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IPS Group
Manchester
A great chance to join a leading national insurance broker as a Client Service Manager in the Manchester Area has come to the market. Progress your career in commercial insurance and provide exceptional advice and service to both new and existing clients. With a solid background of over 5 years in mixed commercial experience, you'll offer insurance
Job Source: IPS GroupK3 Capital Group Plc
Bolton
Knightsbridge is one of the UK's leading business sales brokers, offering a comprehensive, nationwide service to business owners who are selling their business. We are part of the K3 Capital Group (recently acquired by the U.S. PE firm Sun Capital). With an HQ based in Bolton, our business is growing and we are now seeking a Client Manager to join
Job Source: K3 Capital Group PlcMichael Page Finance
Widnes
This Client Manager role is a fantastic opportunity for an individual with a strong financial background who is seeking to utilise their expertise within the professional services industry. The successful candidate will be responsible for managing client relationships, overseeing financial transactions, and ensuring the delivery of top-tier financ
Job Source: Michael Page FinanceBowdon Associates Limited
Altrincham
Client Manager Altrincham £40k - £55k The Client Our client are a busy Altrincham based accountancy practice with a large portfolio of clients, they are looking to add an experienced Client Manager to their team. The Role of Client Manager * Managing a diverse client portfolio and overseeing the preparation of general accounting services for a
Job Source: Bowdon Associates LimitedStreamline Search
Manchester
Client Manager required. Our client, a leading firm in the financial services industry are looking for a client manager to join their team. As a rapidly growing business, they are committed to delivering exceptional financial services to their diverse client base, and they need a Client Manager who shares their passion for excellence and is eager t
Job Source: Streamline SearchThe Talent Crowd
Stockport
Are you a motivated and organised individual with experience within the administrative sector looking to further you career with a company that can offer ongoing training and development with a distinct path to progression and promotion? If so this opportunity could be the one for you. We are seeking career driven individualsto join our Stockport
Job Source: The Talent CrowdReed
Knutsford
Client Relationship Administrator Location: Knutsford Salary: £27,000 - £30,000 - We are seeking a Client Relationship Administrator with extensive IFA experience to join our team. Previous experience with St. James’s Place is a bonus. The successful candidate will be the primary point of contact for both new and existing clients, handling queri
Job Source: ReedReed
Knutsford
Client Relationship Administrator Location: Knutsford Salary: £27,000 - £30,000 - We are seeking a Client Relationship Administrator with extensive IFA experience to join our team. Previous experience with St. James’s Place is a bonus. The successful candidate will be the primary point of contact for both new and existing clients, handling queri
Job Source: ReedAltrincham
£ 30000 - 38000/annum plus bens and bonus
Fast growing business to business Financial Services Business requires Client Manager/Business Analyst for their growing team. This is yet another addition to the growing team! This is another newly created role that will offer development and progression to the right candidate and the opportunity to work in a really lovely working environment.
As a part of the Financial Analyst/Client Management team, you will play an integral part of sustaining the growth of the business.
Your core activities will include;
* Supporting clients with identifying qualifying for tax benefits.
* This role is client facing and relies on the successful candidate dealing with senior technical personnel efficiently and effectively, on a one-to-one basis.
* Commitment to assisting SMEs and Large companies collate the necessary information to prepare successful tax returns in a timely and professional manner
* Conducting detailed Project Technical Report Calls with clients / key personnel to establish eligible R&D projects and activities.
* Drafting Project Technical Reports disclosing the projects discussed in the meeting, in line with guidelines for R&D for Tax purposes.
* Being able to understand R&D tax legislation and maximise client benefit via researching and solving tax issues.
* To liaise with industry professionals and accountants regarding the R&D project costing and developments
* Communicating with clients and accountants in order to obtain th...
Financial Services Client Manager jobs in Altrincham
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