Financial Client manager

Are you an experienced Finance Client Manager currently looking for a new role? If so, this could be the role for you! Gillespie Recruitment are delighted to be working with our client, who is a thriving accountancy firm, in their search for a Client Manager. Main responsibilities: Coordinating bookkeeping, payroll, VAT, and year-end processes. Handling...

Are you an experienced Finance Client Manager currently looking for a new role? If so, this could be the role for you!Gillespie Recruitment are delighted to be working with our client, who is a thriving accountancy firm, in their search for a Client Manager. Main responsibilities:Coordinating bookkeeping, payroll, VAT, and year-end processes.Handling...

Are you an experienced Finance Client Manager currently looking for a new role? If so, this could be the role for you!Gillespie Recruitment are delighted to be working with our client, who is a thriving accountancy firm, in their search for a Client Manager. Main responsibilities:Coordinating bookkeeping, payroll, VAT, and year-end processes.Handling...

Are you an experienced Finance Client Manager currently looking for a new role? If so, this could be the role for you!Gillespie Recruitment are delighted to be working with our client, who is a thriving accountancy firm, in their search for a Client Manager. Main responsibilities:Coordinating bookkeeping, payroll, VAT, and year-end processes.Handling...

Client Manager Job Vacancy? Are you an experienced Client Manager who would love to work with a highly regarded firm in Newcastle upon Tyne? Enjoying stable growth, this reputable firm is looking for a hands-on candidate who can hit the ground running to support a diverse, loyal, and growing client portfolio. We’re looking for someone who is ACCA qualified...

You'll be comfortable providing Paraplanning support to a team of advisers as well as training and mentoring a team of Paraplanners. Contributing to the review, enhancement and streamlining of technical research, report writing processes, systems and procedures to increase efficiencies in the team. Responsibility for training, coaching and mentoring...

Join our dynamic team at Reeves, a leading financial advice firm dedicated to providing exceptional services to our clients. We are seeking a highly motivated and experienced Client Marketing Manager to drive strategic client campaigns, enhance client advocacy, and strengthen client engagement through innovative marketing initiatives. Position Overview ...

In this employed, Financial Advisor job in Newcastle, you will takeover an existing client bank with around £150,000 recurring income. Your priority will be to takeover the ongoing financial planning and focus on achieving a high retention of clients. As a Financial Advisor, you should ensure clients continue to receive excellent financial planning...

Flexible working locations across Australia and New Zealand + WFH/Hybrid Competitive Salary + Suncorp Benefits + Annual Bonus Career development pathways + On-the-job skill development Our team of Financial Risk Managers plays a crucial role in identifying, assessing, and mitigating the various financial risks that Suncorp may encounter. They are...

Join our dynamic team at Reeves, a leading financial advice firm dedicated to providing exceptional services to our clients. We are seeking a highly motivated and experienced Client Marketing Manager to drive strategic client campaigns, enhance client advocacy, and strengthen client engagement through innovative marketing initiatives. As a Client...

**The Opportunity** Working for a large growing government body in Newcastle upon Tyne. Requirement to ideally be in the office 1-2 days a week in Newcastle or London. Financial Accounting Manager required for 4-6 months. **The Role** Financial Accounting Manager required to support the valuation of a large asset portfolio. Other duties include: -...

Our Client is a group of companies providing a range of industrial services to the energy and marine sectors. Due to increased workload and expansion of the Finance Department, a Company Accountant is required to work closely with the CFO and more junior members of the team to ensure production of high quality, accurate information. Assisting with the...

T&C Manager Hybrid Training and onboarding of new advisers Ideally hold Level 4 in Regulated Financial Planning, would consider partially qualified working towards obtaining full diploma Have good experience in Financial Services, particularly with a regulated advice environment and/or Training & Competence background

We are seeking a Client Representative to join our team in providing exceptional service to our clients in the financial services industry. **Duties**: - Communicate with clients to understand their needs and provide appropriate solutions - Analyze client accounts and financial information to offer tailored recommendations - Build and maintain strong...

**Job Title: Trainee Financial Adviser** **Industry: Financial Services** **Location: Newcastle-Upon-Tyne** **Salary: £40,000** **Job Ref: 7528** **Job Description: TraineeFinancial Adviser** Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity that can provide you with the...

Financial Planning Administrator Newcastle upon Tyne Salary - £24,000 - £30,000 plus bonus, pension, exam support, training, flexi-working I am looking to speak to individuals who have both experience and an interest in the financial services industry. My client are a Financial Planning organisation providing guidance to their clients around a variety...

Job Description Every day brings a new challenge so you'll need to be a team player at heart, with an eye for detail and great organisational skills so you can prioritise your day to ensure deadlines are met and timelines are adhered to. Your primary responsibility will be to act as a day-to-day front office contact for your designated private equity,...

Job Description Every day brings a new challenge so you'll need to be a team player at heart, with an eye for detail and great organisational skills so you can prioritise your day to ensure deadlines are met and timelines are adhered to. Your primary responsibility will be to act as a day-to-day front office contact for your designated private equity, real...

**Duties**: - Lead and oversee the strategic planning and execution of the company's goals and objectives - Analyze financial data and develop strategies to drive business growth - Utilize Salesforce to manage customer relationships and enhance sales processes - Communicate effectively with internal teams, stakeholders, and clients to ensure alignment on...

Founded in 2017, Fintuity has fast become the leading digital Independent Financial Adviser (IFA) business in the United Kingdom. As a fintech, we offer all the services of a traditional IFA plus digital and robo advice via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments, tax...