Client Lead jobs in Bromsgrove

A leading UK accountancy firm based in Bromsgrove is looking for an Accounts & Audit Manager to manage and deliver services to a diverse client portfolio. This role requires ACA/ACCA qualification and experience in accounts preparation. Responsibilities include leading assignments, mentoring junior staff, preparing financial statements, and ensuring compliance with UK standards. A collaborative...

You will manage client queries, ensure smooth communication, and assist with administrative tasks, all while promoting good outcomes for clients. The role offers a competitive salary, benefits, and opportunities for professional development. Ideal candidates have relevant experience and knowledge of financial products.

A leading independent financial advisory firm in the UK seeks a Client Reporting Team Supervisor to oversee the administration of client reporting processes. This full-time role involves managing the accuracy of annual valuation reports and quarterly transactional reports while supervising a team. Ideal candidates will have extensive team management experience in financial services, a solid...

Job Title: Client Manager Location: Bromsgrove Salary: Competitive (Dependent on Experience) Employment Type: Full-Time, Permanent Hybrid: 2/3 days per week in the office once probation of 3 months completed. Generous Benefits Package: - 23 days holiday + bank holidays+ additional 2 days Leave - Festive shutdown. - Free parking on-site. - 3% pension contribution. - Quarterly company events, all...

A geo-environmental consultancy firm in Bromsgrove is seeking a Senior Geo-Environmental Consultant with 5+ years experience. The role includes managing investigations, liaising with clients, and ensuring regulatory compliance. Candidates should have an undergraduate degree in a relevant field and excellent problem-solving skills. This position offers a competitive salary of £40,000 - £45,000,...

You will work within the standards provided in the OFG Speech and Language Therapy Ways of Working.

You will be given responsibility for holding a Speech and Language therapy caseload, with the full support of your designated clinical supervisor and site lead, also contributing to staff training and consultation as required This post would suit a resilient, creative and enthusiastic individual.

An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full‐time, permanent opportunity and in return, you will receive a competitive salary and range of benefits. The purpose of this role is to supervise...

A leading wealth management firm in Bromsgrove is seeking a Client Reporting Team Supervisor. In this full-time, permanent role, you will oversee client annual valuation reporting (AVR) and quarterly transactional reports (QTR) while ensuring compliance and high standards. Ideal candidates will have experience in team management and a solid understanding of financial services. The company offers...

Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary and Benefits An opportunity to join AFH Wealth Management,oneof the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is afull-time, permanent opportunityand in return, you will...

A leading financial advisory firm located in Bromsgrove is seeking a Client Services Executive to provide exceptional support to Financial Advisers and clients. This full-time position requires expertise in client liaison and strong administrative skills. Ideal candidates will have knowledge of various financial products and proficiency in Microsoft applications. This role offers a competitive...

You will act as an escalation point for questions and queries across the team.

You will join us on a full-time, permanent basisand in return, you will receive a competitive salary plus a range of benefits.

You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities as our Client Services Executive will include:

You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.

You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities as our Client Services Executive will include:

You will be responsible for delivering good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with advisers, clients and support staff across all areas of the business.

A leading financial advisory firm is seeking a Client Services Manager in Bromsgrove, Worcestershire. The role involves overseeing a team to provide high-quality support services to Financial Advisers. Ideal candidates should have proven managerial experience in financial services and the ability to build strong relationships in fast-paced environments. The position offers a competitive salary...

A leading financial advisory firm in the UK is seeking a Client Services Manager to oversee the Client Services Team while ensuring high-quality support for Financial Advisers. This role requires proven managerial experience in financial services and a solid understanding of FCA regulations. Benefits include flexible working, a pension scheme, and professional development opportunities. Ideal...

You will be responsible for client interactions, processing inquiries, and upholding internal policies and procedures. Ideal candidates will have experience in financial services, a sound knowledge of various platforms, and possess relevant GCSE qualifications.

A leading financial advisory firm in Bromsgrove is seeking a Client Services Executive. This role requires providing exceptional support to financial advisers and clients. The ideal candidate will have experience in financial services, knowledge of various financial products, and proficiency in Microsoft applications. Competitive salary and benefits, including flexible working options and...

Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary and Benefits Client Services Manager An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent...

You will join us on a full-time and in return, you will receive a competitive salary plus a range of benefits. This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients.

You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.