Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
My Client is a prestigious law firm dedicated to providing exceptional legal services to our clients.
As part of our continued growth, we are seeking a dynamic and customer-focused individual to join our team as a Customer Service Advisor.
With a commitment to professionalism, integrity, and excellence, we strive to deliver unparalleled legal solutions tailored to meet the unique needs of each client.
We are supporting them in their search for an experienced tax adviser to support the owner managed business tax department, focusing on both compliance and advisory services.
Our client is a long established independent firm of accountants, with an award winning tax team comprised of A calibre individuals.
Tax Compliance
Review and Approve Tax Returns for a portfolio of owner managed businesses: Oversee the review of various tax returns (Self-Assessment, P11D, ERS, CT61s, Capital Gains) and corporation tax computations, ensuring compliance with the firms' procedures and HMRC deadlines.
Our client is seeking a dedicated and empathetic Customer Service Advisor to join their dynamic team.
This role offers an exciting opportunity to be the first point of contact for both clients and internal teams, ensuring the highest level of service at all times.
The successful candidate will have a real focus on delivering exceptional outcomes, managing all service issues in line with company SLA's as a minimum requirement.
Our client is a leading player in their field with over 400 financial advisers working under their umbrella, they offer a supportive working environment and embrace some of the best technology in the marketplace.
Here at BWD we are partnered with a business who can offer you just that.
Are you an existing financial advisor considering a change
Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself?