client manager paraplanner jobs in West Midlands

You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis

You should have good understanding of investment, retirement and pension products in relation to financial planning

You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent

You willbe providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing.

You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products.

Job Description Personal Tax Senior Manager - Birmingham - £75,000 - Are you a Personal Tax specialist who enjoys building relationships, shaping teams, and having real influence? - Do you want to be part of a growing Birmingham office where your voice genuinely matters? This is an opportunity to join a fast-growing, award-winning professional services firm as it continues to invest heavily in...

Job Description Client Manager/Senior Accountant Dudley Salary £40,000 - £50,000 (DOE)Butler Rose, public practice is delighted to be supporting a firm with a strong local reputation, they offer a friendly, professional working environment where team members are encouraged to develop their technical skills, take ownership of client relationships and progress their careers within public practice....

Job Description Your new companyJoin a forward-thinking tax advisory firm that has a strong reputation for supporting entrepreneurs, private clients and ambitious, high-growth businesses. This firm offers an environment where collaboration, innovation, and personal development are at the heart of everything they do. Your new roleYou'll be managing the tax affairs of high-net-worth individuals,...

Job Description Client Manager (Advisory & Compliance) - WorcestershireMid-tier Accountancy Practice | Strong progression A well-established and growing accountancy practice is seeking an experienced, client-facing accountant to join their expanding Worcestershire team and take ownership of a diverse portfolio, play a key role in delivering high-quality advisory and compliance services. This...

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 contribute to the firm’s client development framework, ensuring best practice is consistently applied and that client insights are captured, shared and acted upon.

You will also support client‑led initiatives and internal communications that showcase client successes and deepen engagement across the firm.

You will work closely with the Directors and oversee junior staff. Successful candidates will be ACCA or ACA qualified with strong general practice experience. Excellent communication skills are essential to build solid relationships with clients.

You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets. - Assist in the management of the local team and take responsibility for the coaching and development of other team members.

A prestigious accountancy firm in the UK is seeking a Personal Tax Manager/Senior Manager to lead its Personal Tax team based in Taunton or Bristol. The successful candidate will collaborate closely with Tax Partners and fellow Managers to ensure outstanding service delivery to a diverse client portfolio. This role offers a competitive benefits package and opportunities for career progression in...

You will provide technical training and support to junior staff to develop the wider advisory capabilities of the whole team.

You will have solid private client advisory experience - Effective team leadership

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...

Job Description Private Client Tax Manager - Birmingham - Up to £60,000 - Are you a Private Client tax professional who enjoys thinking, not just producing? - Do you want autonomy, flexibility, and genuinely interesting advisory work? - Are you looking for a role where you're trusted to manage your clients, time and workload like a true professional? This opportunity could be exactly what...

Job Description Your new companyJoin a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. You'll be part of a team that values innovation, professional growth, and delivering advice that makes a real difference. Due to client growth, a new opportunity for a Tax Advisory Manager has been created to support incoming demand. Your...

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 be the primary point of contact for your clients, ensuring all work is completed accurately and efficiently. In addition to client management, you will oversee and assist in the development of junior staff, providing necessary support and reviewing their work. The ideal candidate will be ACCA/ACA Qualified with strong and varied general practice experience.

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...