client manager paraplanner jobs in County Bristol

You will be responsible for the full range of paraplanning duties, working within a fun, dynamic, and professional environment. The Business: Our client is a well-respected Financial Planning firm with an excellent reputation. The team takes pride in delivering high-quality work, prioritising client care, and providing bespoke financial solutions.

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: - Suitability Reports:Prepare detailed, accurate, and compliant suitability reports and...

Tax specialists Taylor Rose Recruitment have just been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client in Central Bristol. Working with a varied and entrepreneurial private client portfolio involving a mixture of tax advisory, compliance and ad hoc project work. Clients range from HNWIs, UHNWIs, Directors, Business Owners to Non...

You will also lead, manage and develop a wider team. Working closely with directors as key support, there will be clear route to progress on offer within this successful firm.

You will build client relationships and also lead, manage and develop a wider team, reviewing work and ensuring a quality of service delivery, along with technically developing the team.

You will have an acute technical eye and will be able to mentor and support the technical development of the junior members of the team.

You will also have the opportunity to further your development by taking part in the Director development plan. This Bristol based team have a fantastic reputation in the market as well as fantastic employee values and overall culture.

You will oversee relationships, ensure work is delivered to a high standard, and work closely with senior leadership to provide advisory and consultancy support that helps clients achieve their business goals. - The role offers the autonomy to manage your own portfolio alongside the responsibility of mentoring others and contributing to wider business success.

Job Description An accountancy practice in Clifton is currently recruiting a Client Manager to join their team. This is an excellent opportunity for anyone looking to further their career within this field working for a well-established 2-Partner practice. Hybrid working and 25-day holiday allowance. Duties will include: - Finalising accounts for sole traders, limited companies and...

You will be an experienced, qualified accountant who is looking to join an accountancy practice in Clifton.

You will be part of a tight-knit team, managing a portfolio of clients and providing high-quality accounting, audit and tax services.

You will take responsibility for year-end accounts and tax return preparation, monthly management accounts, VAT return preparation, providing sound commercial and financial advice to your clients and auditing small and medium sized companies.

Job Description We’re working on a senior underwriting appointment with one of the UK’s most consistently profitable and well-regarded insurers. You’ll recognise the type of organisation this is. Low churn. Strong balance sheet. Long tenures. Most senior roles filled internally. People stay because they’re treated well and trusted to do their job properly. Opportunities at this level don’t...

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 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.

A leading global tax advisory firm is seeking a Senior Manager for its Private Client tax team in Bristol or Reading. The role involves developing strong client relationships, managing a team, and delivering complex tax advice. Ideal candidates will have relevant qualifications such as ACA, CA, CTA, or ACCA, combined with strong personal tax knowledge and a proven track record in client advisory....

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.

Job Description Private Client Tax Senior Manager - Strategic Advisory & Leadership Role This is an exceptional opportunity for an experienced private client tax professional to step into a senior leadership role with a strong focus on complex advisory work and team development. As Senior Manager, you'll play a pivotal role in delivering strategic tax advice to a high-calibre client base, while...

A leading tax advisory firm in Bristol is seeking a Tax Senior Manager to lead the delivery of tax solutions to high net-worth clients. This position requires a proven track record in personal tax knowledge, the ability to build long-term client relationships, and a passion for delivering exceptional service. The ideal candidate will possess qualifications such as ACA, CA, CTA, or ACCA. This is a...

Job Description Are you an experienced Senior Tax Manager with a specialisation in private client tax? This is an excellent opportunity to lead and manage private client tax advisory services in a professional services environment in Bristol. Client Details This role is with a well-established professional services organisation. They are a large organisation with a reputation for delivering...

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.

You will carve a career within this firm as key support to the firms directors carving an influential role and career with career progression on offer.

You will have developed your career to around the Senior Accountant / Client Manager levels and be looking for a challenging new career opportunity.

You will also advise clients on wider planning and advisory project work across accounting/tax as well as overseeing the delivery of compliance services.

You will carve an influential role in this successful, growing firm of independent accountants with a clear route to progress on offer as well.