Being a trusted advisor to your clients, identifying advisory opportunities and ensuring that your client's tax position is optimised whilst balancing their wider goals.
Managing own portfolio of clients ensuring that compliance deadlines are met and client service delivered at a high standard.
General
I am delighted to be partnering with a unique and innovative professional services firm organisation based in Bury St Edmunds seeking to recruit a Tax Assistant Manager responsible for a varied portfolio of Private Clients.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
Purpose of role
To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings.
To ensure that client records are up to date and that internal systems and processes are followed.
General
We are currently recruiting for a highly regarded Financial Planning practice in Bury St Edmunds who are looking to recruit a Financial Planning Support Administrator.
As a Health and Safety Advisor, you will play a pivotal role in supporting site leadership to achieve Health, Safety, Security, Environmental, and Quality (HSSEQ) objectives, ensuring compliance with legislation and the achievement of challenging risk reduction and performance improvement ambitions.
Type: Permanent, Full-time,
Join us in keeping our customers safe, warm, working & informed...
Posted by Employment Specialists Ltd • £30K/yr to £35K/yr
Our growing Insurance Broking client are looking to recruit a new Insurance Advisor to join their team.
Our Client are a strongly Community focused Broker, so being able to support your customers with their Insurance needs is of utmost importance to them.
You will be responsible for handling Home, Motor, Travel and High Net Worth Insurance and will be dealing with all aspects of Broking, New Business, MTA's and Renewals for your Clients.
Posted by Service Service Employment Agency Limited • £26K/yr to £28K/yr
This is a great opportunity for an experienced FS Administrator to join my clients Financial Planning team in their Bury St. Edmunds office (outskirts).
My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision.
This role will require the initial months training to take place in my clients Norwich office.
Posted by Public Practice Recruitment Ltd • £40K/yr to £45K/yr
This Audit Assistant Manager job in Bury St Edmunds is an integral role and the successful candidate will work closely with the Audit Manager to supervise and lead the planning and completion of audits, motivating a small team and supporting the strategic direction of the audit function.
We want to hear from you if you would benefit from a better work / life balance with hybrid working options, you excel at building trusted relationships in a client facing role, and you can deliver an all-encompassing audit skillset as a valued team member.
Are you looking for a market beating salary, hybrid working, and a clear path to progression?
Posted by Opus People Solutions • £25K/yr to £35K/yr
We are seeking a dedicated and detail-oriented individual to join our clients team as Financial Planning Administrative Support.
In this role, you will provide essential administrative support to Financial Planners and Directors, ensuring they have timely and accurate information for client meetings.
You'll play a key role in maintaining client records, adhering to internal processes, and contributing to the development of junior team members.
I am delighted to be partnering with a unique and innovative professional services firm organisation based in Bury St Edmunds seeking to recruit a Tax Executive managing a varied portfolio of Private Clients.
Key responsibilities will include
Managing own portfolio of clients ensuring that compliance deadlines are met and client service delivered at a high standard.
Taking on new clients via the firm's website, email and phone enquiries, as well as through marketing initiatives including your own promotion through social media.