Finance Consultant to provide expert advice and guidance on personal finance matters. As a key member of the team, you will manage a diverse portfolio of clients, providing tailored solutions to meet their financial needs.Key responsibilities include managing personal...
-
Personal Finance Manager
2 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Kenton Black Limited Full timeAs a Tax Compliance Specialist at Kenton Black Limited, you will have the opportunity to work with a wide range of businesses, from corporate groups to owner-managed businesses, sole traders, and partnerships. Your key duties will include processing self-assessment and personal tax returns efficiently and accurately, communicating with colleagues, clients,...
-
Personal Care Specialist
2 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom beBee Professionals Full time £18,000 - £24,000Job Title: Personal Care SpecialistWe have an exciting opportunity for a skilled and caring Personal Care Specialist to join our team at beBee Professionals in Stoke-on-Trent. As a Personal Care Specialist, you will work closely with our clients to deliver tailored care and support services that promote their independence and well-being.Main...
-
Administrative Finance Specialist
3 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom CV-Library Full timeCV-Library is looking for an experienced Administrative Finance Specialist to join their team in Stoke, Staffordshire. This is a fantastic opportunity for a skilled professional with a strong background in finance and administration.We offer a competitive salary of £29,000 per annum, flexible working hours, and a collaborative work environment.About the...
-
School Finance Specialist
3 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom CV-Library Full timeCV-Library is seeking a highly skilled School Finance Specialist to assist with the administration of finances at one of our partner schools.This role requires someone with experience working in a school environment and proficiency in using SIMS software. The ideal candidate will be able to work efficiently and effectively in a fast-paced environment,...
-
Personal Care Specialist
2 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Prestige Nursing & Care Full timePersonal Care SpecialistWe are seeking a highly skilled and compassionate Personal Care Specialist to join our team in Stoke on Trent, Staffordshire. As a key member of our care delivery team, you will be responsible for providing high-quality personal care and support to our clients with complex needs.Salary: £15.01-£18.27 per hour, paid weekly, with...
-
Management Accountant Specialist
3 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Michael Page Finance Full timePage Personnel Finance is seeking an experienced Management Accountant to join their dynamic finance team.The ideal candidate will have a strong background in finance and accounting, with a focus on providing accurate financial data analysis and supporting the finance team with year-end financial audits.Key Responsibilities:Prepare and review financial...
-
Personal Tax Lead Specialist
2 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Taylor Rose Recruitment Ltd Full timeJob Overview:Taylor Rose Recruitment Ltd is seeking an experienced Personal Tax Lead Specialist to join their team. As a Personal Tax Lead Specialist, you will be responsible for managing a portfolio of personal tax clients, preparing and reviewing personal tax returns, and identifying tax planning opportunities. The ideal candidate will have ATT...
-
Personal Tax Specialist
4 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Kenton Black Full timeJob Description\At Kenton Black, we are seeking an ambitious and passionate Personal Tax Specialist to join our team. As a Senior Tax Advisor, you will play a critical role in managing a varied portfolio of personal tax clients, from sole traders to corporate groups.\\Key Skills and Qualifications\* Strong understanding of UK tax legislation and...
-
Senior Personal Tax Specialist
3 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Kenton Black Ltd Full timeWe are seeking a highly skilled Senior Personal Tax Specialist to join our team at Kenton Black Ltd. This is an excellent opportunity for an ambitious and passionate tax professional to take on new challenges in a fast-paced environment.As a Senior Personal Tax Specialist, you will be responsible for managing a diverse portfolio of personal tax clients,...
-
Fall Protection Specialist
3 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Nationwide Specialist Services Full timeJob Title: Fall Protection InstallationCompany Overview:Nationwide Specialist Services is a leading provider of specialist services, delivering top-notch solutions across the UK. Our dependable team works around the clock, setting new standards for safety, speed, and consistency.Salary:We offer a competitive salary of £45,000 - £60,000 per annum, depending...
-
Safety Equipment Servicing Specialist
3 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Nationwide Specialist Services Full timeJob Description:We are seeking a highly skilled Safety Equipment Servicing Specialist to join our team at Nationwide Specialist Services. As a key member of our maintenance crew, you will be responsible for delivering top-notch servicing, maintenance, and repairs to height safety equipment across the UK.The ideal candidate will have extensive experience...
-
Tamworth Finance Support Role
2 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom CV-Library Full timeAbout the BusinessAre you looking for a challenging and rewarding role in finance? Transaction Recruitment is excited to offer an opportunity for a skilled Tamworth Finance Support Role to join our client's team. As a key player in the finance department, you will contribute to the production of accurate financial reports, manage cash flow, and provide...
-
Tax Advisory Specialist
2 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Kenton Black Limited Full timePersonal Tax Compliance Senior RoleKenton Black Limited, a market-leading recruitment partner, is seeking an ambitious and passionate Personal Tax Compliance Senior to join their team.About the CompanyThe company operates across the UK, specialising in the attraction of finance talent for both permanent and interim requirements. Their local offices are based...
-
Senior Personal Tax Specialist
3 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Kenton Black Limited Full timeKenton Black Limited Job OpportunityWe are Kenton Black Limited, a dynamic and forward-thinking accounting firm based in Staffordshire. We are seeking a highly skilled and ambitious Senior Personal Tax Specialist to join our team.This role offers an exciting opportunity for a senior professional to take on new challenges and contribute to the company's...
-
Personal Tax Specialist
1 week ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Kenton Black Limited Full timeAbout the Role:The Personal Tax Compliance & Advisory Senior will play a key role in managing a portfolio of personal tax clients for Kenton Black Limited. This includes processing self-assessment and personal tax returns, preparing P11D forms, and communicating with clients and HMRC.Responsibilities:Manage a varied portfolio of personal tax clients.Process...
-
Personal Training Specialist
3 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom PureGym Group Full timePureGym Group Seeks Fitness ProfessionalAn exciting career opportunity has arisen for a skilled Personal Trainer/Fitness Coach to join the UK's top fitness brand, PureGym.We are looking for an ambitious individual with Level 3 qualification in Personal Training to join our successful team, providing expanded opportunities for professional growth...
-
Personal Tax Manager
4 days ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom DPC Chartered Accountants Full timeAbout the Role:We are seeking a highly skilled Senior Tax Specialist to join our team at DPC Chartered Accountants. As a Senior Tax Specialist, you will be responsible for managing a portfolio of personal tax clients, from sole traders to complex owner-managed businesses.Your key responsibilities will include processing self-assessment and personal tax...
-
Personal Tax Specialist
2 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Clark Wood - Tax Recruitment Full timeCompany OverviewClark Wood - Tax Recruitment is working with a reputable and expanding firm of chartered accountants in Stoke. This opportunity is ideal for a Personal Tax Senior to manage a portfolio of clients including HNWIs, company directors, and sole traders.The role involves ensuring accurate and efficient compliance work through the preparation and...
-
Personal Tax Advisor
3 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Clark Wood - Tax Recruitment Full timeClark Wood, a renowned tax recruitment specialist, is currently working with a reputable firm of chartered accountants in Stoke to identify a talented Senior Tax Professional - Personal Tax to join their team.This sought-after opportunity presents a rare chance for an accomplished tax professional to make a lasting impact within a forward-thinking...