Support: Assist Training and Competency Managers and senior Management team
Administration Support: Diary management, maintaining Training & Competence Scheme
Compliance: Provide support with adviser file checks, compliance review meetings, adviser/client observations
Database Management: Various tasks related to the company’s electronic record system
Risk Management: Oversee control systems to prevent or assess risk.
Communication: Liaise with advisers, clients, and external partners
Additional Support: Provide administration support to the adviser team and senior management.
Experience: No prior Financial Services experience required, but a willingness to learn and gain the required qualifications is essential
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
Training Outcome:Opportunities for further training and career development.Employer Description:Bower is more than one of the most established and recognised independent companies in the equity release advice space.
With advisers based all over the UK, we’re a dynamic group of financial experts who thoroughly understand the market, the economy and the latest regulations – and, most importantly, we know how to use this knowledge and expertise to help you get to where you want to be.
Each of our expert advisers work tirelessly to make sure you receive the highest quality financial guidance and support – without any pressure to proceed. In fact, we would rather advise you not to go ahead than provide you with the wrong product or service.Working Hours :Monday - Thursday 9:00am - 5:30pm, Fridays 9:am-5:00pm.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Analytical skills,Team working,Time management,Proactive....Read more...
To research and write suitability reports, process risk profiling reports, undertake fund research and model portfolio comparisons, and obtain quotes amongst other tasks.
Processing and maintaining compliant client files
Preparing advisers for client review meetings
Assisting in the preparation of financial reports, suitability letters, and cash flow analysis
Researching and analysing financial products to meet client needs
Administrative duties such as new business processing, collating and providing management information, organising future planning meetings and other day to day office activities
Liaising with product providers and other third parties to gather necessary information
Maintaining client records and ensuring all compliance standards are met
Implementing adviser recommendations
Train towards CII Diploma in Financial Planning qualification over a period of 24-months.Training:Apprentices will achieve the Level 4 Paraplanner apprenticeship standard.
Develop the knowledge, skills and behaviours of successful Paraplanners.
Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not been a paid member before.
Includes digital study book and exam entry for each CII exam.
The Certificate in Paraplanning includes:
R01 Financial Services, Regulation and Ethics
CF1 can be delivered instead of R01, depending on circumstances
R02 Investment Principles and Risk
R03 Personal Taxation
J09 Paraplanning
Fortnightly workshops for each R0 exam.
All workshops recorded and available on-demand.
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals.
Additional resources through RM Advance.
Regular tutorials and assessments from an experienced financial services professional.Training Outcome:Pay review upon successful completion of apprenticeship, independent working, opportunity to progress career towards becoming a financial adviser, help with higher level exams.Employer Description:A successful Wealth Management company providing investment advice. The company has been established for over 13 years.Working Hours :9am - 5pm Monday to Friday.
1-hour lunch. 28 hours work, 7 hours study time/other off the job activities.Skills: Communication skills,IT skills,Number skills,Analytical skills,Time management,Interpersonal Skills,Mathematically Adept,Self-motivated,Desire to progress career....Read more...
Up to £30,000 + BenefitsA talented, enthusiastic individual with a good head for numbers and a keen interest in providing key business critical analysis, is required to support the Compliance team of a market leading company helping customers make their property ambitions become a reality; be it their first home or a portfolio of buy-to-let (BTL) investment properties.Our client is an award-winning mortgage business based in Essex, with a strong industry reputation for supporting and developing highly skilled and knowledgeable Mortgage Advisers. They currently employ over 50 staff from their head office in Hornchurch and support over 300 Mortgage Advisers via their nationwide network.The ideal candidate will be excited by the prospect of joining a highly successful, growing business in a role offering a perfect opportunity to utilise their previous compliance experience gained from within the financial services sector or a related professional services industry such as accountancy, pensions or insurance. Professionalism, accuracy and an eagerness to learn are essential requirements of the role. Applications are also encouraged from Mortgage Brokers now looking to move into a compliance focussed role. Key Responsibilities
File checking mortgage and protection cases
Answering mortgage advisers questions
Approval of financial promotions
Process new member applications from advisers and introducers
Complete due diligence checks on the proposed adviser or introducer
Keep detailed records of the member application progress
Liaise with the Compliance Manager to authorise applicants to become advisers or introducers
Match incoming commissions to relevant adviser or introducer on the management system
Investigate commission queries or errors and identify and communicate pipeline issues
Skills & Experience
Good with numbers and have strong analytical & organisational skills
Proficient in the use of Microsoft office, in particular Excel
Knowledge of financial software and administrative procedures
Have proven experience of working as part of a team
Be keen to learn, enjoy working closely with other team colleagues and customers
Knowledge of the mortgage market or a similar regulated industry is desirable
A CeMAP a qualification is desirable, but absolutely not essential.
