This highly regarded firm of Chartered Accountants wish to recruit a Qualified Client / Portfolio Manager to manage all aspects of a portfolio of clients.
The role offers a good mix of accounts and client management, tax and business advice.
This is very varied and interesting role in a very friendly firm of Chartered Accountants.
I am recruiting on behalf of a very successful, independently owned Financial Planning Firm and that are looking for an Administrator to expand the team due to their continued success.
As an Client services Administrator you will work closely with the team of Financial Advisers, to ensure efficient support and workflow to the companies clients and the wider team.
This is a refreshing position within Financial Planning as we are open to most backgrounds, as long as you have the right attitude; willing to learn, polite, organised, motivated, with fantastic attention to detail... the rest can be taught!
As a Private Client Executive, you'll play a pivotal role in trust administration, accounting, and extensive tax related work, including returns and compliance.
The Client
Our client is a well-established legal firm, committed to providing exceptional legal services to their clients.
Our client who is an Independent ABTA Travel Agency and a Coach Tour Operator requires an Office Manager to support and manage the Travel Consultants in their busy sales office located in Bognor Regis.
To be considered for this role you must have a travel agency management background and enjoy the training and management of others as well as selling to customers too!
You must be able to work well under pressure as the office is very busy with walk in customers as well as online and phone enquiries.
Professional Development: Opportunities for career progression either in key account management or prospecting.
Our client is a well-established family run business, based in Bognor Regis, providing sustainable consumables (GNFR) solutions for forward-thinking brands.
Advising clients on a wide range of private client matters, including wills, trusts, estate planning, and probate.
General
This prestigious law firm is currently seeking a dynamic Private Client Solicitor to join their esteemed team.
Based in London, you will play a pivotal role in providing comprehensive legal services to the firm's valued private clients, including individuals, families, and high-net-worth individuals.