Assistant manager, personal tax Work, Jobs in Sidmouth, Dev (with Salaries)

Paraplanner/IFA Report Writer
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £40,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
Financial Adviser/Financial Planner
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £50,000 - £70,000 a year
- Full-time
- Business development
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
Deputy Manager
Sanctuary Care —Exmouth
- £49,878.40 a year
- Full-time
- Nursing home
- Annual leave
- Employee assistance programme
Quick apply
11d
Garden Centre Deputy Manager
Mole Avon Country Stores —Honiton
- £28,000 - £29,000 a year
- Full-time
- Customer service
- Merchandising
- Administrative experience
- Free parking
- Store discount
Quick apply
14d
Assistant Branch Manager
Alliance Automotive Group LV —Honiton
- Sales
- Customer service
- Cash handling
- Employee discount
Quick apply
8d
Antimicrobial Resistance (AMR) Assistant Scientific Officer (CR3118)
Animal and Plant Health Agency —Exeter
- £26,025 a year
- Overtime
- Doctoral degree
- Laboratory experience
- Presentation skills
- Annual leave
- Employee discount
5d
Deputy Home Manager - Elderly
FIND. —Exeter
- £55,000 - £60,000 a year
- Part-time
- Nursing home
- Team management
- Leadership
Quick apply
Assistant Scientific Officer (ID4881)
Animal and Plant Health Agency —Exeter
- £26,025 a year
- Overtime
- Doctoral degree
- Presentation skills
- Communication skills
- Annual leave
- Employee discount
5d
Assistant Transport Manager
Cains Farm Ltd —Bridport
- £28,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- In-person
Quick apply
Postal Operations Assistant Manager
Clarke Willmott —Taunton
- Management
- Supervising experience
- Continuous improvement
Assistant Service Delivery Manager
SUEZ —Exeter
- £44,432 a year
- Full-time
- Microsoft Word
- Data analysis skills
- Analysis skills
Assistant Property Manager
iMove Estate Agents —Newton Abbot
- £26,500 a year
- Full-time
- Administrative experience
- Data entry
- In-person
Quick apply
3d
Assistant Manager- Live in Available
Masons Arms, Branscombe —Branscombe
- £35,000 - £38,000 a year
- Full-time
Quick apply
6d
Revenues and Benefits Information Officer
Mid-Devon District Council —Tiverton
- £29,542 - £32,046 a year
- Full-time
6d
Deputy Manager
Buckland Care —Exmouth
- £16 - £18 an hour
- Weekend availability
- Team management
- Leadership
- Communication skills
Assistant Manager - Exmouth
Hays Travel —Exmouth
- Full-time
- Training & development
- Time management
- Annual leave
- Employee discount
Payroll Manager - Any Simpkins Edwards Office
Simpkins Edwards —Exeter
- Full-time
- Hybrid work
- Team management
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
1d
Workplace Coordinator
Trowers & Hamlins —Exeter
- Full-time
- Hospitality
- Microsoft Office
- Organisational skills
Quick apply
Deputy Manager
Iceland —Exmouth
- £31,080 a year
- Full-time
- Customer service
- Training & development
- Retail management
- Employee discount
- Referral programme
Assistant Manager, Personal Tax
Albert Goodman LLP —Taunton
- Mentoring
- Communication skills
- Tax experience
- Employee assistance programme

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Paraplanner/IFA Report Writer

Medical & General Independent Financial Advisers Ltd
Ottery Saint Mary

Quick apply

Job details

Full-time
£25,000 - £40,000 a year

Benefits

Free parking
Store discount
Health & wellbeing programme
Company pension
Employee assistance programme
Employee discount
Life insurance
On-site parking

Qualifications

Suitability report preparation
Stakeholder liaison
Estate planning

Full job description

About us - “We make the complex simple”. At Medical & General IFA and Medical & General Mortgages, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident and in control of their finances.

Due to the continuing expansion of our business, we are looking for a Paraplanner or Trainee Paraplanner to join our team based in Ottery St Mary.

If you join our team, you get your birthday as a day off, we offer a life assurance (death in service) scheme at 3 x your annual salary, a group income protection scheme, enhanced employer pension contributions. We have a health cash plan that gives you money back for your dentist check-ups (+ more), optician check-ups (+ more) and other health and wellbeing appointments like massages and physiotherapy. This plan also has fantastic other perks that gives you access to lots of great discounts on brands (online and instore), discounts on food, cinema/theatre tickets and so much more. We also have an Employee Assistance Programme to support you if you need it. We also support flexible working.

In additional to these great employee benefits, we also are committed to your learning and your continuous professional development. We want you to grow your career with us and to succeed.

Your role with us will include:-

1. Deal effectively with queries from clients and other parties.

2. Collect and collate information in accordance with the principles of ‘know your client’ and ensure all the required compliance documentation is present and correct.

3. Working with the adviser, you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial suitability report.

4. Liaise with product providers and other third parties to acquire additional information that may be required to assess the clients’ needs and to formulate recommendations.

5. Construct financial planning solutions (investment, retirement, tax and estate planning).

6. Assist in identifying areas for planning and sourcing solutions suitable to meet the clients’ needs and objectives. This will include assisting in the preparation of tax calculations and cash flow forecasting, where necessary.

7. Prepare suitability letters and reports for approval by the adviser and prepare associated documentation as required. This will include the completion of documentation ready for clients to check and sign.

8. Working with other professional advisers - For example, solicitors and accountants to implement an agreed action plan when necessary.

9. Support and develop with the investment committee our CIP/CRP.

10. You may be expected to cover some responsibilities for colleagues who may be away from the business.

11. Other duties may be expected of you as the business evolves and as you evolve within the business.

You will have a comprehensive induction from day one with full training on all our systems and processes. We have invested in our systems to make the processes as seamless as possible to ensure client satisfaction. The personal touch for each and every one of our clients is really important to us.

Please send a covering letter with your application.

No agencies please.

Salary dependant on experience.

Job Type: Full-time

Pay: £25,000.00-£40,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Store discount

Ability to commute/relocate:

Ottery Saint Mary, Devon: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

Please send a covering letter with your application.

Experience:

paraplanning: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

assistant manager, personal tax jobs in sidmouth, dev

Paraplanner/IFA Report Writer

Financial Adviser/Financial Planner

Deputy Manager

Garden Centre Deputy Manager

Assistant Branch Manager

Antimicrobial Resistance (AMR) Assistant Scientific Officer (CR3118)

Deputy Home Manager - Elderly

Assistant Scientific Officer (ID4881)

Assistant Transport Manager

Postal Operations Assistant Manager

Assistant Service Delivery Manager

Assistant Property Manager

Assistant Manager- Live in Available

Revenues and Benefits Information Officer

Deputy Manager

Assistant Manager - Exmouth

Payroll Manager - Any Simpkins Edwards Office

Workplace Coordinator

Deputy Manager

Assistant Manager, Personal Tax

I want to receive the latest job alerts for assistant manager, personal tax in sidmouth, dev

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