Financial Planning Specialist

7 days ago


Yeovil, Somerset, United Kingdom Cathedral Appointments | South West Recruitment Full time

Cathedral Appointments | South West Recruitment is seeking a highly motivated Financial Planning Specialist to join its team of experienced accountants in Yeovil.

As a Tax Consultant, you will be responsible for managing tax compliance work for clients, preparing tax returns and P11D forms, dealing with routine HMRC correspondence, advising and assisting clients, and working alongside other teams to deliver client requirements.

This is an excellent opportunity for someone who is ATT and/or AAT Level 4 qualified, motivated, organised, proactive with a good attention to detail, and able to build strong relationships with colleagues and clients.

The salary for this role is £40,000 - £45,000 per annum, depending on experience, plus benefits including flexible and hybrid working, 22 days' annual leave increasing by one day per year to a maximum of 27 days, free onsite parking, WPA Health Insurance, Employer Pension Contributions, Corporate Gym Membership Rates, Cycle scheme, Discount with Vodafone, Dell Advantage Programme, Client Introducer Bonus, Employee Referral Bonus, Professional Subscriptions, Internal Training, Free eye tests, and Flu Jab.

Key responsibilities include:

  • Preparing tax returns and P11D forms
  • Dealing with routine HMRC correspondence
  • Advising and assisting clients
  • Working alongside other teams to deliver client requirements

About You:

  • ATT and/or AAT Level 4 qualified
  • Motivated, organised and able to manage own workload
  • Proactive with a good attention to detail
  • Great interpersonal skills, able to build strong relationships with colleagues and clients


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