client manager paraplanner jobs in Penarth

Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions. Responsibilities: - Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application...

Job Description My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role - Technical support to advisers following client meetings - Investment portfolio reviews and research - Preparation of suitability reports and client...

Job Description This is an exciting opportunity for an Accountant to join a professional services firm in Cardiff. The role requires expertise in general practice accounting and offers the chance to contribute to a growing team within the accounting and finance department. Client Details This professional services firm is a well-established organisation with a strong presence in Cardiff. They...

Job Description A highly regarded firm of Chartered Accountants in Cardiff is seeking an experienced Private Client Tax Assistant Manager/Manager to join their growing team. This is an excellent opportunity to step into a key role within a forward-thinking practice offering flexible working, a company pension, and much more! The firm is known for its strong client relationships, supportive...

A community service organization in Wales is seeking a candidate for client referral management and assessment. The role involves engaging with clients, providing information, and collaborating with partner agencies. Applicants should have a diploma or degree in social service or related fields and 1 to 3 years of relevant experience. Strong communication, organization, problem-solving, and...

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

A leading accountancy firm in Cardiff is seeking an Accounts Manager / Client Manager to oversee a diverse portfolio including small to medium companies. Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. This role involves preparing Statutory and Management Accounts, managing client communications, and supporting junior staff....

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...

A regional accountancy firm in Cardiff is seeking a Personal Tax Senior Manager to manage personal tax matters and provide expert advice. The ideal candidate will possess professional qualifications such as CTA or ATT, and have strong knowledge of UK tax regulations. The role offers a competitive salary between £58,000 and £69,000 and opportunities for career growth in a supportive team...

Client Care Advisor (Veterinary Receptionist) Location: Pets 'n' Vets, Roundhouse Veterinary Hospital Job Type: Permanent, Full-time Hours: 37.5 hours per week We are currently seeking a new Receptionist to join our fantastic team! We would love to hear from candidates who are friendly, customer-focused and confident working in a busy environment. The position will best suit a proactive and...

Times Higher Education is the data provider underpinning university excellence in every continent across the world. As the company behind the world's most influential university ranking, and with almost five decades of experience refs source of analysis and insight on higher education, we have unparalleled expertise on the trends underpinning university performance globally. Our data and...

2 days ago Be among the first 25 applicants Are you the right candidate for this opportunity Make sure to read the full description below. This range is provided by Eden Rose. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Eden Rose One of Cardiff's most highly regarded and established...

Private Client Solicitor Do you have the following skills, experience and drive to succeed in this role Find out below. Location: Outskirts of Cardiff Bay Salary: £40,000- £60,000 dependent on experience Contract Type: Full-time, Permanent Are you an experienced Private Client Solicitor looking for a new challenge in a supportive, well-established regional law firm? We're seeking a dedicated...

A leading veterinary practice in Penarth is seeking a Client Care Advisor to join their dedicated team. The ideal candidate will be friendly, customer-focused, and skilled in managing inquiries in a fast-paced environment. Responsibilities include welcoming clients, handling payments, and helping to manage customer expectations. Previous experience or a background in veterinary practice is...

Job Description Crowe Watson Recruitment is proud to be partnering with a highly regarded firm of Chartered Accountants in Cardiff to recruit a Private Client Tax Manager. This opportunity offers flexible working, a company pension, and much more! You’ll be joining a progressive and supportive practice with a strong reputation for quality client service and staff development, making this an...

Overview The Private Client Tax Director will oversee client portfolios, business development, providing expert advice on tax planning and compliance. This role in Top-30 UK Practice requires a strong understanding of private client taxation and leadership skills. Client Details: The employer is a medium-sized professional services firm known for delivering exceptional tax and advisory...

Job Description The Private Client Tax Director will oversee client portfolios, business development, providing expert advice on tax planning and compliance. This role inTop-30 UK Practice requires a strong understanding of private client taxation and leadership skills. Client Details The employer is a medium-sized professional services firm known for delivering exceptional tax and advisory...

You will serve as the primary point of contact, ensuring accurate and efficient completion of all client-related tasks. Additionally, you will supervise junior staff, providing support and reviewing their work. This represents an excellent opportunity to join a leading firm in Cardiff with a genuine platform to progress your career and become a key member of the Senior Leadership team.

Job Description Crowe Watson Recruitment is proud to be partnering with a highly regarded firm of Chartered Accountants in Cardiff to recruit a Private Client Tax Senior. This role offers flexible working, a company pension, and much more! It’s an excellent opportunity to join a supportive, forward-thinking practice where people are genuinely valued and professional development is actively...

Job Description This is an excellent opportunity for a Private Client Tax Senior to join a growing team within a top-30 Practice's tax team. The role focuses on providing high-quality tax services to a range of private clients South Wales and the South West. Client Details The employer is a well-established, Top-30 organisation within the UK accountancy industry. They are dedicated to...