Independent Financial Adviser
Location: London
Contract: Permanent
Salary: £40,000 - £80,000 per annum
*Hybrid Working*
Contact: greg.waite@servicecare.org.uk
Job Description
Service Care Solutions are currently recruiting on behalf of a Top 100 Accountancy Firm for Qualified Financial Advisers to join their high-growth Financial Services team on a permanent basis. As part of the rapid growth in the firm, there are multiple vacancies within the Financial Services team for Diploma-Qualified Financial Advisers at either NQ level or professionals with an existing portfolio that could be added to the business.
The NQ role is ideal for a Paraplanner/Adviser who is looking for a client facing role to manage a portfolio and build up experience within an established market.
The experienced IFA role will require someone ideally with existing clients and assets under management of £10m+ to join the firm and have an impact on the wider business.
Candidate Criteria
Diploma-Qualified Level 4 FA and ideally Chartered Status or working towards
Minimum 1 years’ experience in Financial Advisory for NQ role and 5+ years for experienced
Experience with Intelliflo Back Office is highly desirable
Experience of managing a portfolio of clients/assets with experienced role ideally having £10m+ of existing portfolio
Ability to create and build on strong client relationships, providing ongoing support internally and externally
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.....Read more...
Client requests processing
Behind the scenes admin
Product reviews and amendments
Fulfilling servicing requests from clients
Building conversations with clients in order to spot opportunities to support them with Financial or Mortgage adviser referrals and growing our business
Ideal candidate with have their own ability to get to and from the business location, via public transport or otherwise.Training:An apprenticeship includes regular training with a college or other training organisation. At least 6 of your weekly working hours will be spent training or studying, with 1 day per month college leasons or virtual masterclasses. Training Outcome:
Progression to full-time employment or progression to a higher level apprenticeship/further training, or adviser role.
Employer Description:We are a local Financial and Mortgage Advising company, that also have a network of Yorkshire Building Society Agencies.Working Hours :Monday to Friday, 08:30 to 16:30, and every other Saturday (08:30 to 12:00). Time off in lieu will be given for Saturdays worked.
35 hours a week.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Maintaining client data on our back-office system
Process new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic, liaising with clients and providers where appropriate
Processing fund switches and withdrawals
Sending Letters of Authority (LOA) and following up with the providers
Assisting colleagues with their administration and dealing with telephone and postal queries
Preparing for client meetings, obtaining valuations and conducting research
Scanning documents onto back office-system when required
General administrative tasks such as filing, photocopying and collating information
Training:Level 3 Financial Services Administrator Apprenticeship.
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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
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:
CF1 or R01 – awarded by The Chartered Insurance Institute (CII)
Completion of either CF1 or R01 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.
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.Training Outcome:A permanent position is available, and there is potential to develop further by undertaking additional exams to complete a Level 4 Diploma once the apprenticeship is completed.Employer Description:BP Sanders is an firm of independent financial advisers working in the heart of the Berkhamsted community for many years. We help our clients to make informed financial decisions giving them holistic advice on Life and Pension products, Mortgages and Inheritance Tax Planning. Trust, Truth and Transparency are the values our company stands for.Working Hours :Monday to Friday, 9am to 5.30pm.Skills: Communication skills,IT skills,Organisation skills,Team working,Enthusiastic,Positive attitude,Strong work ethic....Read more...
As an Apprentice Mortgage and Protection Admin at BatesWilcox, your day-to-day responsibilities will include:
Client Interaction: Assisting clients with their mortgage and protection queries, both in person and over the phone.
Documentation: Preparing and managing paperwork for mortgage applications and protection policies.
Data Entry: Updating client information and maintaining accurate records in the system.
Support: Providing administrative support to mortgage advisors and protection specialists.
Research: Gathering information on mortgage products and protection plans to assist advisors.
Compliance: Ensuring all processes comply with regulatory requirements.
This role is perfect for someone who is detail-oriented, organised, and eager to learn about the financial services industry.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:At BatesWilcox, there are excellent prospects for career progression. As an Apprentice Mortgage and Protection Admin, you will have the opportunity to:
Progress to Mortgage Adviser: With experience and additional training, you can advance to a Mortgage Adviser role.
