We are looking for the right candidate to join our Wealth Management team as an Apprentice.

The role will be to provide suitable technical support to the team and take overall responsibility for the administrative process, whilst operating at all times within the compliance and internal procedures of the firm. Other duties include:

• Administration, such as photocopying, answering telephones, maintaining the filing system and sorting post.
• Effective communication with product providers and clients.
• Complete all basic documentation for a sale in a thorough and conscientious manner.
• Assisting the manager with month end duties.
• Issue fee notes and assist the manager with reconciliations.
• Assist the advisers with their diaries and time management.
• Data input onto relevant software packages
• Complete all basic documentation for a sale in a thorough and conscientious manner.
• Set up client file and ensure checklists are completed accurately.
• Issuing policy documents and correspond with providers.
• Preparation of portfolio valuations.
• Understanding and apply all aspects of the firms approach to treating customers fairly.

Desired skills

• Attention to detail
• Excellent communication skills both verbal and written
• Organised
• Good I.T. skills including Word, Excel and e-mail

Personal qualities

• Friendly, outgoing and confident to speak to customers face to face and over the phone
• To work under own initiative and prioritise work effectively
• Enthusiastic
• Willing to learn and develop

Desired qualifications

Please note this is a 12 month fixed term contract.

Apply

If you are interested, and would like to apply for this role, please send your CV and covering letter to jointheteam@taitwalker.co.uk.

Would you like to work for one of the region’s leading accountancy firms? We’re looking for Graduates to join our Business Services team as ACA trainees in September 2021!

With over 150 staff across five offices, MHA Tait Walker is the North East’s largest independent firm. The chosen candidate would join our experienced, 50 strong Business Services team and work with excellent North East businesses.

MHA Tait Walker offer an excellent ACA trainee programme with full study support, flexible working and a competitive benefits package.

The ideal candidate will be enthusiastic and keen to start their career in accountancy.

The candidate should have:

• A 2:1 degree or higher, related subjects preferable, all disciplines considered or AAT Qualified (Level 4)
• Excellent IT skills
• Ambition, be hard-working and a team player
• Good communication
• The ability to work well under pressure, be organised and enjoy a variety of tasks

Please note, submitting your CV to MHA Tait Walker you consent for us to holding your details for a period of 6 months. Your details will be held internally and will not be shared with any third parties or processed any further without your consent.

Agency CVs will not be accepted.

Please submit all CVs to jointheteam@taitwalker.co.uk. The closing date for submissions is 3rd January 2021, and we will contact candidates after this time.

Would you like to work for one of the region’s leading accountancy practices?

We’re looking for a qualified Business Services Executive (Audit) to join our growing Business Services’ team based at our Newcastle office. You will be working with a range of our not for profit and charity clients in the North East.

Responsibilities and Duties

The successful candidate will be responsible for leading and supporting on audit and accounting assignments for our corporate and not for profit / charities client base with typical turnovers ranging between £1-50m.

Responsible for the audit process from initial planning through to completion reporting to the relevant Partner / Audit Manager.

Supervision of junior staff and providing training as required.

Skills and Experience

• Experience of external audit and knowledge of International Auditing Standards
• Experience of preparing Statutory Accounts under FRS102
• Experience of preparing Statutory Accounts under Charity SORP
• ACA or ACCA qualified or qualified by experience
• Full driving licence

Benefits

A competitive financial package which includes:

• Competitive salary
• Pension
• Flexible benefits such as the opportunity to buy additional holiday, cycle to work, childcare schemes and staff discounts with major retailers

Apply

If you are interested, and would like to apply for this role, please send your CV and covering letter to jointheteam@taitwalker.co.uk

Would you like to work for one of the region’s leading accountancy practices?

We’re looking for a qualified Business Services Executive (Audit) to join our growing Business Services’ team based at our Newcastle Office.

Responsibilities and Duties

The successful candidate will be responsible for leading and supporting on audit and accounting assignments for our corporate and not for profit client base (including Academies) with typical turnovers ranging between £1-50m.

Responsible for the audit process from initial planning through to completion reporting to the relevant Partner/Audit Manager.

Supervision of junior staff and providing training as required.

Skills and Experience

• Experience of external audit and knowledge of International Auditing Standards
• Experience of Preparing Statutory Accounts under FRS102
• Experience of Preparing Statutory Accounts under Charity SORP / Academies Accounts Direction
• ACA or ACCA qualified or Qualified by experience
• Full Driving Licence

Benefits

A competitive financial package which includes:

• Competitive salary
• Pension
• Flexible benefits such as the opportunity to buy additional holiday, cycle to work, childcare schemes and staff discounts with major retailers

Apply

If you are interested, and would like to apply for this role, please send your CV and covering letter to jointheteam@taitwalker.co.uk