Client Relationship Manager – Wealth Management Taunton £25,000 - £30,000 Full-time, Permanent Start your financial services career with real development Are you ready to step into financial services and build a career you can be proud of? Our client, a well-respected Wealth Management firm in Taunton, is looking for a Client Relationship Manager to be at the heart of their client-first...
Role Highlights:- Join a well-established, client-side organisation with a strong local presence.- Manage a diverse estate portfolio across Bristol and North Somerset.- Be part of a collaborative and experienced Estates team.- Enjoy a varied workload.- Benefit from secured funding and a robust pipeline of upcoming projects.Why This Role Stands Out:- Make a Meaningful Impact: Your work will...
You will manage a diverse portfolio of high net worth individuals, oversee all aspects of their personal tax requirements, and lead ad‑hoc tax projects. Your leadership will also extend to mentoring and guiding team members, ensuring that our high standards of client service are consistently met.
You will lead the delivery of tailored tax consultancy services to our most affluent clients, ensuring their wealth planning needs are met with precision and care.
You will be responsible for delivering high-level compliance and advisory services, as well as leading and supporting ad-hoc tax projects.
Client Relationship Manager – Wealth Management Taunton £25,000 - £30,000Full-time, Permanent About the Opportunity We’re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team. This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam...
You will join a highly regarded and successful private client team, taking responsibility for a portfolio of private clients with associated tax planning and project work arising from this client base.
You will look to develop working relationships with your clients and colleagues across the firm, developing and leading a team of tax professionals.
Salary: Starting salary from £24,000.00 Working hours: 35 per week Duration: Permanent Location: Taunton --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Client Liaison Adviser to join our Membership Plans team in their Taunton office. As a Client Liaison Adviser you will be responsible...
Position: Head of Private Client Location: Somerset - choice of offices, with hybrid working options Salary: Up to £100,000 DOE + two bonuses Lead. Influence. Progress. Are you ready to take the lead in a well-established and respected Private Client team, with full support to shape its future and real progression to the Board? This is a standout opportunity to step into a Head of Private...
You will be ambitious, pro-active, and enthusiastic, with excellent interpersonal skills. The right candidate will have a growth mindset with the ability to see the bigger picture. If you feel as though you have the right background, we will welcome an application from you.
Position: Head of Private Client Is this your next job Read the full description below to find out, and do not hesitate to make an application. Location: Somerset - choice of offices, with hybrid working options Salary: Up to £100,000 DOE + two bonuses Lead. Influence. Progress. Are you ready to take the lead in a well-established and respected Private Client team, with full support to shape...
You will manage a portfolio of audit clients with turnovers ranging from £1m to £100m across a wide range of client sectors. - Build and maintain strong client relationships, acting as a trusted adviser on technical and commercial matters.
You must be ACA / ACCA / CA Qualified with post qualification experience
Job Description JOB: Commissioning Manager LOCATION: Taunton SALARY: £60,000 Benefits: - Opportunities for ongoing development and progression. - The chance to lead a flagship new home built on quality, compassion, and care - Excellent learning and development opportunities. - Support with your revalidation commitments. - An Employee Assistance Programme (EAP) providing a range of free and...
Looking for Your Next Career Move?Are you ready to join a team that values collaboration, supports your growth, and champions a healthy work-life balance? If you're organised, proactive, and passionate about delivering exceptional service, this could be the perfect role for you.Position: Client Relationship Administrator Location: Taunton, Somerset (Office-based) Hours: Monday to Friday, 8:45 AM...
You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm.
You will hold any of the ACA /ACCA/ CTA qualifications etc with a strong background in accountancy practice having developed your career to the manager levels.
You will take on increasing responsibility for developing client relationships, taking on a portfolio and work on wider advisory, planning and business services in addition delivering on wider project work.
You will manage a team and act as key support to the firms directors, with a very clear progression path on offer and you will carve an influential key role within this firm.
You will be advising on wide ranging tax planning project work across capital tax planning, inheritance tax and trusts, property tax projects and other wide ranging personal tax advisory work.
You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a personal tax career within accountancy practice, or within a specialist tax firm.
You will take responsibility for the provision of accounting, tax and added value planning and advisory project services to a mixed and varied client base of agricultural and rural sector focused clients.
You will carve a key role in this growing department, with increasing responsibility, client contact, with a route to management and genuine prospects for career progression on offer.
You will join a highly regarded and successful private client team, being responsible for compliance for a portfolio of HNWIs and wide ranging individuals and private clients, along with involvement with associated tax planning and project work arising from this client base.
You will have an all-around accounts/tax career background gained within any of small, medium or large tier accountancy firms, as an all-round general accountancy practice professional acting for wide ranging clients and will be very interested in the prospect to move away from managing compliance, to focus entirely on delivering planning work and advice.
You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm.
You will hold any of the AAT, ACA /ACCA/ CTA qualifications etc, or have developed your career entirely through experience alone, with a strong background in accountancy practice having developed your career to around the manager levels.