Private Client Advisor jobs in London, England

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PRIVATE CLIENT ADVISOR (HNW/UHNW), FINTECH, LONDON

Be the Lead Adviser to a number of High Net Worth and Ultra High Net Worth Clients. Advise on all aspects of the Clients Financial Life Plan and implications for wrappers and interaction with investment management. Contribute to...

CompanyBvv Pension Management Gmbh
AddressLondon, England
CategoryCustomer Service
SalaryPermanent, Full-time
Date Posted 2 months ago See detail

Private Client Advisor (HNW/UHNW), FinTech, London

Bvv Pension Management Gmbh

London, England

Permanent, Full-time

Be the Lead Adviser to a number of High Net Worth and Ultra High Net Worth Clients. Advise on all aspects of the Clients Financial Life Plan and implications for wrappers and interaction with investment management. Contribute to...

Insurance Advisor - HNW/Private Clients

Bruin Financial & Professional Services

London, England

£35,000 - £40,000 per annum

This role involves working with the renewals team, to look after your own book of business and manage client renewals, building strong internal and external relationships and developing your understanding of household insurance pr...

Private Client Tax Mananger

Pro-Tax

London, England

GBP65000 - GBP78000 per annum + bonus

Assist Associate Directors, Directors and Partners with our client relationships, which will include:technical delivery.project management.client conversations.operational management. technical delivery. project management. client...

Senior Manager - Private Client Tax

Howells Consulting Ltd

London, England

To £95,000 + Bens

If you enjoy both client-facing relationship management and tax technical guru duties, this role could be for you!A new opportunity has arisen to join one of Londons respected mid-sized accountancy firms. It is a high profile r...

Private Client Tax Senior Manager - Advisory

Pro-Tax

London, Greater London

GBP80000 - GBP105000 per annum + bonus

Play a significant role in supporting the Partners with the management of their client portfolio and growing the firm's Private advisory business. Act as a client relationship point of contact for significant Private Equity and ot...

Account Executive Private Clients Insurance

Morgan Spencer

London, England

£26,000 - £40,000 per annum

Client Portfolio Management: Handle renewals for Private Clients, ensuring timely and accurate processing.Proactively address client inquiries, concerns, and requests.Collaborate with underwriters to negotiate terms and coverage a...

Client Care Advisor- French Speaking

Business Of Fashion

London, Greater London

The Client Care Advisor is a highly skilled, contact centre based individual who manages diverse customer needs (including. new sales opportunities, client relationship building to encourage repeat purchase, after-sales support an...

Client Advisor / Account Manager

Lavanda Ventures Ltd.

London, England

3-5 years customer success or operations experience managing enterprise and growth accounts in a quota carrying role Partner with clients to help them achieve desired business outcomes and are comfortable challenging clients on ex...

Property and Private Client Paralegal

Recruitpedia Nxt Gen Recruitment

London, England

Salary negotiable

Organisation and Time Management skills. Excellent written English. Strong attention to detail. Able to work under pressure. Able to work on own initiative and be a team player. Strong work ethic that includes putting in the hours...

Broker - HNW/Private Clients

Bruin Financial & Professional Services

London, England

£40,000 - £50,000 per annum

In this role, you will be responsible for managing your own book of business and for providing excellent client servicing for their insurance needs. This includes claims, renewals and advising clients on the best policy for their...

Private Client Solicitor

Major Recruitment Ashford

Cranbrook, Greater London

Competitive

NQ 3 PQE. Experience in Tax, will drafting & probate. 25 days annual leave. On site parking. Opportunity for further studies. Health Insurance after probation....

Private Client Solicitor (1-2 years PQE)

Douglas Scott Legal Recruitment

Battersea, Greater London

£45,000 - £55,000

Independently manage a caseload encompassing various Private Client matters, including wills, power of attorney, trusts, probate, and tax advice. Contribute to the department's efforts in meeting performance targets. Maintain effe...

Private Client Paralegal

Gemini Recruitment

London, Greater London

£23,000 per annum

Report directly to Department Director. Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients needs. Assisting with casework including dealing with a range of Wills,...

US Tax - Private Client (Assistant Manager)

Brewer Morris

London, Greater London

GBP45000 - GBP70000 per annum

Manage an US client portfolios, overseeing tax compliance and relationship management. Execute tax strategies for clients with US and UK interests. Oversee and handle US tax returns for accuracy and compliance. Provide proactive t...

