Full-time Client Portfolio Manager jobs in Somerset, England
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CLIENT MANAGER
Managing a portfolio of clients Including direct contact through face to face meetings and telephone/online advise. Tax returns and working to relevant standards. Tax planning. Provide bespoke training for clients. Xero, QuickBo...
Company | Autograph Recruitment Ltd |
---|---|
Address | Somerset, England |
Category | Banking |
Salary | Salary negotiable |
Job type | Permanent, full-time |
Date Posted | 6 days ago See detail |
Client Manager
Autograph Recruitment Ltd
Somerset, England
Salary negotiable
Managing a portfolio of clients Including direct contact through face to face meetings and telephone/online advise. Tax returns and working to relevant standards. Tax planning. Provide bespoke training for clients. Xero, QuickBo...
6 days ago seen See more...
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Client Support Manager
Capio Recruitment Financial Planning
Somerset, England
Experience working within a similar management role for a Wealth Management company. Ability to analyse data and implement action plans. Excellent leadership skills to be able to line manage a team. Forward thinking individual who...
2 months ago seen See more...
Client Service Manager
Recruit Uk
Somerset, England
£42,000 - £55,000 per annum
Competitive salary of 42,000 - 50,000. Discretionary bonus. Hybrid working. 25 days annual leave +/- 5 days. 4x DIS. Private medical insurance. 5% pension contribution. Personal development progression opportunities. Additional...
2 months ago seen See more...
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Client Services Manager - wealth management - 2 days office / 3 days home
Reed Insurance
Somerset, England
£42,000 - £55,000 per annum, inc benefits
Purpose of the role To lead teams within the business in a way that supports delivery of service excellence and operational efficiency. Coach individuals to achieve high performance; support with Training and Personal Development...
2 months ago seen See more...
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