The primary focus will be on private clients and owner-managed businesses.
This Hybrid position entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients.
Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.
My client is seeking a Financial Services experienced candidate who has spent time working in corporate/employee benefits, though candidates with a solid IFA practice background will also be considered.
My client is an award winning advice firm with offices across Norfolk and Suffolk and they have been established for all most forty years.
Do you have experience of working in corporate/employee benefits, do you want to work for a personable, engaging and rewarding organisation, then read on...
Kelly Services are looking for a Showroom Sales Advisor to join our well respected and expanding client on a full-time and permanent position based in Bury St Edmunds.
Are you looking for the next step in your career with a well-established company... then we might have the job for you!
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.
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.
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 Executive managing a varied portfolio of Private Clients.
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients.
You will also have full support from a Paraplanner, Financial Services Assistant and an Administrator too and they will take care of the paperwork, which will enable you to give a top-class service to your clients.
They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6 qualified Financial Adviser.
The ideal candidate should have proven experience in advising clients on lifetime issues such as wills, powers of attorney, inheritance tax, family asset succession, and protection.
Desirable experience includes dealing with business structures, court of protection matters, knowledge of trusts and trust administration, wider tax knowledge, probate administration experience, and being STEP & CTA qualified or part-qualified.
Reed Practice are working in partnership with a leading regional firm in Suffolk to recruit a Client Manager for the general practice team.
The firm have grown organically and through acquisition, with the Client Manager position created to supplement their high-calibre team.
Our client believes in their staff and value them as people not commodities, providing internal growth at all levels through training to maintain current knowledge, and to enable development for progression.