Financial Planning Expert

20 hours ago


Weybridge, Surrey, United Kingdom Pro Talent Full time
Job Description

We are seeking an experienced Financial Planning Expert to join our team at Pro Talent. As a key member of our team, you will be responsible for managing a portfolio of personal tax clients.

Key Responsibilities:
  • Manage a portfolio of personal tax clients, providing expert advice and guidance to ensure their financial planning needs are met.
  • Develop and implement effective taxation strategies to minimize clients' tax liabilities.
  • Prepare accurate and timely tax returns, ensuring compliance with all relevant laws and regulations.

The ideal candidate will have a strong background in financial planning and taxation, excellent communication skills, and the ability to work effectively in a team environment. We offer a competitive salary package, including a base salary of £60,000 per annum, plus benefits such as ongoing training and professional development opportunities.

About Us: At Pro Talent, we pride ourselves on being a dynamic and supportive organization that values our employees' contributions and growth. Our company culture is built on collaboration, innovation, and a passion for delivering exceptional results.

Requirements: To be considered for this role, you must have a minimum of 5 years' experience in financial planning and taxation, a degree in a related field, and excellent communication and interpersonal skills.



  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    We are looking for a highly skilled Financial Statement Expert to join our team at Fletcher George Financial Recruitment.Job OverviewIn this role, you will be responsible for overseeing the preparation and review of financial statements for a portfolio of clients, including larger SMEs and more complex groups with international interests. You will have the...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Job Description: Personal Tax SpecialistFletcher George Financial Recruitment is seeking a highly skilled Personal Tax Specialist to join their team in Sutton. This is a £80,000 - £110,000 per annum opportunity that offers 25 days holiday and the chance to work with a successful and growing firm. The ideal candidate will be CTA qualified or have equivalent...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Job Description:We are seeking a highly skilled Financial Management Expert to join our team at Fletcher George Financial Recruitment. In this role, you will be responsible for overseeing financial operations, developing business strategies, and managing a portfolio of clients. Your expertise in financial management will be essential in driving business...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Job DescriptionFletcher George Financial Recruitment is looking for a highly skilled Xero Expert to join our team as a Bookkeeper. This is a fantastic opportunity for an experienced professional to take their career to the next level.The successful candidate will be responsible for:Maintaining accurate and up-to-date financial recordsReconciling bank...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    As a Financial Services Manager with Fletcher George Financial Recruitment, you will have the opportunity to excel in a senior role within an audit team. Our successful and inclusive multi-site firm of advisers offers huge scope for individual development and career progression.You will enjoy a high level of autonomy while providing a full cycle Audit...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    We are looking for an exceptional Assistant Audit Manager to join our team at Fletcher George Financial Recruitment in Weybridge, Surrey. This is a fantastic opportunity to work with a highly successful firm of Chartered Accountants and take your career to the next level.Your key responsibilities will include:Leading audit assignments, drafting audit...


  • Weybridge, Surrey, United Kingdom Royal Caribbean Group Full time

    Job DescriptionWe are seeking a Senior Financial Analyst to join our International Finance team, responsible for reviewing, monitoring and analyzing Sales & Marketing, General, Administration and Insurance costs across our global offices.The successful candidate will have a strong attention to detail, analytical skills and ability to prepare own analysis...

  • Financial Director

    3 weeks ago


    Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Fletcher George Financial Recruitment is a leading Surrey-based financial recruiter. We are seeking a Financial Director to join our team in the Woking area.About the Role:The estimated salary for this position is £70,000 - £90,000 per annum, depending on experience.Job Description:Key Responsibilities:Oversee bookkeeping, management accounts, and VAT...

  • Tax Expert Role

    7 days ago


    Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    We are currently seeking a driven and accomplished Tax Accountant to fill this challenging yet rewarding position. The chosen candidate will be responsible for handling a diverse range of tax clients, from high-net-worth individuals to small businesses. Your primary duties will involve supporting your own client portfolio and providing expert advice to...


  • Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Professional to join their team. This role will involve working with an existing bank of recurring income clients and addressing their financial planning needs in a home/office/hybrid based environment.Key ResponsibilitiesMaintain and develop client relationships, maximising...


  • Weybridge, Surrey, United Kingdom Prax Group Full time

    Job Title: UK Refinery Financial ExpertLocation: Weybridge, SurreyJob Type: Full-timeSalary: £70,000 - £90,000 per annumIndustry: Energy/Oil & GasDescription:We are seeking a highly skilled UK Refinery Financial Expert to join our team in Weybridg, Surrey. As Financial Accountant, you will be responsible for overseeing the financial accounting for the...


  • Weybridge, Surrey, United Kingdom Howett Thorpe Full time

    About the RoleWe are seeking an experienced Senior Financial Accountant to join our team at Howett Thorpe. This is a senior-level position responsible for leading financial planning, analysis, and reporting initiatives across various aspects of our business.Key Responsibilities:Develop and maintain accurate and timely financial reports, including month-end...


  • Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    This is an exciting opportunity for a Financial Planning Specialist to join Artemis Recruitment Consultants Ltd in Weybridge. As a key member of our team, you will work closely with clients to provide tailored financial solutions.Your main responsibilities will include preparing technical case files, preparing suitability letters, and working with internal...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Job Overview:Fletcher George Financial Recruitment is seeking a skilled Senior Financial Director to oversee bookkeeping, management accounts, and VAT services. This leadership role involves managing a portfolio of clients, including staff planning, WIP management, and billing.About You:You must be ACA or ACCA qualified with senior-level experience gained in...


  • Weybridge, Surrey, United Kingdom Howett-Thorpe Recruitment Consultants Limited Full time

    An exciting opportunity exists for a Financial Controller to lead the financial management function of a dynamic SME business.About The BusinessOur client has grown year-on-year and is now looking for a Financial Controller to oversee the day-to-day financial operations and reporting, managing a team of 4 responsible for the transactional elements of...


  • Weybridge, Surrey, United Kingdom Hays Accounts And Finance Full time

    About the Role">This is an exciting opportunity to join a well-established global brand as a key member of its UK-based finance team. As a Commercial Financial Planning Manager, you will play a critical role in driving business growth through effective financial planning and analysis.">Requirements">To succeed in this position, you should have a strong...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    About Fletcher George Financial Recruitment">We are seeking a skilled Financial Tax Professional to join our team in Weybridge. As a member of our tax department, you will provide support to your own portfolio of clients, focusing on personal tax work for high-net-worth individuals and trusts.ResponsibilitiesSupport clients with their personal tax needs,...


  • Weybridge, Surrey, United Kingdom Hays Senior Finance Full time

    **Job Description**We are seeking an experienced Senior Financial Planning and Analysis Manager to join our team in a highly commercial role. As a key member of our leadership team, you will be responsible for driving business growth and delivering commercial results.The ideal candidate will have a strong background in financial planning and analysis, with...


  • Weybridge, Surrey, United Kingdom Clinigen Full time

    Job Title: Accounting and Financial ExpertThe successful candidate will be responsible for providing a high-quality billing function, ensuring projects are set up and maintained correctly in our ERP system. The individual will need to have a proactive and driven mindset with the ability to identify and solve problems collaboratively.This role involves...


  • Weybridge, Surrey, United Kingdom Wade Macdonald Full time

    Job Title: Senior Financial Planning and Analysis SpecialistWade Macdonald is seeking a talented Financial Planning and Analysis Specialist to join their team on a temporary basis. This exciting role will see you working closely with the business units, providing financial insights and support to drive informed decision-making.About the OpportunityThis is an...