Tax assistant Work, Jobs in Sutton Coldfield, Wmd (with Salaries)

Trainee Paraplanner
WeRecruit4You Ltd —Sutton Coldfield
- £30,000 - £40,000 a year
- Full-time
- Data analysis skills
- Financial services
- In-person
- Free parking
Quick apply
1d
Accounts and Payroll Assistant
WMGC —Birmingham
- £30,000 - £35,000 a year
- Analysis skills
- Communication skills
6d
AML & Conflicts Assistant
Trowers & Hamlins —Birmingham
- Full-time
- Hybrid work
- Databases
- Communication skills
Quick apply
Business Support Officer
Midlands Partnership University NHS Foundation Trust —Lichfield
- £28,392 - £31,157 a year
- Part-time
- Hybrid work
- Management
- Computer literacy
- Data entry
- Free parking
- Annual leave
4d
Hospitality EPOS Tech Implementer / Trainer (Perfect for Ex Assistant Managers)
nGeneration —Tipton
- £26,724 - £27,724 a year
- Full-time
- Hospitality
- Customer service
- Travel
- Annual leave
Quick apply
PR Assistant
Trowers & Hamlins —Birmingham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
VAT Compliance Administrative Assistant
RSM UK —Birmingham
- Full-time
- Hybrid work
- Communication skills
12d
Legal Assistant - Residential Property
HCB Solicitors Ltd —Redditch
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Quick apply
Legal Assistant - Real Estate and Corporate
Trowers & Hamlins —Birmingham
- Full-time
- Administrative experience
- Communication skills
Quick apply
Legal Assistant - Dispute Resolution & Litigation
Trowers & Hamlins —Birmingham
- Full-time
- Administrative experience
- Communication skills
Quick apply
Legal Assistant – Wills & Trusts (STEP Qualified)
Silvertime Legal —Nuneaton
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Bachelor's degree
- Free parking
Quick apply
22h
R & B Assistant
Walsall Council —Walsall
- £31,537 - £34,434 a year
- Full-time
- Computer literacy
- English
- Flexitime
10d
Corporate Tax Assistant Manager - Midlands
KPMG —Birmingham
- Full-time
- Business development
- Quality control
- Accounting
AML & Conflicts Assistant (6 Month Fixed Term Contract)
Trowers & Hamlins —Birmingham
- Hybrid work
- Databases
- Communication skills
Quick apply
Business Support Assistant
Midlands Partnership University NHS Foundation Trust —Stafford
- £25,760 - £27,476 a year
- Part-time
- Hybrid work
- Data entry
- Free parking
- Annual leave
6d
Health and Fitness Assistant
Midlands Partnership University NHS Foundation Trust —Stafford
- £25,760 - £27,476 a year
- Full-time
- Care plans
- Free parking
- Annual leave
7d
Ethics & Independence Team Assistant Manager (Personal Independence)
Grant Thornton UK LLP —Birmingham
- Full-time
- Microsoft Office
- Analysis skills
- Mentoring
13d
R&D Tax Assistant Manager (Software)
SW Group —Birmingham
- Full-time
- Hybrid work
- Computer Science
- Analysis skills
- Bachelor's degree
Quick apply
Tax Assistant Manager - Global Mobility Services - Reading
KPMG —Birmingham
- Part-time
- Business development
- Organisational skills
- Leadership
Global Clients and Industries CE Assistant Director
EY —Birmingham
- £99,300 - £210,900 a year
- Hybrid work
- Agile
- In-person
- Annual leave
13d

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Trainee Paraplanner

WeRecruit4You Ltd
Sutton Coldfield

Quick apply

Job details

Full-time
£30,000 - £40,000 a year
1 day ago

Benefits

Free parking
Company pension
On-site parking

Qualifications

Investment
Financial planning
Suitability report preparation
Data analysis skills
Technical support
Financial analysis
Financial services
Communication skills
Time management

Full job description

Trainee Paraplanner

Location: Sutton Coldfield, West Midlands
Salary: From £35,000 per annum, depending on experience and qualifications
Job Type: Full-time, Permanent
Working Hours: Monday–Thursday 8:30am–5:00pm | Friday 9:00am–1:00pm
Location Type: Office-based

About the Opportunity

WeRecruit4You Ltd is delighted to be recruiting for a Trainee Paraplanner to join a well-established wealth management business in Sutton Coldfield.

