Client Adviser

1 month ago


Maidenhead, United Kingdom Page Personnel Finance Full time

The successful Client Adviser, Maidenhead, will be responsible for providing accurate real time data to their practice's clients. This will enable the clients to make better financial decisions and, in turn, help the practice with their client relationships

**Client Details**

This practice are a wonderful medium-size group of accountants in Maidenhead. They have clients ranging from private individuals, private equity investors to SME businesses. With over 10 directors and 50 members of staff, they are a fantastic practice togain some great experience in accounts

**Description**

The successful Client Adviser will be responsible for...
- Being the 'go to' person for client enquires and managing client expectations
- Delivering information to clients
- Prepping VAT returns
- Prepping reports for management
- Some bookkeeping roles
- Preparation of CIS returns for clients
- Software support for clients

**Profile**

The successful Client Adviser will need...
- Great communication skills
- 1-2 years' experience within a practice
- 1-2 years' experience with purchase ledger, sales ledger and bank reconciliation
- Experience with Xero and Excel
- AAT qualifications

**Job Offer**

On offer to the successful Client Adviser is...
- £25,000-£33,000 per annum (dependant on experience)
- Ability to gain fantastic client-based experience with a well-established practice
- 25 days paid holiday not including bank holiday
- Career progression
- Practice is very close to Maidenhead train station


  • Financial Adviser

    1 day ago


    Maidenhead, United Kingdom Jigsaw Recruitment Full time

    Job Reference: 00000194-1 - Date Posted: 8 March 2023 - Recruiter: Jigsaw Recruitment - Location: Maidenhead - Salary: £24,000 to £45,000 - Sector: Financial Services - Job Type: Permanent - Contact: Gavin Meakings **Financial Adviser: Covering Maidenhead, Berkshire area£45,000 to £85,000 with excellent benefits that include a company car** Jigsaw...


  • Maidenhead, United Kingdom Jigsaw Recruitment Full time

    **Financial Sales Adviser - Covering Maidenhead and the surrounding area: £25,000 to £45,000: Company Car, Laptop, Mobile and excellent benefits package** Jigsaw Recruitment are recruiting self motivated and target individuals to join our clients growing sales team, this position would be covering Maidenhead, Berkshire **Sales Adviser Role**: Reporting...

  • Senior Client Manager

    2 weeks ago


    Maidenhead, United Kingdom Pro Talent Full time

    ProTalent are currently working with a successful and forward-thinking accountancy practice in Maidenhead to recruit a new Senior Client Manager. The firm: Fast-growing and dynamic accountancy firm in Maidenhead Diverse and loyal client base Expert team who work hard to provide exceptional standards Strong focus on innovation and technology, and ambitious...

  • Senior Client Manager

    2 weeks ago


    Maidenhead, United Kingdom Pro Talent Full time

    ProTalent are currently working with a successful and forward-thinking accountancy practice in Maidenhead to recruit a new Senior Client Manager. The firm: Fast-growing and dynamic accountancy firm in Maidenhead Diverse and loyal client base Expert team who work hard to provide exceptional standards Strong focus on innovation and technology, and ambitious...

  • Senior Client Manager

    2 months ago


    Maidenhead, Berkshire, United Kingdom ProTalent Limited Full time

    ProTalent are currently working with a successful and forward-thinking accountancy practice in Maidenhead to recruit a new Senior Client Manager. The firm: Fast-growing and dynamic accountancy firm in Maidenhead Diverse and loyal client base Expert team who work hard to provide exceptional standards Strong focus on innovation and technology,...

  • Senior Client Manager

    6 hours ago


    Maidenhead, Berkshire, United Kingdom ProTalent Limited Full time

    ProTalent are currently working with a successful and forward-thinking accountancy practice in Maidenhead to recruit a new Senior Client Manager. The firm: Fast-growing and dynamic accountancy firm in Maidenhead Diverse and loyal client base Expert team who work hard to provide exceptional standards Strong focus on innovation and technology,...


  • Maidenhead, United Kingdom Bucks & Berks Recruitment PLC Full time

    A fantastic opportunity for a bright ambitious individual to become a qualified Mortgage Advisor. Our client was recently voted Mortgage Firm of the Year and is looking for a Graduate Trainee Mortgage Advisor who will gain experience working for the business on a day to day basis whilst studying for their CeMap qualifications over 2 - 3 years.This role would...


  • Maidenhead, United Kingdom Bucks & Berks Recruitment PLC Full time

    A fantastic opportunity for a bright ambitious individual to become a qualified Mortgage Advisor. Our client was recently voted Mortgage Firm of the Year and is looking for a Graduate Trainee Mortgage Advisor who will gain experience working for the business on a day to day basis whilst studying for their CeMap qualifications over 2 - 3 years.This role would...


