7 Fund Accounting And Administration jobs in Sheffield.

Hiring now: Sr Surveyor Valuation @ Cushman Wa, Asst Mgr Private Clients @ Sw, Tax Tech @ Titan Priv, Financial Adviser Support @ Titan Weal, Sr Portfolio Mgr @ Titan Weal, Financial Adviser Support @ Titan Weal.Explore more at jobswithgpt.com.

šŸ”„ Skills

portfolio management (4) financial planning (3) investment management (3) wealth management (3) Private Tax (2) Trust clients (2) tax compliance (2) planning work (2) client compliance (2) annual tax (2)

šŸ“ Locations

Harrogate (5) Leeds (2)
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Cushman & Wakefield

Senior Surveyor - Valuation Leeds
Skills & Focus: valuation, Advisory, fund, loan security, clients, report writing, client relationships, team development, marketplace profile, asset inspection
Experience: Good property market and wider economic and business knowledge; Excellent report writing skills; Strong planning, organisational and communication skills; Able to work under own supervision but also as part of a wider national valuation team.
Type: Full time

S&W

Assistant Manager - Private Clients Tax (Trusts) Leeds
Skills & Focus: Private Tax, Trust clients, tax compliance, planning work, client compliance, annual tax, portfolio management, report preparation, ad-hoc questions, communication skills
About the Company: At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UKā€™s top 10 ā€¦
Experience: Experience gained within a professional services firm.
Type: Full-time
Benefits: Competitive salary, Private medical insurance, Life assurance, Pension contribution, Hybrid working model (role dependeā€¦

Titan Private Wealth

Tax Technician Harrogate
Skills & Focus: tax, taxation, portfolio management, personal taxation, income tax, capital gains tax, inheritance tax, trust taxation, VAT, National Insurance
About the Company: Titan Private Wealth is a well-established independent investment management business that provides portfolio management and stockbroking services to private cā€¦
Experience: Entry-level position
Type: Full-time
Benefits: Support for further studies towards CTA qualification ā€“ Chartered Tax Advisor

Titan Wealth

Financial Adviser Support Harrogate
Skills & Focus: financial planning, investment management, wealth management, employee benefits, retirement planning, client support, financial advice, FCA rules, product advice, strategic acquisitions
About the Company: Titan Wealth provides a broad range of services across the whole wealth value chain, including financial planning, investment management, platform, trading, seā€¦
Type: Full-time

Titan Wealth Group

Senior Portfolio Manager Harrogate
Skills & Focus: portfolio management, investment management, discretionary basis, advisory basis, client agreement, asset management, financial planning, wealth management, investment strategies, fund management
About the Company: Titan Wealth Group is a regulated wealth and asset management business bringing high quality execution and administration to the wealth management sector.
Experience: Senior level experience in portfolio management and investment advisory.
Type: Full-time

S&W

Assistant Manager - Private Clients Tax (Trusts) Harrogate
Skills & Focus: Private Tax, Trust clients, tax compliance, planning work, client compliance, annual tax, portfolio management, report preparation, ad-hoc questions, communication skills
About the Company: At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UKā€™s top 10 ā€¦
Experience: Experience gained within a professional services firm.
Type: Full-time
Benefits: Competitive salary, Private medical insurance, Life assurance, Pension contribution, Hybrid working model (role dependeā€¦

Titan Wealth Partners

Financial Adviser Support Harrogate
Skills & Focus: financial planning, investment management, wealth management, employee benefits, retirement planning, financial advice, FCA rules, client support, strategic acquisitions, modular services
About the Company: Titan Wealth Partners (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retiremenā€¦