Financial Planning Assistant Manager

1 week ago


Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Job Title: Financial Planning Assistant Manager

Evelyn Partners Fund Solutions Limited is the leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. Our mission is to provide an award-winning service for our clients by employing the best people.

We are driven by our core values of Personal, offering advice based on a true understanding of what matters to our clients; Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results. As a key member of our Guildford Private Client Tax team, you will enjoy working on a variety of clients including OMB's, HNI, Partners in Partnerships, Non-Doms, and Sole Traders.

Key Responsibilities:
  • Prepare tax returns for a portfolio of clients including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, and partnerships.
  • Ensure administration of the portfolio is completed including all aspects of compliance, accounts, tax returns, and tax computations.
  • Manage WIP and client billing.
What We Offer:
  • Competitive salary £60,000 - £80,000 per annum
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave


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