client manager paraplanner jobs in Poole

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 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...

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 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.

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 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...

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...

Job Description Management Accountant - Great opportunity to work at an established manufacturing business - Office based role, 5 days - Supporting the Financial Controller Management Accountant - Client looking a candidate with commercial acumen - Candidate could be QBE or with some ACCA/CIMA exams Management Accountant - Producing management accounts - Payroll - Support the credit...

Job Description Robertson Recruitment are working with our Fire & Security client to fulfil the following permanent / full-time role of Service Manager. The Service Manager is responsible for the service and maintenance delivery through the Senior Engineers and Regional Engineering Teams. The Service Manager is Accountable for delivering service and maintenance works in line with client...

You must be ACA/ACCA Qualified with post qualification experience. - Statutory audit experience gained in a professional practice environment. - Experience of group audits and consolidated financial statements (desirable but not essential). - Full clean driving licence with access to a car (desirable but not essential).

You will be responsible for leading the end-to-end process, from initial client engagement and risk assessment through to system design, costing, and proposal delivery, while nurturing long-term relationships with key stakeholders across the construction and security sectors.

CTA-qualified Private Client Tax Associate sought in Bournemouth – hybrid, HNW clients, great team 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...

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 manage scope, schedule, cost, risk, quality, and resources in line with a structured Product Life Cycle process. The ideal candidate will be a detail-oriented, self-motivated project professional with experience working in fast-paced manufacturing environments and a strong commitment to quality and continuous improvement.

Our client is looking for a sharp, data driven marketeer to take ownership of their CRM and campaign strategy. CRM & Campaign Marketing Manager This is a pivotal role within a growing B2B focused team, where your work will directly shape both the speed and direction of the business’ growth. If you love combining data, creativity and automation to deliver results, this could be the perfect...

You will be working within a dynamic environment that has a fun and supportive culture. The Wills, Trusts & Probate Team in particular are ranked in Band 1 in the Chambers & Partners High Net Worth Guide (Southampton and Surrounds 2025). Please see details below below Wills & Trust Probate Tax Manager

Job Description Robertson Recruitment are working with our Fire and Security client based in Poole, Dorset. The Installation Manager is responsible for managing the day to day operational activities of the Installations including providing leadership and support and promoting ownership of work and is responsible for all aspects of the fire, security and networks installation requirements for...

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...

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...