Senior Client Executive jobs in Trafford

- Help shape the future of a growing private client team in Altrincham - Tackle high-value estate planning with autonomy and low-volume caseloads - Enjoy a boutique-style approach without the pressure of long hours Ensure you read the information regarding this opportunity thoroughly before making an application. Are you a highly technical private client solicitor who thrives on complex estate...

Job Description Your new firm A well-established and forward-thinking accountancy practice based in Hale is seeking a talented Client Manager to join their growing team. This firm is known for its supportive culture, flexible working environment, and commitment to staff development. With a strong reputation in the region and a diverse client base, they offer a dynamic and rewarding place to...

You will be servicing clients across the Central and Continental Europe and will serve as the main contact for day-to-day client inquiries.

You will provide functional support to internal clients including data collection and preparing reports for AML/KYC compliance information on clients.

Client Executive - Insurance Our client, a long-established and award-winning Chartered Insurance Broker, is seeking an experienced Insurance Client Executive to join their specialist schemes team. This is a dynamic role where you'll oversee the full insurance lifecycle - from new business and renewals through to xujxxms mid-term adjustments - while building lasting client relationships. You'll...

Job Description Job title: Property Account Handler Salary: Up to £45,000 Location: Greater Manchester - Hybrid PURPOSE-OF-ROLE Lawes is currently recruiting for an experienced Real Estate Account Handler to join a dynamic and growing team servicing large commercial clients. RESPONSIBILITIES - Manage and retain a portfolio of existing commercial clients - Support new-business opportunities...

The role of Marketing & Communications Executive will lead the execution of our marketing strategy for each individual business/brand within our group, taking responsibility for campaign development to ensure consistency and clarity while growing brand equity and supporting business performance and revenue generation across all areas. The role will work across all relevant channels e.g. digital,...

Job Description An established and highly regarded firm of Chartered Accountants in Manchester is looking to recruit a Private Client Tax Senior to join its growing tax team. This role offers flexible working, a competitive company pension, and much more! You’ll be joining a forward-thinking firm that values its people, supports progression, and provides a collaborative working environment where...

You will form part of an experienced tax advisory team, focusing primarily on supporting a portfolio of clients with private client advisory work. This role would suit someone from a technical private client background who wants to step up into more of a senior leadership role.

You will be working closely with HNWIs, business owners and families as part of your portfolio.

You will be the first point of contact for clients, guiding them through initial queries, preparing accurate quotes, handling documentation, and ensuring each file is opened correctly and passed on to the appropriate case handler. This is an excellent opportunity for someone who enjoys client interaction, has strong organisational skills, and thrives in a process-driven environment.

You will be focused on championing the needs of our clients, in order to deliver class leading retention rates whilst also identifying and delivering revenue opportunities.

You will provide senior level engagement in support of ADP’s Excom, creating strong c-level business-to-business relationships to drive increased engagement with client decision makers.

A leading regional accountancy firm in Altrincham is seeking a Private Client Tax Senior Manager. Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements. In this role, you'll manage a portfolio of high-net-worth individuals, providing bespoke tax planning and advisory services. Ideal candidates will hold a...

AhighlyreputableandsuccessfulfirmofcharteredaccountantsbasedinOldhamissearchingforaSeniorClientManager/ClientManagertojointheirteamasakeyadditioninamixedaccounts/taxandwiderservicesupportroletothemanagerial/partnergroupwithopportunitytocarveaninfluentialrolewithaprogressionandcareerpathonoffer. Applying for this role is straight forward Scroll down and click on Apply to be considered for this...

Private Client Lawyer - Partner / Legal Director / Senior Associate Level Salary: To be considered for an interview, please make sure your application is full in line with the job specs as found below. £70,000 - £100,000 Ref: 57903/tml Location: North Wales, Cheshire, Merseyside, Greater Manchester, All North West, Stoke Potteries Areas of Law: Tax, Private Client/Wills and Probate,...

A private client law firm in Altrincham is seeking a Senior Private Client Solicitor with over 8 years of PQE. Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. The role involves managing high-value estate planning matters while fostering client relationships. This position offers a competitive salary, benefits including...

You will also provide day to day servicing support to Treasury Services Relationship Management and maintain positive client experience to our existing and potential new clients To be successful in this role, we’re seeking the following: - Client Servicing experience within Financial Services

You will be responsible for managing a portfolio of high-net-worth individuals, providing strategic tax planning and advisory services. - Lead and manage a portfolio of high-net-worth clients, providing bespoke tax advisory services. - Develop and implement tax planning strategies to optimise client's tax positions.

You will provide strategic tax planning and advisory services while ensuring compliance with the latest tax legislation. The ideal candidate will have experience in tax advisory, particularly with business owners and HNWIs. This position comes with a competitive salary and additional benefits.

- Autonomy, flexibility, and a strong pipeline of work from day one - Family-friendly culture with hybrid and part-time working available - Opportunity to build and lead your own private client team Are you an experienced private client solicitor looking for a flexible working environment where you can build something of your own? You could be just the right applicant for this job Read all...

You will be responsible for managing a portfolio of high-net-worth individuals, providing strategic tax planning and advisory services. - Lead and manage a portfolio of high-net-worth clients, providing bespoke tax advisory services. - Develop and implement tax planning strategies to optimise client's tax positions.

- Manage a high-quality private client caseload in a supportive, community-focused team - Opportunity for progression, with scope to mentor junior solicitors - Hybrid working, competitive salary and a warm, social culture Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. This is an exciting opportunity for a Private Client...