948 jobs found

Mixed Tax Manager (Personal Tax & Corporate Tax Manager) - SUPERB ROLE McGinnis Loy Associates is proud to be working with a Top80 Accountancy Firm who are looking for a Mixed Tax Manager (personal tax & corporate tax) to join their growing team in SW London. As one of the leading Managers for the office, you will be managing a small team of junior tax staff, be responsible for your own client portfolio and will assist with delivering value-add tax services to Private Client & Corporate clients. The role would suit an existing Tax Manager from a Tax Boutique or mid-to-Top100 /Regional Accountancy Firm, ideally looking for quick career progression within 12/18months time. Key duties include: Preparing corporate tax returns (CT600's) for a range of SME & OMB private businesses Preparing personal tax returns / self-assessments for HNWI's, business owners, entrepreneurs & families etc Ensuring tax compliance is completed within HMRC timelines, all tax-related information from clients is obtained and reviewed accurately Assisting the Tax Director/Partner where necessary with tax efficient strategies and tax planning across Corporate Tax and Personal Tax Providing support to clients with any UK tax issues and queries, including being the first point of contact Dealing with basic corporate tax planning, cross-border tax structuring and deal tax structuring activities Liaising with other members of the Tax team regarding tax projects for individuals (eg, dividend planning, EIS, CGT, Non domicile, VCT, IHT) Overseeing a team of junior/graduate level tax staff Ensuring that the quality of personal tax & corporate tax work is done to agreed costs and timescales Working with the Tax Partners to grow and develop the tax offering and help market tax advisory services to clients. Engaging with local referrers and other external third parties regarding business development Confidently explaining tax issues and options to clients in a non-technical manner To be considered for the role you should be in a recognisable Regional or Top100 practice and there is a preference for ATT Qualified and/or CTA Qualified individuals. Knowledge and experience of both UK corporate & personal tax issues and management of a client portfolio is required. With excellent team working skills and relationship building skills, you should be able to work well under pressure & strict HMRC tax deadlines yet still deliver on time and budget. On offer is a salary up to £70,000 plus excellent benefits including 25 days holidays, pension & healthcare schemes and flexible working. To apply for the position or for more information, please contact McGinnis Loy Associates (Reading) Office by telephone or via email at com For other opportunities in Finance & Accounting or Public Practice across the Thames Valley, London & Midlands please visit our website at com. McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act. Follow us on or check our Linked-In company profile

Private Client Tax Manager Leatherhead, Surrey £75,000 - £85,000 + Hybrid Working & Benefits A Private Client Tax Manager opportunity within a well-established independent firm in Leatherhead, known for its high-calibre client base and the quality of its private client relationships. This is a senior role within a well-established Private Client team advising high-net-worth individuals, entrepreneurs and family offices across Surrey and London. Many of the Private Client professionals we speak with are looking for exposure to high-calibre work and the opportunity to build trusted, long-term client relationships. This role certainly offers that level of involvement, combining complex compliance with meaningful advisory work. The Role As Private Client Tax Manager, you will take ownership of a portfolio while contributing to the continued development of the firm's Private Client offering. You will be responsible for: Managing a portfolio of HNW and UHNW individuals, trusts and partnerships Delivering high-quality compliance alongside complex advisory work Advising on tax planning matters including IHT, CGT, residence and domicile Building and developing long-term client relationships Identifying opportunities to add value across your client base Working closely with Partners on complex client matters Supporting and developing junior team members Contributing to a collaborative and knowledge-sharing culture About You CTA, ACA, STEP or ATT qualified Strong background in Private Client Tax within a UK accountancy practice Currently operating at Manager level or ready to step up Technically strong with experience across complex personal tax matters Commercially aware and confident in client-facing situations Motivated to take ownership and contribute within a team Why This Role Stands Out This firm has built its reputation on the quality of its client relationships and the complexity of its work. As a very successful independent practice, the focus remains on providing thoughtful, high-level advice rather than volume-driven delivery. You will have the autonomy to manage your portfolio, contribute to client strategy and work closely with decision-makers across the business. For an experienced Private Client Tax professional, this represents an opportunity to step into a role where your input is valued and your progression is genuinely supported. What's on Offer £75,000 - £85,000 depending on experience Hybrid working and flexible hours Modern offices in Leatherhead with parking Supportive and collaborative working environment Clear progression pathway within the firm Exposure to high-quality, complex client work Interested? If you are considering your next move in Private Client Tax or would value a confidential discussion about opportunities across Surrey and the South East we would be pleased to hear from you. Fletcher George Recruitment is acting as an Employment Agency. We welcome referrals and offer up to £500 in vouchers for successful introductions.

