private client manager jobs in Yateley

Job Description The role of Private Client Tax Senior involves providing expert tax advice and compliance services to a range of individual clients. Based in Camberley, this position requires strong technical knowledge in personal tax matters within the accountancy industry. Client Details This professional services firm is a small-sized organisation that specialises in delivering tailored tax...

You will be responsible for all aspects of project lifecycle, programme task management and resource management, supported by the Project Managers Office and engineering teams, for the delivery of the project in both technical compliance and quality.

A leading insurance recruitment agency in the UK is looking for a Private Clients Account Handler to manage clients' insurance needs. Responsibilities include obtaining quotations, closing sales, and providing specialized advice to new clients. Candidates should have at least 2 years of experience in business development in the insurance market and be qualified to Cert CII, or willing to achieve...

Private Client Tax Senior – Role Overview Our client is a well established accountancy firm in Camberley. They are recruiting for a Private Client Tax Senior to join their busy Private Client Tax department. The role focuses on delivering private client tax compliance, with increasing client contact and scope for involvement in wider tax planning services. Build relationships with clients and...

You will build relationships with clients and look to provide a quality compliance service, working with the wider management and director team. The role and firm provides an excellent opportunity for you to develop your personal tax career (long term Partner route, not out of the question).

Private Client Tax ATT-CTA Graduate Programme Department: Tax Employment Type: Fixed Term Contract Location: Farnborough Office Compensation: 29,000 Description Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first-class team...

You will be a Private Client Solicitor and you will be 2 - 6years PQE

You will enjoy business development

You will have worked at a leading regional, established high street or city practice This is an opportunity for Private Client Solicitor to enhance their reputation working for a Legal 500 practice based in Farnborough, Hampshire.

Job Title: Assistant Sales Manager Location: Yateley Brand: Romans Salary: up to £40,000 OTE Hours: Monday to Thursday 8:45am to 6pm, Friday 8:45am to 5:30pm, 1 in 2 Saturdays 9am to 1pm About Romans: Romans as part of LRG is a well established and reputable property groups in the South East of England. With a history rooted in proving exceptional property services, romans has earned a...

You will engage with senior stakeholders, respond to complex RFPs, and coordinate virtual teams to deliver bespoke solutions that help our public sector customers achieve their strategic goals. This is a high-impact role requiring a customer-first mindset, strong commercial acumen, and the ability to operate independently while collaborating across teams.

Your newpany This well-established chartered accountancy firm in Camberley is offering an opportunity to take full ownership of a diverse SME client portfolio, with the freedom to build strong relationships and make a real impact. Your new role As Client Portfolio Manager, you’ll be the main point of contact for a varied portfolio of SME clients across different industries. You’ll manage...

You will also be able to continue your studies within the Junior Management Consultant career path. Alongside the interactive development programme we've mentioned above, you'll have the chance to explore different career paths.

You will provide continuous 1:1 nursing care, medication management, monitoring of chronic conditions and coordination with local doctors and clinics.

You will be responsible for all aspects of the project lifecycle, programme task management and resource management, supported by the Project Managers Office and engineering teams, for the delivery of the project in both technical compliance and quality. The Project Manager will attend meetings with clients and there is a requirement for good commercial and communication skills.

You will be responsible for the overall day-to-day operations of the branch, ensuring high standards of care delivery, compliance with CQC regulations, and the growth of services. Key Responsibilities - Oversee care operations and lead a team of care staff, supervisors, and coordinators

You will be expected to provide development and support to colleagues within the life sales team for them to spot opportunities for PMI and turn these into quality introductions for youAbility to build rapport and trust with potential customers, overcoming any initial reluctance to continue the call.

You will be joining their Client Services team of 9, with the purpose of liaising with their Financial Advisers and clients to arrange and book annual review meetings, issuing appointment packs and undertaking other administrative tasks when required.

You will provide continuous 1:1 nursing care, medication management, monitoring of chronic conditions and coordination with local doctors and clinics.

Private Clients Account Handler (New Business) About the job Private Clients Account Handler (New Business) Role Summary: Administration of clients' insurance requirements on a daily basis including obtaining quotations, closing sales, invoicing of premiums, cross-sales. Provision of high level professional advice to new clients/prospects. Experience & Key Responsibilities required: Must have...

Your NewpanyWe’re representing a boutique, multi-site accounting, tax, and business advisory firm that’s not stuck in the past. They’ve built a culture around: Working practices that actually make senseA relaxed, collaborative team (no corporate nonsense)Tech that’s ahead of the curve, not something your grandparents used.Your New RoleThis isn’t a job for someone who wants to hide behind...

A well-established accountancy firm in Camberley is seeking a Private Client Tax Senior to join their busy team. This role offers a unique opportunity to focus on delivering private client tax compliance while building strong relationships with clients and management. The ideal candidate will have significant experience in a Private Client Tax department and will thrive in a collaborative...