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 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...
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 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 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: -...
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.
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 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.
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
Job Description Client Development, Associate Consultant| Executive Search We are solving some of the toughest talent and leadership hiring challenges in the life sciences world. It happens through deep networks, market intelligence, trust, credibility and timing. This role sits right at the centre of that. This is not a traditional graduate recruitment role. And it’s definitely not a job...
Job Description I have been retained by a PE backed serviced business based in the Knutsford area to recruit a Client Services Manager. Reporting to the Commercial Director this role has the responsibility for the management of the Key Account Managers, overseeing the company’s portfolio of high-value commercial clients. This role ensures exceptional service delivery, client retention, and...
You will then earn commission if they decide to invest their money with the business.
You will have autonomy to work your desk how you see fit, with extensive training in the first 4 weeks, 2 of which will be in the London office.
You will receive a £60k basic with commission increasing you to the below expected rates.
A leading consultancy firm in Leeds is seeking an experienced professional to deliver CDM and H&S consultancy services. The role involves understanding clients' needs, providing expert advice, and managing commissions. The ideal candidate will possess a NEBOSH Construction Certificate, excellent communication skills, and extensive knowledge of the Construction Industry. The firm values a healthy...
You will handle large and sensitive claims, liaising with insurers, loss adjusters, and clients to ensure efficient resolution. You'll advise on policy coverage, documentation requirements, and negotiate settlements and reserves to secure optimal outcomes. You'll maintain accurate records, ensure claims are registered and updated on internal systems, and conduct periodic portfolio reviews.
Job Description A leading consulting firm is seeking a Client Relationship Director to enhance strategic positioning within the Consulting market. This role involves managing client accounts, improving partnerships, and ensuring high client satisfaction. Successful candidates will have DB Pensions Consulting experience and strong communication skills. The company features a variety of employee...
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 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 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...