client support 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 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 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

A growing accountancy firm in Wilmslow is seeking an experienced Tax Manager. Be one of the first applicants, read the complete overview of the role below, then send your application for consideration. The successful candidate will manage personal tax compliance for a diverse client portfolio, providing tax advisory support and guidance to the team. Ideal candidates will have at least 5 years...

Junior Internal Sales Executive (Engineering/ Inbound Calls) The information below covers the role requirements, expected candidate experience, and accompanying qualifications.Macclesfield (Hybrid)Up to £30,000 + Flexible Working Options + Hybrid + Annual Bonus + Training + Progression + Pension + Training + HolidayAre you a Junior Sales Executive with preferably a engineering background looking...

Senior Head of Delivery (Engineering, Implementation & Support) Location: Wilmslow, UK (Full time office-based) Salary: This is a senior leadership role and remuneration will reflect experience, scope and impact. About FastDox FastDox is a B2B SaaS company serving customers globally, with operations across the UK and Canada. We build and deliver software that helps organisations run critical,...

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...

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 earning...

At Vita, we’re on a mission to create environments in which people can flourish. As an intelligence driven platform, we’re constantly looking at data and insights in order to inform innovation. Our approach to creating new properties goes far beyond the typical bricks and mortar approach. We look at behaviours, trends, and new technologies to shape and create new products and services. It’s why...

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.

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...

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...

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.

Senior Marketing Executive Location - 3 days at HQ (Wilmslow), 2 days from home Salary - Competitive 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 after your team, and somehow still...

You will help with the daily running of the practice to ensure a high standard care for Patients and Clients.

You will have an interest in and want to learn about, the practice as a business, as well as how to motivate a team to achieve their personal and practice goals.

You will be fully supported by our Practice Owner who is an experienced vet and holds a Master in Clinical Oncology.

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.

Are you a positive vet with a growth mindset? Whatever your experience if this sounds like you, we’d love to hear from you! About us Halesowen Vets for Pets has been locally owned for over 8 years by practice owners Michelle and Ian who are both highly experienced surgeons, with Michelle already a certificate holder and Ian in the final stages of completion. Our vets are supported by a highly...