Job Description

About Us

Holtram TLPI is a niche financial services company with over 22 years of experience in the finance and property sectors. We specialise in helping business owners set up and manage tax-efficient investment structures, including Small Self-Administered Schemes (SSAS) and Family Investment Companies (FICs). Based near Milton Park, we are part of a wider group and are proud to be recognised as a 5-star rated leader in our field.

Many of our team members have been with us for more than five years, enjoying a professional yet friendly environment where personal development and responsibility are actively encouraged. We work closely with high-net-worth individuals and business owners across the UK, offering expert support in a fast-paced, evolving industry.

We are looking for a proactive and detail-focused individual to join our team. This is a fantastic opportunity for someone who is enthusiastic, innovative, and eager to grow in the finance and property space. You will be instrumental in supporting our clients to set up and manage their own FICs, ensuring full compliance with HMRC regulations and maintaining high standards of accuracy, confidentiality, and client service.

Key Responsibilities

FIC Incorporation & Structuring

Collaborate with consultants to finalise appropriate FIC structures. Conduct AML checks for onboarding and periodic review. Coordinate company formation, including share structures and Articles of Association. Register new companies with Companies House. Draft and review incorporation documents and filings.

Compliance Management

Prepare and file Confirmation Statements accurately and on time. Manage amendments to share structures and ownership when required. Maintain and update statutory registers and company records.

Ongoing Management

Oversee changes to company structure and annual compliance. Serve as a point of contact for clients regarding their FICs. Monitor all legal and reporting deadlines to ensure full compliance.

Financial & Tax Reporting

Prepare and submit annual accounts in line with accounting standards. Complete and file Corporation Tax Returns (CT600) to HMRC. Liaise with clients for approval and ensure timely submission.

Trust Registration & Client Communication

Register relevant trusts using HMRC's Trust Registration Service (TRS). Keep clients informed of relevant deadlines, regulatory changes, and filings.

General Administration

Maintain accurate digital and physical records of all FICs and trusts. Organise documentation in compliance with GDPR and internal policies. Support clients with routine administrative tasks, such as director appointments and share transfers.

What We're Looking For

Accounting background or actively studying for an accountancy qualification. A motivated self-starter with excellent attention to detail. Strong organisational and time management skills. Effective communicator, both written and verbal. Minimum GCSE Mathematics grade C (or equivalent). Proficient in Microsoft Office (Excel, Word, Outlook). Experience with CRM systems (HubSpot, Salesforce, or similar) preferred. Ability to multi-task, remain calm under pressure, and meet tight deadlines. Must be trustworthy, discreet, and capable of working independently and in a team.

Desirable Personal Traits

Friendly, professional, and approachable. Positive, can-do attitude. Reliable and punctual. Able to work without distraction in an open-plan office. Full UK driving licence and own vehicle.

What You Can Expect

A supportive and knowledgeable team environment. Hands-on training in a specialist field of tax-efficient investment structures. A dynamic and growing business with long-term career development opportunities. A strong sense of ownership and autonomy in your role. The chance to work with respected professionals and high-value clients.
We pride ourselves on our

5-star client rating

, achieved through the dedication and professionalism of our fantastic team. If you're ready to take ownership of your work, grow your skills in a niche market, and thrive in a rewarding, fast-paced setting--

we'd love to hear from you

.

Job Types: Full-time, Permanent

Pay: 29,999.00-31,000.00 per year

Additional pay:

Bonus scheme Quarterly bonus
Benefits:

Company events Company pension Free parking On-site parking
Schedule:

Monday to Friday
Ability to commute/relocate:

Didcot OX11 7HJ: reliably commute or plan to relocate before starting work (required)
Application question(s):

What are you seeking in a new role? Why are you leaving your current role? What does an employer need to do to help you succeed in your role? How can we help your career progression? What level of ownership and responsibility are you prepared to accept?
Education:

A-Level or equivalent (required)
Experience:

Accounting: 2 years (required)
Language:

English (required)
Work authorisation:

United Kingdom (required)
Work Location: In person