Job Description The successful candidate will be at the forefront of the Private Client team, delivering bespoke tax consultancy services to a discerning clientele. This pivotal role involves managing a diverse portfolio of HNWI's, ensuring that their wealth planning needs are met with precision and care. Client Details Our client is an award-winning accountancy practice firm with several...
Job Description ProTalent is a boutique recruitment consultancy, specialising exclusively in accountancy practice recruitment. As a market leader in this niche, we’re in an exciting phase of growth and expansion - and we’re now looking for a Client Partner to join our Cornwall office. This is a brilliant opportunity for an experienced recruiter to join a supportive, ambitious team in a...
Job Description Swap Trade Support - Equities/Client Services 6 Month Contract London Hybrid Working Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities and more. We do this by...
Private Client Consultant Wills & LPAs £28,000 £30,000 + funded STEP qualifications Hybrid | Advisory-focused | No fee targets Are you working in Private Client and enjoying the advisory side, but feeling weighed down by billing targets, time recording, or law firm politics? Were recruiting a Private Client Consultant to join a growing estate planning and financial services organisation. This...
You will also provide day to day servicing support to Treasury Services Relationship Management and maintain positive client experience to our existing and potential new clients To be successful in this role, we’re seeking the following: - Client Servicing experience within Financial Services
You must be resilient, thrive under pressure and be assertive on dealing constructively with challenges.
You must have strong IT skills, able to use Microsoft Office suite and be willing to learn our internal systems.
Full time, 37.5 hours per week Office/Hybrid role based at our Head Office in Hessle (Hull, East Yorkshire). However, flexibility to travel to our office based in Central London (Pall Mall) is essential, as well as travel for client related meetings. £26,000 - £30,000 per annum (dependant on experience). Plus up to 10% annual bonus based on personal and business performance. The Good things...
Job Description Client Manager - Outsourcing Team Huntress is representing a highly regarded independent firm located in Crawley. The Client Manager role is an exciting opportunity for a qualified accountant to join the growing Outsourcing team preparing and reviewing both statutory accounts and management accounts, as well as handling VAT for a varied client base. Key Responsibilities: -...
Job Description Multiple Roles – From Customer Service Agent to Senior Client Manager Level (German Speaking) Edinburgh Permanent Responsibilities: -Respond to and resolve service enquiries, ensuring accurate and timely response -Oversee transactional activity and ensure all products and services are functioning correctly for clients -Participating in periodic client service reviews and...
Job Description Job Title: Client Services Manager - Live-in Care Location: Office is based in Shrewsbury but there is a requirement to travel across the West Midlands Contract: Full-Time Salary: £30,000 - £35,000 dependent on experience Ready to Lead Something That Matters? Do you want a role where you can make a real difference to people’s lives and shape the growth of a service?Are you...
You will work closely with other Consulting and Operations SMEs to sell the wide range of services that Capita Pensions Solutions has to offer.
You will be accountable for developing and leading relationships for existing clients, fostering strong partnerships, improving client satisfaction and experience.
You will be part of the Wealth Management UK Domestic High Net Worth team in London. Our role is to manage, preserve and grow the wealth of our clients.
You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.
You will be servicing clients across the Central and Continental Europe and will serve as the main contact for day-to-day client inquiries.
You will provide functional support to internal clients including data collection and preparing reports for AML/KYC compliance information on clients.
Job Description Private Client Consultant Wills & LPAs £28,000 £30,000 + funded STEP qualifications Hybrid | Advisory-focused | No fee targets Are you working in Private Client and enjoying the advisory side, but feeling weighed down by billing targets, time recording, or law firm politics? Were recruiting a Private Client Consultant to join a growing estate planning and financial services...
Job Description The role of Private Client Tax Consultant involves working closely with high-net-worth individuals to provide expert advice on personal tax matters. Based in Leatherhead, this position offers the opportunity to excel within the professional services industry. Client Details This position is with a well-established organisation in the professional services industry. The company...
Job Description Private Client Consultant Wills, Trusts & LPAs Salary: £28,000 £30,000 Location: Hybrid Home, Client Sites & Head Office Hours: 39 hours per week MonThu 9:006:00 | Fri 9:005:00 Start Date: February 2026 About the Role We are recruiting on behalf of a leading organisation within the Private Client, Estate Planning and Financial Services sector. This Private Client Consultant role...
Job Description We are seeking a highly motivated Private Client Tax Consultant to join our client's Advisory department. This role requires a diligent professional who can provide bespoke and comprehensive tax advice to a wide variety of clients, including HNWI's, Trusts & Estates, Directors, Partners, Investments/Shareholders and IHT clientele. Client Details As an established and...
You will also advise clients on wider planning and advisory project work across accounting/tax as well as overseeing the delivery of compliance services.
You will carve an influential role in this successful, growing firm of independent accountants with a clear route to progress on offer as well.
Job Description This role involves managing tax compliance and advisory matters for a variety of FS & law firms, in addition to HNWI's, company directors & partnerships. The successful candidate will have the opportunity to work closely with and learn from senior team members within a top independent Accountancy Practice in Dorset. Client Details Our client is a reputable accountancy firm with...