My client is a southwest leading group of financial advisers and Mortgage professionals who seek to add to their specialist team and seek a Client Servicing manager which is a client facing Paraplanner.
This role is specifically to Manage the annual review process for all existing pension and investment clients as per the firm's procedures, specifically for the company directors.
This will include scheduling of appointments and all pre and post meeting work required as per set parameters for client service status.
Posted by Isca Recruitment Ltd • £50K/yr to £60K/yr
Financial Controller - Duties
Responsible for the day-to-day finance function and small accounts team:.
General
Isca Recruitment is delighted to be recruiting for a commercially astute, accountant to join a growing business as the Financial Controller at their office near Exeter, Devon.
Reporting to the Finance Director, this is a hands-on Financial Controller position where you will be providing financial insight and control for two business units.
Posted by Service Care Solutions - Legal • £30/hr to £35/hr
Service Care Solutions are currently working alongside a reputable Police Force, based in Devon and Cornwall, which needs a Legal Advisor to join their team.
This role would be well suited to a qualified Solicitor, Barrister or Legal Executive.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology.
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success.
With over 6000 employees, it supports 37 million people in 120 countries.
Posted by Taylor Rose Recruitment Ltd • £50K/yr to £65K/yr
Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly reputable firm in Exeter.
You will be working with an impressive client portfolio including HNWIs, Trusts & Estates and business owners involving a mix of tax planning, compliance, ad hoc advisory work, and regular client liaison.
Perfect for a CTA Personal Tax professional looking for the next step up in their career, lots of flexibility, and an excellent work/ life balance.