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Taxation & Trust Technician, Leeds / Pontefract

Independent Appointments
  • UK - Leeds / Pontefract
  • c£25k to c£30k
  • Full-Time Permanent
  • Financial Services - Accounting
  • Independent Appointments
  • 27-06-08

Job Description

A new vacancy for a Taxation & Trust Technician to join an IFA practice in either the Leeds or Pontefract office. You must have relevant experience within the industry.

Job Profile
A progressive, ambitious firm of Independent Financial Advisers are looking to recruit a Taxation & Trust Technician to work in the Personal Financial Planning department based in either the Leeds or Pontefract offices. Reporting to the Technical Services Manager, you will provide back up to the team of advisers. You will provide support to advisers both with technical and legislative queries and provide specialist report writing support to senior consultants on trust and taxation matters. You will research life and pension product areas and maintain product panels. To contribute to the growth and development of the wealth management side of the business.

Applicant Requirements
Applicants must have relevant experience specialising in taxation and trusts rather than pensions issues. You must be able to work well within a team but also using own initiative. You must be computer literate and have excellent communication skills. A salary between 25,000 to 30,000 is offered dependent upon experience and in addition to salary the role includes: Long Term Disability, Pension, Death in Service, statutory sick pay, a sabbatical scheme and 25 days annual leave.

Company Profile
Progressive, ambitious firm of Independent Financial Advisers which serves the whole of the Yorkshire region. Provides advice on wide range of personal and corporate financial matters. The company has large number of individual and corporate clients (client bank over 5,000) dealing with pensions, investments, savings and mortgages.

  • Donna Matthews
  • 37003
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