client manager paraplanner jobs in Altrincham

Job Description Your new firmA well-established and forward-thinking accountancy practice based in Hale is seeking a talented Client Manager to join their growing team. This firm is known for its supportive culture, flexible working environment, and commitment to staff development. With a strong reputation in the region and a diverse client base, they offer a dynamic and rewarding place to build...

Client Manager Job, Hale Your new firm A well-established and forward-thinking accountancy practice based in Hale is seeking a talented Client Manager to join their growing team. This firm is known for its supportive culture, flexible working environment, and commitment to staff development. With a strong reputation in the region and a diverse client base, they offer a dynamic and rewarding...

A leading regional accountancy firm in Altrincham is seeking a Private Client Tax Senior Manager. In this role, you'll manage a portfolio of high-net-worth individuals, providing bespoke tax planning and advisory services. Ideal candidates will hold a CTA / ATT qualification and have experience in private client tax advisory. This position also involves mentoring junior staff and collaborating...

Private client paralegal Location: Remote or on site if preferred Salary: Up to £28,000 + Bonus Contract: Full Time, Permanent Key features: - Remote working opportunities - Coaching, training and support to help you develop - pension with up to 10% employer contributions - annual incentive scheme - 28 days holiday plus bank holidays (rising to 32 in line with service) - discounts on...

You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients.

You will demonstrate a high attention to detail and in depth understanding of the client needs.

You should be an experienced Paraplanner with great report writing and analytical skills

You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries.

You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK. We offer fulfilling careers in an inclusive culture that values diversity,...

Job description My client is an award winning financial planning practice near Altrincham. They have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals. Due to their continued expansion, they are looking to recruit an additional Client Manager (Paraplanner) to join their dynamic and forward-thinking team. The...

Job Description If youre the kind of Paraplanner who takes pride in producing high-quality, technically sound advice and wants to play a central role in delivering outstanding client outcomes, this is a role where your work genuinely matters. Youll be supporting advisers at the sharp end of the advice process, shaping recommendations and reports that make a real difference to clients financial...

Job Description Private Client Tax Manager, Top Regional Firm Manchester£55,000 - £65,000 + Benefits + Bonus Do you want to deliver market-leading Private Client Tax advisory projects?Looking for a role where you can manage and develop a growing tax team?Enjoy working with a wide range of entrepreneurial and private clients? Benefits: - Competitive salary + bonus scheme - Up to 26 days...

Position - Accounts Manager/Client Manager All potential applicants are encouraged to scroll through and read the complete job description before applying. Location - Rochdale Salary - £45,000 - £50,000 Job Description We are partnering with a well-established and highly regarded accountancy practice that is looking to appoint an experienced Accounts Manager / Client Manager to support its...

Client Services ManagerAltrincham, Manchester - HybridFull-time, PermanentBetween £30,000 to £36,000 (DOE) + BonusThe Opportunity:We are looking for a Client Services Manager to join our client, who is a dynamic, creative digital media agency with a strong reputation for delivering large-scale retail and in-store digital projects across the UK, Europe, and beyond. The agency is known for...

Recruitment Client Engagement/ Business Development Manager - Insurance (London Markets) London/ Hybrid Salary to £65-£85K Basic DOE + Commission + Benefits This entrepreneurial Recruitment Consultancy operates out of international offices across the UK, Europe, USA and APAC. They are a renowned financial services search & selection organisation, with a current head count of circa 200+...

Umbrella Payroll | Agency Relationships | Inside SalesWe’re working with a well-established umbrella payroll provider looking to hire an Internal Client Relationship Manager to support growth across small to mid-sized recruitment agencies.This is a telephone and email-led role, focused on building agency relationships, generating referrals, and managing accounts to a high service standard.The...

AML/KYC/Prevention Manager, Vice President At BNY, our culture allows us to run our company better and enables employees growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the worlds investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients,...

You will be responsible for managing a portfolio of high-net-worth individuals, providing strategic tax planning and advisory services. - Lead and manage a portfolio of high-net-worth clients, providing bespoke tax advisory services. - Develop and implement tax planning strategies to optimise client's tax positions.

Job Description Personal Tax Senior / Assistant ManagerManchester | Hybrid Working£35,000 - £45,000 + Bonus (up to 30% for high performers)Are you an experienced Personal Tax specialist looking to step into a more advisory-led role with genuine progression? This boutique-style private client firm is expanding its Manchester team and is looking for an ATT-qualified (or above) Personal Tax Senior...

Job Description Private Client Tax Assistant ManagerManchester£45,000 - £50,000 + Bonus + Hybrid Working + Exceptional Benefits Do you want to work with some of the UK's most successful entrepreneurs, HNWIs, and family offices?Do you enjoy complex advisory work and building trusted long-term client relationships? Benefits: Your new role: - As a Private Client Tax Assistant Manager, you'll...

Job Description Private Client Manager (Compliance) - Manchester£55,000 - £65,000Exciting Opportunity in Personal Tax ComplianceAre you ready to take your career in personal tax to the next level? Our client is seeking a dedicated and experienced Private Client Tax Assurance/Compliance Manager to join their Leeds-based team. This exciting role offers an opportunity to manage a diverse portfolio,...

You will form part of an experienced tax advisory team, focusing primarily on supporting a portfolio of clients with private client advisory work. This role would suit someone from a technical private client background who wants to step up into more of a senior leadership role.

You will be working closely with HNWIs, business owners and families as part of your portfolio.