client manager paraplanner jobs in Wokingham

Job Description Paraplanner Wokingham £38,000 - £50,000 We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they...

Paraplanner Wokingham £38,000 - £50,000 We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they do. Responsibilities...

** Berkshire based - hybrid role Berkshire based - hybrid role Berkshire based - hybrid role ** Please send your CV to me, Martin Warner, and I will get back to you as soon as possible My client is is expansion mode and is actively looking to recruit a very strong Client and Customer Manager who will join a hardworking and motivated team of Client Engagement professionals The ideal candidate...

Job Description Crowe Watson Recruitment is proud to be partnering with a highly regarded firm of Chartered Accountants in Reading to recruit a Private Client Tax Assistant Manager. This opportunity offers flexible working, a competitive company pension, and much more! It is an excellent chance to join a forward-thinking practice that values its people and supports long-term career progression...

Job Description This is an opportunity to join a forward-thinking accountancy practice in Berkshire, looking for an experienced Client Account Manager to join the team on a fixed-term contract, starting around May 2026. The role is expected to run for six months, with the possibility of extending to a year. The firm offers a supportive, down-to-earth working environment and prides itself on...

You will be working as part of the leadership team to ensure the smooth and efficient running of the business, implementing plans and strategies as required, leading teams to meet all performance KPI’s, regulatory and service level requirements.

You will drive the engagement of the team through proactive two-way communication, teamwork, and collaboration.

About The Role Business Development Manager – Slough/Burnham - Location: Slough/Burnham, Hybrid – 3 days in the office, 2 days remote - Contract: Full-time, 37.5 hours per week - Package: Competitive base salary + uncapped commission + incentive-based rewards Are you a natural deal‑maker? A relationship builder? Someone who loves turning opportunities into revenue and smashing targets along...

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...

The Money Movement Solutions team (MMS) at Visa works on designing, managing, and growing products and solutions for moving money using Visa's networks e.g. Visa Direct, Currency Cloud and B2B Connect. These products and services are typically aimed at commercial entities, including banks, fintechs, remitters, marketplaces, and other organizations. These capabilities support collections,...

Senior Account Manager, Europe Strategic Clients Please ensure you read the below overview and requirements for this employment opportunity completely. Get AI-powered advice on this job and more exclusive features. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries...

Private Client Tax Senior Manager – Reading Location: Reading Sector: Tax, Personal Tax, Private Client Tax Contract Type: Permanent Salary: Highly Competitive Contact: Richard Clark Contact email: [email protected] Contact phone: 01173 291052 Published: 1 day ago Expiry date: 2053-04-27 Startdate: 2025-12-11 Consultant: Richard Clark Senior Management Opportunity in Private...

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 leading consulting firm is seeking an experienced Pensions Consulting Manager in Reading. This role demands strong analytical, organisational, and communication skills. You'll collaborate with senior advisors and work within a national team while providing high-value pension strategies for diverse clients. The position offers flexibility in work locations and includes various benefits aimed at...

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...

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 wealth management firm in Reading seeks a Junior Financial Adviser to support senior staff and engage with clients. Candidates should have a Level 4 Diploma in Financial Planning and ideally experience as a Paraplanner. This role offers a clear pathway to becoming a full Financial Adviser with strong mentorship and exposure to real advisory work. Applicants should have a foundation in pensions...

You will play a key role within the leadership team, ensuring operational efficiency, strong client outcomes, and consistent delivery against KPIs, regulatory, and service level requirements. This role offers hybrid working following successful completion of training. Key Responsibilities

A leading tax advisory firm in Reading is looking for a Private Client Tax Senior Manager. The role involves providing high-level advisory services to private clients, managing complex tax portfolios, and expanding client services. Ideal candidates are CTA or ACA qualified with substantial experience in inheritance tax planning and proven business development skills. The office is easily...

A growing Financial Advice Firm in Wokingham is seeking a committed Paraplanner. The role involves preparing suitability reports, managing client communications, and developing tailored financial solutions. Candidates should have at least a Level 4 Diploma in Financial Planning and prior experience as a Paraplanner. Benefits include 25 days annual leave, life cover, flexible hours, and paid sick...

You will play a key role within the leadership team, ensuring operational efficiency, strong client outcomes, and consistent delivery against KPIs, regulatory, and service level requirements. This role offers hybrid working following successful completion of training.