Personal Finance Specialist

1 week ago


London, Greater London, United Kingdom First 2 Recruit Full time

**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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