  • Maidenhead, United Kingdom Bucks & Berks Recruitment PLC Full time

    A fantastic opportunity for a bright ambitious individual to become a qualified Mortgage Advisor. Our client was recently voted Mortgage Firm of the Year and is looking for a Graduate Trainee Mortgage Advisor who will gain experience working for the business on a day to day basis whilst studying for their CeMap qualifications over 2 - 3 years.This role would...


  • Maidenhead, United Kingdom Bucks and Berks Recruitment Full time

    **JOB SUMMARY**: Permanent Maidenhead, Berkshire - Posted 5 hours ago - Salary: £20000 - £24000 per annum- REF: J1038231A fantastic opportunity for a bright ambitious individual to become a qualified Mortgage Advisor. Our client was recently voted Mortgage Firm of the Year and is looking for a Trainee Mortgage Advisor who will gain experience working for...

  • Financial Advisor

    1 month ago


    Maidenhead, United Kingdom Integrity Resource Solutions Full time

    **Financial Advisor (Non Diploma)** **Salary: £24,000 Basic (£40-60K OTE Year1), Homebased/Remote** **Locations: Maidenhead, Marlow, Henley on Thames** **The Company** A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a...

  • Corporate Tax Senior

    2 weeks ago


    Maidenhead, United Kingdom Pro Talent Full time

    ProTalent are currently working with a well-established accountancy firm in Maidenhead to recruit a Corporate Tax Senior. The firm: Well-established accountancy firm with a friendly office in Maidenhead Provide a full range of accountancy services to a wide range of clients Friendly working environment - you’ll be a key member of an established team;...

  • Corporate Tax Senior

    2 weeks ago


    Maidenhead, United Kingdom Pro Talent Full time

    ProTalent are currently working with a well-established accountancy firm in Maidenhead to recruit a Corporate Tax Senior. The firm: Well-established accountancy firm with a friendly office in Maidenhead Provide a full range of accountancy services to a wide range of clients Friendly working environment - you’ll be a key member of an established team;...

  • Administrator

    2 weeks ago


    Maidenhead, United Kingdom Reed Full time

    Trainee Mortgage Protection Advisor £19-22,600 DOE (Plus salary rises and commission once trained) Location – Maidenhead – office based Are you looking for a rewarding career in the protection industry? Do you want to work for a company that values your skills and personality? If so, I might have the perfect role for you! My client, a market leader in...

  • Parts Manager

    1 week ago


    Maidenhead, United Kingdom Yolo Recruitment Full time

    NEW PARTS MANAGER JOBSlough, BerkshireSalary: 35k basic + 42k OTE + BENEFITSMy Client based in Maidenhead is currently looking for a Parts Manager / Parts Supervisor to join their busy parts department and assist with the running of the department.Duties of the Parts Manager / Parts Supervisor : * Leading a team to ensure profitability and efficiency of the...

  • Parts Manager

    1 week ago


    Maidenhead, United Kingdom Yolo Recruitment Full time

    NEW PARTS MANAGER JOB Slough, Berkshire Salary: 35k basic + 42k OTE + BENEFITS My Client based in Maidenhead is currently looking for a Parts Manager / Parts Supervisor to join their busy parts department and assist with the running of the department. Duties of the Parts Manager / Parts Supervisor : * Leading a team to ensure profitability and...

  • Family Solicitor

    1 month ago


    Maidenhead, United Kingdom Clear IT Recruitment Limited Full time

    **My client is looking for an outstanding Family Solicitor to join their team in Maidenhead, Berkshire** Working within an experienced and supportive team there are genuine opportunities for career development and progression for the right person. This is a busy role requiring a proactive individual who will demonstrate a positive approach to work whilst...

  • Parts Manager

    4 days ago


    Maidenhead, United Kingdom Yolo Recruitment Full time

    NEW PARTS MANAGER JOBSlough, BerkshireSalary: 35k basic + 42k OTE + BENEFITSMy Client based in Maidenhead is currently looking for a Parts Manager / Parts Supervisor to join their busy parts department and assist with the running of the department.Duties of the Parts Manager / Parts Supervisor : * Leading a team to ensure profitability and efficiency of the...


  • Maidenhead, United Kingdom Uxbridge Employment Agency Full time

    Helpdesk Administrator Maidenhead – Hybrid up to £25,000 (depending on experience) Our client is a leading business within their industry and they are looking to recruit a team member to join their Helpdesk team. The main purpose of this role is to manage customer requests and queries and ensure they are assigned to the relevant teams and...

  • HR Advisor- Charity

    3 days ago


    Maidenhead, United Kingdom Page Personnel Secretarial & Business Support Full time

    This is a brilliant opportunity for someone who is passionate about HR and would love to work for a charitable organisation in Berkshire. This role is office based, Monday to Friday. **Client Details** Our client is an amazing charitable organisation who have supported many families locally over the years. You will be joining a team of 4 in HR and have...