Financial Planning Specialist

3 days ago


Yorkshire and The Humber, United Kingdom IPS Group Full time
Job Summary

We are seeking a highly skilled Tax Manager to join our team at IPS Finance. The successful candidate will have experience in personal tax compliance and advisory services, with the ability to provide exceptional support to clients.

The role includes reviewing and preparing income tax and partnership tax returns, as well as providing research and analysis on complex tax planning issues. You will be responsible for developing junior colleagues and acting as a point of contact for clients.

With 40 years of experience in the Yorkshire accountancy recruitment market, IPS Finance is committed to delivering exceptional results for both individuals and clients. We offer a unique opportunity for career advancement and professional growth.

Key Responsibilities:

  • Review and prepare income tax and partnership tax returns
  • Develop junior colleagues and provide guidance on tax compliance
  • Research and analyze complex tax planning issues
  • Provide advisory support to clients on IHT and CGT
  • Act as a point of contact for clients and attend meetings

Requirements:

  • Experience in personal tax compliance and advisory services
  • Strong analytical and problem-solving skills
  • Ability to develop junior colleagues and lead a team
  • Excellent communication and interpersonal skills

Salary: £45,000 - £60,000 per annum (dependent on experience)



  • Yorkshire and The Humber, United Kingdom Ad Warrior Full time

    We are looking for a highly motivated and proactive finance professional to join our team as a Senior Financial Accountant. This is an exciting opportunity to play a key part in securing the financial stability of our organisation, one of the four pillars of our strategic plan.The successful candidate will have a strong understanding of accounting principles...


  • Yorkshire and The Humber, United Kingdom NJR Recruitment Full time

    Job OverviewNJR Recruitment is working with a leading Financial Services Practice to find an ambitious and experienced Financial Planning Administrator.This role involves direct administration support for a small team of senior Financial Planners who advise clients on pensions, investments, and protection products.The successful candidate will be responsible...


  • Yorkshire and The Humber, United Kingdom Rainford Berry Full time

    About the RoleThis exciting opportunity has arisen for a Commercial Finance Manager to join Rainford Berry, a leading manufacturer and logistics business.The role involves providing financial leadership and support to the business, with a focus on driving process improvements and delivering excellent customer service.Responsibilities:Manage and oversee the...


  • Cambridgeshire and Peterborough, United Kingdom Vitae Financial Recruitment Full time

    Job Description:We are seeking a highly skilled Financial Analyst to join our team in Luton, with the opportunity for flexible hybrid working. The successful candidate will have a salary of circa 50,000 - 55,000, depending on experience, plus excellent benefits.The role would suit a qualified or finalist CIMA, ACA or ACCA accountant looking for career...


  • Yorkshire and The Humber, United Kingdom Lynx Employment Services Ltd Full time

    Job OverviewWe are seeking a highly skilled Strategic Planning Specialist to join our team at Lynx Employment Services Ltd. The ideal candidate will possess strong planning qualifications, experience in policy planning, and excellent communication skills.


  • Yorkshire and The Humber, United Kingdom Post 2 Post Recruitment Ltd Full time

    Job Title: Financial Operations SpecialistEstimated Salary: £11,400 per yearAbout the Role:We are seeking a highly skilled Financial Operations Specialist to join our team at Post 2 Post Recruitment Ltd. This role will involve supporting the day-to-day operations of the finance department, ensuring smooth financial processes and excellent customer...


  • North Yorkshire, United Kingdom Pura Vida Financial Planning Full time

    It’s likely that you’ll currently be working as a Paraplanner or a Trainee / Associate Financial Planner role, and that you’ll hold some (or all) of the modules for a Diploma in Regulated Financial Planning. Initially, you’ll use your expertise to support two Senior Financial Planners with c100 clients. This will involve regular interactions with...


  • Yorkshire and The Humber, United Kingdom NJR Recruitment Full time

    Job SummaryThe successful candidate will provide administrative support to a small team of senior financial planners, working directly with clients on various aspects of pensions, investments, and protection products.This role requires the ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously. Key...