Further Apprenticeships: Opportunities for further apprenticeships to enhance your skills and qualifications.
Further Training: Continuous professional development through training programs to keep you updated with industry standards.
BatesWilcox is committed to supporting your career development and helping you achieve your professional goals.Employer Description:BatesWilcox Mortgage Solutions Ltd is a mortgage broker based in Newbury, Berkshire. They offer a range of services including:
Mortgage Advice: Helping clients find the right mortgage product for their needs, whether it’s for a first home, a holiday/investment property, or re-mortgaging.
Protection Services: Providing advice on various protection products to ensure clients and their families are financially secure.
Specialist Services: They are authorized to advise on mortgages using the Own New Scheme, which is designed for new build properties.
Their goal is to simplify the mortgage process and provide peace of mind to their clients through clear and comprehensive adviceWorking Hours :Monday - Friday, 9:30 - 17:30.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Adaptability....Read more...
You will be working within the Financial Advisers managing client information, account setup and assisting clients.
Manage general office procedures to ensure processes and duties in the office flow efficiently
Ensuring smooth and efficient operations that directly impact client satisfaction and the overall success of an organisation.
Main Responsibilities/Accountabilities:
Office Management:
Provide administrative support to the financial advice team
Diary management – booking in client meetings, managing financial adviser schedules and eliminating potential conflicts
Taking inventory of office supplies and order more if needed
Helping establish and maintain office procedures in line with the other MVAM offices
Assisting senior management team when needed
Answering phone calls, general emails and postal correspondence with clients as appropriate
Files and archives accurate records
Manages health and safety as well as fire regulations within the office
Client Acquisition:
Manage client onboarding process for new clients and set up of new accounts for existing clients
Receive new and existing client information/ documents after meetings and process client forms, input data into investment platform
Ensure content on MVAM client forms remains up to date
Upkeep of accurate client records in CRM database
Perform client ID and AML Verification checks for anti-money laundering purposes
Submit and chase applications with lenders
Assist with client requests and questions, including support of Investor Portal
Training:This will include:
Financial Services Administrator Level 3 Apprenticeship Standard
CII CF1 or R01 - Financial Services Regulations & Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII CF1 or R01 digital study book and exam entry
Fortnightly workshops for CII exams from our CII approved trainer
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional
Training Outcome:
We are a small company and there is potential to progress pending completion of the apprenticeship
Employer Description:MVAM Financial Advice is part of Mole Valley Asset Management (MVAM). The Hertford office provides financial advice services with a hands-on, client-focused approach.
Mole Valley Asset management is an independent investment management firm dedicated to providing bespoke investment solutions for individuals, businesses, and charities. The firm prides itself on its local approach, innovative investment strategies, and commitment to helping clients achieve their financial goals. MVAM have offices in Dorking, Hertford and York.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Non judgemental,Prioritisation skills,Time management,Interpersonal skills,Honest enthusiasm,Positive mindset on life/work,Responsible,Professional,Flexibility....Read more...
This apprenticeship is ideal for someone looking to start a career in financial services. You’ll receive structured training, practical learning opportunities, and the chance to work alongside experienced professionals in a collaborative and supportive environment.
Key Duties:
Assisting with the production of accurate client portfolio valuations statements
Preparing new business and managing advisers annual review processes
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Obtaining Anti-Money Laundering Requirements and conducting electronic checks for new and existing clients
Dealing with client queries and telephone calls where appropriate
Providing Adviser with any supporting documents required for client meeting, e.g.,provider specific application form, company Fact Find, client agreement, fee agreement, etc.
Adding Fact Find and plan information onto back-office system (Plannr), ensuring plan information is up-to date and any transferred/surrendered plans are marked as such
Obtaining literature and forms from providers and pre-completing basic client details
Answering telephone calls in a polite & professional manner
Greeting clients when required and offering refreshments.
