You will work closely with senior stakeholders to deliver planning-led solutions for high-value individuals and family groups, with a particular emphasis on inheritance tax planning, owner-managed businesses, and family trust structures.
ABOUT WF RISK GROUP Our Group is an award-winning, independent, family-owned, and run, and has been operating for over 45 years. It encompasses Willis Insurance & Risk Management, Kennett Insurance Brokers Ireland DAC and Arden Insurance Brokers We provide services including Insurance, Risk Management and Health & Safety Consultancy, Employment Services and HR Consultancy, Employee Benefits,...
You will help manage the work allocation across the wider group
You will help (and lead) projects and initiatives that impact the wider group
You will participate in internal/external Audits and Quality checks
You will ensure that the team works efficiently towards meeting all targets and that management protocols for the team are held (e.g. regular team meetings, 1:1s, performance reviews etc)
Significant demand exists in the local market for tax professionals at all levels. Choosing which firm to commit your future to is a big decision. Our client has recently seen additional investment and expansion, as a result they enter the local market determined to add more best-in-class professionals to their long-serving and supportive team. This role, which could be appointed at Manager or...
Job Description I'm partnering with an Organization in a massive expansion phase looking for an experienced Client Relationship Manager / Account Manager with a strong MSP background to manage and grow their existing client base while expanding their footprint across Northern Ireland. In Year 1, the focus will be on nurturing existing clients, strengthening relationships, and driving retention,...
We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...
You will help manage the work allocation across the wider group
You will help (and lead) projects and initiatives that impact the wider group
You will participate in internal/external Audits and Quality checks
You will ensure that the team works efficiently towards meeting all targets and that management protocols for the team are held (e.g. regular team meetings, 1:1s, performance reviews etc)
A global financial institution is seeking a transaction management professional in Belfast. Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below. In this role, you will execute and manage client transactions, ensuring all approvals are in place and that client relationships are developed effectively. The ideal candidate will...
Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...
A recruitment agency in Belfast is seeking an experienced Senior Financial Services Administrator to support financial advisers and enhance client servicing. Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required. The ideal candidate will have at least three years of experience in an IFA or wealth...
You will conduct client interviews, enhance record-keeping practices, and organise educational seminars. The position offers a competitive annual bonus, 23 days plus 10 public holidays, life assurance, and various health benefits.
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.
Private Client Tax Associate Director At Grant Thornton Advisors (NI), we have a growing Tax Team consisting of over 70 Tax specialists with deep industry, sector and technical knowledge. We are seeking to recruit a talented, driven Associate Director to join our Private Client Tax team in Belfast to build on our continuing momentum and take advantage of significant opportunities that lie...
You will support the end to end ordering and fulfilment process by managing suppliers, co-ordinating orders and ensuring accurate administration across our internal order processing systems, email and telephone channels.
You will act as a key liaison between Sales, suppliers and customers ensuring that orders and projects are executed smoothly, accurately and on time.
A leading global financial institution in Belfast is seeking a professional to join their Repack Transaction Management team. Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. The role involves executing and managing client transactions, ensuring accurate documentation, and maintaining client relationships. Ideal candidates...
You will take the lead in developing and expanding our Private Client service line, strengthening client relationships, and contributing directly to firmwide strategy.
You will have the scope to influence firmwide growth while working closely with an experienced and collaborative leadership team.
You will take the lead in developing and expanding our Private Client service line, strengthening client relationships, and contributing directly to firmwide strategy.
You will have the scope to influence firmwide growth while working closely with an experienced and collaborative leadership team.
You will be responsible for ensuring accurate transaction maintenance and liaising with internal teams. The ideal candidate possesses strong negotiation and communication skills alongside a working knowledge of financial documentation.
An award-winning independent insurance company in Northern Ireland is seeking a talented Client Manager to join their Corporate Insurance team. The role involves managing and building relationships with clients across various sectors, ensuring excellent service and compliance with regulations. Ideal candidates will have at least 2 years of broking experience, strong organizational skills, and be...
We're growing and want you to be a part of our journey. Client Project Manager - 12 month FTC We are seeking a Client Project Manager with experience in the pensions or insurance industry, a proven track record in project management and successful project delivery to join us on a 12 month fixed term contract starting asap . The Project Management Team is part of the Actuarial & Consulting...