  • Yorkshire and The Humber, United Kingdom Post 2 Post Recruitment Ltd Full time

    Job DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our Finance department, you will play a vital role in ensuring smooth financial processes and exceptional customer service.This position offers flexible working hours (16-24 hours per week) and a supportive work environment in modern offices....


  • Yorkshire and the Humber, United Kingdom CRG TEC Full time £50 - £60

    About CRG TECWe are a leading provider of specialized services in the field of electrical engineering. Our team has extensive experience in planning and executing large-scale projects that contribute to the UK's NetZero goals. We take pride in our commitment to quality, innovation, and customer satisfaction.As an Electrical Engineering Planning Specialist at...


  • Yorkshire And The Humber, United Kingdom IDEX Consulting Ltd Full time

    **Experienced Financial Planner Wanted for Yorkshire-Based Role**We are seeking a seasoned Financial Planner to join our esteemed team in Yorkshire. As a key player in our business, you will have the opportunity to work with a range of affluent and HNW clients, providing expert financial planning and investment advice.This is an exciting opportunity for...


  • Yorkshire and The Humber, United Kingdom Lynx Employment Services Ltd Full time

    Key ResponsibilitiesSpecialist Advice: Assist in the delivery of Planning Services by providing clear, effective advice on Development Management and Planning Policy to achieve borough, corporate and service priorities.Major Applications: Be responsible for own case load of major and other planning applications and to determine all planning applications and...


  • Hessle and Hill Top, United Kingdom Kingswood Group Full time

    Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team at the Kingswood Group. Based in the UK, with offices in New York and Johannesburg, we offer a unique opportunity to work with clients across various wealth bands, providing personalized financial planning solutions.


  • Yorkshire And The Humber, United Kingdom IDEX Consulting Ltd Full time

    **IDEX Consulting Ltd - Financial Planner Role Summary**We are seeking a highly skilled Financial Planner to join our busy team in Yorkshire. As a key member of the business, you will have autonomy and freedom to manage your own diary, providing face-to-face meetings with clients across the region.This is an excellent opportunity for someone who has achieved...


  • Cambridgeshire and Peterborough, United Kingdom CV Library Full time

    Job Title: Financial Planning Specialist">Location: Cambridge, UK Hybrid">Contract Length: 6 Months (Initial), inside IR35">Mandatory Skills:Experience with Jedox PlatformUnderstanding of Financial Data Patterns and ModellingJob Summary:We are seeking a skilled Jedox developer to design, develop, and maintain financial planning and performance management...


  • Yorkshire and The Humber, United Kingdom NJR Recruitment Full time

    About the RoleWe are seeking an ambitious and experienced administrator to join our team on a full-time basis. The ideal candidate will possess previous experience working in financial planning, having a good knowledge of pensions, investments, and other financial planning products.Duties will include creating client valuations and illustrations, processing...


  • Yorkshire and The Humber, United Kingdom Ad Warrior Full time

    We are seeking a skilled Financial Operations Manager to join our team. As Senior Financial Accountant, you will play a key part in securing the financial stability of the group.You will work closely with senior finance leaders to ensure outstanding results for students through robust financial strategy and practice. Key responsibilities include supporting...


  • Yorkshire and The Humber, United Kingdom Exemplar Health Care Full time

    Job OverviewWe are seeking a highly skilled Financial Accountant to join our team at Exemplar Health Care in Rotherham.This is an exciting opportunity to work with a leading nursing care provider for adults living with complex needs.


  • Yorkshire and The Humber, United Kingdom Ad Warrior Full time

    Our clients main goal is to be an outstanding education and training provider. To achieve this, they require highly motivated, innovative, and dynamic individuals to join their existing teams.As Senior Financial Accountant, you will work closely with senior finance leaders to ensure the financial stability of the group. You will support the management of the...


  • Hessle and Hill Top, United Kingdom Kingswood Group Full time

    At Kingswood Group, we're seeking a skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you'll work closely with clients to provide tailored financial planning solutions and conduct annual reviews.Job OverviewWe offer a competitive salary of £50,000 - £70,000 per annum, plus a bonus structure that rewards...