Exciting Opportunity for Tax Manager As a Corporate Tax Manager, you will play a pivotal role in providing expert guidance and leadership in all aspects of corporate tax compliance and advisory services. You will work closely with a range of clients, across a variety of industries, providing comprehensive tax solutions and strategic insights. This is an exciting opportunity for a tax professional to make a significant impact and contribute to our clients teams. What is the Grant Thornton Agile Talent Community? The Grant Thornton Agile Talent Community is a network of contract professionals, giving you the opportunity to work with our clients and alongside Grant Thornton teams on a project-by-project basis whilst being supported by our dedicated Agile Talent team. What's in it for you? As a member of our Agile Talent Community, you'll have the freedom to work on projects that you choose, whether full or part time. We know there is more to life than work, and that you may have other professional or personal obligations, and we will help to ensure you have the right balance. Your development is important to us and as part of the Agile Talent Community you will be able to work alongside our permanent teams as well as our clients, giving you variety and opportunity to develop new skills. Our team is here to support you, with finding new projects as well as navigating the freelance regulation. You will also be invited to events, which can help your wellbeing, educate you about the market you operate in, and help you connect with the business as well as other members of the Community. Key Responsibilities: Working with a variety of corporate tax clients, providing high-quality tax compliance and advisory services Advising on a wide range of corporate tax matters, including tax planning, VAT, reorganisations, and M&A transactions Overseeing and reviewing tax computations, tax returns, and tax accounting for clients Identifying opportunities for tax efficiency and risk mitigation within client businesses Building and maintaining strong client relationships, acting as a trusted advisor on tax matters Keeping abreast of tax legislation changes and proactively communicating their impact to clients and colleagues Requirements: Able to demonstrate knowledge within corporate tax compliance and advisory Professional qualification (CTA, ACA, ACCA, or equivalent) required Strong technical knowledge of corporate tax legislation and regulations Proven experience in managing and developing client relationships Excellent communication and leadership skills, with the ability to mentor and develop junior team members Commercial acumen and the ability to identify and pursue new business opportunities How to Apply: If you are ready to take on this challenging and rewarding opportunity and have the skills required, we would love to hear from you. Apply now to be a part of this exciting transformation journey and make a significant impact with our clients. How to join. You'll first apply through our application site. We'll ask you for your CV and some basic details. If your skills match what we are looking for, one of our recruiters will get in touch and walk you through the interview process. If there's interest to continue, we'll invite you to an interview with some of our key business leads. If successful, the final step will be to complete the onboarding process and background checks. Once your offer has been signed, you'll be invited to join our Agile Talent Community and you'll be ready to start working with our team to find the right opportunity! We strive to ensure all our information, products, and services are accessible to everyone. If you need any adjustments to our processes to help you apply for our roles, please speak to the recruiter during the application process.

Corporate Tax Manager - Birmingham (Hybrid) - Up to £75,000 + benefits A well established and highly regarded Top 100 UK accountancy and business advisory firm is looking to appoint an experienced Corporate Tax Manager to join its growing tax team. This is a leadership opportunity combining technical corporate tax expertise, client advisory exposure, and team development, ideal for someone looking to step into a broader managerial role with genuine influence. The Opportunity You'll take ownership of a diverse corporate tax portfolio while helping shape and develop a high-performing team. The role blends compliance oversight with increasingly advisory-focused work across a wide client base ranging from ambitious owner-managed businesses through to larger international groups. Typical client turnover ranges from £50m-£100m, with exposure to larger and more complex organisations. Key Responsibilities Client & Portfolio Management Manage a portfolio of corporate tax clients Review and approve complex tax computations Act as a trusted advisor to clients and internal stakeholders Work closely with audit and accounts teams Technical Advisory Deliver high-quality corporate tax advice and technical guidance Support complex projects and advisory assignments Maintain strong technical standards across engagements Team Leadership Manage, coach and develop junior team members Conduct reviews and provide technical mentoring Build capability within the corporate tax function Operations & Commercial Oversight Monitor WIP, billing and workflow efficiency Drive process improvements and technology adoption Support client onboarding and service delivery standards Business Development Identify advisory opportunities within existing relationships Support partners with complex client work Represent the firm externally and build professional networks Technical Exposure Includes Capital allowances Corporate Interest Restriction (CIR) Loss utilisation Transfer pricing & cross-border matters Share schemes (EMI / CSOP) VAT & indirect taxes R&D tax reliefs Restructuring & M&A transactions About You ACA / ACCA / CTA qualified (or equivalent) Circa 6+ years' corporate tax experience Strong compliance review and advisory background Experience managing or mentoring staff Confident in client-facing environments Background within a Top 50 / mid-tier practice environment preferred Why Consider This Role? Clear progression within a growing firm Broad advisory exposure beyond pure compliance Collaborative and supportive culture Opportunity to influence team development and strategy Hybrid working and flexible environment