Ensuring advisers book meeting room for client meeting (via Outlook)
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:
RO1 - awarded by The Chartered Insurance Institute (CII)
Completion of RO1 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 successful completion of the apprenticeship, there is potential for a permanent position and further career development within our organisation
Employer Description:Engage Wealth Management is a professional and client-focused financial advice firm based in Brighton & Hove. We specialise in delivering tailored financial planning solutions, helping individuals, families, and businesses achieve their financial goals. Engage offers services, including retirement planning, investment advice, and protection planning, with a strong emphasis on building lasting relationships and providing clear, transparent guidance. Our dedicated team of experts ensures clients receive personalised advice to navigate life’s financial challenges with confidence.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
Yourjourney with us will include:·Preparing personal tax returns and rental accounts.·Submitting tax returns and VAT registrations.·Preparing P11Ds and assisting with fee protection work.·Communicating with clients, HMRC, and other stakeholders.·Developing skills to analyse tax-related financial data.·Taking on increased responsibilities in years two and three, including supervising new trainees.·Receiving guidance from a dedicated training and development coordinator, a study champion, and a partner mentor to help you navigate your career journey.Enjoying hybrid working options onceyour probationary period is complete.Training:Professional Accounting Taxation Technician Apprenticeship Level 4 - ATT
A key role within any accountancy and finance function, individuals undertaking this apprenticeship will hone their ability to create, verify and review accurate and timely financial information. This apprenticeship can suit a variety of financial functions as there are a range of qualifications available to suit your organisation. The ATT qualification gives you the knowledge and practical skills to work in tax compliance. After qualifying, you can progress onto CTA and become a chartered tax advisor. The ATT syllabus follows a modular structure, which consists of two core certificate papers and four optional certificate papers, allowing you to specialise in your own area of interest or expertise. You must also complete three computer-based exams (Law, Professional Responsibilities & Ethics and Accounting). Training Outcome:As a Tax Assistant, you’ll start by studying towards your ATT (Association of Taxation Technicians) Level 4 qualification, with full support to progress onto the CTA qualification to become a Chartered Tax Adviser..Employer Description:We are an award-winning top 100 accountancy firm, achieving in 2019, Tolley’s Best Single Office Tax Practice in the UK,Top 10 Accountancy Employer, finalists for Graduate and Non-Graduate Programme of the year and Mid-Tier Firm of the Year. We have fantastic modern offices in North London and are forward thinking in our approach to both clients and staff and offer a supportive and progressive working environment. Working Hours :08:30 - 17:00, Monday to FridaySkills: 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...
Placement 1 – Surface Transport – 6 months
Understanding the operational business and the fundamentals of Project Management in a large organisation with many different stakeholders.
Placement 2 – Major Projects – 6 months
You’ll gain stakeholder management experience with some of the biggest transport contractors in the UK. You’ll support the Project Manager in contract management, package handovers, assessing risks and managing the budget.
Placement 3 – London Underground – 6 months
You’ll gain a holistic understanding of the station, from power and signalling, to engineering and staffing, you’ll support the teams in seeking continuous improvements to upgrade the networks.
Placement 4 – Technology and Data – 6 months
You’ll learn to consolidate and manage planning schedules, support the development of business cases for new projects so that the team can ensure they reach financial targets whilst gaining exposure to different type of engineering and technology projects. Training:You will be working towards a Level 4 apprenticeship qualification by completing a portfolio of work and a professional discussion.
Whilst on the scheme, we’ll support your technical development through a wide range of on-the-job practical experiences and placements.
Our award-winning teams will support your ongoing development, through a wide range of on-the-job practical experience and placements. We'll support your professional development through a combination of training, mentoring, and networking.
You'll also receive one-to-one guidance throughout the programme from your:
• Placement manager: Responsible for your day-to-day management and support with your development
• Scheme sponsor: A senior manager who acts as a technical and professional adviser and has line manager responsibility
• Buddy: Usually an apprentice or graduate who gives support to you and ensure that you feel welcomed in the organisation
• Development adviser: Supports your professional development through providing career coaching and career progression at TfLTraining Outcome:Upon successful completion of this scheme, you could roll-off into an Assistant Project Manager or Project Coordinator position, which could lead to further career progression opportunities such as Assistant Project Manager, Project Manager and Senior Project Manager.
