Posted by Perrott Partners Recruitment Ltd • £55K/yr to £65K/yr
Responsibilities
Client Management: Overseeing a portfolio of clients worth approximately £500k, including limited companies, partnerships, and individuals.
General
This position as an Accounts Portfolio Manager in Staines offers a great opportunity within a well-established firm of chartered accountants with five offices across Surrey.
Here's a breakdown of the key aspects of the role:
Posted by Lawes Consulting Group • £40K/yr to £55K/yr
Purpose of Role
Our client's Binder Management division seeks a skilled people manager to step into the role of Team Underwriting Manager - Private Clients, in a hybrid role.
General
The ideal candidate will lead initiatives to identify and capitalize on opportunities aimed at augmenting the company's insurance revenue.
The primary objective of this role is to uphold the operational excellence of the Private Client Delegated Authority Agreements (DAA), encompassing servicing, underwriting, and administration, executed promptly, professionally, and efficiently.
As they continue to grow, they are seeking a highly skilled and dedicated Accountant to manage a diverse portfolio of clients.
Who pride ourselves on their well-rounded portfolio and the trust their clients place in them.
ProTalent are working with a well-established, one-office accountancy firm in Farnham, known for its unwavering commitment to client satisfaction and a strong client-advisor relationship.
Renowned for their client-centered approach and commitment to excellence, our client is seeking a dedicated and experienced Client Manager to join their dynamic team.
Company Overview: We are delighted to partner with a thriving medium-sized accountancy practice located in the picturesque town of Redhill, Surrey.
This is a fantastic opportunity to contribute to a growing practice while enjoying a supportive and collaborative work environment.
The Philanthropy Manager is a crucial role, responsible for proactively leading the cultivation and stewardship of potential and existing Major Donors, Trusts, and statutory bodies, with a particular focus on driving significant income growth.
Rewarding Surrey based Charity - £45,000
They will think strategically to develop fundraising cases of support and impact reporting working closely with Care service colleagues and the finance team.
They are seeking a Client Manager to join their team, a role that offers a well-rounded mix of client interaction, reporting to partners, and mentoring junior staff members.
Our client is known for their commitment to excellence in financial services, their dynamic approach to client service, and their dedication to fostering a supportive and collaborative work environment.
We are excited to represent a well-established mid-tier accounting firm located in Redhill.