Client Services Executive jobs in Handforth

You should be able to tick these boxes:· Administration experience, preferably in a financial planning company · A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

You will work closely with the partners to help develop client relationships, identify new opportunities, and support the ongoing growth of the practice. Key Responsibilities: - Manage a portfolio of owner-managed businesses, SMEs, and limited companies. - Oversee preparation and review of statutory accounts, management accounts, and corporation tax returns.

You will warmly welcome every client, offer expert guidance and support, while confidently managing payments, bookings, and day-to-day coordination through our online scheduling system—so solid computer literacy is essential.

You will work closely and communicate effectively within a supportive team consisting of two other Receptionists, a Practice Manager, a VCA, an RVN, and a Clinical Lead

COMPANY DESCRIPTION At 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...

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.

Job Description Sales Executive & Account Manager SK12 Area Earnings: £30,000 base salary + uncapped commission with experience (commission paid on lifetime residual margins, offering strong long-term earning potential) £25,000 base salary + uncapped commission without experience, but with the right sales mentality (commission paid on lifetime residual margins, offering strong long-term...

Telemarketing Executive / Business Development Representative (Emailing, calling, LinkedIn and Telemarketing) Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.Certain Advantage is hiring for a Telemarketing Executive/Business Development Representative for a fantastic client based in Macclesfield. xbpsjku The role is on a temp to...

Job Description At ODM Partners, we help shape the leadership teams driving the energy transition and infrastructure investment. As an Associate, you’ll play a key role in the search process, researching markets, engaging exceptional talent, and supporting the delivery of board and C-suite mandates. If you’re seeking more autonomy, pace, and a tangible impact, this is an exciting opportunity to...

About the Role: We’re seeking an experienced Business Development Executive to promote leading-edge printing and document management systems. You’ll help businesses transform how they print while building a rewarding revenue stream for yourself. Perks & Benefits: - Earn 75% on every sale, plus 50% profit share on all recurring service contracts. - Total flexibility—set your hours and work...

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.

You will act as the main point of contact for customers, resolving queries, supporting system use, and coordinating with internal teams to maintain high operational standards. Key ResponsibilitiesAct as the primary liaison between clients and internal operations teams. Build and maintain strong working relationships with key customers and stakeholders.

A reputable professional services organization in Wilmslow is looking for a detail-oriented Tax Senior. The role involves managing tax compliance and advisory tasks, ensuring high-quality service to clients. The ideal candidate will have professional qualifications in tax or accounting, alongside strong analytical and communication skills. The position offers a competitive salary between £46,000...

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...

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...

A professional services organisation is seeking a detail-oriented Tax Senior in Wilmslow. The role involves managing tax compliance and advisory tasks, preparing personal and corporate tax returns, and providing planning advice. The ideal candidate will have professional qualifications and a strong understanding of UK tax legislation, with excellent analytical and communication skills. The...

About the Role: We’re seeking an experienced Business Development Executive to promote leading-edge printing and document management systems. You’ll help businesses transform how they print while building a rewarding revenue stream for yourself. Perks & Benefits: - Earn 75% on every sale, plus 50% profit share on all recurring service contracts. - Total flexibility—set your hours and work...

You will work closely with the partners to help develop client relationships, identify new opportunities, and support the ongoing growth of the practice. Key Responsibilities: - Manage a portfolio of owner-managed businesses, SMEs, and limited companies. - Oversee preparation and review of statutory accounts, management accounts, and corporation tax returns.

About the Role: We are looking for a motivated sales professional to sell innovative printing and document solutions. Enjoy 75% profit on printer/copier sales and recurring income from service contracts. What We Offer: - 75% profit share on equipment - 50% ongoing profit on service contracts - Flexible schedule and work location - Full autonomy with supportive team - Unlimited earning...

About the Role: We are looking for a motivated sales professional to sell innovative printing and document solutions. Enjoy 75% profit on printer/copier sales and recurring income from service contracts. What We Offer: - 75% profit share on equipment - 50% ongoing profit on service contracts - Flexible schedule and work location - Full autonomy with supportive team - Unlimited earning...