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A well respected, expanding IFA practice in the city centre that specialises in High Net Worth clients has a vacancy for a paraplanner to compliment... estate planning; and tax mitigation is preferable. An excellent remuneration package including bonus is available for the right candidate.
A leading wealth management company is currently seeking a Financial Planning Manager for its operations based in Manchester. The purpose of the role is to... of current UK taxation system * Understanding of the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended * Communication, selling, IT Office, ...
Our client is looking for a Personal Tax Senior within their Manchester office. The successful candidate will be responsible for; Managing own portfolio of clients... clients Ensure clients tax affairs are carried... in a Personal Tax role within a Practice background Motivated and enthusiastic Excellent communication and interpersonal skills Attention to detail Able to build relationships Good time management skills...
We are currently working with one of the largest banks and providers of mortgages and investments in the UK. At present we are recuiting for... mortgages, pensions, general insurance and investments etc.... investment environment e.g. tax implications of mix of wealth investments. - Proven track record in achieving sales. This is a fantastic opportunity for enthusiastic and motivated individuals and...