client relationship manager (financial planning) Jobs - 394
Senior Financial Planning Administrator
mbf. - NG181AE
Employment Type : Full-Time
Senior Financial Planning Administrator - Mansfield, hybrid (2 days per week in office) up to 35,000 plus benefits Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and are looking to add experienced staff in Mansfield. The business has grown significantly in the past 5 years a...
Senior Financial Planning Administrator
NJR Recruitment - Leeds
Employment Type : Full-Time
Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing team in Leeds City Centre Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate wil...
Financial Planning Support - London
Blakemore Recruitment - London
Employment Type : Full-Time
Salary - 40,000 Location - London Role - Financial Planning Support Blakemore Recruitment are proudly assisting a Chartered Financial Planning firm renowned for its commitment to excellence recruit for their next financial planning support join their expanding business in their London office . Our client prides themselves on being an industry leader. Are you an industrious and articulate professional with a strong foundation in financial service...
Private Client Tax Manager
Fletcher George Recruitment Ltd - KT228JB
Employment Type : Full-Time
Join a successful independent firm of Chartered Accountants and Tax Advisors in Leatherhead as a Private Client Tax Manager. The role offers vast scope for career development with a great package including hybrid working . The firm’s Tax team look after both Private and Corporate clients including a number of High Net Worth (HNW) private clients. The Private Client Tax Manager Role You will enjoy working with autonomy and managing your...
Global Specialty Consulting - Senior Consultant
WTW - London
Employment Type : Full-Time
The Global Specialty practice is a newly formed team whose purpose is to create innovative solutions for our clients, expand the ICT client propositions and drive a joined-up approach to client relationship management and delivery of high-value consulting projects. The successful candidate will be supporting the Global Specialty team around three main areas: Working with GS management team to progress ongoing initiatives which will include...
Private Client Tax Manager
Pro Talent - Sutton
Employment Type : Full-Time
Are you a skilled and dedicated tax professional with a passion for providing personalized tax solutions? Our client, a highly regarded accountancy practice based in Sutton, is seeking an experienced Private Client Tax Manager to lead their tax team and deliver exceptional services to high-net-worth individuals. As a specialized recruitment agency, we are thrilled to present this exciting opportunity to take your career to new heights. Responsib...
Senior Paraplanner/Paraplanner
GBWM - BR31AG
Employment Type : Full-Time
We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management. Location: Beckenham (South East London) - Office based position Paraplanner Ideally qualified to Level 4 Diploma in Financial Planning 4 years' experience. Essential skills required: The ability to produce comprehensive, accurate and clear S...
Financial Planning Administrator, Gainsborough (JR-2045)
Clever-HR - Gainsborough
Employment Type : Full-Time
Financial Planning Administrator, Gainsborough up to 25,000 d.o.e Role Purpose To support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that our service offering is outstanding. Activities and Responsibilities Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and bo...
Qualified Accountants Required - Corsham and surrounding Area
Grant Thornton - Corsham
Employment Type : Full-Time
Interim Financial Accountants Required Qualified (salary dependent on experience and qualifications) What is the Agile Talent Community? The Agile Talent Community is a network of contract professionals given the opportunity to work with our clients on a project-by-project basis and provided with strong support and development opportunities offered by Grant Thornton. You’ll get the freedom and advice to work in a way that suits you, that is comp...
Qualified and Part Qualified Accountants Required - Bristol Area
Grant Thornton - Bristol
Employment Type : Full-Time
Interim Financial Accountants Required Qualified and Part Qualified (salary dependent on experience and qualifications) What is the Agile Talent Community? The Agile Talent Community is a network of contract professionals given the opportunity to work with our clients on a project-by-project basis and provided with strong support and development opportunities offered by Grant Thornton. You’ll get the freedom and advice to work in a way that suit...