client manager paraplanner jobs in Winchester

Job Description Private Client Tax Senior Manager – Accountancy Practice Winchester Hybrid & Flexible Working Competitive, based on experience A leading accountancy and tax advisory practice with offices across Central and Southern England is continuing to grow and is now seeking a Private Client Tax Senior Manager to join its expanding Winchester Tax team. This is a permanent, full-time...

Job Description Venture Recruitment Partners are working with a well-established, people-focused accountancy practice based in Winchester, offering a broad range of tax and accounting services to a varied and expanding client base. The firm has continued to grow steadily year after year. Our culture is supportive, down-to-earth and professional. We pride ourselves on delivering a high level of...

A leading UK-based wealth management firm in Winchester is seeking an experienced Paraplanner to join their collaborative team. The role involves preparing cashflows and financial plans, as well as supporting Financial Planning Directors in client meetings. Candidates should have a CII Diploma in Financial Planning, at least 2-3 years of paraplanning experience, and strong knowledge of the UK tax...

Location Winchester Salary £50000 - £60000 TypePermanent WorkplaceRemote Ref89225 Recruiter Managing This Role Head of Paraplanning Remote (with travel to regional offices as required) £50,000 £60,000 A growing, client-focused wealth management group that prides itself on delivering personalised financial planning. The advisers and paraplanners work collaboratively to help clients achieve...

We are seeking a Senior Private Client Manager to join a growing and well-regarded tax team in Winchester. This is a key role offering the opportunity to manage a diverse client portfolio, deliver high-quality tax services, and contribute to business development in a supportive, people-focused environment. Hybrid and flexible working options are available. Key Responsibilities • Manage a large...

Our client is a respected and growing accountancy and tax advisory practice with a strong reputation across private client, agricultural and landed estate work. Known for their supportive culture and high‑quality technical work, they are now looking to appoint a Senior Private Client Tax Manager to join their Winchester team. This opportunity will appeal to an experienced tax professional who...

You will be the key point of contact for trustees, sponsors, and internal stakeholders during the onboarding of new DB pension schemes. Your role will involve overseeing all aspects of the transition process – from data migration to member communications – ensuring delivery to agreed budgets, timescales, and quality standards.

An independent accountancy firm in Winchester is seeking a Personal Tax Manager to manage a diverse client portfolio. The role requires expertise in tax compliance and advisory services, including preparing personal tax returns and liaising with HMRC. The ideal candidate should hold a professional tax qualification, possess strong technical knowledge, and demonstrate attention to detail. Benefits...

You will be responsible for a delivery for a diverse portfolio of transport infrastructure projects—from active travel and public realm improvements to major highway and sustainable drainage schemes. This role requires strong commissioning and project management skills in an engineering environment to ensure projects are delivered on time, within budget, and to the highest standards.

A leading relationship bank in Winchester is seeking an Assistant Banking Manager to handle account administration for new and existing customers. Responsibilities include preparing facility documentation, conducting account reviews, and liaising with internal and external partners for optimal service delivery. The ideal candidate will possess strong communication skills, attention to detail, and...

A well-regarded private client law firm in Winchester seeks an experienced Senior Private Client Solicitor with 7+ years of PQE. The successful candidate will manage a varied caseload, mentor junior staff, and contribute to business development. They will work with long-standing clients in a supportive environment offering a total remuneration package of £80,000 - £110,000. This role offers...

A leading top-tier law firm in Winchester is seeking an experienced Legal Secretary to provide essential support within their Private Client team. In this role, you will manage demanding schedules, prepare legal documents, and enhance client experiences. The firm values your contributions and offers generous benefits including private health insurance, annual leave, and a discretionary quarterly...

Mallory Pryce is a specialist recruitment consultancy for the UK property and legal sectors. With over 15 years of experience, we connect law firms and conveyancing practices with the talent they need to grow. We focus on quality over volume, matching candidate aspirations with business goals. We are seeking an experienced and client-focused Private Client Solicitor to join a forward-thinking and...

A leading insurance provider in Winchester is seeking an experienced Commercial Account Executive to manage client relationships and advise on insurance products. The ideal candidate will have strong communication skills, a good understanding of Windows programs, and the ability to multi-task in a busy environment. This role demands a proactive mindset and a commitment to customer care, offering...

A well-established accountancy practice in Winchester is seeking an interim Client Account Manager for a 4-6 month contract. This role entails managing a portfolio of clients and providing hands-on financial support. Ideal candidates are experienced accountants, either qualified or QBE, with desirable practice environment experience. The position is full-time, offering £250 - £300 per day,...

Job Description Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their office in Winchester.This is an excellent opportunity to work alongside a highly qualified and collaborative team of Financial Planning Directors, providing high-quality financial planning support to a diverse range of clients. Skills / Experience CII Diploma in Financial...

Job Description Private Client Tax Manager – Accountancy Practice Winchester Hybrid & Flexible Working Competitive, based on experience A growing accountancy and tax advisory practice with offices across Central and Southern England is seeking a Private Client Tax Manager to join its expanding Winchester Tax team. This is a permanent, full-time position offering ownership of a varied...

You will manage a high-quality and varied Private Client caseload, including: Drafting Wills, Lasting Powers of Attorney and Declarations of Trust Probate and estate administration Tax and estate planning Court of Protection matters Advising elderly and vulnerable clients with care, discretion and professionalism

A leading recruitment agency is seeking a Senior Private Client Manager to manage a diverse portfolio of tax clients in Winchester. This role involves delivering exceptional tax services and contributing to business growth within a supportive work environment. Candidates should have at least 3 years of UK tax practice experience, strong communication skills, and be ACA, ACCA, or CTA qualified....

Job Description Client Manager (Accounts) – Agricultural Clients Winchester, Hampshire Hybrid & Flexible Working Competitive, based on experience A growing accountancy practice in Winchester is seeking an experienced Client Manager – Agricultural to manage and develop a portfolio of rural and agricultural clients. This is a client-facing role offering long-term relationship management,...