With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
William Martin, part of the wider Software, Risk and Compliance Group, are at the forefront of revolutionising health and safety compliance solutions.
Our client is a national wealth management firm who are looking for a Wealth Planning Assistant to provide administrative support to Wealth Planners to help to deliver good client outcomes.
You will support to the Wealth Planners by attending client meetings, dealing with any administrative work for clients and ensuring all client data provided is recorded on XPlan and any other associated systems.
Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated.
Four Squared Recruitment is working on behalf of a client looking for a skilled Customer Service Advisor.
Full Time, permanent
In this role, you will be responsible for managing claims and delivering exceptional service to customers and clients, consistently exceeding expectations.
Posted by Public Practice Recruitment Ltd • £80K/yr to £100K/yr
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.
Posted by Public Practice Recruitment Ltd • £55K/yr to £80K/yr
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.