Senior Private Client Portfolio Advisor
2 weeks ago
We are seeking a highly experienced Investment Manager to join our team in Manchester.
The ideal candidate will have a strong background in managing private client portfolios, with a focus on delivering exceptional service and growing client relationships.
Salary: £80,000 - £120,000 plus bonus and full package.
About Our Firm
A well-capitalised and highly profitable Asset Management firm with a strong reputation in the private client sector.
Main Responsibilities
- Provide expert advice on investment portfolio management.
- Develop business opportunities while maintaining high-quality service for clients.
- Grow portfolios through effective marketing and relationship-building strategies.
Essential Skills
- Strong background in UK private client discretionary investment management.
- Level 6 qualification via the CISI or equivalent.
- A small/moderate book of direct business.
- Excellent communication and interpersonal skills.
-
Manchester, United Kingdom Hays Senior Finance Full timeThis Firm is a globally recognised name in accounting and business advisory with a great reputation in the Private Client space across the North West. This team manages funds, businesses and trusts of individuals, families and entrepreneurs across the North, where you will oversee clients' tax affairs, using the firm's global reach of entrepreneurs and owner...
-
Private Client Portfolio Advisor
2 days ago
Greater Manchester, United Kingdom Heat Recruitment Full timeDiscretionary Wealth ManagerWe are seeking a skilled investment professional to join our team as a Discretionary Wealth Manager.This exciting opportunity is based in Manchester and offers a basic salary of £80,000 to £120,000 plus a bonus and comprehensive benefits package.About Our FirmA reputable national Asset Management company with a proven history of...
-
Private Client Portfolio Advisor
2 weeks ago
Manchester, United Kingdom Heat Recruitment Full timeRole OverviewWe have an exciting opportunity for a highly skilled Wealth Management Specialist to join our team in Manchester. This is a senior role that requires a deep understanding of the investment industry and a proven track record of delivering exceptional results.The successful candidate will be responsible for managing and advising on both existing...
-
Private Client Advisor
4 weeks ago
Greater Manchester, United Kingdom Actis Recruitment Full timeJob OverviewA Private Client Advisor position has become available at a reputable law firm in the North West. This role involves providing expert advice on estate and wealth protection measures, including Wills, tax liabilities, and Grant administration.The ideal candidate will have experience in private client services, specifically in advising on Wills,...
-
Senior HR Advisor
3 weeks ago
Manchester, United Kingdom The Portfolio Group Full timeJob SummaryWe are seeking a highly skilled Senior HR Advisor to join our team at The Portfolio Group. As an HR Advisor, you will provide expert guidance and support to clients across various sectors, ensuring they receive reliable and commercially focused HR and Employment Law advice.This is a fantastic opportunity for an ambitious HR professional to expand...
-
Private Client Tax Leadership Role
4 weeks ago
Manchester, United Kingdom Hays Senior Finance Full timeAre you a skilled tax professional looking to drive growth in private client tax?">We have an exciting opportunity for a Private Client Tax Manager to join our team at Hays Senior Finance, working closely with our established accountancy firm partner. The role will involve overseeing a portfolio of private client tax returns, building strong relationships...
-
HR Advisor
2 days ago
Greater Manchester, United Kingdom The Portfolio Group Full timeCompany OverviewThe Portfolio Group is a leading provider of HR and Employment Law services, serving over 30,000 clients across various sectors. With a commitment to excellence, we have won awards as one of the 'Best Places to Work'.
-
Private Client Tax Senior Manager
2 weeks ago
Manchester, United Kingdom Association Of International Certified Professional Accountants Full timeYour new firmThis Firm is a globally recognised name in accounting and business advisory with a great reputation in the Private Client space across the North West. This team manages funds, businesses, and trusts of individuals, families, and entrepreneurs across the North, where you will oversee clients' tax affairs, using the firm's global reach of...
-
Private Client Tax Manager
1 month ago
Manchester, United Kingdom Hays Senior Finance Full timePrivate Client Tax Manager Employer Location Manchester, England, Greater Manchester Salary - per annum + £45K-£55K DOE Closing date 6 Dec 2024 View more categoriesView less categories Sector Salary band , Contract type Hours Where will they be working You need to or to save a job. Job Details Your new firm We are partnering with a...
