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- client manager paraplanner
client manager paraplanner jobs in Abbots Langley
You will take full ownership of a portfolio of clients, acting as their main point of contact, delivering high-quality advice, and building long-term relationships.
You will also leverage technology and automation to create smarter ways of working. Key Responsibilities
You will work directly under partners, assisting with planning issues and overseeing the training and supervision of staff. Day-to-day of the role: - Handle all aspects of income tax, National Insurance, and capital gains tax, including reviewing PAYE coding notices. - Review Self-Assessment tax returns prepared by staff, ensuring accuracy before client approval and electronic filing.
You will have clear responsibility from day one, work alongside a supportive and ambitious team, and see the tangible impact of your work on both clients and the business. If you are looking for a role where your expertise, initiative, and ambition are valued and rewarded, this is the perfect opportunity to take the next step in your career.
You will ideally have:
Job Description West One Loans is looking for a talented Wealth Manager to source, onboard, and manage high-net-worth individuals, family offices, and institutional clients. The role focuses on identifying, targeting, and acquiring new clients through personal networks, referrals, and strategic business development. This will be a Hybrid role, with aspects of travel involved Key...
You will receive a competitive salary that will match your skills and experience, as well as the following benefits: - 24 days annual leave for work-life balance. - Discounts on shopping and services through Perkbox. - Employee Assistance Programme for confidential support. - Hybrid and flexible work opportunities.
Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...
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...
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...
Private Client Tax Senior Manager – Watford Working with a Top 50 Accountancy Firm who are looking for an experienced Private Client Tax Senior Manager to join their growing team in Watford. You'll manage your own portfolio of High‐Net‐Worth clients, work closely with partners on tax planning and advisory projects, and play a key role in supporting and developing junior team members. Their...
You will proactively source clients, conduct onboarding, and provide exceptional support. The role requires excellent communication skills and the ability to engage with high-value clients. This is a full-time hybrid position with competitive salary, bonuses, and commissions available.
You will assist in client onboarding, maintain client records, and support financial advisers with administrative tasks. The ideal candidate should possess strong communication, research, and analytical skills, along with an understanding of financial advice. This role offers opportunities for career progression into financial advising or management.
Are you a Private Client Solicitor looking to secure your next new challenge with a highly ranked Legal 500 Private Client Team? You can benefit from a health cash plan, death in service plan, a generous holiday allowance with the option to buy and sell holidays plus lots more. Our client is a distinguished law firm, ranked in the Top 500 and holding numerous prestigious accreditations in...
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.
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.
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...
Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...
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.
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...
A recruitment agency is seeking a Junior Paraplanner to work in Hertford. The successful candidate will manage client onboarding processes, maintain client records, perform essential checks for compliance, and assist in the development of client management systems. This role provides a path towards qualifications as an adviser and further advancement opportunities within the company. Candidates...
You will manage a varied personal tax portfolio, covering routine compliance and ad hoc advisory work.