client manager paraplanner jobs in Altrincham

Job Description Your new firmA well-established and forward-thinking accountancy practice based in Hale is seeking a talented Client Manager to join their growing team. This firm is known for its supportive culture, flexible working environment, and commitment to staff development. With a strong reputation in the region and a diverse client base, they offer a dynamic and rewarding place to build...

You will be responsible for managing a portfolio of high-net-worth individuals, providing strategic tax planning and advisory services. - Lead and manage a portfolio of high-net-worth clients, providing bespoke tax advisory services. - Develop and implement tax planning strategies to optimise client's tax positions.

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK. We offer fulfilling careers in an inclusive culture that values diversity,...

You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries.

You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

Job description My client is an award winning financial planning practice near Altrincham. They have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals. Due to their continued expansion, they are looking to recruit an additional Client Manager (Paraplanner) to join their dynamic and forward-thinking team. The...

You will be joining a supportive and forward-thinking firm that places real emphasis on staff development, technical excellence, and long-term career progression. Working closely with Partners and Managers, you will play a key role in delivering high-quality private client tax services to a varied and interesting portfolio of clients.

You will handle tax compliance needs whilst also supporting on range of complex private client tax queries. - Working with juniors to client work, reviewing workloads What You'll need to succeed: - CTA / and or ATT / ACA qualification - Experience managing a portfolio of clients and delivery compliance services

Position - Accounts Manager/Client Manager All potential applicants are encouraged to scroll through and read the complete job description before applying. Location - Rochdale Salary - £45,000 - £50,000 Job Description We are partnering with a well-established and highly regarded accountancy practice that is looking to appoint an experienced Accounts Manager / Client Manager to support its...

Job Description Your new firm A well-established and forward-thinking accountancy practice based in Hale is seeking a talented Client Manager to join their growing team. This firm is known for its supportive culture, flexible working environment, and commitment to staff development. With a strong reputation in the region and a diverse client base, they offer a dynamic and rewarding place to...

AML/KYC/Prevention Manager, Vice President At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients,...

Client Services ManagerAltrincham, Manchester - HybridFull-time, PermanentBetween £30,000 to £36,000 (DOE) + BonusThe Opportunity:We are looking for a Client Services Manager to join our client, who is a dynamic, creative digital media agency with a strong reputation for delivering large-scale retail and in-store digital projects across the UK, Europe, and beyond. The agency is known for...

Your new firm A well-established and forward-thinking accountancy practice based in Hale is seeking a talented Client Manager to join their growing team. This firm is known for its supportive culture, flexible working environment, andmitment to staff development. With a strong reputation in the region and a diverse client base, they offer a dynamic and rewarding place to build your career. Your...

Umbrella Payroll | Agency Relationships | Inside SalesWe’re working with a well-established umbrella payroll provider looking to hire an Internal Client Relationship Manager to support growth across small to mid-sized recruitment agencies.This is a telephone and email-led role, focused on building agency relationships, generating referrals, and managing accounts to a high service standard.The...

AhighlyreputableandsuccessfulfirmofcharteredaccountantsbasedinOldhamissearchingforaSeniorClientManager/ClientManagertojointheirteamasakeyadditioninamixedaccounts/taxandwiderservicesupportroletothemanagerial/partnergroupwithopportunitytocarveaninfluentialrolewithaprogressionandcareerpathonoffer. Applying for this role is straight forward Scroll down and click on Apply to be considered for this...

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

Job Description Client Manager The role Client Managers at Trunk sit at the heart of our Client Strategy team, taking care of the agency’s most valuable clients. Working closely with Client Partners and senior internal stakeholders, you’ll help deliver compelling marketing expertise and strategies that meet both client objectives and agency goals. Client Managers play a crucial role in the...

A leading regional accountancy firm in Altrincham is seeking a Private Client Tax Senior Manager. In this role, you'll manage a portfolio of high-net-worth individuals, providing bespoke tax planning and advisory services. Ideal candidates will hold a CTA / ATT qualification and have experience in private client tax advisory. This position also involves mentoring junior staff and collaborating...

Job Description Private Client Manager (Compliance) - Manchester£55,000 - £65,000Exciting Opportunity in Personal Tax ComplianceAre you ready to take your career in personal tax to the next level? Our client is seeking a dedicated and experienced Private Client Tax Assurance/Compliance Manager to join their Leeds-based team. This exciting role offers an opportunity to manage a diverse portfolio,...

A leading wealth management firm in the UK is seeking a Paraplanner to provide technical support to financial consultants and create investment reports. The successful candidate will need to hold a Financial Planning Diploma (Level 4) and have a minimum of two years' experience as a Paraplanner. This full-time role is based in Altrincham, requiring in-office work three days a week with...

You will form part of an experienced tax advisory team, focusing primarily on supporting a portfolio of clients with private client advisory work. This role would suit someone from a technical private client background who wants to step up into more of a senior leadership role.

You will be working closely with HNWIs, business owners and families as part of your portfolio.