Crowe Watson Recruitment is proud to be partnering with a highly regarded firm of Chartered Accountants in Newton Abbot to recruit a Business Services Senior. This excellent opportunity offers flexible working, a company pension, and much more! The firm is known for its supportive culture and commitment to professional development, making it an ideal environment for ambitious individuals looking to progress their career in accountancy practice. As a Business Services Senior, you will play a key role in managing a varied portfolio of clients, delivering high-quality accounting and advisory services. You will be responsible for preparing accounts, reviewing junior staff work, and building strong client relationships. This role offers genuine scope for progression within a forward-thinking firm that values both technical excellence and client care. Crowe Watson Recruitment has built a strong reputation for connecting talented professionals with leading accountancy firms across the UK, and we are delighted to represent this fantastic opportunity in Newton Abbot. If you are looking to take the next step in your accountancy career within a dynamic and supportive practice, this could be the perfect role for you. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you. Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience. Key Responsibilities Managing a portfolio of clients, ensuring deadlines and expectations are met Preparing statutory accounts for a range of businesses Reviewing work completed by junior team members Supporting and mentoring trainees and junior staff Liaising directly with clients and providing professional advice Assisting with tax compliance and general business advisory work Requirements ACA/ACCA qualified or qualified by experience Must have a minimum of 2 years previous experience working within a UK Practice environment Strong technical knowledge of accounts preparation Excellent communication and client management skills Ability to manage multiple deadlines and prioritise workload effectively A proactive and team-oriented approach

THE OPPORTUNITY There are roles and then there are callings . This is the latter. A rare and compelling opportunity has emerged for a Paraplanner of precision, intellect and quiet ambition to step into a position of genuine influence within a distinguished and highly regarded wealth management practice in Epsom. This is not simply a seat at the table - it is a chance to become the engine behind exceptional financial advice, the unseen architect of life-changing client outcomes, and a trusted technical authority in a firm where standards are not met they are set . THE BUSINESS This is a long-established, deeply respected financial planning practice with decades of heritage and an unwavering commitment to excellence. Built on trust, sustained by relationships, and refined through years of delivering tailored advice, the firm stands as a beacon of professionalism within the St. James's Place Partnership. Clients are not numbers here - they are long-term relationships, often spanning generations, nurtured through care, diligence, and a relentless pursuit of doing things properly. THE ROLE As Paraplanner, you will be the analytical powerhouse supporting a team of accomplished Financial Advisers. Your words will shape recommendations, your research will underpin decisions, and your technical expertise will ensure every client solution is as robust as it is refined. You will operate at the very heart of the advice process - interpreting complex financial landscapes and translating them into clear, compliant and compelling suitability reports. This is a role for someone who takes pride in mastery, who understands that detail is not a burden but a craft. KEY RESPONSIBILITIES • Crafting detailed, technically robust suitability reports aligned with regulatory standards and internal frameworks • Conducting in-depth research across pensions, investments, protection and retirement planning • Analysing client circumstances, objectives, and risk profiles with precision and care • Supporting advisers in designing tailored financial strategies for both new and existing clients • Producing cashflow modelling and long-term financial planning analysis • Ensuring all work adheres to FCA compliance and regulatory expectations • Collaborating closely with advisers, administrators and technical teams • Maintaining impeccable client records and back-office systems • Supporting complex cases and acting as a technical sounding board SKILLS & EXPERIENCE REQUIRED • Proven experience as a Paraplanner within wealth management • Strong technical knowledge across pensions, investments, protection and tax planning • Level 4 Diploma in Financial Planning (essential) • Progression towards Chartered status (highly desirable) • Exceptional report writing skills with a forensic attention to detail • Strong understanding of FCA compliance requirements • Experience with cashflow modelling tools • Ability to manage multiple cases with accuracy and efficiency PERSONAL ATTRIBUTES • Meticulous, analytical and naturally detail-driven • Professional, composed and client-focused in outlook • Able to operate independently while thriving within a collaborative team • Clear communicator with a pragmatic, solutions-led mindset • Calm under pressure, with the discipline to meet deadlines without compromise WHAT'S ON OFFER • Competitive salary reflective of your expertise • Discretionary bonus • Pension contribution • Ongoing professional development and structured career progression • Support towards advanced qualifications and Chartered status • A stable, respected and high-performing environment • The opportunity to be part of a business where excellence is the standard and reputation is everything FINAL WORD This is not just another Paraplanner role. It is a chance to step into a position of real substance - where your expertise is valued, your contribution is visible, and your career can evolve with purpose. If you are ready to evolve and develop your wealth management advice skills and join a firm where quality reigns supreme, please make contact with me. For a confidential discussion, contact Ryan at Financial Divisions.

