client portfolio manager jobs in Wilmslow

You will be responsible for contacting our current clients and booking in visits for our Field Consultants in line with our service offering, along with embracing our core values through being energetic, positive and supportive to your team, and focused on putting the client at the heart of everything you do.

You will work on all aspects of Private Client matters, including but not limited to Wills, Trusts, and Probate.

You will have full legal support from paralegals and secretaries. The firm offers hybrid working and extremely generous annual leave. Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.

Your newpany Our client is a forward-thinking accountancy and advisory firm dedicated to helping businesses and individuals achieve their financial goals. With a reputation for delivering expert advice and personalised service, the firmbines technical excellence with a deep understanding of client needs, passionate about building long-term relationships and providing proactive solutions across...

Client Relationship Manager (Hypercare Specialist) Location: Hybrid - 2 days in Wilmslow, 3 days from home Salary: £25k + £8k per annum We're Citation Group. A group of businesses on a mission to make life easier for small and medium-sized companies. We get that running a business is tough. You're spinning plates trying to keep your customers happy, stay on top of rules and regulations, look...

Spencer Clarke Group are working with a well known, successful and very modern Accountancy Firm who are recruiting for their office based in Wilmslow. They are going through such positive growth right now and it's great to see! They are searching for an AAT or ACCA qualified or part-qualified or QBE Client Manager to be a strong addition to their team, and take on Senior responsibilities within...

Location WILMSLOW Salary £35000 - £50000 TypePermanent WorkplaceOn-Site Ref89070 Recruiter Managing This Role Client Manager Financial Planning Location: Cheshire Salary: Competitive + benefits An exciting opportunity has arisen for an experienced and client-focused Client Manager to join a highly regarded Chartered Financial Planning firm. The successful individual will play a key role in...

Accounts Manager Job, Wilmslow based Accountancy Practice Your new firmWe are delighted to be recruiting on behalf of a highly respected accountancy practice based in Wilmslow. This independent firm is known for its client-focused approach and supportive team culture. They are now looking to appoint an experienced Accounts Manager to join their growing team. This is a fantastic job opportunity...

Role: Engineering Manager Location: Wilmslow / Remote (UK) Teams: Multiple cross-functional product engineering teams Role Purpose As an Engineering Manager at The Citation Group, you will: - Lead multiple engineering teams to deliver reliable, secure, high-quality products at pace. - Embed modern engineering and DevOps practices across those teams. - Drive our digital transformation and...

COMPANY DESCRIPTIONAt SFA-Connect, we help destinations and venues win the right business. As a specialist business tourism consultancy, we work with venues and destination marketing organisations (DMOs) around the world, providing intelligent research, targeted lead generation, and strategic insight that drives long-term growth.We operate as a true extension of our clients’ teams, tailoring...

Private Client Lawyer Make your application after reading the following skill and qualification requirements for this position. Location: Poynton Up to £45,000 | Full-time or Part-time | Permanent Our client, a well‑established specialist law practice, is expanding its Private Client offering and is looking to bring an experienced lawyer into their Poynton office. This is an excellent...

Private Client Solicitor - Up to £55,000 salary - Alderley Edge A leading Legal 500 firm advising high‑net‑worth clients is expanding its Private Client team. The firm is seeking a motivated Solicitor to handle a varied caseload of Wills, Trusts, and Probate matters. The role includes managing clients’ financial affairs and working closely with families and financial advisers as part of a highly...

Job Title: Personal Assistant / Executive AssistantLocation: Manchester, Alderley EdgeWorking arrangement: hybrid working 4/5 days in the office depending on business needsFirm Profilegunnercooke is a Top 75 law firm recognised by over 80 industry awards. Launched in 2010, the firm has rapidly grown to over 500 lawyers across 14 global offices in the UK, US, Germany and Austria. Our breadth of...

You will be responsible for contacting our current clients and booking in visits for our Field Consultants in line with our service offering, along with embracing our core values through being energetic, positive and supportive to your team, and focused on putting the client at the heart of everything you do.

Customer Complaints & Resolution ManagerLocation: Hybrid - 2 days Wilmslow HQ, 3 days from homeSalary: Competitive basic - OTE 39kCitation provides expert HR, employment law, and health and safety support to businesses across the UK. We help organisations stay compliant, protect their people, and create safer, more productive workplaces. Our tailored solutions combine hands-on consultancy with...

You will lead a team of Client Managers and Accountants, ensuring high standards of technical accuracy and client service.

You will also play a key role in practice development, billing, and client relationship management. What you'll need to succeed - AAT or ACCA qualified, part-qualified, or qualified by experience

A reputable law firm in Poynton is looking for a Private Client Lawyer to join their expanding team. Before applying for this role, please read the following information about this opportunity found below. The role involves managing a varied workload including Wills, Probate, and Trust work, within a supportive and collaborative environment. Candidates should ideally have over 4 years of...

COMPANY DESCRIPTIONAt SFA-Connect, we help destinations and venues win the right business. As a specialist business tourism consultancy, we work with venues and destination marketing organisations (DMOs) around the world, providing intelligent research, targeted lead generation, and strategic insight that drives long-term growth.We operate as a true extension of our clients’ teams, tailoring...

Senior Product OwnerLocation: (Hybrid 2-3 days per week in office)At Citation Group, our product vision is simple but ambitious: to become an essential part of our clients’ everyday operations. We’re building a connected ecosystem of software and services that help SMEs run more efficiently, stay compliant, and grow with confidence—all in one place.Our product portfolio spans HR, Health & Safety,...

You will be responsible for contacting our current clients and booking in visits for our Field Consultants in line with our service offering, along with embracing our core values through being energetic, positive and supportive to your team, and focused on putting the client at the heart of everything you do.

Role: Engineering ManagerLocation: Wilmslow / Remote (UK)Teams: Multiple cross-functional product engineering teamsRole PurposeAs an Engineering Manager at The Citation Group, you will:Lead multiple engineering teams to deliver reliable, secure, high-quality products at pace.Embed modern engineering and DevOps practices across those teams.Drive our digital transformation and AI-enabled ways of...