client manager paraplanner jobs in Dorset

Job Description REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates. Private Client Tax Manager Perm position - £60,000 - £65,000 Hybrid Working - Flexible working...

You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.

You will help deliver trade sales and marketing activity, support POSM, contribute to new product launches and prepare reports and presentations for both clients and internal teams. A full UK driving licence is required as some travel may be expected. An interest in Amazon or ecommerce is a strong bonus.

You will report directly to the directors who will support and mentor you. Key Responsibilities: - Managing and servicing a portfolio of clients to an excellent standard - Handling inbound queries from clients, and delivering great client service - Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions.

In a nutshell Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

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...

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...

Job Description Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to...

Job Description This role involves managing tax compliance and advisory matters for a variety of FS & law firms, in addition to HNWI's, company directors & partnerships. The successful candidate will have the opportunity to work closely with and learn from senior team members within a top independent Accountancy Practice in Dorset. Client Details Our client is a reputable accountancy firm with...

A reputable law firm in Weymouth is seeking a Private Client Solicitor with over 5 years of PQE to manage a diverse caseload including Wills and trusts. Ensure all your application information is up to date and in order before applying for this opportunity. The ideal candidate will have excellent client care skills, strong organisational abilities, and experience in leading a small team....

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 law firm in Dorset is seeking a Private Client Solicitor with over 5 years' PQE to manage a diverse client caseload. Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below. Responsibilities include advising clients on Wills, trusts, and estate administration while leading a small team. Strong client care,...

Private Client Solicitor / 5+ PQE / Dorset / £55,000 DOE / Become part of a successful, growing firm with a loyal client base and a collaborative culture that truly values and supports its people – To apply please call Theresa Lucas on and quote Job Ref: TL2411 Find out more about this role by reading the information below, then apply to be considered. JOB TITLE: Private Client Solicitor PQE...

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 legal firm in Weymouth is seeking a Private Client Solicitor to manage a diverse caseload including wills and trusts, with over 5 years of PQE. 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. This role involves advising clients and leading a small team, and requires strong organisational skills,...

Location Bournemouth Salary £35000 - £40000 TypePermanent WorkplaceOn-Site Ref89066 Paraplanner Bournemouth (Hybrid Available) Salary: Up to £40,000 + benefits Were working with a well-established financial planning firm in Bournemouth who are looking for an experienced Paraplanner to join their growing team. Youll be supporting a mix of employed and self-employed advisers, focusing on more...

A leading legal firm in Weymouth is seeking a Private Client Solicitor with over 5 years of PQE to manage a diverse caseload including wills and trusts. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. The role involves advising clients and leading a small team, requiring strong organisational skills and client care abilities. Candidates should...

You will manage a varied caseload of private client matters including wills and trusts and lead a small team while providing exceptional client care. The firm offers a collaborative culture where your contributions will be valued and supported.

Job Description Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a...

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...