client liaison manager jobs in Bagshot

You will build relationships with clients and look to provide a quality compliance service, working with the wider management and director team. The role and firm provides an excellent opportunity for you to develop your personal tax career (long term Partner route, not out of the question).

A financial planning firm in Bagshot is searching for an Administrator with a focus on client onboarding. This role requires someone with exceptional organizational skills, capable of managing the entire onboarding process for new clients while ensuring a smooth and compliant experience. Ideal candidates will have a background in financial planning or strong client service skills from other...

A reputable law firm in Bracknell is seeking a Private Client Solicitor to manage a diverse caseload of Wills, LPAs, and probate matters. Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. The ideal candidate will have at least 2 years PQE in non-contentious private client work and possess strong technical...

You will also contribute to business development initiatives and advise on tax-related aspects of private client work. Key Responsibilities of the Private Client Solicitor:

Your newpany This well-established chartered accountancy firm in Camberley is offering an opportunity to take full ownership of a diverse SME client portfolio, with the freedom to build strong relationships and make a real impact. Your new role As Client Portfolio Manager, you’ll be the main point of contact for a varied portfolio of SME clients across different industries. You’ll manage...

A well-established independent firm in Camberley seeks an experienced Senior Accountant to manage a diverse client portfolio. Responsibilities include preparing and reviewing statutory accounts, supporting junior staff, and acting as a main point of contact for clients. Candidates with ACA or ACCA qualifications and solid UK practice experience will be considered. A supportive environment with...

At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We’re a global company dedicated to fostering inclusivity and belonging. We value and celebrate the unique experiences, cultures, and viewpoints that each...

You will be joining their Client Services team of 9, with the purpose of liaising with their Financial Advisers and clients to arrange and book annual review meetings, issuing appointment packs and undertaking other administrative tasks when required.

The primary purpose of this role is to provide comprehensive administrative and organisational support to the Sales Director, freeing up their time to focus on strategic priorities and key client engagements. Alongside this, the role plays an important part in supporting business development activity, maintaining an active sales pipeline, and ensuring excellent client experience throughout the...

You will build and manage client relationships while delivering personalized wealth management advice. The role requires excellent communication skills and a Level 4 qualification in finance. Flexibility for remote work and travel within the home counties is possible. A variety of benefits, including private medical insurance and a generous holiday package, are offered.

You will build relationships with clients and look to provide a quality compliance service, working with the wider management and director team. The role and firm provides an excellent opportunity for you to develop your personal tax career (long term Partner route, not out of the question).

Job Title: Client Accounts Assistant Location: The Meadows, Camberley Brand: LRG Salary: Competitive Salary Package Hours: Monday to Friday 8:30am to 5:30pm About Us: LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development programmes at all levels. With over 300 branches across England and Wales we have...

Let’s be unstoppable together! At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We’re a global company dedicated to fostering inclusivity and belonging. We value and celebrate the unique experiences,...

A leading charity organization in the UK is seeking Administrators for Client Services roles, both part-time and full-time. The role involves managing client communications, scheduling appointments, and performing administrative tasks. Strong communication and customer service skills are essential. Employees receive a competitive salary, up to 30 days of annual leave after 5 years, and access to...

Sales Team Manager Location: Ascot Salary: Competitive + Commission + Car Allowance My client, a global leader in specialist visual display and imaging solutions, is seeking an experienced Sales Team Manager to join their business. This role will be responsible for leading, inspiring, and developing the sales team to drive profitable growth and deliver exceptional customer engagement. Role...

Job Description Your new companyThis is a well-established accountancy and business advisory firm based in Camberley, known for supporting entrepreneurial and high-growth businesses with tailored advice and accounting solutions. The firm is experiencing continued success and growth, offering a collaborative and friendly environment where ambitious professionals can thrive.Your new roleAs an...

You should technically be up to date with IFRS & IAS, and knowledge of IRIS and Sage Accounts would be a distinct advantage. On offer is a salary up to £75,000 depending on qualifications and experience with benefits to include company pension, healthcare, 25 days holidays and other flexible benefits.

The primary purpose of this role is to provide comprehensive administrative and organisational support to the Sales Director, freeing up their time to focus on strategic priorities and key client engagements. Alongside this, the role plays an important part in supporting business development activity, maintaining an active sales pipeline, and ensuring excellent client experience throughout the...

You will support the Senior Client Partner, develop client relationships, and ensure financial advice is tailored to client needs. The ideal candidate will possess strong communication skills and a level 4 qualification or above in financial planning. Benefits include private medical insurance, life assurance, and a generous holiday package.

A respected law firm in Bracknell seeks a Private Client Solicitor to manage various estates, offer legal advice, and contribute to business development. The role offers a salary ranging from £50,000 to £60,000, alongside benefits like a company pension, discretionary bonus, hybrid working options, and financial support for professional development. Ideal candidates should be qualified solicitors...