Tax advisor jobs in HarpendenCreate job alerts

Junior Financial Adviser to manage existing client bank & Bonus Location: St Albans (Hertfordshire) Salary: £50,000 - £60,000 (DOE), plus competitive bonus and excellent benefits package with hybrid working My client based in St Albans is a well-established independent firm of Chartered Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire. Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management. I have personally just come back from a meeting with the founding Partner, where they gave me this new role, for an experienced Financial Adviser, who can work closely with one of their most Senior Financial Advisers, as they will be retiring in the next year. Your role will be to work closely with the outgoing Adviser, so you can build solid relationships with their clients over the next year, gaining a thorough understanding of their individual needs, so when the current incumbent retires, there is a seamless hand over. You will initially attend both face to face and online client meetings together and then over time, take full responsibility for any new enquirers from these existing clients. Then at subsequent annual reviews, investigate any additional needs the client may have, whilst also cover intergenerational issues as and when appropriate. There will be a high degree of autonomy for the successful applicant, but with the added benefit of being offered as much support and guidance as needed, to ensure you have the technical competencies required for this role. Full on the job training will be provided to cover any gaps in skills or knowledge. Full Paraplanning support will also be provided. Our client provides their staff with a very friendly and supportive working environment, where everyone feels valid and the Senior Management Team have an open-door policy, whereby anyone can come to them with issues or ideas they have to help improve efficiencies and both the client and staff experience. As the firm is Chartered, they are keen for all of their Financial Advisers to gain their Chartered status, so full study support will be paid for, for anyone that wishes to do this. If you have circa 3 years of Financial Advice experience and are looking for a career, rather than a job, then our client would like to hear from you. The role has the added advantage of providing you with a well-established client base, so you can focus more on providing your clients with a quality service, rather than constantly having to source new business and achieve ever increasing sales targets. It also comes with the added benefit of being split part office and part home based. If this Financial Advisor role sounds of interest or any other roles, or you would like to discuss other opportunities that I am current working on, then please get in touch. For more details, please contact Sam Negbenebor at Financial Divisions ().

Our client is a small, successful xrnqpay private client tax advisory firm, estab. Are you an experienced Private Client Tax Adviser looking for genuine flexibility without compromising on the quality of your work or clients?.

Relationship Director Asset Finance Southern England £85,000 - £93,000 Basic plus car allowance, Bonus and strong Benefits. James George Recruitment is working closely with an established asset finance Funder that is expanding its direct corporate finance capability and is seeking an experienced Relationship Director to help build and scale a new unit, focused on medium to large corporates. This is a rare opportunity to join at an early stage and play a pivotal role in shaping strategy, market positioning, and long-term growth, whilst working closely with a major European Banking partner. The Opportunity: As Relationship Director, you will be a senior originator and trusted advisor, responsible for developing a high-value direct corporate portfolio and delivering innovative asset finance solutions. You will operate at board and C-suite level, managing complex structured transactions and influencing stakeholders across an international matrix environment. Key Responsibilities: Build and grow a direct corporate customer base from inception within the mid-to-large corporate market Identify, prioritise and target high-quality prospects through strategic market and sector analysis Originate, structure and execute complex transactions with ticket sizes exceeding £5m Develop tailored, innovative financing solutions, including non-interest income offerings Manage sophisticated client relationships in partnership with internal risk, credit and legal teams Prepare and present high-quality proposals to senior credit and risk committees Collaborate closely with a leading European banking group to maximise cross-referral opportunities Build long-term, senior-level partnerships that support sustainable growth Operate with confidence in a highly networked, international environment Requirements: 515 years experience in asset finance, where you have been selling to corporates Proven ability to build new business from a standing start Expertise in complex structuring (e.g. bespoke leasing, tax-efficient solutions) Strong credit and risk capability, including cash flow analysis and stress testing Experience executing large-ticket (£5m+) transactions Commercially astute, resilient and solutions oriented Strong influencer with excellent stakeholder management skills Whats On Offer Competitive salary as stated above plus generous car allowance, Bonus and excellent Benefits. A senior, high-impact role with genuine influence over strategy and growth Hybrid working and flexible hours Comprehensive health, wellbeing and lifestyle support Career development opportunities An inclusive, values-driven culture where people are encouraged to thrive This is a great opportunity to join a market leader in the Asset Finance industry. Please contact Adam Sommerville at James George Recruitment to discuss the vacancy further. TPBN1_UKTJ