client manager paraplanner jobs in Smethwick

You must have strong experience as a Paraplanner within an IFA firm

You must hold your full Level 4 Diploma in Financial Planning - Individuals working towards Chartered / Advanced qualifications would be beneficial

You must be confident in constructing thorough financial planning research and reports, including complex cases

Job Description Private Client Tax Manager - Birmingham - Up to £60,000 - Are you a Private Client tax professional who enjoys thinking, not just producing? - Do you want autonomy, flexibility, and genuinely interesting advisory work? - Are you looking for a role where you're trusted to manage your clients, time and workload like a true professional? This opportunity could be exactly what...

Job Description Your new companyJoin a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. You'll be part of a team that values innovation, professional growth, and delivering advice that makes a real difference. Due to client growth, a new opportunity for a Tax Advisory Manager has been created to support incoming demand. Your...

Job Description Client Manager (Advisory & Compliance) - WorcestershireMid-tier Accountancy Practice | Strong progression A well-established and growing accountancy practice is seeking an experienced, client-facing accountant to join their expanding Worcestershire team and take ownership of a diverse portfolio, play a key role in delivering high-quality advisory and compliance services. This...

You will contribute to the firm’s client development framework, ensuring best practice is consistently applied and that client insights are captured, shared and acted upon.

You will also support client‑led initiatives and internal communications that showcase client successes and deepen engagement across the firm.

Personal Tax Senior Manager/Director based in Birmingham Your new company Join a forward-thinking tax advisory firm that has a strong reputation for supporting entrepreneurs, private clients and ambitious, high-growth businesses. This firm offers an environment where collaboration, innovation, and personal development are at the heart of everything they do. Your new role You’ll be managing the...

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 be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets. Assist in the management of the local team and take responsibility for the coaching and development of other team members.

A prestigious accountancy firm in the UK is seeking a Personal Tax Manager/Senior Manager to lead its Personal Tax team based in Taunton or Bristol. The successful candidate will collaborate closely with Tax Partners and fellow Managers to ensure outstanding service delivery to a diverse client portfolio. This role offers a competitive benefits package and opportunities for career progression in...

Job Description Job Title: Commercial Account Handler Location: Birmingham Full/Part Time: Full Time Salary: £45,000 per annum OVERVIEWLawes are working with a leading name in the market who due to growth have an opportunity for a Commercial Account Handler to join their team in Birmingham. This is an excellent opportunity for an experienced account handler to have a clear path to step into...

You will support Client Executives and senior Client Advisors with all aspects of account management, including renewals, mid-term adjustments, invoicing, slip production and client queries.

You will also help maintain strong client relationships and provide technical support when needed.

Job Description Birmingham or Manchester Office - Hybrid Working (2 days in office per week) An incredibly reputable global insurance brokerage is seeking an experienced Senior Client Advisor / Account Manager to join its Manchester office. You'll service a portfolio of Mid-Corporate and Corporate clients. The RoleAs a Senior Client Advisor / Account Manager you will: - Manage the full client...

Job Description Imagine if your talents and experience in insurance could have a direct, positive impact on citizens’ lives! With this exciting role, you’ll play a pivotal part in helping secure insurance for essential public services, key infrastructure projects and initiatives which will benefit society. Your impact: - Provide expert guidance on all aspects of commercial insurance, ensuring...

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 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 manage a diverse caseload involving high-net-worth clients, ensuring compliance and exceptional client service. This position offers strong career progression, ongoing professional development, and a generous benefits package including pension and private medical insurance.

A legal firm is looking for an experienced Private Client Solicitor to join their team. Are you the right applicant for this opportunity Find out by reading through the role overview below. This role involves drafting complex legal documents, managing client relationships, and working on agriculture-related cases. Ideal candidates will have a caring nature, solid legal experience, and strong...

Job Description Personal Tax Senior Manager - Birmingham - £75,000 - Are you a Personal Tax specialist who enjoys building relationships, shaping teams, and having real influence? - Do you want to be part of a growing Birmingham office where your voice genuinely matters? This is an opportunity to join a fast-growing, award-winning professional services firm as it continues to invest heavily in...

Tax Advisory Manager (Private Client) Your new company Join a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. You’ll be part of a team that values innovation, professional growth, and delivering advice that makes a real difference. Due to client growth, a new opportunity for a Tax Advisory Manager has been created to...

Job Description Your new companyJoin a forward-thinking tax advisory firm that has a strong reputation for supporting entrepreneurs, private clients and ambitious, high-growth businesses. This firm offers an environment where collaboration, innovation, and personal development are at the heart of everything they do. Your new roleYou'll be managing the tax affairs of high-net-worth individuals,...