Job Description We are retained by a highly respected international banking institution with a long-established and influential presence in London. The firm operates at the upper end of the private banking market, advising and supporting high-net-worth individuals and families with complex international needs. As part of continued growth within its London platform, the bank is seeking a Private...
Job Description The Client Services & Advisor Services Administrator role will support the smooth delivery of services within the financial planning and wealth management team. Based in London, this temporary role is ideal for someone with a keen interest in financial services. Experience with Salesforce CRM would be advantageous. Client Details The employer is a small-sized organisation...
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.
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 be ATT and/or CTA / ACA qualified with experience supporting and advising HNW/UHNW individuals, Entrepreneurs and/or Trusts, Estates and IHT client work. Benefits include flexible working of 3 days in the office, yearly discretionary bonus, flexible benefits allowance and health / medical insurance.
You will gain exposure to areas including: - US/UK personal tax compliance (dual filing requirements) - High-net-worth cross-border private client matters - Complex client scenarios involving internationally mobile individuals - Advisory-driven interaction alongside compliance work
You will be joining a supportive and forward-thinking firm that places real emphasis on staff development, technical excellence, and long-term career progression. Working closely with Partners and Managers, you will play a key role in delivering high-quality private client tax services to a varied and interesting portfolio of clients.
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...
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.
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 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 will handle tax compliance needs whilst also supporting on range of complex private client tax queries. - Working with juniors to client work, reviewing workloads What You'll need to succeed: - CTA / and or ATT / ACA qualification - Experience managing a portfolio of clients and delivery compliance services
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 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: -...
This well-established, international private client firm provides specialist corporate and fiduciary services to high-net-worth individuals with complex, asset-owning structures, including aircraft, marine assets, property and other investments. With over 40 years' experience and a strong reputation in regulated corporate services, the business delivers tailored, compliant solutions across...
The Opportunity: As a Swedish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm....
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 A highly regarded firm of Chartered Accountants in Cardiff is seeking an experienced Private Client Tax Assistant Manager/Manager to join their growing team. This is an excellent opportunity to step into a key role within a forward-thinking practice offering flexible working, a company pension, and much more! The firm is known for its strong client relationships, supportive...
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 Private Client Assistant Manager role for a Cheltenham-based accountancy practice focuses on delivering tailored tax advice and compliance services to a diverse portfolio of clients. The position is ideal for individuals with a strong background in tax compliance, looking to further develop their advisory experience in a supportive and professional environment. Client...