Tax & Trust Specialist
The Company Story:
Bellpenny was founded in early 2012 with private equity backing from Oaktree, one of the world’s largest private equity companies with the mandate to become the UK’s most trusted financial advice brand. In the last two and a half years we have grown from a concept to over 200 staff with offices throughout the UK. We have made 32 acquisitions and currently have in excess of £3.6 billion pounds in funds under active management.
Our Head Office is in Reading and we have satellite offices in Birmingham, Coggeshall (Essex), Glasgow and Ripley (Surrey). Please visit our website: www.bellpenny.com for more information
This position is a part-time position to work four days a week in either our Essex, Reading or Birmingham offices. In this role you will be responsible for providing advanced tax and trust advice to our clients, as well as supporting Paraplanners and Financial Planners with highly complex tax and trusts matters. You will be working in a team of two, reporting directly to the Compliance Director with a Tax and Trust assistant, who will be supporting you to meet your objectives. As a part of this role your main responsibility will be taking charge of trust suitability report templates, providing tax advice and training others to ensure we meet high standards and we are fully compliant for our clients.
If this sounds like the position where you could add value, then please send your CV to the Recruitment Team today.
Career development and training plan
Support for relevant professional exams (Diploma in Financial Planning)
25 days holiday (standard for all)
3% corporate pension contribution
Individual Prudential Healthcare cover with the option to add in family members
Buy and sell holiday option
Cycle to work scheme
Death in Service scheme
Season Ticket Loan
Discretionally annual bonus scheme based on a personal performance and company revenue
Free breakfast- all of the toast you can eat!
We look for people with the following criteria:
- Must be a Chartered Tax Advisor.
- Must be STEP qualified.
- Strong technical knowledge of regulations, legislation and codes of practice relevant to tax and trusts and financial products.
- Excellent communication skills, both written and verbal.
- Highly organised and methodical.
- Strong problem solving and analytical skills.
- Team player, who is able to support other teams with tax advice.
Your CV will be reviewed by our Recruitment Team, we will then contact you to discuss your aspirations. If the call goes well you will be invited for a face-to-face interview. Your CV will be reviewed by our Recruitment Team, we will then contact you to discuss your aspirations. If the call goes well you will be invited for a face-to-face interview. The interview will be a chance for you to get to know more about us and us about you, so make sure you have done your homework. We know the benefits of feedback, so we commit to providing everyone with insight into what has made them unsuccessful or successful.
How to apply: submit your CV with a covering note.
Bellpenny are an equal opportunities employer.