Average salary: £25,000 /yearly
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£28k - £30k per annum
...Responsibilities: Conduct thorough checks on new and existing clients to evaluate their risk profiles. Analyse client backgrounds,... ...team. Stay informed about evolving regulations and adjust onboarding processes accordingly. Build positive relationships with...SuggestedPermanent- £40k - £54k per annumEstimated...improving processes, shaping financial and tax planning conversations, and giving clients clear, accessible insight that actually helps them run their business better. You'll also get involved in onboarding new clients, due diligence, and shaping business plans - genuinely varied,...SuggestedFull-time
£38k per annum
...Customer Onboarding Manager Location: Guildford | On Site Full Time Team: Onboarding Salary: Up to £38K About PCS At Person Centred Software, we build technology that improves the lives of people living and working in social care. Our Connected Care Platform...SuggestedFull-time- ...Job Title: Acquisition Training and Onboarding Manager Location: The Meadows, Camberley Brand: LRG Salary : Competitive About Us: LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training...SuggestedInterim
- £27k - £36k per annumEstimated...in Weybridge, UK Position Summary: The Global Crew Readiness Operations Specialist is responsible for all aspects of the onboarding process relative to positions that fall under the category of Marine. High-level competencies in communication, planning, stakeholder...SuggestedFull-time
- £48k - £62k per annumEstimated...lead virtual teams, including Solution Sales, Solution Consulting, Support and Professional Services, in supporting our most esteemed clients. What you get to do in this role: Provide strategic leadership and partnership to clients, serving as the relationship manager...SuggestedFull-timeOn-siteRemoteFlexible hours
£50k per annum
...on a Level 4 qualified Paraplanner to directly support a couple of Financial Advisers and work as the 'right hand' to them, sitting in client meetings and looking after a busy client bank. You will join a long-standing business that is on a growth trajectory and prides...SuggestedPermanentHybrid workingOn-siteFlexible hours£60k - £65k per annum
...Private Client Solicitor - South London An exciting opportunity has arisen for a Private Client Solicitor to join an expanding law firm in South London. With almost two and a half centuries of experience, this firm has a recognised brand and an excellent reputation...SuggestedFull-timeImmediate startFlexible hours£60k - £70k per annum
...We are seeking a skilled Private Client Tax Manager to join our professional services team in Guildford. This role focuses on delivering exceptional tax advice and managing client relationships within the tax department. Client Details This opportunity is with a well-...SuggestedPermanentHybrid workingOn-site£60k - £80k per annum
...Private Client Solicitor – Staines-upon-Thames – High Street Law Firm This well respected law firm is looking to welcome a Private Client Solicitor into its Staines-upon-Thames office. The firm and private client department is led by an approachable senior partner who...SuggestedFull-timePart-timeHybrid workingOn-siteImmediate startFlexible hours£75k per annum
...Fancy joining a business that's redefining what exceptional client service looks like in the insurance market? This company are building a leading independent European brokerage where relationships matter, talent thrives, and clients receive a truly tailored service. As part...SuggestedPermanent£30k - £50k per annum
...Private Client Tax Executive – Reading We're looking to speak with an experienced Personal Tax/ Private Client Tax Senior or Supervisor who has experience of both compliance and advisory work. ATT Qualified or CTA Qualified. This role is with one of the UK's Top 20 accountancy...Suggested- ...Private Client Tax Senior – Guildford, Surrey We're looking to speak with an experienced Personal Tax/ Private Client Tax Senior or Supervisor who has experience of both compliance and advisory work. ATT Qualified or CTA Qualified. This role is with one of the UK's Top 2...SuggestedPermanentOn-site
- £68k - £92k per annumEstimated...Private Client Tax Senior Manager – Guildford, Surrey Clark Wood have been instructed on a Managerial level opportunity, which offers the chance to focus on interesting advisory work for a mixed portfolio of tax clients for a leading accountancy practice in Guildford, Surrey...SuggestedPermanentOn-site
£70k - £80k per annum
~ To manage/support with the tax compliance matters of a varied portfolio of clients. The portfolio currently comprises c1,000 clients, prepared by the wider Tax team. ~ The majority of tax clients are personal tax based including directors and high net worth individuals...SuggestedPermanent£65k - £80k per annum
