The primary focus will be on private clients and owner-managed businesses.
Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.
This Hybridposition entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients.
Managing own portfolio of clients ensuring that compliance deadlines are met and client service delivered at a high standard.
Taking on new clients via the firm's website, email and phone enquiries, as well as through marketing initiatives including your own promotion through social media.
General
I am delighted to be partnering with a unique and innovative professional services firm organisation based in Bury St Edmunds seeking to recruit a Tax Executive managing a varied portfolio of Private Clients.
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.
We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals.
With roots dating to 1828, Willis Towers Watson has 39,000 employees in more than 120 territories.
My client is seeking an experienced compliance executive.
As a key member, you'll be at the forefront of regulatory change, assessing and crafting responses to consultation papers, particularly those from the FCA.
Your expertise will contribute to the production of regulatory newsletters, disseminating critical insights across the organisation.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.
We have a great opportunity to work with a well-established insurance company based in Ipswich who are looking for a Commercial Account Executive.
Our client is a prominent commercial and corporate broker serving in London and East of England and pride themselves on the prestigious title of Chartered Insurance Broker.
This is a brilliant opportunity for a Commercial Account Executive with the right experience, to join a reputable company with a clear progression ladder.
My client is one of the UKs fastest growing distribution companies with a head office function based on the outskirts of Manchester.
As a result of this continued growth and success they are now in need of enthusiastic individuals to join the customer services team to ensure the quality of service is maintained as the client base continues to rise.
Our client, a leader in the innovation of cloud telephony technology is looking for a Sales Support Executive to join their successful business.
This is a hybrid role working 3 days in the office, and 2 days from home.
Description
The principle role of the Sales Support Executive is to support the sales team with various tasks including accurately raising and issuing contract documentation to meet tight deadlines and individual customer needs.