client support specialist jobs in Handforth

You should be able to tick these boxes:· Administration experience, preferably in a financial planning company · A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

You will work closely with the partners to help develop client relationships, identify new opportunities, and support the ongoing growth of the practice. Key Responsibilities: - Manage a portfolio of owner-managed businesses, SMEs, and limited companies. - Oversee preparation and review of statutory accounts, management accounts, and corporation tax returns.

You will work on all aspects of Private Client matters, including but not limited to Wills, Trusts, and Probate.

You will have full legal support from paralegals and secretaries. The firm offers hybrid working and extremely generous annual leave.

You will warmly welcome every client, offer expert guidance and support, while confidently managing payments, bookings, and day-to-day coordination through our online scheduling system—so solid computer literacy is essential.

You will work closely and communicate effectively within a supportive team consisting of two other Receptionists, a Practice Manager, a VCA, an RVN, and a Clinical Lead

Payroll Specialist Opportunity Find out if this opportunity is a good fit by reading all of the information that follows below.Sector: Payroll & FinanceAbout the Organisation Our client is a welcoming and inclusive organisation where employees are encouraged to be themselves, collaborate openly, and contribute ideas that drive continuous improvement. With a strong focus on people,...

You will be responsible for contacting our current clients and booking in visits for our Field Consultants in line with our service offering, along with embracing our core values through being energetic, positive and supportive to your team, and focused on putting the client at the heart of everything you do.

You will support the sales team (BDMs) and clients to ensure enquiries and terms are handled efficiently in a fast-paced, dynamic environment. Key Responsibilities: - Support BDMs with incoming enquiries and deal progression - Ensure documentation and terms are accurate and issued on time

Job Description Senior Head of Delivery (Engineering, Implementation & Support) Location: Wilmslow, UK (Full time office-based) Salary: This is a senior leadership role and remuneration will reflect experience, scope and impact. About FastDox FastDox is a B2B SaaS company serving customers globally, with operations across the UK and Canada. We build and deliver software that helps...

Client Relationship Manager (Hypercare Specialist) Location: Hybrid - 2 days in Wilmslow, 3 days from home Salary: £25k + £8k per annum We're Citation Group. A group of businesses on a mission to make life easier for small and medium-sized companies. We get that running a business is tough. You're spinning plates trying to keep your customers happy, stay on top of rules and regulations, look...

Spencer Clarke Group are working with a well known, successful and very modern Accountancy Firm who are recruiting for their office based in Wilmslow. They are going through such positive growth right now and it's great to see! They are searching for an AAT or ACCA qualified or part-qualified or QBE Client Manager to be a strong addition to their team, and take on Senior responsibilities within...

You will act as the main point of contact for customers, resolving queries, supporting system use, and coordinating with internal teams to maintain high operational standards. Key ResponsibilitiesAct as the primary liaison between clients and internal operations teams. Build and maintain strong working relationships with key customers and stakeholders.

Location WILMSLOW Salary £35000 - £50000 TypePermanent WorkplaceOn-Site Ref89070 Recruiter Managing This Role Client Manager Financial Planning Location: Cheshire Salary: Competitive + benefits An exciting opportunity has arisen for an experienced and client-focused Client Manager to join a highly regarded Chartered Financial Planning firm. The successful individual will play a key role in...

Your newpany Our client is a forward-thinking accountancy and advisory firm dedicated to helping businesses and individuals achieve their financial goals. With a reputation for delivering expert advice and personalised service, the firmbines technical excellence with a deep understanding of client needs, passionate about building long-term relationships and providing proactive solutions across...

Recruitment Consultant - HR Specialist Opportunity About Us Our dynamic recruitment agency is seeking a talented Recruitment Consultant to join our specialized Human Resources permanent placement team. We are committed to connecting exceptional HR professionals with leading organizations across multiple sectors. Role Overview As a dedicated HR Recruitment Consultant, you will: Build and...

About the Role: Take control of your income as an Independent Print Sales Specialist. Sell innovative printing solutions and earn 75% profit on equipment and lifetime service contract residuals. What We Offer: - Generous profit share on equipment sales - Lifetime recurring revenue from services - Flexible, self-directed work schedule - Full autonomy with support from our...

Recruitment Consultant - Finance & Accounting Specialist - Wilmslow Are you a driven recruitment professional with a passion for connecting top finance talent with leading commercial and industrial organizations? Our dynamic recruitment agency client is seeking an exceptional Recruitment Consultant to join their high-performing team! The client focusses oin commercial and industry finance...

You will help with the daily running of the practice to ensure a high standard care for Patients and Clients.

You will have an interest in and want to learn about, the practice as a business, as well as how to motivate a team to achieve their personal and practice goals.

You will be fully supported by our Practice Owner who is an experienced vet and holds a Master in Clinical Oncology.

You will work closely with the partners to help develop client relationships, identify new opportunities, and support the ongoing growth of the practice. Key Responsibilities: - Manage a portfolio of owner-managed businesses, SMEs, and limited companies. - Oversee preparation and review of statutory accounts, management accounts, and corporation tax returns.

Job Description Payroll Specialist Opportunity Sector: Payroll & Finance About the Organisation Our client is a welcoming and inclusive organisation where employees are encouraged to be themselves, collaborate openly, and contribute ideas that drive continuous improvement. With a strong focus on people, wellbeing, and integrity, the business is committed to fairness, transparency, and...

Are you a positive vet with a growth mindset? Whatever your experience if this sounds like you, we’d love to hear from you! About us Halesowen Vets for Pets has been locally owned for over 8 years by practice owners Michelle and Ian who are both highly experienced surgeons, with Michelle already a certificate holder and Ian in the final stages of completion. Our vets are supported by a highly...