...Manage and oversee private client tax advisory projects, ensuring compliance with current regulations. Provide expert guidance on tax planning, inheritance tax, and wealth management strategies. Develop and maintain strong client relationships, acting as a trusted advisor...Permanent$10k per annum
The Opportunity: As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm....Long-term contract£65k - £90k per annum
A highly regarded Top 200 Legal 500 firm is seeking a Private Client Partner to lead its established and well-supported team in Leatherhead . This is a strategic appointment offering an outstanding platform to lead and shape a department that handles complex, high-value...PermanentHybrid workingFlexible hours£50k - £60k per annum
...A successful, small and friendly accountancy firm based in the centre of Epsom who currently have 15 members of staff with a diverse client portfolio. The firm cover all aspects of accountancy including accounts, audit, tax, payroll and bookkeeping. Most of their clients fit...Full-timeCasual workOn-siteProbationary period- £47k - £63k per annumEstimatedMy client, a highly regarded Legal 500 firm with a well-established Private Wealth practice, is seeking a talented Private Client Solicitor (minimum 4 years' PQE) to join its Redhill office. This is an excellent opportunity for a commercially aware and personable solicitor...Long-term contractFull-timePrivate practiceHybrid workingOn-site
£60k - £70k per annum
...Provide expert tax advice to private clients, ensuring compliance with relevant regulations. Manage a portfolio of clients, maintaining strong professional relationships and understanding their specific needs. Prepare and review complex tax returns and computations accurately...Permanent£35k - £45k per annum
...This is an exciting opportunity for a Private Client Tax Senior to manage and advise on personal tax matters within the professional services industry. Based in Reigate, the role requires technical expertise in tax compliance and advisory services. Client Details This...PermanentTraineeshipHybrid working£30k - £40k per annum
...Prepare and review personal tax returns for a range of private clients. Communicate with clients to gather necessary information and provide updates. Maintain accurate and up-to-date client records in compliance with regulatory standards. Support senior team members...Permanent£50k - £60k per annum
...This is a fantastic opportunity for a Private Client Tax Assistant Manager to provide expert tax advice and compliance services to a diverse client base. The role is based in Reigate within the accountancy industry, offering a chance to grow and develop your career in a supportive...PermanentHybrid working£30k - £33k per annum
...Client Services Personal Assistant - Guildford £30,000 £33,000 DOE per annum Working Pattern: Hybrid (typically 60% office / 40% remote) An exciting opportunity has arisen for a highly organised and proactive Client Services Personal Assistant to join a professional...PermanentHybrid workingOn-siteRemote£45k - £55k per annum
I'm working with a growing law firm in Oxted that's looking to bring in a Private Client Solicitor at NQ+ level . This is a brand-new role , created purely because the firm is busy and continuing to grow, not a replacement. What's really nice about this opportunity is the...Long-term contractPermanent£40.5k - £49.5k per annum
...Dealing with annual tax returns for delegated clients Liaising with HM Revenue & Customs on behalf of clients Involvement in a wide range of personal tax assignments, including tax forecasting, considering residence and domicile status, capital gains tax, planning and...Permanent£48.5k - £57.5k per annum
...Provide expert tax advice to a portfolio of private clients (HNWI/high profile clients) Manage client relationships, ensuring high levels of service are maintained Stay updated with changes in tax legislation, communicating these to clients where necessary Collaborate...Permanent£85k - £95k per annum
...responsible for reviewing tax returns prepared by consultants, offering technical guidance, and identifying opportunities to optimize clients' tax affairs. As a Senior Manager the day to day work will encompass: Reviewing the tax returns prepared by consultants and...Permanent£35k - £45k per annum
...Manage and maintain relationships with key clients to ensure satisfaction and retention. Act as the main point of contact for client queries and support requests. Coordinate with internal teams to ensure timely delivery of services and solutions. Monitor client accounts...Permanent