Why work for Financial Planning by TaxAssist?
Financial Planning by TaxAssist works alongside TaxAssist Accountants, which was established 25 years ago and has become the UK’s largest network of accountants specialising in small business and individual. This partnership means we offer a joined-up service to our clients which includes:
Accountancy/Tax
Business and personal protection
Investments and pensions
Estate planning
We market this comprehensive service to 80,000+ U.K. clients from over 250 shop front locations. With the new financial services arm, the nationwide high street presence and synergistic approach to clients finances, TaxAssist are fast becoming a major challenger to traditional financial advice firms and brokers.
Careers at Financial Planning by TaxAssist
We are an equal opportunity employer and value diversity at our company. We do not discriminate on your background or needs, if you require any adjustments to make the recruitment process easier please let us know.
I’m interested in a role at Financial Planning by TaxAssist, what should I do?
Applications: Including CVs to be sent to [email protected]
You can also apply via LinkedIn
What our team says…
“Financial Planning by TaxAssist is a dynamic, fast-moving environment with an opportunity to help shape the direction of a new financial advice company. It offers experienced financial advisors, a role with access to plentiful high-quality accountant-referred leads. The team is friendly and welcoming and the easy-to-use systems enable business to be written & and completed quickly."
Jonathan Cross
Independent Financial Planner, Gloucester, 25 May 2023
At Financial Planning by TaxAssist, our core values shape every aspect of our work.
Trust: Trust is the foundation of our relationship with clients. We understand the importance of trust when it comes to managing their finances. At Financial Planning by TaxAssist, we strive to earn and maintain our clients' trust by providing independent, qualified recommendations that can be trusted to add value to their lifestyle and future plans. As an employee or self-employed planner, you will be part of a team that values integrity, honesty, and transparency in all our interactions.
Personal Service: We believe in providing personalized service to our clients. We recognize that every client is unique and has specific financial goals and challenges. At Financial Planning by TaxAssist, we take the time to understand our clients' needs and tailor our solutions accordingly. As a member of our team, you will have the opportunity to develop strong relationships with clients, offer individualized advice, and make a positive impact on their financial journey.
Results with Value: Our goal is to deliver results that truly add value to our clients' lives. We go beyond mere compliance and strive to help our clients achieve their financial objectives. At Financial Planning by TaxAssist, we are dedicated to providing practical and effective solutions that make a real difference neatly dovetailing with advice provided by the clients local TaxAssist Accountant and providing a true synergy. As an employee or self-employed planner, you will have the satisfaction of seeing your work contribute to the financial success and peace of mind of our clients.
Empathy: We understand that financial matters can be complex and can have a significant impact on people's lives. That's why we approach our work with empathy and compassion. We listen attentively to our clients' concerns, provide support during challenging times, and celebrate their successes. At Financial Planning by TaxAssist, we foster a culture of empathy and understanding, both within our team and in our client relationships.