Manage client relationships and act as the primary point of contact for clients.
Maintain accurate and up-to-date financial records using Xero for a portfolio of clients.
General
Our client based in the Monmouth area NP25 5JA is recruiting for a Client Manager - This is a part-time role, flexible working and offers hybrid working
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
Preparation of Wills, including those aimed at asset protection and tax mitigation.
General
They are dedicated to providing a range of personal and commercial legal services and are committed to the development of our staff, improving technology, and building a positive working culture.
A well-established legal practice with a history spanning over 90 years, is looking for a Private Client Solicitor to join their growing team.
NonStop Care is currently working with a well-established local authority in the North Wales who are looking for a Qualified Social Worker to join Looked After Children team.
They will offer excellent hybrid working allowing you to spend less time travelling and giving you more time at home, improving your work/life balance
Join our global business, which is experiencing growth and offering significant opportunities for dynamic, motivated, and results-driven individuals to be part of our expanding team.
Are you ready to embark on an exciting and financially rewarding journey in the field of sales?
If you have a passion for sales, enjoy the excitement of meeting new people, and are seeking a thriving career, this opportunity is tailor-made for you!
You will be an integral part of the staff bank at a service for people who have been diagnosed with a range of mental health conditions where you will be responsible for cleaning all areas of the service, including wards, office spaces, bedrooms and visitors area.
Working closely with the maintenance team you'll ensure all areas of the service are spotless and be able to confidently deliver high standard cleaning services.
If you have an eye for detail and enjoy creating a safe and clean environment for some of the most vulnerable people in society, then join the team at Ty Gwyn Hall as a Bank Housekeeper.
Working pattern: varied shifts including early mornings (store opening), afternoons, late evenings (store closing) and weekends, to be discussed at interview