client manager paraplanner jobs in Guildford

Job Description Quick Questions: - Do you have Paraplanning experience? - Have you worked in an Independent Financial Advice firm previously? - Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team? Benefits: - 22 days holiday plus bank holidays; office closed over Christmas. - Pension contribution. - Exams funded. About the Company: Our clients are...

Job Description A Private Client Tax Senior Manager is required to join the tax department of a leading professional services firm in Guildford. The candidate will have a strong background in tax, with a focus on managing private client portfolios. This role has the potential to eventually lead to a Partner level role. Client Details Our client is a highly-regarded professional services firm...

You will have the autonomy to manage your portfolio while contributing to the growth and development of a talented team. The firm provides excellent support, flexible working arrangements and clear pathways for career progression.

You will take ownership of a sophisticated portfolio of High-Net-Worth Individuals, including UK res non-doms, entrepreneurs, business owners, landed estates, and trusts. Many of these clients have complex, bespoke needs — giving you the opportunity to apply your expertise in technically challenging, rewarding work.

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 find an immensely diverse client base that continues to evolve constantly.

You will find a strong leadership team that promotes an open-door culture where Partners are very accessible; everyone has a voice in throughout the organisation.

You will join a highly talented team that has an excellent reputation and level of expertise.

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.

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.

About the job Established in 1982, Bytes has grown rapidly and now employs over 800+ people across 6 locations in the UK and Ireland. Our turnover for the Financial Year 2024 exceeded £2bn. We work with SME’s, corporates, and public sector organisations to modernise and digitally transform their IT infrastructures. We invest in our employees through ongoing support, training, and advice to help...

A top-tier law firm in Guildford is seeking a Knowledge Development/PSL Lawyer to support its Private Client team. Is this your next job Read the full description below to find out, and do not hesitate to make an application. In this key role, you will manage precedents, deliver training, and enhance client service through technology. Ideal candidates are established private client lawyers...

You will be involved in complex tax issues and contribute to developing new business opportunities while coaching junior staff. This is a great opportunity for candidates wishing to thrive in a dynamic tax environment.

You will actively seek new business opportunities and ensure high-quality delivery of services, coaching junior staff while managing complex projects. Comprehensive benefits are offered, including health and wellness programs, pension plans, and private medical access.

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home. Company Description The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial advice to a range of private and...

We are seeking a highly skilled Private Client Tax Manager to provide expert advice on tax issues in our professional services department. This role requires a candidate who can manage a team and handle complex tax-related concerns with attention to detail and accuracy. Client Details Our client is a well-established business in the professional services industry. Their headquarters are located...

You will work withthe partner and other colleagues on a variety of planning projects andtechnical assignments and be involved in business development opportunities. Youwill make an impact by: Managing the tax compliance process for a range of varied clients. Leading and delivering specialist technical assignments.

This role within our clients private client services team based in Guildford will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. A Manager is required to support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private...

Blakemore Recruitment are proud to be assisting a well established Financial Planning firm recruit for their next Paralanner to join their successful team based in Guildford. Responsibilities Provide technical, research and administrative support to develop suitable client recommendationsProduce all relevant paperwork and regulatory requirements for the Adviser to present potential solutions to...

Job Description A unique opportunity has arisen for a dedicated and experienced Private Client Tax Assistant Manager in the professional services industry. The role will focus on a variety of tax-related duties in a fast-paced and challenging environment. Client Details Our client is a well-established accountancy firm in Guildford. They have a strong reputation for delivering high-quality...

Our global clients rapidly growing Private Client Team manage the tax affairs of private equity funds, unincorporated businesses, trusts, individuals and their wider families including working with many successful entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team involves building strong relationships with clients so you become their...

Job Description We are seeking a Private Client Tax Manager to join a professional services firm in South West London. This role requires expertise in managing personal tax matters for high-net-worth individuals and providing tailored tax planning advice. Client Details The hiring company is a well-established firm operating in the accountancy industry. They have a reputation for delivering...