client manager paraplanner jobs in Bath

You will be responsible for the full range of paraplanning duties, working within a fun, dynamic, and professional environment...

Job Description 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...

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 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.

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.

A leading financial services firm in Bath is seeking a Private Client Tax Director to provide tailored tax consultancy services to high net worth individuals. This role involves managing a diverse portfolio and delivering high-level compliance and advisory services while leading a team and mentoring junior staff. The ideal candidate will have extensive knowledge in private tax and be adept at...

Private Client Lawyer Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. Location: Bath Hours: 9am-5.15pm, Monday-Friday (Flexibility available) Salary: Starting from £50,000 for newly qualified - Bandings based on experience (contact for further details) The Firm Currently, this prestigious Legal 500...

Private Client Lawyer - Bath Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. Are you an experienced Solicitor or Chartered Legal Executive with a passion for Private Client work? We're looking for a dynamic fee earner to join a well-established team in the heart of Bath. This is a fantastic opportunity to...

Location Bath Salary £30000 - £45000 TypePermanent WorkplaceHybrid Ref89223 Recruiter Managing This Role Paraplanner Bath, hybrid £30,000 £45,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients goals, values, and life circumstances to create tailored, practical strategies that help people...

Paraplanner Location: Somerset Contract: Permanent, Full-Time Salary: £40,000 - £45,000 per annum Start Date: Flexible Contact: (url removed) *Hybrid Working Arrangements* Job Description Service Care Solutions are working with a nationwide financial advisory network to recruit an experienced Paraplanner to one of their offices in Somerset. This post will play a key role in supporting Financial...

Job description IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during due to acquisitions across the UK. Duties include; Preparing pre-approval documentation prior to report...

This role sits at the top of the Private Clients Underwriting structure in a region that has expanded materially and is set to continue doing so. If you're a senior underwriter operating in HNW and Private Client Household and Motor, this role gives you: ~ Complex referrals, non-standard and high-value risks, large sums insured, Flood Re considerations and reinsurance exposures all land with you....

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...

You will conduct outbound calls and ensure timely appointment scheduling while maintaining client records. Ideal candidates will have a background in customer care, excellent communication skills, and a proactive demeanor. Join a supportive environment offering growth opportunities and competitive compensation below.

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 practice offering hybrid working and 25 day holiday allowance. Duties will include: - Finalising accounts for sole traders, limited companies and partnerships - Overseeing...

You will have a mixed role across with significant involvement with audit, but also across year end accounts/tax etc, managing the delivery services to a wide range of the firms clients joining as a key addition.

You will be responsible for managing teams and individuals to deliver this work, along with providing coaching and support to junior staff.

You will benefit from working within a friendly team that encourages growth and collaboration and you really won't find a more supportive manager. If you would like to apply for this role or have any questions, please contact Helen Mauborgne at Sacco Mann on 0113 467 9786 / helen.

A recruitment agency seeks a Family Legal Secretary to join a Family Law team based in Bath or Chippenham. The role requires strong administrative skills, excellent attention to detail, and the ability to work under pressure. The ideal candidate will manage diaries, prepare legal documents, and liaise with clients in a professional manner. This is a full-time, permanent role, and part-time hours...

A prestigious legal firm in Bath is seeking a Private Client Lawyer with over 1 year of PQE. If you are interested in applying for this job, please make sure you meet the following requirements as listed below. This role involves managing a diverse caseload, including probate and estate administration, while focusing on business development and client relationships. The firm emphasizes...

You will lead the delivery of tailored tax consultancy services to our most affluent clients, ensuring their wealth planning needs are met with precision and care.

You will be responsible for delivering high-level compliance and advisory services, as well as leading and supporting ad-hoc tax projects.