An exciting opportunity has arisen for a Chartered Financial Plannerto join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Chartered Financial Planner, you will deliver tailored financial advice, support existing clients, and develop new business through internal and external networks.
This full-time, permanent role offers a salary range of £65,000 - £100,000for 36.25 hours work week plus flexible & hybrid working options and benefits.
You will be responsible for:
? Providing professional, client-focused financial planning advice to new and existing clients.
? Building relationships and generating business through introducers and internal referral networks.
? Engaging with clients to understand objectives and agreeing project fees.
? Completing fact finds and ensuring compliance with "know your customer" requirements.
? Researching existing arrangements and evaluating alternative solutions to meet client goals.
? Preparing suitability reports and explaining recommendations in clear, practical language.
? Supporting clients with paperwork, applications, and ongoing reviews.
? Contributing to business targets and the wider success of the financial planning team
What we are looking for:
? Previous experience as a Senior Financial Planner, Financial Planner, Senior Financial Adviser, Financial Adviser, Senior Financial Advisor, Finance Advisor, Financial Advisor, Financial Planning Consultant, Finance Planner, Wealth Advisor, Independent Financial Adviser, Independent Financial Advisor, Investment Adviser, Investment Advisor or in a similar role.
? Chartered Financial Planner status and Level 6 CII Advanced Diploma in Financial Planning.
? Competent Adviser status.
? At least 5 years of financial services experience with proven ability to prepare suitability reports.
? SOLLA accreditation a....Read more...
An exciting opportunity has arisen for a Chartered Financial Plannerto join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Chartered Financial Planner, you will deliver tailored financial advice, support existing clients, and develop new business through internal and external networks.
This full-time, permanent role offers a salary range of £65,000 - £100,000for 36.25 hours work week plus flexible & hybrid working options and benefits.
You will be responsible for:
* Providing professional, client-focused financial planning advice to new and existing clients.
* Building relationships and generating business through introducers and internal referral networks.
* Engaging with clients to understand objectives and agreeing project fees.
* Completing fact finds and ensuring compliance with "know your customer" requirements.
* Researching existing arrangements and evaluating alternative solutions to meet client goals.
* Preparing suitability reports and explaining recommendations in clear, practical language.
* Supporting clients with paperwork, applications, and ongoing reviews.
* Contributing to business targets and the wider success of the financial planning team
What we are looking for:
* Previous experience as a Senior Financial Planner, Financial Planner, Senior Financial Adviser, Financial Adviser, Senior Financial Advisor, Finance Advisor, Financial Advisor, Financial Planning Consultant, Finance Planner, Wealth Advisor, Independent Financial Adviser, Independent Financial Advisor, Investment Adviser, Investment Advisor or in a similar role.
* Chartered Financial Planner status and Level 6 CII Advanced Diploma in Financial Planning.
* Competent Adviser status.
* At least 5 years of financial services experience with proven ability to prepare suitability reports.
* SOLLA accreditation and experience in IFA practice would be desirable.
* Familiarity with FE Analytics and Intelligent Office would be beneficial.
What's on offer:
* Annual salary review
* 25 days plus bank holidays
* Pension scheme
* Cycle to work scheme
* Private medical insurance
* Charity giving schemes
* Commission schemes and staff incentives
* Opportunities for professional development and career progression
Apply now for this great Corporate Finance Planner opportunity to join a respected payroll services organisation and develop your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof. They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team. Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second. If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch.....Read more...
Job Description:
Are you working towards or qualified with Level 4 Diploma in Financial Services and seeking a new role? If so, we’d love to hear from you.
We are recruiting for a Business Assurance Associate to join our Edinburgh based client on a 12 month fixed term contract.
Skills/Experience:
Proven experience in financial planning, wealth management, or investment management.
Good knowledge of adviser suitability standards and UK regulatory requirements.
Effective communicator with the ability to influence and provide constructive feedback.
Proficiency in MS Office; Xplan experience would be advantageous.
Working towards or qualified with Level 4 Diploma in Financial Services (or equivalent).