This is a great opportunity for a highly organised Compliance Administrator to join a flourishing, friendly and progressive company offering a competitive salary based on experience and genuine career development opportunities as the business continues to grow. Apply now!....Read more...
This role requires taking up the following duties:
• Managing the mortgage adviser’s diary• Liaising with the clients, collecting relevant documents and organising them in the relevant folders• Chasing the lenders, providers and solicitors on a regular basis to help the process run smoothly• Creating protection quotes as advised by the mortgage adviser, emailing clients with the relevant quotes and chasing themTraining:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
· A broad understanding of the financial services sector
· An understanding of the role of the appropriate regulatory bodies
· The importance of relationship building with clients and colleagues
· Understanding of processes and procedures relevant to the role
· How to develop commercial awareness
· Building skills and capabilities within an organisation
Professional Qualifications:
· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Upon completing the apprenticeship and obtaining the CeMAP in full, with mutual agreement there is a potential of moving into a permanent position with a salary rise.Employer Description:MBA Mortgages is a dedicated mortgage brokerage specialising in all aspects of mortgage financing, including Residential Mortgages, Buy-to-Let Mortgages, and Remortgages. We also provide a range of protection policies, such as Buildings Insurance, Life Insurance, Critical Illness Cover, and Income Protection.
Our expertise extends to assisting a diverse range of clients, including first-time buyers, home movers, professional landlords, and individuals with adverse credit histories. At MBA Mortgages, we are committed to finding tailored financial solutions to meet our clients' unique needs.Working Hours :Monday - Friday between 9.30am till 5.30pm including 1 hour lunch break between 12pm - 1pm.Skills: Communication skills,IT skills,Number skills,Initiative,Patience,Social media skills....Read more...
Client administration:- Client meeting confirmation.- Iris input / record keeping.- IO input / record keeping (includes risk profiler reports).- Creation of client files (electronic).- Obtaining information from providers.- Management of letter of authorities to completion.- Liaising with clients and providers.
Stationary / post:- Management of all office stationary needs (incl printer/scanner).- Creation of new client packs for adviser meetings.- Management of post (delivery/collection/scanning).
New business processing (pre-sale):- Creation of provider illustrations / applications / fund information etc.- Production of client presentation documents.
New business processing (post-sale):- Processing of online/paper applications.- Monitoring new business pipeline through to completion.- Chasing underwriting for protection cases.- Deal with all provider documentation.
Client reviews:- Produce all pre meeting review documentation.- Process post meeting review meeting documentation.- Production of post review letters.
Group schemes:- Monitoring of existing schemes.- Deal with annual renewal documentation / illustrations.- Set up new schemes through to completion.
General admin:- Deal with day-to-day correspondence from providers.- Action adviser / client requests.Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
- A broad understanding of the financial services sector.
- An understanding of the role of the appropriate regulatory bodies.
- The importance of relationship building with clients and colleagues.
- Understanding of processes and procedures relevant to the role.
- How to develop commercial awareness.
- Building skills and capabilities within an organisation.
- Professional Qualification awared by The Chartered Insurance Institute (CII).
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Opportunity for progression and full time permanent role.Training and development opportunities.Employer Description:At SMH Financial Services, we offer independent planning to individuals, trustees and businesses which is specifically designed to meet their individual circumstances.
Typically we specialise in providing advice to owners, managers and company directors of businesses in terms of their personal wealth and business planning.
Whether you are looking at planning for your retirement, investing your capital or simply protecting your hard-earned wealth then our fully qualified advisers are able to help.
We have no set criteria as we believe everyone is unique and has their own individual requirements. Therefore we offer a truly bespoke service to all our clients.
We will work with you to build a financial plan that targets your individual needs by firstly obtaining a thorough understanding of your needs and requirements. We will then review your financial position on a regular basis where appropriate which is designed to help to ensure that you are achieving your goals and enable your plan to be adapted to meet your changing needs and circumstances.Working Hours :Monday to Friday, 9.00am-17.30pmSkills: Communication skills,Attention to detail,Team working,Initiative,Time management skills,Honest & trustworthy....Read more...
Job Description:
Our client, a reputable Chartered Financial Adviser, has an exciting opportunity for a Wealth Management Administrator to join their team on a permanent basis. The successful candidate will play a key role in providing support across multiple areas including investment, protection, and pensions. You will work closely with the directors, assisting them in their daily responsibilities and ensuring seamless operations. This position offers the unique chance to join a boutique, high-performing team in Glasgow where your work will have a direct impact.
With excellent potential for career progression and professional growth, this role is ideal for a motivated individual eager to advance within the wealth management sector.
