Tax accountant Work, Jobs in Exeter, Eng (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
Finance Analyst
Howmet Aerospace —Exeter
- Continuous improvement
- Organisational skills
Quick apply
Wealth Management Assistant
Tozers —Exeter
- Full-time
- Organisational skills
- Computer skills
- Communication skills
VAT (Indirect Tax) Senior Manager
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Mentoring
- Training & development
VAT (Indirect Tax) Manager
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Communication skills
Company Accountant
Sam Gilpin Demolition Ltd —Newton Abbot
- £50,000 a year
- Part-time
- Analysis skills
- Presentation skills
- Team management
- Annual leave
- Flexible schedule
Quick apply
14d
Finance Manager
Swanky —Exeter
- Full-time
- Hybrid work
- AI
- Communication skills
- Employee assistance programme
- Flexible schedule
Quick apply
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Mentoring
- Training & development
- Annual leave
- Employee assistance programme
Quick apply
Senior Manager (Employment Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Mentoring
- Leadership
Manager (Employment Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Mentoring
- Leadership
Corporate Tax Senior
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Analysis skills
- Mentoring
- Work from home
Private Client Tax Senior Manager (International Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Mentoring
- Training & development
- Tax experience
Private Client Tax Manager
PKF Francis Clark —Exeter
- Hybrid work
- Mentoring
- Training & development
- Tax experience
Receptionist
Moore Scarrott Chartered Accountants —Exeter
- From £26,250 a year
- Full-time
- Computer literacy
- Microsoft Office
- Administrative experience
- Free parking
- Sick pay
Quick apply
1d
Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills
Senior Tax Manager
PKF Francis Clark —Exeter
- Hybrid work
- Analysis skills
- Mentoring
- Training & development
14d
Private Client Tax Manager (International Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Mentoring
- Training & development
- Tax experience
Director (Employment Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Leadership
Senior / Assistant Manager (Trust Accounts)
PKF Francis Clark —Exeter
- Hybrid work
Accounts Senior - Legal Clients
PKF Francis Clark —Exeter
- Hybrid work

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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

tax accountant jobs in exeter, eng

Paraplanner/IFA Report Writer

Finance Analyst

Wealth Management Assistant

VAT (Indirect Tax) Senior Manager

VAT (Indirect Tax) Manager

Company Accountant

Finance Manager

Assistant Manager

Senior Manager (Employment Tax)

Manager (Employment Tax)

Corporate Tax Senior

Private Client Tax Senior Manager (International Tax)

Private Client Tax Manager

Receptionist

Financial Planner

Senior Tax Manager

Private Client Tax Manager (International Tax)

Director (Employment Tax)

Senior / Assistant Manager (Trust Accounts)

Accounts Senior - Legal Clients

I want to receive the latest job alerts for tax accountant in exeter, eng

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