The ideal candidate will have a strong understanding of financial planning, exceptional organisational skills, and the ability to communicate effectively with both clients and colleagues.
We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our client's advisory team.
This role is pivotal in ensuring the smooth operation of their financial planning services.
Posted by Additional Resources Ltd • £55K/yr to £65K/yr
General
An exciting opportunity has arisen for ACCA, ACA, or ATT qualified Senior Tax Manager with 5 years experience to join a well-established accountancy practice, committed to providing excellent financial services to a diverse range of clients.
In this role, you will report to the Managing Partner, lead the tax department, and balance advisory and compliance duties to maintain high service standards and client satisfaction.
You will be responsible for
Guide, mentor, and improve the performance of a team of three tax professionals.
The ideal candidate will have a strong understanding of financial planning, exceptional organisational skills, and the ability to communicate effectively with both clients and colleagues.
We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our advisory team.
This role is pivotal in ensuring the smooth operation of our financial planning services.
Posted by Michael Page Finance • £50K/yr to £70K/yr
A highly respected and established firm of Chartered accountants in Tiverton is searching for a qualified professional to join them as a key Senior Manager with Partner Potential addition to their team.
The role provides excellent career progression and development potential as a combined result of succession planning and growth of the business.
This Tiverton based accountancy practice is growing and undergoing positive development and planning for the long term future development of the firm.
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 Public Practice Recruitment Ltd • £60K/yr to £65K/yr
This Senior Client Manager job in Exeter is a superb opportunity for a career-driven candidate who is keen to further learn from and progress with an experienced team.
If you're a Senior Client Manager keen to work with an ambitious firm, this one's for you.
Perhaps you're an experienced Client Manager ready for the next step in your practice career.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.