Objectives: The Client Account Manager will play a key role in nurturing client relationships, driving revenue growth, and enhancing overall business profitability, all while ensuring full compliance with FCA standards.
This dynamic role requires delivering exceptional service to meet the unique insurance needs of each client.
Posted by Public Practice Recruitment Ltd • £50K/yr to £70K/yr
General
As a Client Manager, you'll be the go-to person for a diverse portfolio of clients, providing them with expert advice and ensuring all their financial needs are met.
If so, this Client Manager job in Cheltenham could be perfect for you!
Are you a driven accountant looking for your next challenge
Do you enjoy building strong client relationships and delivering top-notch financial services?
Posted by Additional Resources Ltd • £34K/yr to £55K/yr
As a Client Manager / Practice Accountant, you will be responsible for managing corporation tax returns, handling personal tax computations, and conducting balance sheet reconciliations and VAT returns.
An exciting opportunity has arisen for a Client Manager / Practice Accountant with 4 years accounting experience to join a well-established accountancy firm.
This role can be Full-time / Part-time offering salary range of £34,000 - £55,000, hybrid working and excellent benefits.
Posted by Public Practice Recruitment Ltd • £50K/yr to £70K/yr
Client Manager Job Vacancy
Clients Managers, listen up.
General
Are you an experienced Client Manager who would love to work with a highly regarded firm in Cheltenham?
This dynamic, reputable firm is looking for a hands-on candidate who can hit the ground running to support a diverse, loyal, and growing client portfolio.
Posted by Grafton Recruitment • £35K/yr to £40K/yr
An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice.
A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development
It is essential that you have prior work experience in the Professional Services sector.
Posted by IDEX Consulting Ltd • £40K/yr to £50K/yr
General
Do you have experience in professional indemnity and want to get into a client facing role?
Whether you come from broking, underwriting or claims if you've got the ambition to manage and develop own wholesale/client book we want to speak to you.
Key accountabilities
To develop and maintain good working relationships with all clients.
The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
My client, a fully independent boutique practice on the outskirts of Gloucester, who take great care in catering to the needs of their loyal client base, are looking for an experienced Administrator to join their established team of professionals.
The main purpose of this Administrative role is to provide a compliant administrative service to my clients Planners, their team, and clients.