client manager paraplanner jobs in Gerrards Cross

You will advise high-net-worth clients on complex, high-value matters, build lasting relationships, and enhance your professional standing within a prestigious, forward-thinking practice. What You’ll Be Doing As a Private Client Solicitor, you’ll take on a varied and engaging caseload, working with clients to provide tailored legal solutions.

IFA Administrator Location: Gerrards Cross, Buckinghamshire SL9 8EB Position: Full-time (office based - Gerrards Cross) Basic Salary: To £30k pa (DOE) Our client is seeking an experienced, enthusiastic Administrator to complement their existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to their advisers,...

A financial advisory firm is looking for a motivated Paraplanner in Chesham or Rickmansworth. The role involves providing vital support to Financial Planners, conducting client research, and producing compliant Financial Planning Reports. The ideal candidate must have experience in a Financial Advice firm, excellent communication skills, and strong analytical abilities. A competitive salary will...

A financial services firm in Gerrards Cross is seeking an experienced IFA Administrator to join their team. The successful candidate will manage client documentation, support advisers, and maintain relationships with providers. Responsibilities include preparing valuations, overseeing new business applications, and ensuring compliance. This role offers a competitive salary of up to £30k dependent...

A reputable recruitment agency is looking for an IFA Administrator in Gerrards Cross to support advisers and handle client documentation. Ideal candidates should have over 2 years of experience in an IFA firm and be proficient in Microsoft Office and Intelliflo. This role includes managing administrative tasks, ensuring compliance, and maintaining high levels of client service. A competitive...

You will play a pivotal role in shaping strategy and driving key initiatives within the Client Finance team.

You will lead a diverse team of Client Finance professionals based in multiple geographies with responsibilities across commercial finance and business operations and will be responsible for their growth and development.

You will be the principal point of contact for clients, working closely with them to understand developments in their personal tax affairs, ensuring they are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities.

Job Description About The Role Right across infrastructure, theres a requirement to not only maintain, but also renew and reimagine. Whatever stage youre at in your career, with us youll have an opportunity to grow and develop. Delivering essential infrastructure services for life, while being safety first, and client and customer centric in afriendly, fun and respectful environment where you...

Package Description: Shift Details: 9 AM to 5.30 PM At Avery Healthcare, we are all about supporting the people who care for our residents. We know how hard our teams work, and we’re here to celebrate and support you every step of the way. When you join us, you’ll be making a positive impact on residents’ lives every day – your compassion and dedication truly make a difference. We’re committed...

You will be joining a team that supports clients to meet their tax compliance obligations, liaises with HMRC on their behalf and provides advice to assist with their short and long-term needs and objectives.

You will be given responsibility from an early stage in your career.

A veterinary practice in Chalfont St Giles is seeking a Client Care Representative to provide 5-star customer service in a fast-paced environment. Responsibilities include managing client communications, appointment bookings, and ensuring a welcoming atmosphere. Ideal candidates will be friendly, calm, and enjoy working in a team. This part-time role requires 30 hours per week, with benefits like...

A growing law firm in Buckinghamshire is looking for a Private Client Solicitor to join its expanding team in Beaconsfield. This full-time or part-time role is ideal for someone with 2-3 years' PQE or more experienced professionals seeking flexibility. Duties include managing clients across various private client matters such as wills, estate planning, and probate. Enjoy a supportive environment...

Wheelhouse Veterinary Centre, Chalfont St Giles, Chalfont St Giles, South East We are looking for a friendly person to join our team as a full-time Client Care Representative in our busy, customer-focused veterinary practice in Chalfont St Giles. We are a thriving practice with an excellent reputation in our local community and pride ourselves on our impeccable customer care. This role is...

Client Care Representative (Part-Time) Join to apply for the Client Care Representative (Part-Time) role at IVC Evidensia . We are looking for a friendly person to join our team as a full-time Client Care Representative in our busy, customer-focused veterinary practice in Chalfont St Giles. We are a thriving practice with an excellent reputation in our local community and pride ourselves on our...

You will be joining a team that supports clients to meet their tax compliance obligations, liaises with HMRC on their behalf and provides advice to assist with their short and long term needs and objectives.

You will also achieve the government-recognised Level 7 professional qualification, developing essential soft skills sought out in the professional services sector.

IFA AdministratorLocation: Gerrards Cross, Buckinghamshire SL9 8EBPosition: Full-time (office based – Gerrards Cross)Basic Salary: To £30k pa (DOE)We are seeking an experienced, enthusiastic Administrator to complement our existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to our advisers, paraplanner and other team...

You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.

A leading veterinary practice in Chalfont St Giles is seeking a full-time Client Care Representative. This dynamic role involves delivering outstanding customer care, managing appointments, and providing support to both clients and clinical staff. Ideal candidates will possess excellent communication and organizational skills, with a commitment to creating a warm environment for clients. The...

You will be joining a team that supports clients to meet their tax compliance obligations, liaises with HMRC on their behalf and provides advice to assist with their short and long term needs and objectives. This can include preparing their tax returns, repayment claims, computations, accounts, advice and dealing with any correspondence from HMRC.

A financial advisory firm in Gerrards Cross seeks an experienced IFA Administrator to support advisers and manage client documentation. Ideal candidates will have 2+ years in an IFA role, strong organization skills, and proficiency in Intelliflo. The role offers a competitive salary, career progression opportunities, and emphasizes a client-centric approach. Benefits include a workplace pension,...