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.
Posted by IDEX Consulting Ltd • £40K/yr to £50K/yr
Do you want the security of a salary, and guaranteed additional bonus via the client book you will inherit from a retiring advisor.
Are you a newly qualified Financial Advisor looking for your next long term career option?
Perhaps you have come through one of the many Advisor Academies but now feel slightly adrift with no real guidance, plan or structure to ensure the success your hard work deserves?
Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
This is a fulltime role, 35 hours a week.
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
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.
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 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.