Essential Skills/Experience:
Complete appropriate progression through CII exams
Focused with a high level of attention to detail.
Strong organisational skills: ability to manage own workload with reference to deadlines and priorities, and handling pressure in a positive way.
Proactive and able to prompt using initiative and anticipating requirements.
Analytical with the ability to problems solve.
Skilled oral and written communicator.
Systems skills and agility; efficient in all MS Office applications, platforms, and websites
Understanding and knowledge of financial services products, providers, and regulation
Collaborative and a strong team player
Core Responsibilities:
Delivering a valued, first-class support service to clients
Key client contact: phone calls, arranging meetings, etc.
Preparing Client Agreements.
Organising adviser diary.
Managing client reviews/Preparing Meeting Packs.
Driving and preparing meeting agendas.
Drafting Client communications including some Suitability Reports.
Managing post meeting actions.
Updating systems.
Technical support and analysis.
Researching and reviewing existing and new plans.
Track utilisation of allowances etc in current tax year.
To deliver support in a profitable manner, making use of existing and new technology.
Ensuring Client records are up to date and accurate, data and documents.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15677
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
Draft client correspondence, including fund switches and withdrawals.
Assist with new business processing, onboarding, and CRM updates.
Maintain compliant advice files and support clients with queries.
Manage prospect data and Adviser pipelines in Xplan.
Handle dealing instructions for investments.
Ensure accurate and timely client communication (emails, letters, reports).
Oversee workloads to enhance client experience and improve procedures.
Collaborate with Client Servicing and Operations teams to optimise service levels.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
Draft client correspondence, including fund switches and withdrawals.
Assist with new business processing, onboarding, and CRM updates.
Maintain compliant advice files and support clients with queries.
Manage prospect data and Adviser pipelines in Xplan.
Handle dealing instructions for investments.
Ensure accurate and timely client communication (emails, letters, reports).
Oversee workloads to enhance client experience and improve procedures.
Collaborate with Client Servicing and Operations teams to optimise service levels.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Our client is looking for someone with excellent communication skills to work as a Training and Competence Supervisor on a permanent basis. This role would suit someone who is currently working in a T&C focused role, or perhaps in a people-focused position with relevant qualifications, looking for a development opportunity.
Skills/Experience:
Ideally from a financial services training and competence background.
Level 4 Diploma qualified, preferably with AF6 or working towards this or an equivalent qualification.
A sound product and technical knowledge across all aspects of financial services with particular knowledge and experience of all types of pensions and investments.
Ideally some Training and Competence experience
Strong organisational skills.
Ability to work on multiple tasks and projects.
Excellent communication skills.
Flexible approach.
Committed and self-motivated
Willing and able to develop wide skills and knowledge, including keeping abreast of regulatory updates and recommending amendments to current standards and procedures as appropriate.
Core Responsibilities:
Providing support to advisors on all aspects of training, competency and compliance
Provide ongoing supervision to advisors in line with supervisory standards set within the function.
Managing induction and supervision of new entrants.
Provision of technical, supervisory and compliance support to new and existing advisers.
Completion of annual and additional risk based one to ones with advisers.
Collating data and recording results on the system, identification, and reporting of trends by adviser or firm level.
Providing appropriate feedback both written and verbal to individual advisers.
Performing and recording further reviews on an ongoing basis.
Liaison with colleagues within the firm across the training and administration functions where necessary
The individual will be expected to learn other aspects of compliance with a view to providing cover whenever needed.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15917
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
US / UK Personal Tax Assistant ManagerJob Type: Full Time, PermanentLocation: MayfairSalary: £CompetitiveAbout Us Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience.We are looking for an experienced Tax Assistant Manager to join our growing Tax team in our Borehamwood office. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. You’ll also be responsible for providing US and UK individual tax advisory and compliance services to US connected individuals. Other duties and responsibilities include, but are not limited to:
Taking ownership for financial management of the portfolio, WIP management, billing targets and cash collectionParticipate in developing and pursuing new clients including preparing for, attending meetings and drafting follow up correspondenceDocument and communicate workflow status to Manager on a regular basisEnsure all jobs are completed within specific budgets, keeping Manager informed at all times of progress of jobEnsure timesheets are completed and submitted weeklyEnsure WIP levels are kept within set budgets and advise Manager of potential budget over runsEnsure productivity level meets or exceeds budget expectationDraft Bills for clients and submit to Manager for approvalAssist junior staff in developing their understanding of the various software packages, tax laws and statutory requirementsSupervising junior members of staff with an active role to maximise their performance and during the annual staff appraisal processKeep abreast of developments in accounting, taxation and relevant computer softwareAttend all allocated internal and external training sessions as required
Personal Requirements Sopher + Co take pride in their employees and their achievements whilst praising and recognising hard work. We are looking for people who embrace the 3 C’s – change, challenge and commitment. You will also have/be:
At least 5 seasons’ experience with US and UK personal tax complianceExperience of review and signing US and UK income tax returnsManagement / coaching of junior members of staffExperience with CCH ProSystem and UK tax preparation softwareEnrolled Agent, ATTEntrepreneurial self-starterExperience working with US and UK tax rules and efficiently managing the interaction between the two tax regimesKnowledge and experience with corporates and trusts (preferred by not essential)Experience of signing US tax returnsSupervision of junior staff in gathering information for completion of US and UK tax returnsGood problem-solving skills to address client issuesStrong communication and interpersonal skills between clients, staff and managementAdvanced computer operational skillsOrganised and with a high level of time management skills and solid attention to detailExperience working with CCH and Virtual CabinetThe ability to work with prestigious clients who require complete confidentialityKnowledge and experience with trusts advantageous but not essentialTeam player and promoter of a positive working culture among the team members
In Return We will offer you a competitive package, including extensive benefits for you and your family, a comfortable warm and friendly environment with great people and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believe in staff development and continuously encourage internal progression.Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success of our business.....Read more...