Core Responsibilities:
Reviewing adviser suitability files and providing feedback to ensure quality and compliance.
Supporting advisers through structured improvement plans and delivering training where required.
Acting as a conduit between client-facing teams and the risk/control functions.
Monitoring key processes and identifying areas for improvement or additional training needs.
Reviewing and updating adviser procedure manuals and risk maps.
Supporting the preparation of management information for committees and senior stakeholders.
Keeping up to date with FCA regulations and contributing to Consumer Duty and Product Governance initiatives.
Assisting with projects, business initiatives, and wider business assurance activities.
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: 16250
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...
As part of your role, you will be:
Answering the phone and greeting clients
Preparing and maintaining client files, updating back-office systems to ensure the information is accurate and complete, requesting additional information where necessary
Sending authority letters and gathering policy information from providers
Managing adviser’s diaries and tasks lists to ensure client reviews and other service actions are delivered on time
Producing client meeting packs including valuations
Managing fee payments
Supporting the administration of the Investment Committee, managing changes to client portfolios and issuing regular communications such as e-newsletters
Supporting group pensions administration including auto-enrolment
Prioritising workload to meet company service standards
Training:Your apprenticeship will be delivered at your place of work. You will need to spend approximately six hours per week completing your training which will include attending masterclasses, completing assignments, participating in group discussions and shadowing colleagues.Training Outcome:Following successful completion of the apprenticeship, you may be able to complete further professional qualifications that will enable you to progress into more technical and/or senior roles.Employer Description:Autonomy Wealth is a highly experienced Independent Financial Adviser practice that works with senior executives, professionals, business owners and retirees.
They cover most areas of financial advice, including investment strategies, pensions, retirement options, inheritance planning, SIPPS and commercial property purchases.Working Hours :Monday to Friday, 8.30am - 4.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Ability to work independently,Punctual,Friendly and approachable,Trustworthy,Reliable....Read more...
Outstanding opportunity for an ambitious sales professional to drive growth within the thriving mortgage advisory sector Are you ready to make a real impact in the financial services industry? Step into a dynamic role where your sales expertise will directly contribute to expanding one of the UK's most supportive mortgage networks, helping qualified advisers discover a business model that truly puts their success first. Company Overview This company stands apart in the mortgage industry with a refreshingly honest approach - advisers keep 100% of their commissions with just a simple flat monthly fee. No hidden costs, no commission splits, no surprises. The role This is where relationship building meets results driven sales. You'll be the vital link connecting qualified mortgage advisers with an opportunity that could transform their earning potential. Working from the modern Wilmslow office (with hybrid flexibility available), you'll drive the recruitment of self employed mortgage advisers who value independence, competitive earnings, and comprehensive support. Primary responsibilities:Identify and engage qualified mortgage advisers seeking better commission structures and network supportConduct consultative sales conversations to understand adviser needs and present the unique value propositionBuild and maintain a robust pipeline of potential network candidates through various channelsGuide prospects through the entire recruitment process from initial enquiry to network joiningDevelop relationships with industry professionals and maintain ongoing dialogue with warm prospectsCollaborate with the internal team to ensure smooth onboarding experiences for new network membersEssential skills and experience:Proven track record in B2B sales, ideally within financial services or professional recruitmentNatural relationship builder with exceptional communication and listening skillsExperience working with self-employed professionals or understanding of adviser motivationsTarget-driven mindset with demonstrated ability to manage sales pipelines effectivelyProfessional telephone manner and confidence in consultative selling approachesKnowledge of mortgage industry beneficial but full training provided for the right candidateWhy this role matters The mortgage advisory landscape is evolving rapidly, and advisers are increasingly seeking networks that offer genuine value and transparency. You'll be introducing them to a business model that eliminates commission splits and hidden fees - a proposition that genuinely improves their earning potential. Your success directly impacts both adviser livelihoods and the continued growth of an established, respected network. What we offer:Competitive base salary with uncapped commission structure - suitable for multiple experience levelsComprehensive training programme covering network benefits, compliance requirements, and sales techniquesHybrid working arrangements with modern office facilities in desirable Wilmslow locationOpportunity to build relationships within a supportive, close-knit professional communityClear progression pathway within a growing, successful organisationAccess to ongoing professional development and industry eventsWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
Shadow AdviserSalary Range: £50K-£60K dependent on skills and experience + benefitsHome based – must live within a commutable distance to Central LondonFull TimeAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. Oak Private Wealth advise 150 families with over £140M under management and are seeking a focused and dynamic team player to help meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience
Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs.Interested in this Shadow ADvisor role? If you feel that you possess the relevant skills and experience then please send your cv by return. INDHS ....Read more...