Our prestigious client is seeking an Employment Tax Manager for their busy team based in Reading, but they would consider their Southampton office too. In this role you will be responsible for managing a portfolio of clients, providing expert advice on employment tax matters, and supporting clients with compliance, risk management, and planning opportunities. You will oversee client relationships, lead projects, manage junior staff, and contribute to the development of the firm's employment tax service line. Key Responsibilities as Employment Tax Manager Advisory & Compliance Advise clients on all aspects of employment tax, including PAYE, NIC, benefits-in-kind, expenses, termination payments, off-payroll working (IR35), and employment status. Manage employer compliance processes, including PAYE Settlement Agreements (PSAs), P11Ds, and HMRC disclosures. Support clients with HMRC enquiries, audits, and settlements. Provide strategic advice on workforce planning, reward structures, expatriate tax issues, and employee share schemes (where applicable). Client Management & Business Development Act as the main point of contact for a portfolio of clients, ensuring excellent service delivery. Identify new advisory opportunities and support business development initiatives. Assist in preparing and presenting proposals, thought leadership, and marketing material. Practice Contribution Support the senior leadership team in growing the employment tax practice. Ensure compliance with risk management and quality control procedures. Stay up to date with legislative changes, case law, and HMRC guidance to maintain technical excellence. The person: ATT/CTA or equivalent qualification essential. Strong knowledge of UK employment tax legislation and HMRC practices. Previous experience in an employment tax role within a professional services firm or HMRC. Proven ability to manage client relationships and deliver high-quality advice. Experience in managing HMRC enquiries and negotiations. Strong analytical, problem-solving, and report-writing skills. Excellent communication skills, with the ability to explain complex tax issues clearly. Experience of supervising or mentoring junior team members. Proactive, with the ability to manage multiple projects and deadlines. Strong team player with leadership potential. Enthusiastic about contributing to the growth of the practice.

Private Client Tax Director £90,000 - £110,000 Bristol This is an exciting opportunity to join a well-established and highly regarded accountancy and business advisory firm in the South West, with a heritage spanning over 120 years. The firm combines traditional values with a progressive, forward-thinking approach and is known for delivering high-quality advice to a diverse client base. A supportive, collaborative culture sits at the heart of the business, with a strong emphasis on professional development, flexibility, and work-life balance. You'll be joining a team that values expertise, initiative, and long-term client relationships. The role can be based from offices across the South West, including Bristol, Swindon, Bath, Chippenham, Cirencester, Trowbridge and Taunton. What's great about this Private Client Tax Director role? Flexible and hybrid working options Competitive salary with performance review Private medical insurance and wellbeing support Enhanced family leave, pension, and life assurance Additional benefits including volunteer leave and cycle-to-work scheme Your role as a Private Client Tax Director: Lead private client tax advisory and compliance for High Net Worth individuals. Deliver complex advisory work across IHT, CGT, trusts, residence and domicile. Build strong, long-term client relationships. Identify advisory and business development opportunities. Review work and support development of junior team members. What you'll need to succeed: ACA/CTA qualified and significant experience in private client tax at senior level. Strong technical knowledge of UK private tax and wealth planning. Experience advising high net worth and entrepreneurial clients. Commercial, proactive, and confident managing client relationships. Comfortable mentoring and leading others. What next: I am looking for an ambitious Private Client Tax Director to join this growing team. Please get in touch for further details: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Private Client Tax Director Torquay £90,000 - £100,000 + Discretionary Bonus I'm working with a well-established and highly regarded accountancy firm in Torquay that is looking to appoint a Private Client Tax Director to join its growing tax team, to be based either within their Torquay or Exeter offices. This role would suit an experienced tax professional who is keen to take the next step in their career within a supportive, forward-thinking environment. You'll be responsible for delivering high-quality personal tax compliance and advisory services to a varied client base, including trusts and high-net-worth individuals. What's great about this Private Client Tax Director role? Hybrid working model Option to buy up to 5 additional days holiday Health & wellbeing benefits package Retail & gym discounts One paid volunteering day per year Your role as a Private Client Tax Director: Manage a portfolio of personal tax clients, including trusts and High-Net Worth individuals. Lead and develop a team of trust advisers, ensuring work meets legislative and ethical standards. Act as principal on a portfolio of trusts and high-net-worth clients, reviewing and signing off advice. Review trust accounts and provide technical guidance. Liaise with trustees, beneficiaries, clients, and intermediaries to deliver top-tier service. Support business development and promote firm-wide services, including financial planning. Mentor colleagues across departments to manage risk and identify opportunities. Oversee