Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
General
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
They have an opportunity for a Customer Service Advisor to join their busy office based in Bromsgrove.
Our client is a well known and respected eyewear distributor.
This is an excellent opportunity for a reliable and enthusiastic individual who is looking to work within a busy team and a progressive and forward-thinking company.
Are you the hands-on Partner Designate we're looking for
This Partner Designate job in Redditch is a rare opportunity for an experienced candidate to join a reputable accountancy practice in Redditch at Partner Designate level, with the chance to make a real mark on a thriving Welsh firm of accountants and business advisors.
We want to hear from you if
You're passionate about driving business development, building a network of potential new business contacts and scoping new service lines for existing clients.
You have a natural talent for nurturing a dynamic team, providing constructive mentorship to junior staff through training and knowledge sharing.
Due to business growth, we currently have a new opportunity for a Private Client Tax Senior to join the firm.
With a modern approach to accountancy and a passion for technology, Ballards provides a wide range of accountancy services across a variety of sectors.
Ballards LLP are an award-winning firm of chartered accountants based in Droitwich.
We're seeking a talented ACCA or ACA qualified accountant working at Senior Accountant/Client Manager level, ready to take the next step in their career as part of a thriving and cohesive team at a well established firm in Worcestershire.
This Senior Client Manager job in Pershore will suit an outstanding communicator who can nurture loyal and lasting client relationships and a great multi-tasker who can take autonomous accountability for all aspects of their varied portfolio.
You'll be an able leader and someone who is respected by the junior team.