Tax Technical Advisor (Senior Partner Assistant) Job Type: Full Time, PermanentLocation: Mayfair / Borehamwood (Typically, 1 day a week to be worked from Borehamwood office)Salary: £Competitive About Us Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then, we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience. The RoleAt Sopher + Co we make it our business to understand and add value to our clients personal and business affairs whilst building a lasting relationship based on trust and mutual respect. That’s why so many prestigious clients in the world of entertainment, media, music and show business recommend us year after year. We’re looking for an experienced Tax Technical Advisor PA. To provide support to the firm’s Senior Partner. The Senior Partner is extremely knowledgeable from a technical point of view yet able to offer a pragmatic and commercial approach to complicated client matters. The role requires a complementary individual to provide support in client meetings and in delivering the required client service thereafter. The role also involves working with the Tax Department and building a portfolio of entrepreneurial and High Net Worth clients.
Attend client meetings with the Senior Partner and assist with technical input/client knowledge (developed over time)Onboarding new clientsFollow up on action points following the meeting, be it preparing fee quotes, undertaking the work personally or liaising with the accounts/tax teams in Borehamwood as appropriateDrafting advice memos for clients as well as answering clients’ queries Monitor the Senior Partner’s inbox and assist where appropriate (e.g.projects which you are working on)Drafting responses to HMRC queriesTake control of the management of the delivery of the Senior Partner’s projects and the subsequent billing processDrafting instructions to CounselDevelop working relationships with the tax team and keep them abreast of matters relevant to the preparation of tax returnsTaking ownership for financial management of your WIP including billing targets, cash collection and providing quotes for new work. Maintaining client fee expectations with pre-approval where necessaryEnsure timesheets are completed and submitted weeklyPartake in networking events with a view to developing the firm’s businessKeep abreast of developments in accounting, taxation and relevant computer software.Communicate with colleagues, supervisors and clients in an honest and direct manner Maintain client confidentiality at all times in accordance with Sopher + Co HR Policies & ProceduresEnsure full care is taken in the performance of all duties in order to protect the health and safety of oneself, fellow employees, visitors and contractors of Sopher + Co, in accordance with the Sopher + Co HR Policies & ProceduresBecome familiar, and work in accordance with, the Sopher + Co HR Policies & Procedures
Personal Requirements
Previous experience in a medium size practiceStrong tax technical and practical expertise within the private client tax arena with demonstrable broad experience of the tax affairs of nondomiciled individuals, entrepreneurs and share schemes for small and medium-sized enterprises. Should have a solid understanding of domicile, residency and cross broader issues (specifically US/UK)Aptitude for research and the ability to prepare complex written advice/calculationsExperience in identifying opportunities for business development on tax clients and across other service lines would be advantageous Strong IT skills (e.g. Microsoft Office - notably, Excel)CTA qualification is highly desirable; however, strong QBE candidates will also be consideredAbility to build good relationships with clients as well as colleagues across all departmentsExcellent management skills, is comfortable managing upwards and organised enough to manage multiple projects at one timeAbility to work autonomously, able to operate well on little informationStrong communication skills, be it face-face, email or in writing, and have an emotional intelligence in dealing with sensitive private client matters e.g. divorce cases, business partner disputes
In Return We will offer you a competitive package, including extensive benefits for you and your family, a comfortable, warm and friendly environment and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believe in staff development and continuously encourage internal progression.Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success of our business.....Read more...