client meetings, tax planning advice, and delivery by team members. Ensure effective work allocation and departmental targets are met. Assist with the governance and operation of the trust corporation. What you'll need to succeed: ATT or CTA qualification (or equivalent), with strong and up-to-date technical knowledge. Minimum of 3 years in a Senior Manager role looking to step up, or already at Director level. STEP qualification is also desirable, but not essential. A good understanding of regulatory and compliance standards within tax. Strong organisational skills and the ability to manage deadlines effectively. A professional, discreet and client-focused approach, with the ability to build rapport quickly. What next: The firm places a strong emphasis on professional development, collaboration and wellbeing, offering genuine long-term career progression. Please get in touch for further details: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Our client is a highly respected, long-established wealth management firm near Sutton who are looking to bring in an experienced Paraplanner with a genuine desire to progress into an advisory role over time. This is a fantastic opportunity for someone who enjoys the technical side of financial planning but also wants a clear, supported pathway into becoming a Financial Adviser. The Opportunity You'll join a well-regarded practice with a strong reputation for delivering high-quality, relationship-led advice. Working closely with experienced Advisers, you'll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future. This isn't just a back-office role - as a Paraplanner, you'll be heavily involved in the advice process and given real visibility across client relationships. The Role Writing clear, compliant, and technically robust suitability reports Conducting detailed research across pensions, investments, protection, and tax planning Supporting Advisers in building tailored financial plans Producing cashflow modelling and long-term planning analysis Assisting with complex cases and acting as a technical point of contact Working closely with Advisers and Administrators to deliver a seamless client experience What They're Looking For Previous experience as a Paraplanner within wealth management Level 4 Diploma in Financial Planning (essential) Strong technical knowledge across core advice areas Experience with report writing and cashflow modelling Good understanding of compliance and regulatory requirements Someone organised, detail-focused and keen to develop Progress towards Chartered status would be a big plus, but not essential. What's On Offer Salary to £52,000 Discretionary bonus Pension and full benefits package Structured progression into an Advisory role Ongoing support with further qualifications A stable, well-regarded firm with a strong client base Why This Role? Opportunities offering a genuine route from Paraplanner to Adviser - with the right support, client exposure, and structure - are still relatively rare. This role offers exactly that within a firm that values long-term development and quality advice. If this role is of interest, please send your CV to Harry at Financial Divisions

A unique opportunity for a diligent Mixed Tax Manager to join an esteemed accountancy firm in Eastbourne, bringing their expertise to a vital role within the Tax department. Client Details Our client is a well established Eastbourne based accountancy firm. They are currently looking to bolster their tax department with the recruitment of a Mixed Tax Manager/Assistant Manager. Description Supporting the Tax Partner with technical research and preparing tax advice direct to clients in all areas of taxation Supporting the Tax Partner in dealing with internal technical tax queries for Partners and Managers, encompassing all areas of taxation Working with the Tax Partner to develop tax planning ideas and provide proactive advice, including technical updates to both partners/staff and clients Assisting with the preparation of Self Assessment Tax Returns for a portfolio of clients Assisting the Tax Partner with the preparation of US Federal Tax Returns Profile Experience in working in mixed UK taxation (private client and corporate clients) is preferred, but candidates with a private client bias who are willing to develop corporate tax experience will be considered Tax advisory experience is desirable but not essential as training can be provided in this area CTA, ATT qualification or significant on the job experience will be considered Must be willing (and able) to undertake detailed technical research, work to deadlines and get involved in wide ranging issues Experience in US tax is desirable but not essential Job Offer £45,000 - £60,000 DOE The chance to work in a vibrant and friendly environment Opportunities for professional growth and development

A leading Top 5 Accounting firm are recruiting for a VAT Associate Director or Director focusing on Financial Services to join their team in Central London. The team consists of a mixture of home grown talent and external hires whom are lead by 5 Partners, As a senior member in the team you will utilise a commercial approach when developing and maintaining client relationships, and you will take the lead on a variety of interesting, often complex advisory projects and technical assignments. Your responsibilities will include: There will be an expectation that you will take full responsibility for project delivery on your portfolio Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner informed of changes in scope / overruns and plan staff assignments in order to give an appropriate spread of experience Identify risk and technical matters, as well as selling opportunities, to the Partner, whilst exercising judgement within agreed parameters. Provide overall support to Partners on client matters and assist Partners in the management and leadership of the group, this will include support at times for the recruitment and management of staff A key skill will be the ability to recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client About you: Significant understanding of and previous experience within UK VAT In-depth knowledge of recent key updates and areas of focus in Financial services VAT Responsibility for review of VAT compliance for own portfolio and involved in any VAT advice required by your clients, by delegating and developing the juniors in the team in delivering this Ability to manage a large and varied client portfolio Ability to actively seek opportunities for selling new services to existing clients Experience of dealing direct with HMRC Experience of dealing with client senior management and key stakeholders Ideally CTA and/or ACA qualified or equivalent