Preparing reports and quotes, processing applications, managing adviser diaries, using back office and provider online systems, answering the telephone, greeting clients.Training:
Level 3 Business Administration Apprenticeship Standard delivered by Chelmsford College
At least 20% of your working hours will be spent training or studying
6-7 hours per week will be spent on "off-the-job training"
Training is provided both remotely and in the workplace
Details will be made available at a later date
Training Outcome:Possibility for continued employment or career progression after the apprenticeship.Employer Description:Fairstone Group is a national firm of Independent Financial Advisers assisting clients with Investments, Pensions, Mortgages and ProtectionWorking Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working....Read more...
You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
You will manage and collate key data for reports and portfolio reviews
Dealing with enquiries and correspondence from clients and providers
Managing the database of clients
You will be processing new business and liaising with SJP admin teams
Training:The Financial Services Administrator Level 3 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:
The ability to grow and develop the role progressing to Senior Administrator, Paraplanner or Adviser
With the potential to become a permanent role, further training and exams would be factored in, depending on the route you would like to take
Employer Description:We pride ourselves in offering a seamless service of distinct quality, professionalism and expertise covering varying aspects of wealth management, all backed by the successful St. James's Place GroupWorking Hours :Monday - Friday, 9.00am - 5.00pm - there could be some flexibility for the right candidate.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Time management....Read more...
Senior Accountant – SME Clients | £40,000–£60,000 DOE | Aylesbury | Office-Based Make a real impact with growing businesses. This ambitious, mid-tier accountancy practice has been on a strong growth path for the past five years—and they’re just getting started. Now, they’re looking for an experienced Senior Accountant to join their Aylesbury team and play a key role in supporting a wide range of SME clients. If you’re confident managing client relationships, passionate about delivering high-quality advice, and ready to step into a role that blends technical expertise with meaningful impact—this could be your next move. Why This Role Stands OutDiverse client portfolio – work closely with ambitious SME owners across multiple sectorsClear progression – a pathway to Manager level and beyond, with structured supportSupportive environment – collaborate with experienced professionals who value growth and qualityHigh visibility – your input matters, both to clients and internallyHands-on leadership – approachable Directors invested in your successWhat You’ll Be DoingPreparing statutory accounts with accuracy and complianceManaging client relationships as a trusted adviser, offering tailored financial insightReviewing work, mentoring juniors, and supporting their developmentProducing management accounts to help clients make better business decisionsProviding tax advice to individuals and corporates with a practical, solutions-first approachContributing to clients’ long-term financial strategiesWhat They’re Looking ForACA or ACCA qualified, with at least 4 years in practiceStrong technical knowledge across accounts, tax, and advisoryConfident communicator who builds lasting client relationshipsOrganised and methodical, able to manage multiple prioritiesCommercially aware and proactive—you spot risks and opportunities earlyThe OfferSalary: £40,000 – £60,000 DOELocation: Aylesbury (office-based)Career development: Ongoing training, exposure to varied industries, and a clear growth pathEnvironment: A close-knit, collaborative team with a mentoring culture....Read more...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning. Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region. The Company This dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish. Your Role As an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence. Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory Services The wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning. Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with a growing financial services firm to recruit a Senior Fee Analyst to join their Edinburgh team on an initial 6-month fixed-term contract.