Private Client Paralegal

Gemini Recruitment Services Ltd

London, England

£23,000 per annum

Report directly to Department Director. Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients needs. Assisting with casework including dealing with a range of Wills,...

Manager - Private Client Tax Compliance

Pro-Tax

London, Greater London

Excellent Benefits

With a focus on Private Client services, this role involves managing Tax Compliance processes and providing strategic advice to clients.About the Role:Responsibilities: The Private Client Tax Compliance Manager oversees the prepar...

Private Client Accountant

Lhh Recruitment

London, England

£55,000 - £65,000/annum

Discussing client needs and providing advice for their family trusts, inheritance tax and accounts. Manage any tax and trust compliance including completing their returns. Prepare accounts for their commercial organisations. Work...

Private Client Tax Semi-Senior

Pro-Tax

London, England

GBP35000 - GBP40000 per annum + study support

Providing an efficient, client focused and proactive service to meet the needs of Private Clients. Working with directors and managers on technical assignments. Managing day to day client portfolio including billing and monitoring...

Private Client Tax Senior

Hays Taxation

London, Greater London

GBP30000.0 - GBP42000.0 per annum + £35,000 - £42,000 EXP dependant

A minimum of 2 years personal / Private Client Tax experience within a practice environment. A proactive and can-do attitude. A basic knowledge of capital gains tax, income tax, capital allowances, non-doms, etc. Flexible working...

PA/ Legal Secretary - Private Client

Eclectic Recruitment

London, England

£25,000 - £30,000 per annum

Legal Secretary ideally having experience of working in Wealth Management / Private Client Department. Extremely organised individual with excellent file management/organising skills. Keyboard and computerised system skills - 65 w...

Private Client Tax Manager

Bdo

London, Greater London

Competitive + benefits

Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice. Strong technical ability in the field of Private Client, in particular advising non-UK domiciled...

Private Client Administrator (Part-time)

Artemis Recruitment Consultants Ltd

London, England

£25,000 - £30,000 Annual

Organise and diarise meetings on behalf of the Private Client Director. Work with the Private Client Director to prioritise tasks. Fields calls and email queries as appropriate and act on all non-technical queries. Provide agendas...

Private Client Solicitor

Law Staff Limited

Beckenham, Greater London

On Application

Estate planning. Tax. Trusts. Contentious and non-contentious probate,. Wills and Powers of Attorney and elderly client affairs. Hybrid working schemes. 25 days annual leave plus bank holidays. Contribution to legal fees. Death in...

Private Client Tax Manager

Pro Talent

London, England

£75,000 - £85,000/annum

Private Client Tax Manager - LondonAre you ready to take your career in accounting and finance to the next level? Experience a supportive environment, exposure to unique projects, and the chance to engage with international client...

Private Client Solicitor

Austen Lloyd Limited

London, England

£50000 - £80000 per annum + generous benefits package

Oversee a varied caseload covering wills, trusts, probate, and estate planning issues. Offer extensive legal counsel and support to clients concerning Private Client law matters. Work closely with team members to provide personali...

Locum Private Client Solicitor

Michael Page Legal

London, England

£45 - £55 per hour

Manage a portfolio of probate cases from initiation to completion. Provide expert legal advice to clients regarding probate matters. Draft, review, and negotiate legal documents related to probate cases. Communicate effectively wi...

Private Client Tax Assistant Manager

Buckley Consulting

London, England

To £63,000 + Benefits

They boast a high quality and interesting client base, ideal if you are looking to broaden your skill set either for your CTA studies or to build a firm foundation for future promotions.They are looking for an Assistant Manager to...

Private Client Tax Manager

Buckley Consulting

London, England

To £78,000

This growing, mid tier firm can offer a high quality client base, a true team environment where partners are accessible and a flexible and sensible approach to hybrid working.You will manage a portfolio of HNW individuals, success...

Private Client Tax Manager - Compliance

Pro-Tax

London, England

Up to GBP60000 per annum + Super benefits package

Provide expert advice and guidance on complex tax matters for our valued Private Clients, including high-net-worth individuals, entrepreneurs, and families. Prepare and review tax returns, ensuring compliance with relevant legisla...

Private Client Tax Senior

Distinct Recruitment

London, England

£40,000 - £45,000 per annum

Flexibility 3 days per week working from home as well as flexible working hours. 28 days holiday + Bank holidays (Time between Christmas and NY given every year). An exciting time to join - growing firm who have gained further i...