If you are an experienced Financial Advisor looking for a job that gives you a warm flow of leads, genuine progression opportunities and the backing of a well-established financial services group, this could be the ideal next step in your career. This role is perfect for an adviser who enjoys providing high quality investment and retirement planning advice without the constant pressure of cold-sourcing clients. You will join a small, growing advice team that is supported by a wider group structure, giving you access to marketing, compliance, technical expertise and administrative resources. You will take responsibility for building and managing your own portfolio of clients, offering holistic, unbiased advice and ensuring clients receive the highest standards of service. Much of your time will be spent speaking with warm internal referrals, long-standing existing customers and individuals seeking support with their pensions or investment planning. As the team expands, you will also play a key role in shaping processes, contributing ideas and helping to strengthen the advice proposition. Longer-term there is scope to grow your client bank significantly, progress your earnings, and broaden your technical exposure across pensions and investments. Key aspects of the role include: • Providing regulated financial advice across pensions, investments and retirement planning • Managing and retaining your own client portfolio • Handling warm referrals passed from internal teams • Maintaining high levels of compliance and client care • Collaborating with senior advisers and group stakeholders Financial Advisor Requirements • You must be Level 4 Diploma qualified • You must have a Minimum 3 years experience as a financial adviser or in a closely related role • You should have strong pensions and investment knowledge • You should have experience using IO or similar financial planning software • You should be able to demonstrable ability to convert warm leads and manage long term client relationships The Company You will be joining a reputable and growing UK financial services group with a strong history in pensions and investment administration. The advice division is expanding due to increased internal demand and long term strategic growth, creating an excellent opportunity for an adviser wanting stability, support and high quality client flow. Financial Advisor Benefits • Salary £50,000 to £55,000 depending on experience • Attractive bonus structure in place • Hybrid working with regular office collaboration • Comprehensive benefits package including private medical and death in service • Full marketing, technical, legal, compliance and administrative support • Warm leads provided from day one Location This role is ideally suited to candidates within commutable distance of Sale or the wider Greater Manchester area. Hybrid working is available once established. If you are looking for a role where you can focus on quality advice, enjoy a steady flow of opportunities and be part of an ambitious team, we would love to hear from you. Apply today to be considered. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This High End Divorce Specialist Financial Advisor job is an exceptional opportunity for an experienced divorce specialist adviser to take ownership of a specialist divorce planning service and build their own division within a respected, values driven wealth management firm. This role is ideal for someone already recognised in the divorce and family law arena, with strong connections to divorce lawyers and the ability to bring established relationships and introducer links with them. Instead of supporting occasional matrimonial cases as a side focus, you will lead a dedicated proposition centred on complex, high value divorce work, shaping how the firm supports clients at one of the most significant financial turning points of their lives. You will work on intricate, often multi million pound divorce settlements involving pensions, investments, business assets and long term planning. With excellent support around you, you will have the freedom to design the service your way and grow a specialist team over time. Typical work will include: Providing clear, strategic financial advice throughout high value divorce cases Working closely with divorce and family lawyers as their trusted planning partner Creating and modelling settlement scenarios using planning and cashflow tools Supporting clients with pension sharing, investment planning and income strategies Developing and refining the firm's specialist divorce planning proposition Building, if desired, a small dedicated team as the service grows High End Divorce Specialist Financial Advisor Requirements Essential - Level 4 Diploma qualified Financial Adviser with strong UK experience Essential - Proven background advising on complex divorce or family cases Essential - Ability to bring introducer relationships and lawyer connections Desirable - Strong technical understanding of pension sharing