Management of client onboarding, including AML, engagement letters etc.
Are you looking to develop a career in Practice
Would you like to work with a warm, exceptional, award winning team with a varied and entrepreneurial client portfolio, who offer an 'outstanding to work for' culture, excellent exposure and development opportunities?
General
This is a superb opening for an experienced Client Manager to support their team in the continued success of their client relationships, ensuring client needs are met and expectations are exceeded.
Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
Are you a seasoned professional with extensive SJP experience?
Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
Are you a seasoned professional with extensive SJP experience?
Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
Are you a seasoned professional with extensive SJP experience?
Posted by Olivia Ruella Limited • £45K/yr to £55K/yr
As a client manager, you will provide a pivotal link between the firm's leadership and the bulk of the accounting and tax-based staff.
This is a fantastic opportunity for an experienced client manager or an outstanding senior, ready to step into their first management role.
This is a small but thriving and independently owned firm of accountants based in the mid-Kent area but representing a full cycle of clients based across Kent, London and the South East.