You can become a registered member of the Association of Project Management once you have completed the scheme Employer Description:At TfL, our work goes beyond transport. We keep London moving – day in, day out. We’re about building stronger connections, and helping people do more of what they love. From sustainable futures to post-pandemic economic recovery, we’re constantly breaking new ground, and taking innovation to new heights. For our people, this is more than just a job. Our apprentices are pioneers, frontrunners, and mentors. And, with a culture built on support and flexibility that puts wellbeing first.Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Analytical skills,Logical,Team working,Creative,Initiative,Caring, Open and Adapatable....Read more...
As part of your role, you will:
Act as the first point of contact for new and existing customers
Manage incoming calls, providing advice and guidance on specialist insurance products
Identify clients' needs using effective communication techniques, including asking open questions and listening to customer responses
Collect information from customers and record it on the Client Management System
Liaise with colleagues from other areas of the organisation to ensure queries are dealt with quickly and efficiently
Resolve issues and handle complaints, where necessary
Provide exceptional customer service
Adhere to legal requirements, industry regulations and company policies.
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:After the apprenticeship, you will be able to move to other roles within the organisation, including Senior Customer Service Adviser and Team Leader. Employer Description:Acorn Insurance is a rapidly expanding business with great opportunities to build your knowledge of the financial services industry.
As a specialist insurance provider, we have over 40 years of experience helping people secure motor insurance across the UK. We help more than 50,000 customers a year to find a policy that meets their needs and gives them the peace of mind that comes with high-quality insurance.
We will provide full training and continuous coaching throughout your apprenticeship. You will be given full in-depth FCA regulated industry knowledge and have all the tools necessary to help you personally grow your career with the business.
We celebrate difference and it’s important to us that we have a culture where our people feel respected and valued for who they are. We pride ourselves on being accessible and encourage inclusive environments where our people can always give and show the very best of themselves.Working Hours :Monday to Friday, between 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Non judgemental,Patience,Relationship building,Trustworthy,Reliable....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...
Audit SupervisorJob Type: Full Time, PermanentLocation: BorehamwoodSalary: £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.At 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 Audit Supervisor to provide accurate auditing and assurance services to a diverse range of clients, as directed by Manager/Director, within budget and in accordance with firm procedures. In addition, assisting in the development of team members to ensure they have the knowledge and skill to perform their job.
Be the first point of contact for allocated clients and obtain the information required from the clientIdentify and develop new client opportunities. Develop strong relationships internally and externally to leverage work opportunities. Ability to cross sell opportunitiesProactive identification of key risk areas in audit planning process including identifying audit and control risks and tailoring of audit programsReview and prepare financial statements for diverse range of client assignments as requiredPreparation of audit planning memorandum, programs and budget in a timely mannerSolid understanding and performance of substantive and compliance testing and evaluation and resolution of errorsEnsure all areas of responsibility on audit assignment are fully completed in an accurate and timely manner. Solid management and co-ordination of the audit team in accordance with time and budget constraintsEnsure accurate and efficient resolution of audit files with client/audit staff in a timely manner. Provide feedback to junior audit staff on their performance and linking to potential training and development areasInvestigate and provide recommendations for audit review queries. Ensure all relevant review and action points have been adequately addressedSupervise client audit engagements, which include planning executing, directing, and completing financial audits, ensuring compliance with all relevant legislation and regulatory requirements and Sopher + Co standardsPrepare appropriate audit reportManage, coordinate and delegate client work to junior team members with an appropriate level of capabilityReview junior team members’ work, ensuring compliance with Sopher + Co standardsEnsure WIP levels are kept within set budgets and advise Manager of potential budget over runsDraft Bills for clients and submit to Manager for approvalAssist in preparation of audit fee quotes for small to medium audit assignmentsInduct, mentor, train and assist junior level team members to maximise their performance
About you
Advanced professional accounting practice experienceSolid understanding of accounting and audit softwareStrong MS Excel skills, ideally to advanced levelACA or ACCA qualifiedHigh level communication skills between clients, staff and managementGood interpersonal skills with clients, staff and managementStrong time management skills and not fazed by deadlinesHigh level management / leadership / supervisory skillsAbility to work unsupervisedHigh level time management skillsAbility to work autonomously
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...
Are you an experienced Administrator ready to embark on a dynamic journey into the world of wealth management? Are you looking for a role where every day brings new connections, opportunities for growth, and the chance to work with high-net-worth families?You'll find yourself immersed in a steady, structured, and detail-oriented environment, where you can grow, make a difference, and chart your own course to success.As an integral part of the team, you'll play a crucial role in ensuring the smooth operation of the wealth management processes.The back office system is owned by you - ensuring the fact-finding, ATR, anti-money laundering checks are up to date and compliant, and navigating the business submission procedures with precision, your attention to detail will be the cornerstone of the teams success.But it's not just about the tasks at hand, it's about the person behind them. If you're the kind of person who embodies consistency, resilience, and a commitment to excellence, if you handle pressure well, excel in communication and welcome constructive feedback you're exactly who Westminster Wealth are looking for. They need someone that can support them in 'the detail' and 'has a commitment to accuracy'.Westminster Wealth don't just offer a job, they offer a pathway to professional growth. With a generous starting salary plus bonuses for outstanding performance, there is also the potential for steady progression with lots of support. You can also take advantage of their training and coaching programmes designed to elevate your skills and move your career forward.The company have a close team that all work well together. They are esteemed colleagues that support and encourage each other. There's no office politics, backstabbing or pettiness.At Westminster Wealth, they all want each other to win and understand that when they win, the team wins too. The culture there really is special. And they want someone who adds to that.Located in the heart of London, their vibrant team is fuelled by a culture of accountability and excellence. They help each other work to the highest of standards. They're a team of high performers and are looking for another high performer to add to the mix. Join them in creating meaningful relationships with esteemed clients, guiding them toward their financial goals with confidence and expertise.Critical Tasks
Fact Find & Attitude to Risk & Anti Money Laundering check created each advice case as per system and ahead of when needed by Paraplanner.Send, chase, fetch and review all Letter of Authority information within 2 weeks.Complete all delegated actions from Paraplanner & Adviser within 1 day.Compile & review daily checks by 09:25 each day for Paraplanner sign off.Assemble Green advice files on Intelligent Office to team standard.
Competencies
Strong attention to detail.Clear and effective communication.High standard of time management, planning and organisation.Strong analytical skills for independent problem solving.Ability to handle stress.
It would be advantageous if you have any of the following:
Annual Review Meeting PrepLetter of AuthorityAnti Money LaunderingIntelligent OfficeMultiple Provider PlatformsOnline Illustration and form productionPrior Product Knowledge
The Details
Hours: Full-time, 37.5 hours per week (Monday to Friday, 9:00-5:30).Location: Hybrid working, with flexibility to work from the London office as needed.Salary: £30,000 - £35,000 starting salary, with growth potential based on performance and commitment.
How to Apply:If you are interested in this role and would like to learn more our client would love to hear from you! Please attach an up to date copy of your CV to the link provided and they will be in direct contact. ....Read more...
Tax Technical PA to Senior Tax PartnerJob Type: Full Time, PermanentLocation: Mayfair / Borehamwood (Typically, 1 day a week to be worked from Borehamwood office)Salary: £CompetitiveAbout UsEstablished 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.At 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 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 clients
Drafting 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 queries
Take control of the management of the delivery of the Senior Partner’s projects and the subsequent billing process
Drafting instructions to Counsel
Taking 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 necessary
Ensure timesheets are completed and submitted weekly
Partake in networking events with a view to developing the firm’s business
Keep 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 & Procedures
Ensure 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 & Procedures
Become familiar, and work in accordance with, the Sopher + Co HR Policies & Procedures
About you
Previous experience in a medium size practice
Strong tax technical and practical expertise within the private client tax arena with demonstrable broad experience of the tax affairs of non-domiciled 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/calculations
Experience 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 considered
Ability to build good relationships with clients as well as colleagues across all departments
Excellent management skills, is comfortable managing upwards and organised enough to manage multiple projects at one time
Ability to work autonomously, able to operate well on little information
Strong 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 ReturnWe 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...