and asset division Desirable - Experience with cashflow and scenario planning tools The Company You will join a modern, advice led wealth management firm that combines strong values with genuine adviser autonomy. They provide the infrastructure, support and brand strength you need, while giving senior advisers the freedom to shape and grow their own specialist areas. High End Divorce Specialist Financial Advisor Benefits Basic salary upwards of £80,000 with higher packages available for leading specialists Bonus structure aligned to revenue generation and growth of your division Birmingham office base with flexibility around lawyer, court and client meetings Strong paraplanning, administration and marketing support Clear path to build and lead a recognised divorce planning division Location Ideal for advisers based within a reasonable commute of Birmingham with the flexibility to travel to regional law firms and client meetings. If you want to build your own specialist divorce planning service rather than simply support one, apply now for a confidential conversation. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

This Court of Protection Specialist Financial Advisor job is a rare chance for an experienced specialist to step out of the shadows and build their own Court of Protection division within a respected, values driven wealth management firm. Rather than being just one Adviser in a large machine, you will shape how the proposition is delivered, choose which relationships to deepen and have a genuine say in how the service evolves. You will work on serious injury and medical negligence awards, where the quality of your planning has a lifelong impact for clients and their families.You will focus on clients who have received significant awards following life changing events, working closely with solicitors, professional deputies and families to ensure funds are structured to last a lifetime. This is not a volume role. You will have the time and space to deliver thoughtful, technical planning on significant amounts including multi million pound cases, with the opportunity to become the go to expert and build a team around you as the specialism grows.Typical work will include Designing and reviewing long term financial plans for large compensation awards Advising on appropriate investment and income strategies to support lifetime needs Working alongside legal teams on trust, deputyship and related structures Attending case meetings with professional connections and families Helping shape and develop the firm's specialist Court of Protection proposition Build, over time, a small specialist team around you as demand grows (if desired) Court of Protection Specialist Financial Advisor Requirements Essential - Level 4 Diploma qualified Financial Adviser with strong UK track record Essential - Current or recent experience in Court of Protection, PI or serious injury work Essential - Existing relationships and profile with relevant law firms or deputies Desirable - Chartered or actively working towards Chartered status Desirable - Regular user of cashflow planning and specialist planning tools The Company You will be joining a growing, advice led wealth management firm that is big enough to offer infrastructure and support, yet small enough for experienced Financial Advisers to genuinely shape their own division. The business is investing in modern systems and is committed to long term, ethical client relationships rather than product sales. Court of Protection Specialist Financial Advisor Benefits Basic salary upwards of £80,000 with flexibility for leading specialists for higher packages to be considered Bonus structure aligned to revenue and division growth Birmingham office base with flexibility around client and solicitor meetings Paraplanning, administration and marketing support to help you scale Clear pathway to build and lead a recognised Court of Protection division Location Best suited to advisers based within a reasonable commute of Birmingham, with willingness to travel across the region to key professional connections. If you want to take ownership of a Court of Protection proposition rather than simply service one, apply now for a confidential conversation. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You'll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: Provide independent advice across pensions, investments, protection and wider financial planning Build strong relationships with new clients through proactive networking, referrals and introductions Manage ongoing review work to maintain high standards of service and ethics Work closely with paraplanners, administrators and compliance to deliver a smooth client experience Stay up to date with regulatory and technical changes to maintain high-quality advice The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring. Financial Adviser Requirements Essential: CAS status as a UK Financial Adviser Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential: Experience advising on pensions and investments Essential: Clear evidence of proactive business generation (hunter profile) Desirable: Established introducer links or a strong professional network The Company An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment. Financial Adviser Benefits Competitive basic salary likely within £50,000 - £75,000 , depending on experience Performance related bonus structure Full paraplanning, administration and compliance support Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Mixture of seeing clients in their office, clients' home or via Teams Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Location Ideal for candidates within travelling distance of Meriden If this sounds like the right opportunity for you, click Apply to speak with our team. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm. Key responsibilities include • Preparing clear and compliant reports for a variety of advice areas, including higher level planning • Handling more technical cases, particularly within inheritance tax mitigation and business relief • Working collaboratively with Advisors to ensure smooth client journeys • Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements • You need to have Minimum 3 years of paraplanning experience • You should have strong technical knowledge, particularly around IHT and BPR cases • You should have Ability to work independently and hit the ground running essential • Ideally you should have experience supporting multiple Advisers The Company This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability. Paraplanner Benefits • Salary circa £40,000 to £50,000 • Hybrid working considered, with office bases available across multiple locations • Standard pension • 20 days holiday rising to 25 with length of service (plus bank holidays) Location Candidates should be within a reasonable commute of the firm's offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals. If this sounds like the right next step for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm. Key responsibilities include • Preparing clear and compliant reports for a variety of advice areas, including higher level planning • Handling more technical cases, particularly within inheritance tax mitigation and business relief • Working collaboratively with Advisors to ensure smooth client journeys • Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements • You need to have Minimum 3 years of paraplanning experience • You should have strong technical knowledge, particularly around IHT and BPR cases • You should have Ability to work independently and hit the ground running essential • Ideally you should have experience supporting multiple Advisers The Company This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability. Paraplanner Benefits • Salary circa £40,000 to £50,000 • Hybrid working considered, with office bases available across multiple locations • Standard pension • 20 days holiday rising to 25 with length of service (plus bank holidays) Location Candidates should be within a reasonable commute of the firm's offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals. If this sounds like the right next step for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm. Key responsibilities include • Preparing clear and compliant reports for a variety of advice areas, including higher level planning • Handling more technical cases, particularly within inheritance tax mitigation and business relief • Working collaboratively with Advisors to ensure smooth client journeys • Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements • You need to have Minimum 3 years of paraplanning experience • You should have strong technical knowledge, particularly around IHT and BPR cases • You should have Ability to work independently and hit the ground running essential • Ideally you should have experience supporting multiple Advisers The Company This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability. Paraplanner Benefits • Salary circa £40,000 to £50,000 • Hybrid working considered, with office bases available across multiple locations • Standard pension • 20 days holiday rising to 25 with length of service (plus bank holidays) Location Candidates should be within a reasonable commute of the firm's offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals. If this sounds like the right next step for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Practice Tax Manager - Overseas / Non-Residential Exeter £40,000-£55,000 + Benefits Permanent Introduction Are you a tax professional with accountancy practice experience looking to accelerate your career? We are seeking a Practice Tax Manager to join a dynamic tax team in Exeter, specialising in overseas and non-residential clients. This is an exciting opportunity to work with trusts, high-net-worth individuals, and a diverse portfolio of personal tax clients, providing both compliance and advisory services. Key Duties Manage a portfolio of personal tax cases, including trusts and HNW individuals. Draft reports and letters providing tax advice, including IHT planning, residence, and domicile matters. Meet with clients to ascertain their tax planning needs and provide strategic guidance. Advise on CGT for property, shares, and other assets for UK and non-UK residents. Review the work of junior staff and contribute to their professional development. Provide and manage compliance services, including preparing and reviewing self-assessment tax returns and computations. Identify opportunities to promote cross-department services, including financial planning colleagues. Request, collate, and maintain accurate client information. Correspond confidently with clients, HMRC, solicitors, and other professional services firms. Maintain a high level of client care, professionalism, and discretion in all interactions. About You Previous experience in tax compliance and advisory, including drafting reports. ATT or CTA qualified (or equivalent) with current technical knowledge. Strong understanding of regulatory compliance standards for tax. Organised, with the ability to plan time efficiently to meet deadlines. Professional, discreet, and confident, able to build rapport quickly with clients. Excellent communication skills for interacting with clients and professional contacts. What We Offer Competitive salary of £40,000-£55,000 plus benefits. Opportunity to work with a supportive, growth-focused tax team. Exposure to complex overseas and non-residential tax matters. Career development and continuous learning opportunities in a collaborative environment. Interested? Apply now or contact our Exeter office to find out more! Acorn by Synergie acts as an employment agency for permanent recruitment.