Client Service Associate jobs in Bracknell

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:

You will be a true Brand Ambassador who will be able to interact easily with a broad range of customers.

You will be a natural promoter of customer service excellence, responsible for the customer’s journey and experience instore, ensuring that customers return time and time again.

You will provide a comprehensive management service across the leasehold and shared-ownership portfolio, taking ownership of complex cases and delivering expert advice on all aspects of leasehold management. Key Responsibilities... - Manage a wide portfolio, taking full responsibility for all aspects of leasehold management.

Our well-established Social Housing Client is expanding and seeking 2 x experienced Gas Service & Repair Engineers on a self-employed basis to join their growing team. Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Location: HP/UB/SL Postcodes ________________________________________ Role Details: Self Employed - Service...

We currently require a Presales Consultant to join our established Revenues and Benefits, and Central Government (RBCG) Team.The successful candidate will bring their expertise in NEC’s Revenues and Benefits solutions to support presales activities, including demonstrations, presentations, and solution design. They will have experience with NEC’s Council Tax, Business Rates, Business Improvement...

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,...

You will be exposed to exciting projects across multiple countries to further support your development. Responsibilities * As an integral member of the consultancy, you will support the team in developing designs for mechanical systems for data centre projects globally. The role will include supporting meetings with the client, contractors, and other designers.

You will deal with a HNW Private Client caseload, including, wills, trusts, probate matters, court of protection, Tax, LPAs, estate administration, and much more.

You will be a qualified Private Client Solicitor with 5+ years of experiencePrevious experience handling a Private Client caseloadExcellent business development skills

Company Description: Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice...

Fire & Security Role: Are you a Junior Business Development Representative working with cloud-based security solutions?Paying up to: £45kWhat can you expect as an employee:Competitive salary and packageThe ideal candidate would have:Previous experience in telesales, internal sales, or business developmentStrong verbal and written communication skills with the ability to build rapport...

Job Description Audit Director / Audit & Accounts Director / PA to Audit Partner McGinnis Loy Associates is proud to be working with a fast growing Regional Accountancy Firm with 15 partners and 100+ staff who are looking for an Audit Director / PA to Audit Partner to join their growing team in Berkshire. Reporting to one of the Senior Partners, you will be responsible for helping manage the...

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...

You will ensure the software meets the agreed acceptance criteria and the team’s definition of done. From design, development, testing, deploying and maintaining up-to-date applications and services, you enable The Company to deliver mission-critical communications solutions for customers.

You will provide a comprehensive management service across the leasehold and shared-ownership portfolio, taking ownership of complex cases and delivering expert advice on all aspects of leasehold management. Key Responsibilities... Manage a wide portfolio, taking full responsibility for all aspects of leasehold management.

You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.

You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.

You will be a true Brand Ambassador who will be able to interact easily with a broad range of customers.

You will be aware of external opportunities that could improve store performance and provide the best customer experience improving service based on feedback from Feefo and Mystery Shops.

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.

You will gain a hi-level of exposure to clients and work very closely alongside the Partner. To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan.

You should ideally be an ACA or ACCA Finalist or Qualified. On offer is a salary up to £52,000 depending on experience & level of qualification, 25 days holiday, corporate pension & healthcare schemes, and flexible working/WFH options. To apply for the position or for more information, please contact McGinnis Loy Associates (Reading office) by telephone or via email at admin@mcginnisloy.

You will be coaching junior staff, preparing & reviewing personal tax returns, and you should be able to demonstrate some basic Personal Tax advisory expertise and knowledge.