-
Private Client Tax Advisor
2 days ago
Manchester, United Kingdom Hays Taxation Full timeJob Description">This role requires an experienced Private Client Tax Senior Manager or Tax Director to join our partner firm's private client tax advisory team. You will have the opportunity to work on a range of interesting and complex advisory matters, including IHT planning, non-domiciliaries, and trust advisory.">Key Skills and Qualifications">Strong...
-
Tax Manager for Private Clients
4 weeks ago
Manchester, United Kingdom Hays Senior Finance Full timeHays Senior Finance is partnering with a leading accountancy firm to recruit a Private Client Tax Manager.This newly created role will focus on driving growth in private client tax, working closely with the Private Client Tax Partner to develop the business and deliver exceptional standards of work. The ideal candidate will have a deep understanding of UK...
-
Paralegal Advisor
2 weeks ago
Greater Manchester, United Kingdom The Portfolio Group Full timeRole OverviewWe are looking for a Paralegal Advisor to join our team at The Portfolio Group. As an experienced HR professional, you will provide expert guidance to clients on employment law and HR matters, utilizing your knowledge and expertise to deliver tailored solutions.Your primary responsibilities will include communicating with clients by telephone...
-
Expert Tax Advisor
4 weeks ago
Manchester, United Kingdom Hays Senior Finance Full timeWe're seeking a seasoned tax professional to fill the position of Private Client Tax Manager at our esteemed accountancy firm partner.The role will involve overseeing a portfolio of private client tax returns, including high-net-worth individuals and families, entrepreneurs, trusts, and estates. You'll need to have excellent communication and interpersonal...
-
Private Client Tax Advisor
4 weeks ago
Manchester, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeInternational Tax Specialist OpportunityLevitate Recruitment is pleased to announce a Tax Senior Associate position within a leading National Accountancy Practice. The ideal candidate will have experience in providing tax compliance and advisory services for high-net-worth individuals (HNWIs) across the North West region and overseas.The private client team...
-
Accounting and Payroll Advisor
2 days ago
Greater Manchester, United Kingdom Portfolio Payroll Full timePortfolio Payroll is seeking a skilled Accounting and Payroll Advisor to join their team in Manchester.Role OverviewThis position requires a strong background in payroll and financial operations, with a focus on delivering high-quality services to clients.Main ResponsibilitiesDelivering detailed payroll advice and guidance.Handling cross-departmental queries...
-
Private Client Tax Senior
6 months ago
Manchester, United Kingdom Taylor Rose Recruitment Full timeFull Time or Part Time, Permanent - Manchester, Greater Manchester - Posted 3 hours ago Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Senior opportunity on behalf of our client, a leading firm in their Central Manchester office. This opportunity would suit an ATT Qualified and/ or CTA PQ/ Qualified Private Client Tax...
-
HR Advisor
1 month ago
Greater Manchester, United Kingdom The Portfolio Group Full timeWe are seeking a highly skilled HR Advisor to join our team at The Portfolio Group, a renowned provider of award-winning HR and Employment Law services. This exciting opportunity is perfect for individuals with a passion for HR and a strong understanding of employment law.The successful candidate will be responsible for providing expert HR and employment law...
-
Private Client Senior Tax Manager
4 weeks ago
Manchester, Greater Manchester, M1, Manchester, United Kingdom Hays Accountancy and Finance Full timeYour new firm We are partnering with a major accountancy firm with 3 offices across the Northwest region to search for a Senior Tax Manager. This firm provides a range of advisory and accounting services to a largely owner-managed business / entrepreneurial client base. A modern practice, they have 160+ staff spread across 3 office locations, with tax...
-
Private Client Team Lead
2 weeks ago
Greater Manchester, United Kingdom JMC Legal Recruitment Full timeAbout the RoleWe are seeking a highly experienced Private Client Lawyer to join our team in Manchester. The successful candidate will have at least 6 years of post-qualified experience (PQE) in Private Client law and a strong track record of delivering high-quality work.The role involves managing a portfolio of private client matters, including estate...
-
Private Client Tax Senior
6 months ago
Manchester, United Kingdom Taylor Rose Recruitment Full timeFull Time or Part Time, Permanent - Manchester, Greater Manchester - Posted 17 hours ago We have been instructed on an excellent Private Client Tax Senior opportunity on behalf of a leading firm of Chartered Accountants in Central Manchester. The role would suit a Private Client Tax professional looking to join a highly reputable firm offering: An...