Service group accountant (medical services) 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
Service Group Accountant (Medical Services)
Somerset NHS Foundation Trust —Taunton
- £57,528 - £64,750 a year
- Full-time
- Supervising experience
- Annual leave
- Employee discount
4d
Senior Payroll Administrator (NHS/Medical Specialism)
Albert Goodman LLP —Taunton
- Customer service
- Organisational skills
- Employee assistance programme
Finance Business Partner (Senior Commercial Finance Manager)
PKF Francis Clark —Torquay
- Hybrid work
- Team management
- Training & development
Assistant Manager or Manager, Quality, Risk & Compliance
Albert Goodman LLP —Taunton
- Full-time
- Continuous improvement
- Team management
- Organisational skills
- Employee assistance programme
Tax Senior
MOORE SCARROTT CHARTERED ACCOUNTANTS —Taunton
- Full-time
- Computer literacy
- Accounting
- Organisational skills
- Free parking
- Referral programme
Quick apply
10d
Bookkeeper (Technician), Outsourced Finance
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Organisational skills
- Employee assistance programme
VAT (Indirect Tax) Senior Manager
PKF Francis Clark —Torquay
- Hybrid work
- Business development
- Mentoring
- Training & development
Assistant Manager, Personal Tax
Albert Goodman LLP —Taunton
- Mentoring
- Communication skills
- Tax experience
- Employee assistance programme
Manager (Employment Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Mentoring
- Leadership
Accounts Semi Senior, Charities
Albert Goodman LLP —Taunton
- Part-time
- Hybrid work
- Accounting
- Employee assistance programme
Senior Manager (Employment Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Mentoring
- Leadership
Private Client Tax Senior Manager (International Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Mentoring
- Training & development
- Tax experience
Private Client Tax Manager (International Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Mentoring
- Training & development
- Tax experience
Manager (Compliance), Personal Tax
Albert Goodman LLP —Taunton
- Mentoring
- Tax experience
- Employee assistance programme
Insolvency Administrator or Senior Insolvency Administrator
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Employee assistance programme
Director (Employment Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Leadership
Manager or Senior Manager, VAT
Albert Goodman LLP —Taunton
- Hybrid work
- Communication skills
- Tax experience
- Employee assistance programme

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service group accountant (medical services) jobs near sidmouth, dev

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

service group accountant (medical services) jobs in sidmouth, dev

Paraplanner/IFA Report Writer

Service Group Accountant (Medical Services)

Senior Payroll Administrator (NHS/Medical Specialism)

Finance Business Partner (Senior Commercial Finance Manager)

Assistant Manager or Manager, Quality, Risk & Compliance

Tax Senior

Bookkeeper (Technician), Outsourced Finance

VAT (Indirect Tax) Senior Manager

Assistant Manager, Personal Tax

Manager (Employment Tax)

Accounts Semi Senior, Charities

Senior Manager (Employment Tax)

Private Client Tax Senior Manager (International Tax)

Private Client Tax Manager (International Tax)

Manager (Compliance), Personal Tax

Insolvency Administrator or Senior Insolvency Administrator

Director (Employment Tax)

Manager or Senior Manager, VAT

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