Helping Financial Services Firms with Recruitment, M&A and Succession Planning
CURRENT VACANCIES
If you can't see what you are looking for please get in touch, many of our placements come through unadvertised positions, we are happy to do the searching for you.
PERSONAL TAX SENIOR
Coventry/Leamington Spa
An opportunity has arisen for a highly motivated individual to join the tax team in our Leamington and/or Coventry office, as a Personal Tax Senior. A good awareness of other taxes would be a clear advantage and as a senior team member, you will be required to provide guidance to more junior tax staff members and provide guidance as appropriate.
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Qualification and Skills
You will be ATT qualified with a minimum of three years practical experience in a personal tax role (or the equivalent gained by experience).
You will be a team player with strong interpersonal skills
You will have excellent communication (both verbal and written) and organisational skills.
You will excel at problem solving and analytical thinking
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PARAPLANNER
Leicester/Nottingham/Loughborough/Birmingham
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We have several vacancies for qualified, experienced Paraplanners in the East and West Midlands.
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Please get in touch to see if any of these suit your needs.
FINANCIAL ADVISOR
Gloucester
£35-£50k (+bonus scheme)
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You will have some years experience as a qualified Financial Adviser in an Independent firm. You must have attained minimum of level 4 or equivalent qualification, ideally chartered or working towards.
You will also have:
Have detailed knowledge of the FCA and financial services industry
Excellent communication, interpersonal and listening skills;
The capability to explain complex information simply and clearly;
The ability to network and establish relationships with clients;
Research and analytical skills;
Negotiation and influencing skills as well as determination and tenacity;
The ability to work in a team;
EMPLOYEE BENEFITS MANAGER
London (Central)
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Our clients area looking for an Employee Benefit Manager, based in their London Office. Salary will be competitive for hte right person.
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Experience/Role requirements
Financial Services background is essential
Level 4 Diploma qualified preferred
Ideally GR1 - Group Risk qualified
Proven experience and knowledge in the Employee Benefits Industry, including Auto Enrolment knowledge, PMI, DIS and Pensions.
IFA ADMINISTRATOR
Birmingham/Leicester
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We have 2 Clients lookg for IFA Administrators. Both require experienced candidates who:
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Have a number of years’ experience within a genuinely independent firm
Will embrace technology and be flexible in their approach to using varied systems to support the client experience and financial planning process
Have experience of the full range of financial products including and used to dealing with multiple providers (products, platforms, pensions)
ACCOUNTS DEPARTMENT MANAGER
Leamington Spa
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Our clients are looking for an experienced individual to look after a mixed portfolio of clients and a busy accounts department.
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Required qualifications/experience:
ACA or ACCA qualified
At least 12 months post-qualification experience
This role is a full-time position, however, could consider a part-time role for the right person.
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