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Wills & Trusts
About Us

Ever wanted to work for the "Best Financial Adviser Company to Work For"? Recently awarded in recognition of our one of a kind culture. Wills & Trusts Wealth Management Group are an award-winning, top 100 Financial Planning organization. Established in 1992 we have grown year on year, we currently have several new office openings planned and are also expanding the range of services we are able to offer our clients. As part of these exciting growth plans we are looking to recruit an Administrator to support our Financial Planning team. In return for all your efforts we believe in recognising, developing and rewarding our colleagues. As a new starter into the organisation you will be invited to a series of workshops to help you understand the Wills & Trust Culture, beyond this your longer-term career growth will be supported with regular training or professional study support if requested. In addition to this we have a comprehensive benefits package including a generous holiday allowance that increases with service, your birthday off work, early Friday finish, cycle to work scheme, personal financial planning advice and much, much more.


Job Listing

Showing 1 - 2 out of 2

via Wills & Trusts

£

Oxfordshire - Thame

Managing the day to day reporting and administration support processes Producing and distributing monthly or quarterly reports for our Clients Database maintenance, ensuring a high degree of accuracy Monitoring the cash report, seeking advic ... See more

2 years ago

via Wills & Trusts

£

Oxfordshire - Thame

You will assist with the preparation of self-assessment tax returns for our constantly expanding client base. Typical responsibilities will include: Assisting in the tax planning, preparation of self-assessment tax return & company acc ... See more

2 years ago

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