client portfolio manager jobs in Lancaster

You will work closely with partners and senior stakeholders, playing a key role in developing client relationships and contributing to the ongoing success of the private client tax department. The firm encourages progression and will support your continued professional and personal development.

A leading law firm in the United Kingdom is looking for a Private Client Solicitor to manage a diverse caseload of private client matters, including wills, probate, and estate administration. Apply below after reading through all the details and supporting information regarding this job opportunity. The ideal candidate will have extensive experience in private client law and possess a STEP...

Overview Court of Protection Solicitor - Up to £65,000 salary - Lancashire Make sure to apply with all the requested information, as laid out in the job overview below. This leading Legal 500 law firm offers specialist legal advice to Court of Protection clients. Due to the development and expansion of the firm’s Court of Protection department, it is now seeking to appoint an enthusiastic &...

You will manage a varied caseload, advising clients locally and nationally on wills, estate planning, probate, and lasting powers of attorney. This hybrid role offers exposure to a diverse client base and opportunities to develop your career in private client law. Candidate Profile / Experience Needed :

You will manage the personal tax department, oversee client portfolios, ensure compliance, and provide guidance to junior staff. The ideal candidate will be ATT qualified, possess expertise in personal tax, and demonstrate strong communication skills. The firm offers a competitive benefits package and a collaborative culture for professional growth.

You will play a key role in maintaining our client relationships, growing existing accounts and ensuring client satisfaction and retention . Reporting to Lead Relationship Manager, your contributions will directly impact our lottery client success and their fundraising goals.

You will develop and maintain strong relationships with our existing lottery clients, serving as their main point of contact.

You will be responsible for managing audit assignments from planning through to completion, while supporting the continued growth of the audit team.

You will also be involved in the planning and scheduling of audits, mentoring and developing junior staff, and ensuring audit work is delivered to a high standard and in line with deadlines.

You will be responsible for managing audit assignments from planning through to completion, while supporting the continued growth of the audit team.

You will also be involved in the planning and scheduling of audits, mentoring and developing junior staff, and ensuring audit work is delivered to a high standard and in line with deadlines.

About the opportunity: We are the internal recruitment partner for our client, a fast-growing and forward-thinking SME insurance broker. We're looking for a driven and commercially minded insurance professional to join their New Business Broking Team, based at one of our clients' sites in Lancaster, Swindon, or the surrounding areas. This is a key role, managing a portfolio of SME clients and...

Ignite provides business development and client relationship services to partners in the legal sector. Joining our dynamic team in Lancaster as a Client Services Adviser, you will be crucial in generating new clients and managing relationships within our thriving contact centre. What You Bring: - A positive outlook on life, empathy, and the ability to handle challenges. - Exceptional...

Audit Manager | Hybrid | Flexi | Lancaster | £4552k Audit isnt for everyone. But if you like variety, working with different industries, and leading teams this could be for you. The client is looking for an Audit Manager to join their expanding practice. Youll be hands-on with audits from planning through to completion, leading teams on-site and remotely, and reporting directly to the...

Are you an experienced Customer Service Manager looking for an exciting opportunity just outside of Lancaster? Our client, a market leader in the medical testing and services field, is seeking a dedicated Customer Service Manager to join their team. Considering making an application for this job Check all the details in this job description, and then click on Apply. This role involves...

Project Manager - Nuclear Projects (Heysham Power Station) Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.Looking for a role where your leadership makes a real difference? Our client, a respected name in the UK's nuclear and engineering sector, is seeking an experienced Project Manager to take charge of multi-discipline...

You will be based in Salt Ayre but must be willing to travel to our other Lancashire sites when needed for holiday or sickness cover. What will I be doing? Reporting to the Regional Manager, the Site Manager will be responsible for managing the daily activities of the site.

You will have at least 24 months solid medical device sales experience, with an excellent demonstrable sales track record.

You will have experience of selling into the hospital arena.

You will ideally have a clinical background.

You will either have or will be able to develop a strong sense of making a difference to the patients / end users.

A well-established law firm is looking for a motivated Private Client Solicitor to join their East Lancashire team. Make your application after reading the following skill and qualification requirements for this position. The successful candidate will manage a varied caseload, providing expert advice on wills, estate planning, probate, and lasting powers of attorney. This hybrid role offers a...

A legal services firm is seeking a Private Client Solicitor with over 3 years of experience in Greater Manchester. Read all the information about this opportunity carefully, then use the application button below to send your CV and application. As Head of Private Client, you will manage the department, ensuring high-quality legal services across wills, probate, and estate planning. This role...

Job Description Crowe Watson Recruitment is proud to be partnering with a highly regarded firm of Chartered Accountants in Lancaster to recruit an experienced Audit Senior. This role offers flexible working, a company pension, and much more! It’s an excellent opportunity to join a progressive practice that values quality, collaboration, and long-term career development, while working with a...

You will be responsible of handling a caseload of private client matters including wills, probate, trusts, estate administration, Court of Protection matters, deputyship management, inheritance tax planning, asset protection, lasting powers of attorney, and compensation trusts

You will play a key role in shaping the strategic direction of the department while ensuring the delivery of high‑quality, client‑focused legal services.

You will be responsible for maintaining excellent client service standards, managing and developing the team, overseeing day‑to‑day departmental operations and driving business development initiatives.