Tax Administrator

Your role will be providing administrative support to the wider Tax team within a successful and growing wealth management business. Your support will be key to the tax team and the business as a whole in achieving its monetary, client servicing and growth objectives.  

 

Job Role: 

  • Data entry into tax portal to complete clients tax returns 

  • Dealing with correspondence and administration relating to the client, including tax return organisers, logging and dealing with HMRC correspondence and managing standard documents  

  • Liaising with HM Revenue and Customs in relation to status of clients’ tax returns, tax rebates, documents sent/received.  

  • Maintaining client personal and task tracking information for individuals on the CCH Database and Cloud portal.  

  • Inputting the tax return information onto the CCH database and eventually submitting the return to HMRC.  

  • Compiling client files using NitroPro software for the tax returns.  

  • Being able to extract the relevant and accurate data for client documents necessary for their tax Return and keeping records of received and outstanding information.  

  • General office admin, scanning and filing.  

 

Opportunities: 

You will receive full understanding about the tax return completion process for High Net Worth Individuals as well as the fundamentals of the UK tax system.  

Should you wish to further progress your understanding and gain the ATT qualification to become a tax professional, this will be supported by the company. 

 

Requirements: 

Your experience should include the following:  

 

  • Proven IT skills, ideally in MS Office  

  • Strong numeric and analytical skills.  

  • Proven prioritisation, time management and organisational skills.  

  • Experience of delivering accurate and thorough work.  

  • Reliability in customer service and problem solving skills.  

  • Proactive, self-motivated and able to take responsibility for own work under own initiative.  

  • Able to work to strict deadlines  

  • Strong team working skills, able to build and maintain trusted relationships with both clients and colleagues.  

  • Excellent communication skills (verbal and written) and the ability to liaise confidently and professionally at all levels.  

  • Efficient management of client documents, using paper and electronic filing.  

 

Remuneration and Benefits: 

  • Competitive Salary  

  • Annual Bonus  

  • Pension after qualifying period  

  • PMI with Bupa after qualifying period 

  • Financial qualifications assistance  

  • Overseas conferences  

  • Ad-hoc incentives 

  • Birthday Lie in 

  • Gym and active discounts 

 

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management. 

By applying for this role, you confirm that you have the right to work in the UK. 

Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company. 

 

To apply for this job please fill out an application form.

Associate Adviser Training Programme


Are you good with people and a good communicator?


Are you self-motivated and hungry for success?


Do you want a career in Wealth Management?


If the answers to the above questions are all yes, then you could be the ideal candidate for our Financial Adviser Training Programme.


Who are we?


We are FLM Ltd, a wealth management company based in the City of London. We have over 3,000 clients and provide comprehensive advice on a range of issues, including pensions and investments and tax planning. We are a large business partner of St James’s Place Wealth Management Plc (SJP) a highly regarded FTSE 100, UK Wealth Management Company who have in excess of £100bn of Funds Under Management.
We pride ourselves on our high level of client care and aim to exceed client expectation by delivering the best possible service. As a result, 98% of our clients said that they feel our advice is between good and excellent in our most recent client survey.


The Programme


Our training programme aims to develop bright individuals into professional and successful Financial Advisers over an estimated two-year period*. You will gain critical experience and develop your understanding of the financial sector and our client offering.
From the beginning of the training programme you will be employed as an Associate Adviser working exclusively with a successful Financial Adviser, supporting them and learning specifically about their client base. You will be given a lot of responsibility very early on and be expected to build some good client relationships quickly. To aide your development and ensure you are totally independent and competent as quickly as possible, you will spend the beginning of the placement in the Client Support department. Here you will learn the back-office systems and compliance processes to service new and existing clients. You will then go on to complete the CII Diploma in Regulated Financial Planning and develop your understanding of financial principles and products. This will help you to give sound financial advice.
The programme is designed to increase your confidence and knowledge, so ultimately, once signed off you will be able to build a client base and give advice on your own, as a qualified self-employed Financial Adviser.


What we are looking for


Bright, self-motivated individuals who have an entrepreneurial spirit. Some experience of working in a professional office environment is preferred and ideally in the financial sector. The key to being a successful Financial Adviser is being able to build great relationships so, good communication skills are vital. Equally, having a strong desire to succeed, being proactive and demonstrating a solid numerical acumen are extremely important.


Application Process


The selection process is now open and we are aiming to begin the programme in Q4.Please email a copy of your CV and cover letter to Careers@flmltd.com and someone from the team will be in touch in due course.


*timescales will vary to a degree for each individual.

 

Tax Associate

This is a brilliant opportunity for an individual who has passed their ATT or working towards their ATT, and has been in a supporting tax role for a minimum of a year. You will be delivering a first-class service to high net worth individuals, saving them tax and time. You will be responsible for building brilliant relationships with a client base and team of financial advisers. You will report into a Tax Adviser who will support and mentor you.

 

Responsibilities*:


The key duties of this position include:
• Overseeing a small portfolio of 100 clients
• Working with Financial Advisers to provide the best possible service to all clients
• Working towards building exceptional client relationships and becoming the main point of contact for clients
• Providing solutions to questions raised by Financial Advisers and clients
• Preparing tax returns with minimal mistakes
• Independently researching before approaching advisers
• Mentoring Tax Assistants
• Assisting Tax Advisers with complex work
• Dealing with ad-hoc tax work from clients
• Continual development – role plays, case studies, training


*this list is not exhaustive

Opportunities: 

You will receive full understanding about the tax return completion process for High Net Worth Individuals as well as the fundamentals of the UK tax system.  

Should you wish to further progress your understanding and gain the ATT qualification to become a tax professional, this will be supported by the company. 

 

Requirements:

 

• ATT or part-qualified
• Can do attitude
• Brilliant communication skills
• Ownership of role
• Professional
• Team player
• Attend requirement CPD courses

 

Remuneration and Benefits: 

  • Competitive Salary  

  • Annual Bonus  

  • Pension after qualifying period  

  • PMI with Bupa after qualifying period 

  • Financial qualifications assistance  

  • Overseas conferences  

  • Ad-hoc incentives 

  • Birthday Lie in 

  • Gym and active discounts

  • Travel to work schemes; Cycle2Work, Travel Loan assistance 

 

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management. 

By applying for this role, you confirm that you have the right to work in the UK. 

Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company. 

 

To apply for this job please email your CV to careers@flmltd.com.

 

Floors 2 & 3,

Basildon House,

7 Moorgate, 

London,

EC2R 6AF 

020 7710 3402

customerservice@flmltd.com

© 2020 FLM Ltd. 

FLM is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives. FLM Wealth Management is a trading name of Financial Lifestyle Management Ltd.