Posted by iMultiply Resourcing Ltd • £40K/yr to £50K/yr
IMultiply is working in partnership with a national accountancy practice that is looking to recruit an Assistant Manager or Manager for its Business Advisory Services team
The Business Advisory team work with SME and owner-managed businesses throughout Scotland, across various sectors such as Construction, Healthcare, Hospitality, Hotels, Manufacturing, Agriculture and Professional Services, amongst others.
The Firm has a global portfolio of SME and large corporate clients working across seven key sectors: energy, tech, food & drink, construction & property, public sector, industrial and business services, and also has extensive experience of working with family businesses and individuals across specialist tax, financial planning and wealth management.
Posted by Pavilion Recruitment Solutions • £70K/yr
Job Summary
We are seeking a motivated and experienced Academy Manager to lead and manage our aspiring adviser program for Trainee Financial Planners.
The Academy Manager will play a pivotal role in developing and executing structured learning pathways, ensuring trainees gain the knowledge, skills, and qualifications necessary to become successful financial planners.
As a Manager/Senior Manager, you will manage an advisory portfolio of private clients, and maximise the fee income while supervising the billing department.
Main responsibilities include, but are not limited to, drafting reports and providing comprehensive advice solely for private clients.
General
We are working alongside a Top 50 Practice Accountancy firm to find an experienced Private Client Tax Manager or Senior Manager to manage a portfolio of clients, with a focus on advisory work involving Inheritance Tax, Estate Planning, Trusts, and International tax.
Posted by Your Resourcing Partner Limited • £24K/yr to £28K/yr
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
Please note that whilst previous experience in financial services administration is preferable it is not essential, as full training on all areas shall be provided.
This role would suit an ambitious Tax Senior who is looking to take the next step in their career or establish Assistant Manager who is looking to broaden their skill set and a larger firm.
Morgan McKinley are working with a leading Top 10 firm with their search for a Private Client Services Assistant Manager within their Guildford office.
This role within the Private Client Services Guildford team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients.
The key focus of this role is to lead a team of Client Service Managers who provide day-to-day support to financial advisers.
You will ensure that the client is at the forefront of everything that you do, driving our service through efficiency and accuracy, whilst developing the skills and competencies of your direct reports.
We are pleased to share an exciting opportunity to join our Client Operations department as a Regional Client Operations Manager.
Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry.
Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology.
They are expanding rapidly and are seeking a talented individual to join our team as an Operations Manager / Assistant to the Managing Director.
Posted by Human Capital Partners Limited • £70K/yr to £85K/yr
Human Capital Partners are working with a growing, advisory focused, accounting and financial services firm to recruit their Senior Client Manager.
This role reports directly to the Managing Partner and will focus on delivering world-class advice and support to entrepreneurs and SME business leaders across the UK.
The Senior Client Manager will lead a team of capable, training accountants and will manage the output of the offshore team based in India.