2 tax advisor jobs found in St Albans

Our specialist financial planning client in London is looking to welcome an experienced IFA Administrator to their team. This is a boutique independent firm that focuses on Inheritance Tax planning and retirement advice for high-net-worth clients, typically with estates between £2m and £10m. The firm has built a strong reputation for delivering thoughtful, tailored advice and takes a refreshingly creative approach to growing its client base. Because the advice provided is highly bespoke, the administrative work behind the scenes is varied and interesting, and no two days are the same. It's a team that enjoys solving problems and finding smart ways to get things done, rather than simply following the same processes every time. The Opportunity This is a hybrid role based in London, with the flexibility to work from home 4 days per week. As an IFA Administrator, you'll play a key role in supporting advisers and ensuring the advice process runs smoothly from start to finish....

Career Progression HNW Client Exposure Remote with once a week in London An excellent opportunity has arisen for an experienced Financial Planning Administrator / Wealth Management Administrator / IFA Administrator to join a highly regarded Chartered Financial Planning firm specialising in Inheritance Tax planning and retirement planning for high-net-worth clients . This role offers the chance to work within a specialist financial planning firm advising clients with estates typically between £2m and £10m , supporting advisers delivering sophisticated and bespoke planning strategies. The role is hybrid based in London with significant remote working flexibility , making it ideal for someone looking for a Financial Planning Administrator or IFA Administrator role with flexible working . The Role - Financial Planning Administrator As a Financial Planning Administrator / Wealth Management Administrator , you will support advisers and planners to deliver a high...