Personal Finance Specialist
1 week ago
**Personal Finance Specialist Job Summary**
We are seeking a highly skilled Personal Finance Specialist to join our team in London. The ideal candidate will have extensive experience in personal tax and be able to manage a portfolio of high net worth clients.
**Key Responsibilities:**
- Own portfolio of high net worth private clients.
- Prepare complex tax returns for private clients and wealthy individuals.
**Requirements:**
- CCTA qualified with previous experience using tax return software.
- A competitive salary of approximately £55,000 per annum, plus excellent company benefits.
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Finance Business Optimization Specialist
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Personal Finance Advisor
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Finance Operations Manager
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