client manager paraplanner jobs in St Albans

You will work directly under partners, assisting with planning issues and overseeing the training and supervision of staff. Day-to-day of the role: - Handle all aspects of income tax, National Insurance, and capital gains tax, including reviewing PAYE coding notices. - Review Self-Assessment tax returns prepared by staff, ensuring accuracy before client approval and electronic filing.

You will take full ownership of a portfolio of clients, acting as their main point of contact, delivering high-quality advice, and building long-term relationships.

You will also leverage technology and automation to create smarter ways of working. Key Responsibilities

You will have clear responsibility from day one, work alongside a supportive and ambitious team, and see the tangible impact of your work on both clients and the business. If you are looking for a role where your expertise, initiative, and ambition are valued and rewarded, this is the perfect opportunity to take the next step in your career.

You will ideally have:

You will have the chance to not only manage your own caseload but also build and lead a dynamic team of legal professionals. The role offers significant potential for growth and development as we continue to expand our private client offering across the firm. We are seeking someone with a clear vision for the future of private client services who is eager to drive change and grow the department.

We are currently recruiting for a Financial Planning practice in St. Albans who are looking to recruit a Junior Paraplanner to help support the Financial Planners. The Paraplanner will be shared by four consultants and work alongside the admin team. Description Job description A highly motivated and enthusiastic individual with some/several years of extensive experience gained working within...

Location St Albans Salary £40000 - £50000 TypePermanent WorkplaceOn-Site Ref89350 Paraplanner St Albans Salary: £40,000 £50,000 (DOE) Location: Fully On-Site Are you an experienced Paraplanner looking to join a well-established, family-run financial planning firm? This is a fantastic opportunity to work in a close-knit team where your expertise will make a real impact. About the Role: Youll...

You will receive a competitive salary that will match your skills and experience, as well as the following benefits: - 24 days annual leave for work-life balance. - Discounts on shopping and services through Perkbox. - Employee Assistance Programme for confidential support. - Hybrid and flexible work opportunities.

My client is a rapidly expanding, acquisitive accountancy practice that has tripled in size over the past 5 years. Due to their continued aggressive growth plans they are now looking to recruit a Senior Accountant / Client Manager.This is a highly varied role where you will take full ownership of a portfolio of clients and act as their main point of contact, delivering high-quality advice and...

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

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...

You will have a background in an accounting practice and especially with property tax. An understanding of UAE tax would also be beneficial to the role but not essential. This role reports into the Managing Director and offers hybrid working.

Job Description My client, based in Harpenden are looking to recruit an ambitious Senior Accountant to join its rapidly expanding firm. You'll be responsible for - Managing your own client portfolio - Preparing financial statements and reports for clients - Management Accounts - Maintaining accurate client financial records - Preparing VAT returns - Bank Reconciliations. - Corporation Tax...

Private Client Tax Assistant, St Albans/Hybrid, £33,000-£37,000+ Study Support & Excellent benefitsAbacus Consulting are delighted to be partnering a highly successful accountancy practice in St Albans. They have a current need in their private client tax team for a Tax Assistant.As the Tax Assistant your typical day to day tasks will include:- * Dealing with a range of capital gains tax issues *...

You will need to have a background in Private Clients to be considered for this particular role. Day to day duties include: Taking client instructions and progressing the matter file under the Team Leader's instructions. This may include amongst other things drafting Wills, Powers of Attorney and dealing with the administration of Estates and Trusts.

A professional accounting firm based in St Albans is looking for a Semi-Senior Accountant to manage a portfolio of clients and prepare statutory accounts. This hybrid role requires at least 3 years of practice experience and a commitment to studying for ACA or ACCA qualifications. With great support from management, this position offers a fantastic opportunity for professional development, along...

A legal firm in St Albans is seeking a Legal Secretary for its Private Client team. This position involves providing administrative support to lawyers, managing client files, and ensuring effective communication with clients. The ideal candidate should have experience in a similar role and a legal background. A competitive salary of £30,000 per year is offered, along with various benefits...

We are currently recruiting for a Financial Planning company based in who are looking to recruit a Paraplanner to join their team. They are looking for someone who has good Paraplanning experience and has completed or working towards the Level 4 Diploma. The main purpose of this role is to provide technical administrative support to Financial Advisers. Main Activities: To produce accurate...

You will manage a varied personal tax portfolio, covering routine compliance and ad hoc advisory work.

We are currently recruiting for a Financial Planning practice based near St Albans who are looking for a Level 4 Diploma qualified Paraplanner to join their team. The main purpose of this role is to provide the highest level possible of support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards. Providing vital support...

We are currently seeking a Diploma qualified candidate to operate within this highly successful IFA Practice . The role will involve supporting the Financial Planners within the business to effectively and efficiently carry out all designated assignments. This role will be based in St Albans. Herts Main Responsibilities include: Ensuring all client administration is carried out in accordance...