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?
A successful and reputable firm is seeking a private client partner to join its thriving department.
Role Requirements
Experience: At least 8 years' PQE in various private client matters, including estate planning, wills, lasting powers of attorney, trusts, probate, inheritance tax planning, and deputyship.
Strong business development and networking skills are advantageous.
Posted by Olivia Ruella Limited • £40K/yr to £50K/yr
The client manager will manage his/her own mixed portfolio of fees and help drive further growth within this key business area.
Management of audits, from planning through to completion
A modern and successful, multi-site independent firm of chartered accountants based in North-Kent now has a tremendously exciting new opportunity for either an experienced client manager with a mix of modern Practice experience..
Our client are knownfor delivering high-quality, empathetic, and pragmatic legal services to clients across the country.
Themis Recruit are pleased to share a fantastic opportunity to join our clients nationally recognised Court of Protection department, ranked Tier 1.
With one of the largest dedicated Court of Protection & deputyship teams, our client provides tailored advice on complex matters, including brain injury, birth injuries, personal injury trusts, and elderly client cases.
Wonderful opportunity to join a leading wealth client as a compliance manager, working across the region with a range of IFA Networks, to assist them on their regulatory requirements.
As a Compliance Manager/Partner your role is to deliver regulatory oversight to appointed representative firms and registered Individuals and ensure Treating Customers Fairly principles are embedded.
The role is key in the identification and resolution of customer, regulatory, reputational, and operational risks, which are a key component in establishing an effective control function.