Certified Financial Planner Jobs in Torquay
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Search results - Certified Financial Planner Jobs in Torquay
PKF FRANCIS CLARK-Torquay
services including preparing and reviewing self-assessment tax returns and computations
• Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
• Request, collate...
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theguardian.com -
Outcomes First Group-England
equal opportunities legislation, personnel, external relations, finance and change; - The implications of the code of practice of special educational needs for teaching and learning.
Planning and Target Setting Expectations
• Set appropriate...
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PKF FRANCIS CLARK-Torquay
value and technically complex clients across VAT, indirect tax, and/or customs, ensuring strategic delivery of advisory and compliance services
• Lead multi-disciplinary teams on complex assignments, integrating input from legal, finance...
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theguardian.com -
NHS Shared Business Services-Exeter, 17 mi from Torquay
strategic, executive-level relationships with our newest and largest, NHS client groups in the Southwest. Your success will directly impact the retention and expansion of market coverage.Joining at the planning and design stage with some of our most...
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reed.co.uk -
PKF FRANCIS CLARK-Torquay
outputs, ensuring quality, accuracy, and proper documentation
• Respond to client queries on VAT and/or customs issues, resolving them or escalating to Directors/Partners
• Identify tax planning opportunities and present recommendations to senior...
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theguardian.com -
Universal Business Team-England
into the business.
Working closely with colleagues across sales, supply chain, operations, and finance, you will be responsible for accurate demand forecasting, stock management, and supplier performance. This role combines data-driven planning and hands-on...
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workable.com -
PKF FRANCIS CLARK-Torquay
the services of our financial planning colleagues
• Request, collate and maintain client information
• Correspond and deal confidently with client enquires
• Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional...
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theguardian.com -
PKF FRANCIS CLARK-Torquay
with the production of documents such as Board reports, PowerPoint presentations and proposals
• Maintain and update the CRM system with client and prospect data
• Manage the marketing invoice book and credit card
• Assist in planning, and monitoring marketing...
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theguardian.com -
PKF FRANCIS CLARK-Exeter, 17 mi from Torquay
of IHT returns and CGT 60 day returns
• Oversee client bookkeeping services and preparation of forecasts and projections
• Undertake detailed analysis of income and expenditure to support decision making, planning and control
• Identify financial...
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theguardian.com -
PKF FRANCIS CLARK-Exeter, 17 mi from Torquay
Client tax partners to identify key opportunities and risks
• Promote firm-wide services, especially financial planning
• Ensure work is allocated effectively and departmental targets are met
• Assist in the running of the trust corporation About you...
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theguardian.com -
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