You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
You will be managing a client portfolio reviewing the work of junior team members.
You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
You will be the vital link between the Financial Advisers, Paraplanners and clients.
You should have experience as an Administrator within a financial services - Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates
You should have experience and enjoy the process of preparing client meeting packs
You will support the end to end ordering and fulfilment process by managing suppliers, co-ordinating orders and ensuring accurate administration across our internal order processing systems, email and telephone channels.
You will act as a key liaison between Sales, suppliers and customers ensuring that orders and projects are executed smoothly, accurately and on time.
Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...
You will be an experienced private client paralegal who is confident, organised, and able to work with a high degree of autonomy.
You will ideally have: - A 2:1 law-related degree (or equivalent experience) - 23+ years experience in a private client paralegal role within a law firm
You will be joining a workplace that values innovation and collaboration, where your contributions will be recognised and celebrated.
You will assist a diverse clientele, including high-net-worth individuals, families, business owners, and landowners, all while enjoying a collaborative and nurturing work environment.
You will also lead a team, ensure compliance with tax regulations, and contribute to the firm’s growth through business development initiatives. This position is ideal for a proactive professional with strong technical expertise, excellent communication skills, and a proven ability to deliver exceptional client service.
A legal recruitment firm in Ewell is seeking an Assistant Solicitor to join their growing team. The role involves managing Private Client cases, including Probate, Trusts, and Tax Planning, while ensuring client satisfaction and compliance with legal procedures. The ideal candidate should have strong communication skills and a commitment to professionalism. The position offers a competitive...
A leading legal recruitment agency is seeking a Legal Assistant in Royal Tunbridge Wells to assist in managing large commercial clients. The ideal candidate will have experience in a legal environment, be accustomed to dealing with external clients, and have the ability to manage deadlines effectively. This role offers an exciting opportunity to work within a dynamic legal practice that invests...
A growing independent accountancy firm in Dartford is seeking an Assistant Client Manager to support a varied client portfolio and build their own client base. The ideal candidate should have around three years of mixed practice experience and a strong desire for career development. This position offers a clear pathway to leadership with opportunities for mentoring and professional growth within...
Kreston Reeves is currently hiring for a Private Client Tax Assistant Manager to join our Canterbury office. We are so much more than just accountants, business, and financial advisers… Our purpose is to guide our clients, colleagues, and communities to a brighter future. Kreston Reeves LLP We’re committed to living by our purpose and values - 'Understand’ , 'Look ahead’ , 'Make it...
A healthcare management company is looking for a Complex Care Assistant to support a gentleman with quadriplegic cerebral palsy. This role involves providing clinical and personal care support in his home, including PEG feeding and medication administration. Ideal candidates should be active, kind, and capable of meaningful engagement. The job requires independence and commitment to building a...
You must be the change you wish to see in the world”.
You will also have the opportunity to mentor junior team members and play an integral role in delivering exceptional client service. Key responsibilities of the Audit & Accounts Senior / Assistant Manager: - Leading audit assignments from planning through to completion.
You will also lead a team, ensure compliance with tax regulations, and contribute to the firm’s growth through business development initiatives. This position is ideal for a proactive professional with strong technical expertise, excellent communication skills, and a proven ability to deliver exceptional client service.
Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...
You will support the end to end ordering and fulfilment process by managing suppliers, co-ordinating orders and ensuring accurate administration across our internal order processing systems, email and telephone channels.
You will act as a key liaison between Sales, suppliers and customers ensuring that orders and projects are executed smoothly, accurately and on time.
You will be responsible for Probate, Intestacy, LPA's, EPA registrations, Deputyships, Trusts, Wills and Tax Planning.
You will be an experienced private client paralegal who is confident, organised, and able to work with a high degree of autonomy.
You will ideally have: - A 2:1 law-related degree (or equivalent experience) - 23+ years experience in a private client paralegal role within a law firm
You will be managing a portfolio of trusts and tax compliance clients as well as providing ad hoc planning and advisory support to the Directors.
You will hold an accountancy or tax qualification such as CTA or ACA and be either already at senior level and looking for a route to manager level and beyond, or a manager looking for their next step.
Job DescriptionWe are seeking a Client Manager to join a growing team in the business services industry. This permanent role in Maidstone requires expertise in accounting and finance to effectively manage client accounts and deliver excellent service.Client DetailsThis opportunity is with a small-sized company within the accountancy services sector, known for its commitment to providing...