Financial Planning Consultant

2 days ago


Preston, Lancashire, United Kingdom Georgiana Head Recruitment Limited Full time
Job Details

Role Summary: As a Corporate Tax Expert, you will be responsible for advising private clients and owner managers on tax matters, with regular reporting to a partner.

Key Tasks:

  1. Tax planning and compliance services for Inheritance Tax, Capital Gains Tax, Stamp Duty Land Tax, Corporation Tax, and other complex areas.
  2. Managing a high volume of planning work with strict deadlines, typically within four weeks.
  3. Addressing complex compliance cases and providing guidance to junior staff.

Working Conditions: Remote work is possible from the UK with occasional travel to Cumbria or working from our Dalston office. An estimated salary range of £60,000 - £80,000 per year, based on experience.



  • Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a highly skilled Senior Financial Consultant to provide expert guidance to clients and drive business growth.Key Responsibilities:Financial Planning: Develop and implement comprehensive financial plans to meet clients' needs and goals.Market Analysis: Stay up-to-date with market trends and provide valuable...


  • Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    **Job Purpose:**We are seeking a Private Client Advisor to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for meeting with clients and prospective clients to provide financial planning services, in accordance with the company's propositions.To Be Successful In This Role:You will need to research, analyze...


  • Preston, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Planning Specialist to lead our finance team in Preston, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts,...


  • Preston, Lancashire, United Kingdom Hays Accounts and Finance Full time

    Your new role offers a career opportunity with a respected, Chartered Financial Planning firm based in the UK. This established company has been providing exceptional services for over two decades.You will be working closely with a skilled team of financial experts to deliver comprehensive planning solutions for clients. Your responsibilities will...


  • Preston, Lancashire, United Kingdom Kenton Black Limited Full time

    Estimated salary: £35,000 - £50,000 per annum.About Kenton Black LimitedWe are a well-established business seeking a skilled Finance Professional to join our team. The successful candidate will be responsible for financial planning, budgeting, and analysis.Key Responsibilities:Develop and implement effective financial plans and budgets.Conduct thorough...


  • Preston, Lancashire, United Kingdom Ferguson Dean Full time

    Job Title: Financial Planning SpecialistWe are seeking an experienced paraplanner to join our team at a leading national practice in the UK.Package:A highly competitive salary of £42,750 per annum based on experience.The successful candidate will be responsible for undertaking comprehensive reviews for clients, preparing detailed reports, conducting...


  • Preston, Lancashire, United Kingdom Kenton Black Limited Full time £50,000

    Kenton Black LimitedWe are currently seeking a seasoned Management Accountant/FP&A Manager to join our team for a minimum period of 12 months. As a key member of our finance team, you will play a pivotal role in driving business growth and contributing to our company's strategic objectives.With a focus on expanding our services and entering overseas markets,...

  • Contract Accountant

    2 weeks ago


    Preston, Lancashire, United Kingdom Agility Resoucing Full time

    We are seeking a highly skilled Contract Accountant - Financial Planning to join our team at Agility Resoucing. This is a temporary contract position that requires strong financial planning and management accounting skills.The ideal candidate will have experience in producing financial reports, managing budgets, and performing financial analysis. They will...


  • Preston, Lancashire, United Kingdom Agility Resoucing Full time

    We are seeking an experienced Accounting and Financial Planning Specialist to join our team at Agility Resourcing. As a key member of the finance team, this individual will be responsible for managing stock takes, producing month-end and year-end accounts, and calculating costs for new products.About the PositionA proven track record of delivering...


  • Preston, Lancashire, United Kingdom Agility Resoucing Full time

    Agility Resourcing is seeking a highly skilled Strategic Financial Planning Specialist to join their Senior Leadership Team. The successful candidate will play a pivotal role in ensuring the company's fiscal stability and fostering its profitability and continued expansion.About the Role:The Strategic Financial Planning Specialist will collaborate with the...


  • Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleThis is an exciting opportunity for a talented individual to work as a Private Client Advisor, meeting with clients and prospective clients to provide tailored financial planning solutions that align with company propositions.Key responsibilities include maintaining and developing client relationships, maximizing their potential, and accurately...


  • Preston, Lancashire, United Kingdom Hays Accounts and Finance Full time

    Your new career opportunity awaits with a respected, Chartered Financial Planning firm based in the UK. This well-established company has been providing exceptional services for over 20 years, priding itself on creating a welcoming work environment and offering excellent benefits.You will be working closely with a skilled team of Paraplanners, Accountants,...


  • Preston, Lancashire, United Kingdom Group Support Services Full time

    We are seeking a skilled accountant to assist in the production of budgets, financial plans, and management accounts under the direction of the Management Accountant.Key ResponsibilitiesMaintain accounting systems to ensure up-to-date financial reporting, including preparing journals for accruals and prepayments, provisions, reconciliations, and correcting...


  • Preston, Lancashire, United Kingdom Baker Tilly International Full time

    About Our Tax Apprenticeship ProgrammeWe're an exciting firm to join, offering a front-row seat to impactful work and professional growth. Our tax apprenticeship programme is designed to give you a head start in your career while gaining valuable 'on-the-job' experience and a recognised qualification.As a Financial Planning Junior, you'll experience the...


  • Preston, Lancashire, United Kingdom Agility Resoucing Full time

    Agility Resourcing is a leading provider of financial expertise, and we are currently seeking an experienced Senior Financial Planning Analyst to join our team in Preston.The estimated salary for this role is £45,000 - £60,000 per annum, depending on experience. This is a fantastic opportunity for a motivated and ambitious individual to accelerate their...


  • Preston, Lancashire, United Kingdom RSM UK Full time

    Job Description: We are looking for an exceptional Commercial and Finance Policy Leads to join our team at RSM UK. In this role, you will be responsible for leading the Commercial Finance team and delivering high-quality financial services to our clients. The successful candidate will have a strong background in financial management, with expertise in...

  • Senior Accountant

    2 days ago


    Preston, Lancashire, United Kingdom VetPlus Full time

    About the OpportunityVetPlus is looking for a seasoned Finance Manager to lead our financial operations.This is a permanent full-time position, based at our offices in Kirkham, with a salary ranging from £45,000 to £50,000 depending on experience.ResponsibilitiesThe ideal candidate will have expertise in financial planning, analysis, and management.Duties...


  • Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full time

    CITRUS CONNECT LTD seeks a skilled Estate Planning Consultant to develop customized plans for clients, ensuring their wishes are respected.Key Responsibilities:Develop and implement tailored plans for clients.Communicate effectively with clients to understand their needs and preferences.Provide expert guidance on estate planning and will writing.This role...


  • Preston, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is seeking a detail-oriented and experienced Financial Manager to join our finance team in Preston, United Kingdom.Key Responsibilities:Prepare and present financial reports, forecasts, and budgets to management.Manage the company's cash flow and ensure financial stability.Oversee financial processes, including audits, to ensure...


  • Preston, Lancashire, United Kingdom CITRUS CONNECT LTD Full time

    CITRUS CONNECT LTD offers a unique opportunity to work in the rapidly growing field of Will Writing and Estate Planning services in the UK. With over 50 years of experience in financial services, the company has helped thousands secure their assets.The role of an Estate Planning Consultant offers a high degree of autonomy, allowing you to manage your...