Estate and Retirement Specialist

As a key member of our team, you will have the opportunity to make a real difference in the lives of our clients. As an Investment and Retirement Consultant, you will be responsible for evaluating and advising on medium to longer-term financial objectives in areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and...

Job RoleThe Sarfraz Group Ltd is seeking an experienced Estate Administration Specialist to join our Private Client group. As Probate and Trust Manager, you will be responsible for managing a varied caseload of probate and estate administrations, including taxable and non-taxable estates.Key ResponsibilitiesEngage with partners, directors, and clients to...

About the RoleWe are seeking an experienced Estate Administration Specialist to join our Private Client team at Sarfraz Group Ltd.Job DescriptionTo take responsibility for a varied caseload of probate & estate administrations, including taxable and non-taxable estates.Engage with Partners/Directors and clients by telephone, email, and face-to-face meetings...

Job Purpose: We are seeking an experienced Probate and Estate Management Specialist to join our team at Sarfraz Group Ltd. The successful candidate will be responsible for a varied caseload of probate and estate administrations, including taxable and non-taxable estates.Key Responsibilities:Engage with Partners/Directors and clients through regular...

Salary: £45,000 - £55,000 per annumAbout the RoleWe are seeking an experienced Probate Specialist to join our Private Client Services team. As a key member of the team, you will be responsible for administering and distributing estates, ensuring compliance with regulatory requirements and managing multiple projects simultaneously.

Our client, a borderless and independent financial advisory consultancy, is dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach that sets them apart in the offshore marketplace. As a Global Wealth Advisor, you will evaluate and advise on medium to longer-term financial...

Securing Your Financial FutureAt Click and Connect Online Limited, we are dedicated to providing our clients with expert financial guidance. As a Financial Planning Expert, you will play a crucial role in helping them achieve their medium to longer-term financial objectives. With a focus on Lump Sum Investing, Retirement Planning, Education Fee Funding, Life...

Job Description:We are seeking a seasoned Tax Director to lead our Probate and Trust team. This is an exceptional opportunity for an experienced professional to join our esteemed firm, Victor Search.Role Summary:The successful candidate will be responsible for managing a diverse client portfolio, providing expert advice on complex probate and IHT matters....

Victus Search is a leading UK recruitment agency, collaborating with esteemed accountancy firms to find exceptional talent. Our current opening is for a highly skilled Taxation Specialist Leader to spearhead trust and probate services.Key Responsibilities:Maintain relationships with clients, providing tailored estate planning advice and ensuring seamless...

Job OverviewWe are seeking an experienced Taxation Specialist to join our team at Mercer & Hole. This is a fantastic opportunity for a skilled professional to manage trust, probate and tax services, ensuring compliance and providing strategic advice on Wills, estate planning and inheritance tax matters.ResponsibilitiesManage trust, probate and tax services...

We are currently seeking a skilled Tax Director to join our team at Michael Page (UK), a leading professional services firm. This is an exciting opportunity for a seasoned tax professional to lead and grow within our Tax department.About the RoleThe successful candidate will have completed the CTA and/or STEP qualification, with a strong background in...

Job Title: Client Services SpecialistWe are seeking a detail-oriented and organized Wealth Management Client Services Advisor to join our team at Click and Connect Online Limited.About the Role:This is an exciting opportunity for a professional with excellent organizational skills, attention to detail, and a proactive approach to handling client service...

We are looking for a Client Relationship Specialist to join our team at beBee Professionals in St Albans. The ideal candidate will have a strong understanding of CRM software and client relationship management, and will be able to develop and implement strategies to meet client needs and drive long-term business growth.Key Responsibilities:Manage and...

We are seeking a talented Customer Relationship Specialist to join The Progress Group team.As a Customer Relationship Specialist, you will be the key point of contact for our customers, ensuring their needs are met and exceeded.About The Progress Group:We are an easy-to-use talent tool, creating a connected community that thrives. With a growing business and...

We are seeking a Revenue Growth Specialist to join our sales team. The ideal candidate will have a proven track record of identifying new business opportunities and fostering relationships with key clients.Key Responsibilities:Develop and execute sales strategies to drive revenue growth.Collaborate with internal teams to ensure customer satisfaction and meet...

We are looking for a Client Growth Specialist to develop and implement strategies that meet client needs and drive long-term business growth.Key Responsibilities:Manage and maintain relationships with existing clients, acting as their main point of contact.Develop and implement strategies to meet client needs and drive business growth.Identify new sales...

Job SummaryWe are seeking a Trust Planning Specialist to join our team at Clark Wood. The successful candidate will have significant experience in private client taxation, including trust planning, IHT reviews, and estate administration.This is an exciting opportunity to work with a leading tax advisory firm and contribute to the success of our clients. The...

About Our Client:Our client, an independent and forward-thinking financial advisory consultancy, is dedicated to securing the long-term financial futures of its clients. With a team of UK-qualified financial advisers, they offer a unique blend of expertise and innovative approach that sets them apart in the offshore wealth management market.Why Choose Our...

Job OverviewAldwych Consulting Ltd is seeking a highly skilled Senior Planning Specialist to join their team. As a Senior Planning Specialist, you will be responsible for creating, updating, and developing construction programmes for various projects.About the RoleCreate and manage complex construction programmes detailing sequential works, milestones,...

Assembling Enclosure Specialist Job SummaryWe are seeking an experienced Assembling Enclosure Specialist to join our team at MPI Limited. In this role, you will be responsible for assembling sheet metal enclosures from component parts in a manufacturing facility.Key Responsibilities:Assemble sheet metal enclosures from various parts, using precision tools...