This is an excellent opportunity for someone looking to develop their career within financial planning and wealth management, working closely with experienced Financial Advisers and supporting the delivery of high-quality advice to clients.

The successful candidate will ideally have some existing experience within an IFA, financial planning or wealth management environment and be looking to take the next step in their paraplanning career.

The Role

As a Trainee Paraplanner, you will provide technical and administrative support to the Financial Adviser team, helping to ensure clients receive accurate, compliant and well-researched financial planning recommendations.

Your responsibilities will include:

Providing technical support to Financial Advisers.
Assisting with the preparation of Suitability Reports and client recommendation letters.
Calculating and assessing Capital Gains Tax (CGT) liabilities relating to investment disposals.
Gathering, checking and analysing client information.
Reviewing fact finds, policy information, valuations and cashflow reports.
Researching financial planning solutions and preparing supporting information.
Ensuring documentation is accurate, thorough and compliant.
Working closely with Advisers and colleagues to support the smooth delivery of the client advice process.
Maintaining a high level of attention to detail across all client documentation and technical work.

About You

We are looking for someone who is keen to build a long-term career within financial planning and has a genuine interest in developing their technical knowledge.

You may already be working as a:

Trainee or Junior Paraplanner
Paraplanner
IFA Administrator
Wealth Management Assistant
Financial Planning Administrator
Financial Services Administrator

Ideally, you will have some experience within an IFA or financial planning environment and be part-way through your Diploma in Regulated Financial Planning (DipPFS) or working towards relevant financial planning qualifications.

We would also consider candidates from closely related financial services backgrounds who can demonstrate the right attitude, aptitude and desire to progress into paraplanning.

Key Skills & Qualities

Strong attention to detail and accuracy.
Excellent written and verbal communication skills.
A good understanding of financial planning and investment principles.
Strong organisational and time-management skills.
The ability to analyse information and work with figures.
A proactive approach to learning and professional development.
The ability to work effectively as part of a team.
A professional and client-focused approach.
The motivation to develop a long-term career in paraplanning and financial planning.

Why Apply?

This is a great opportunity to join an established wealth management business where you can continue developing your technical knowledge and gain valuable experience across a broad range of financial planning activities.

You'll have the opportunity to work alongside experienced Financial Advisers, develop your paraplanning skills and progress your professional qualifications.

Salary starts from £35,000 per annum, with the final package dependent on your experience and qualifications.

How to Apply

If you're currently working in financial services and are looking for your next step into paraplanning, we'd love to hear from you.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension
Free parking
On-site parking

Experience:

Paraplanning : 1 year (preferred)

Location:

Sutton Coldfield, West Midlands (preferred)

Work Location: In person

Quick apply

Refine Your Search

tax assistant jobs in sutton coldfield, wmd

Trainee Paraplanner

Accounts and Payroll Assistant

AML & Conflicts Assistant

Business Support Officer

Hospitality EPOS Tech Implementer / Trainer (Perfect for Ex Assistant Managers)

PR Assistant

VAT Compliance Administrative Assistant

Legal Assistant - Residential Property

Legal Assistant - Real Estate and Corporate

Legal Assistant - Dispute Resolution & Litigation

Legal Assistant – Wills & Trusts (STEP Qualified)

R & B Assistant

Corporate Tax Assistant Manager - Midlands

AML & Conflicts Assistant (6 Month Fixed Term Contract)

Business Support Assistant

Health and Fitness Assistant

Ethics & Independence Team Assistant Manager (Personal Independence)

R&D Tax Assistant Manager (Software)

Tax Assistant Manager - Global Mobility Services - Reading

Global Clients and Industries CE Assistant Director

I want to receive the latest job alerts for tax assistant in sutton coldfield, wmd

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