This is a unique opportunity for a proactive professional to take ownership of the client fee management process, ensuring accuracy and governance, whilst shaping and delivering process improvements that drive efficiency and strengthen controls.
Skills/Experience:
Previous experience in a fee processing or billings environment.
Strong background in operations within financial services, ideally with exposure to wealth or investment management.
Highly numerate with excellent attention to detail and an investigative approach to problem-solving.
Demonstrable analytical skills with the ability to interpret and disseminate large volumes of information accurately.
Strong knowledge of MS Office, particularly Excel.
Excellent communication skills, with the ability to collaborate effectively across teams and influence key stakeholders.
Organised and proactive, with strong time management and the ability to deliver results within set deadlines.
Core Responsibilities:
Manage and support the end-to-end client fee process.
Set up new client and adviser fee accounts, ensuring accuracy and compliance.
Conduct ongoing monitoring to identify incorrect or non-standard fee set-ups.
Oversee and support the approval process for fee discounts and fee holidays, maintaining accurate records and ensuring consistency across the business.
Collaborate with colleagues to review the fee discount register quarterly with senior stakeholders.
Identify enhancements to management information (MI) reporting, ensuring robust exception reporting and strong governance.
Manage fee amendment requests and maintain oversight of client impact.
Work closely with internal teams to ensure high levels of data accuracy across fee processes.
Drive process improvements and efficiencies to benefit both the business and its clients.
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: 16248
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...
Our client – an international consultancy – is looking for a Senior SAP FICO Lead Consultant to join their team on a permanent basis. The role is remote; however, travel will be required, and you must be based in Germany.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure. Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client’s processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
University degree in business administration, business informatics, or equivalent training.
12 + years’ experience in SAP.
Extensive experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
Fluent in English and min. B2-C1 German.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
If you or someone in your network matches this profile, please apply for this job or send your CV directly – I will call you back to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience. All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
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As a member of the private client team, you will be part of a team that develops close working relationships with the high-net-worth individuals they help navigate through their complex tax affairs. This ranges from income tax planning to dealing with complex capital disposals and helping families plan for succession.
You will be supported to achieve the Association of Taxation Technicians (ATT) and the Chartered Tax Adviser (CTA) qualifications via an apprenticeship. This combination is the gold standard of quality for tax professionals.
You’ll work alongside other departments providing the specialist in-depth advice required for the ever-increasing complexity of tax law. Tax is pivotal to so much accountancy work, so you’ll learn to interpret complex legislation and deliver solutions in a way that clients understand.
You’ll be preparing profit and loss statements and tax returns, creating new accounting processes for companies, analysing financial information to find efficiencies, and saving. Our tax teams enjoy diverse and varied roles providing tailored tax planning and advice to clients ranging from large corporations to family businesses and individuals.
Training:You'll study on block release with an external training provider to complete your qualification. Training Outcome:Lots of opportunities within practice and industry. Employer Description:As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a breadth of opportunities to develop your career in the way that’s right for you.
Established in 1919, we’ve grown to a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. This means we’re big enough to do challenging work for exciting clients, but small enough to maintain our friendly and supportive culture.
For the past three years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces. In 2025, we climbed four places to 20 out of 100 large organisations on this prestigious list.
We’re also ranked among the UK’s Best Workplaces for Wellbeing (35 out of 100), Best Workplaces for Development (24 out of 100) and Best Workplaces in Consulting and Professional Services.
All these lists are compiled by workplace culture experts Great Place to Work. Our rankings are a direct result of feedback from our people in a confidential, independent annual survey.
The success rates of our trainees mean we’re also ranked 33rd in The Sunday Times Top 100 Apprenticeship Employers 2025.
While we’re proudly independent, we collaborate with colleagues around the world to enable our clients to succeed. PKF Francis Clark is a member of the PKF Global family of firms – together we’re the 12th largest provider of accountancy services in the UK. Being part of this international network provides opportunities to connect with like-minded accountants and business advisers in 150 countries.Working Hours :Monday to Friday, 8.30am - 5.00pm with one hour for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
