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Investment, Wealth Management and Financial Services

This week’s new roles

January 25, 2016

Here are this week’s roles (please quote the VR reference when applying for each role):


Bookkeeper, £25k (London) VR/02746

The role involves bank reconciliations, journal postings and preparation of VAT returns.

The individual will have experience of working with Sage 50 and Excel in a bookkeeping role at a Chartered Accountants.


Italian Speaking Bookkeeper, £25k (London) VR/02747

The role involves the preparation of VAT returns, income/expenses analysis and gathering information for compliance files.

The individual will have SAP knowledge, strong double entry skills, and previous bookkeeping experience.  Fluent Italian is essential.


Tax Assistant, £35k (London) VR/02748

The role involves the preparation and submission of VAT returns, monthly and quarterly ECSL and VIES declarations, and preparation of income tax returns and computations.

The individual will have had 2 years’ experience in the VAT compliance department of a Chartered Accountancy Firm, and be part-qualified AAT/ATT.


Tax Administrator, £25k (London) VR/02749

The role involves opening new clients files and keeping existing files up to date, liaising with HMRC and preparation of certificates and letters.

The individual will have previous administrative experience, Excel skills and have fluent English and Italian.


Client Relationship Coordinator with French, £26k (London) VR/02750

The role involves administrative support of all aspects of client relationship management.

The individual will be fluent in English and French, have experience of working in a fast-paced financial services environment, and a minimum 2:1 degree.


Digital Marketing Specialist, £38k (Berkshire) VR/02751

The role involves the daily delivery of the company’s web platform, supporting development, publishing content and maintenance work through external agency.

The individual will have a relevant qualification (CIM/IDM), previous digital marketing and social media experience and financial services experience.


Client Services Administrator – 12 month contract (Surrey) VR/02754

The role involves providing an effective and efficient administration service to clients and consultants, while participating in achieving team objectives.

The individual will have previous client services experience within an IFA environment and be working towards a financial planning qualification.


Wealth Planner, £40k (London) VR/02756 , Wealth Planner, £35k (Midlands) VR/02757

The role involves  preparing written advice and providing technical research services, ensuring that the preparation of advice for clients (both internal and external) is of the highest quality whilst achieving business targets.

The individual will be diploma qualified, have wealth management experience and be proactive.

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