A leading UK wealth management firm is seeking an experienced Financial Adviser in Birmingham. This role focuses on delivering holistic financial advice, achieving revenue targets, and building strong client relationships. Candidates should have a diploma in financial planning and proven experience in the field. The firm offers hybrid working, competitive compensation, and opportunities for...
A well-established financial services firm is seeking a Client Services Administrator in Birmingham. This role involves providing aftercare to clients, supporting advisers, and managing client information in a CRM. The ideal candidate will possess very good communication skills, IT literacy, and a degree-level education or equivalent experience. This is an office-based position, providing a great...
You will support our national Asylum Service to support vulnerable asylum seekers across the UK through telephone and face-to-face advice. This is a busy and high-paced working environment with regular changes to needs and priorities. By working with the Regional Assistant Manager and re-prioritising your work, you will be rewarded by seeing how your efforts positively impact our clients.
Job Description Private Client Tax Manager - Birmingham - Up to £60,000 - Are you a Private Client tax professional who enjoys thinking, not just producing? - Do you want autonomy, flexibility, and genuinely interesting advisory work? - Are you looking for a role where you're trusted to manage your clients, time and workload like a true professional? This opportunity could be exactly what...
Job Description Your new companyJoin a forward-thinking tax advisory firm that has a strong reputation for supporting entrepreneurs, private clients and ambitious, high-growth businesses. This firm offers an environment where collaboration, innovation, and personal development are at the heart of everything they do. Your new roleYou'll be managing the tax affairs of high-net-worth individuals,...
Job Description Client Manager (Advisory & Compliance) - WorcestershireMid-tier Accountancy Practice | Strong progression A well-established and growing accountancy practice is seeking an experienced, client-facing accountant to join their expanding Worcestershire team and take ownership of a diverse portfolio, play a key role in delivering high-quality advisory and compliance services. This...
Job Description The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below. An excellent opportunity for a Private Client Solicitor or Legal Executive to join an ambitious and progressive firm with strong vision and growth strategies. What you’ll be doing : - - Managing your own caseload of private client matters; - Drafting...
The role This role is responsible for overseeing the Client Accounting and Financial Reporting teams and their operational delivery, alongside developing and delivering the strategic aims of the clients. Key deliverables People Effective People leadership is considered critical to the success of the department, to ensure we attract and retain high performing talent. As a member of the Senior...
Head of Client Accounting and Financial Reporting Join to apply for the Head of Client Accounting and Financial Reporting role at BNP Paribas Real Estate. The Role This role is responsible for overseeing the Client Accounting and Financial Reporting teams and their operational delivery, alongside developing and delivering the strategic aims of the clients. Primary Objectives Of The Role...
You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.
Overview Private Client Solicitor, 3+ Years PQE, West Midlands, £(DOE) – As a valid member of the private client department, you will play a key role in delivering high-quality legal services to clients, while helping to drive business development and support the ongoing growth and training of the team. JOB REF: TL0994 Any additional information you require for this job can be found in the...
An excellent opportunity has arisen for an experienced Private Client Solicitor to join a well-established and highly regarded firm based in Birmingham. You'll manage a varied private client caseload, advising individuals and families on wills, probate and estate administration, trusts, inheritance tax planning, and lasting powers of attorney. The role offers a strong level of autonomy, supported...
Overview The role The role is responsible for overseeing the Client Accounting and Financial Reporting teams and their operational delivery, alongside developing and delivering the strategic aims of the clients. Primary objectives - Leadership of the Client Accounting and Financial Reporting teams, acting as an escalation point for all people matters and ensuring effective client service...
Senior Associate, Investor Servicing (US Clients - Private Equity) Location: Birmingham Contract Type: Permanent (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and co-investments) and clean energy. Established in 1988, the Firm has extensive knowledge and...
You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets. - Assist in the management of the local team and take responsibility for the coaching and development of other team members.
Private Client Solicitor – Birmingham Ready to make your application Please do read through the description at least once before clicking on Apply. Summary Job title: Associate - Principal Associate Location: Birmingham Salary: Up to £75,000 DoE Reports to: Head of Private Client Experience: 3+ years’ PQE in private client law The Role The successful applicant will manage a varied caseload...
Job Summary Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity Private Client Solicitor (focus on Agriculture) – 3+ years PQE. - - Hybrid working – flexibility with a requirement to be in office 3–4 days a week - Competitive salary - Full‑time or part‑time opportunity - Exciting range of high‑net‑worth client work specialising in...
Job Description Your new companyJoin a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. You'll be part of a team that values innovation, professional growth, and delivering advice that makes a real difference. Due to client growth, a new opportunity for a Tax Advisory Manager has been created to support incoming demand. Your...
A respected legal firm in Birmingham seeks a Senior Private Client Solicitor to lead within its private client team. For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on. The role involves advising high-net-worth individuals on complex matters like wills and estate planning, while also supervising junior lawyers. Candidates should...
An excellent opportunity has arisen for a Senior Private Client Solicitor to join a well‑established and highly regarded firm based in Birmingham. This role is suited to an experienced practitioner looking to take a leading position within a respected private client team. You'll advise on complex and high‑value private client matters, including wills, trusts, estate and succession planning,...