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- client development executive
client development executive jobs in Wilmslow
You will work closely with the partners to help develop client relationships, identify new opportunities, and support the ongoing growth of the practice. Key Responsibilities: - Manage a portfolio of owner-managed businesses, SMEs, and limited companies. - Oversee preparation and review of statutory accounts, management accounts, and corporation tax returns.
You will be responsible for contacting our current clients and booking in visits for our Field Consultants in line with our service offering, along with embracing our core values through being energetic, positive and supportive to your team, and focused on putting the client at the heart of everything you do.
You should be able to tick these boxes: Administration experience, preferably in a financial planning company A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.
Job Description At ODM Partners, we help shape the leadership teams driving the energy transition and infrastructure investment. As an Associate, you’ll play a key role in the search process, researching markets, engaging exceptional talent, and supporting the delivery of board and C-suite mandates. If you’re seeking more autonomy, pace, and a tangible impact, this is an exciting opportunity to...
About the Role: We’re seeking an experienced Business Development Executive to promote leading-edge printing and document management systems. You’ll help businesses transform how they print while building a rewarding revenue stream for yourself. Perks & Benefits: - Earn 75% on every sale, plus 50% profit share on all recurring service contracts. - Total flexibility—set your hours and work...
You will work on all aspects of Private Client matters, including but not limited to Wills, Trusts, and Probate.
You will have full legal support from paralegals and secretaries. The firm offers hybrid working and extremely generous annual leave.
Your newpany Our client is a forward-thinking accountancy and advisory firm dedicated to helping businesses and individuals achieve their financial goals. With a reputation for delivering expert advice and personalised service, the firmbines technical excellence with a deep understanding of client needs, passionate about building long-term relationships and providing proactive solutions across...
Spencer Clarke Group are working with a well known, successful and very modern Accountancy Firm who are recruiting for their office based in Wilmslow. They are going through such positive growth right now and it's great to see! They are searching for an AAT or ACCA qualified or part-qualified or QBE Client Manager to be a strong addition to their team, and take on Senior responsibilities within...
Client Relationship Manager (Hypercare Specialist) Location: Hybrid - 2 days in Wilmslow, 3 days from home Salary: £25k + £8k per annum We're Citation Group. A group of businesses on a mission to make life easier for small and medium-sized companies. We get that running a business is tough. You're spinning plates trying to keep your customers happy, stay on top of rules and regulations, look...
Location WILMSLOW Salary £35000 - £50000 TypePermanent WorkplaceOn-Site Ref89070 Recruiter Managing This Role Client Manager Financial Planning Location: Cheshire Salary: Competitive + benefits An exciting opportunity has arisen for an experienced and client-focused Client Manager to join a highly regarded Chartered Financial Planning firm. The successful individual will play a key role in...
The role As a Client Sales Executive you’ll play a vital role in our journey of empowering businesses. By engaging with our existing clients, you’ll uncover their unique needs and showcase how Citation’s additional services can drive their success. Key Responsibilities Client Engagement: Connect with our established client base to understand their business challenges and recommend tailored...
You will have experience winning new business and building long lasting relationships with B2B clients.
You must have a passion for developing business through marketing, community engagement, networking, client meetings, just to name a few - the stronger our presence in the market, the more successful you will be.
You will work 42.5 hours per week on a rotational shift pattern of 5 days on 2 days off. Weekend work is involved. We are the UK’s favourite car-buying service and we are growing FAST! We have over 500 branches and are opening more sites each month We are looking for enthusiastic, passionate, honest, service-driven individuals to join our team.
You will support seasonal campaigns, product launches and ongoing site improvements, using data and insight to recommend changes that improve performance.
You will be commercially curious, data led and comfortable working cross functionally with marketing, creative and operational teams.
Sales Executive & Account Manager SK12 Area Earnings: £30,000 base salary + uncapped commission with experience (commission paid on lifetime residual margins, offering strong long-term earning potential) £25,000 base salary + uncapped commission without experience, but with the right sales mentality (commission paid on lifetime residual margins, offering strong long-term earning...
Sales Operations Executive Location: Wilmslow, Cheshire (Hybrid) Working Hours: 8:30 am - 5:00 pm Salary: £24,000 + Commission OTE £35K We are Citation. We are far from your average service provider. Our colleagues bring their brilliant selves to work every day and we create an environment where they can shine. We have been proudly delivering valuable HR and Health and Safety services to SME's...
You should be able to tick these boxes:· Administration experience, preferably in a financial planning company · A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.
Senior Marketing Executive Location - 3 days at HQ (Wilmslow), 2 days from home Salary - Competitive We're Citation Group. A group of businesses on a mission to make life easier for small and medium-sized companies. We get that running a business is tough. You're spinning plates trying to keep your customers happy, stay on top of rules and regulations, look after your team, and somehow still...
The role As a Client Sales Executive you’ll play a vital role in our journey of empowering businesses. By engaging with our existing clients, you’ll uncover their unique needs and showcase how Citation’s additional services can drive their success. Key Responsibilities Client Engagement: Connect with our established client base to understand their business challenges and recommend tailored...
You will work closely with the partners to help develop client relationships, identify new opportunities, and support the ongoing growth of the practice. Key Responsibilities: - Manage a portfolio of owner-managed businesses, SMEs, and limited companies. - Oversee preparation and review of statutory accounts, management accounts, and corporation tax returns.