Private Client Account Manager
4 weeks ago
Location: Birmingham
Full/Part Time: Full Time
Salary: £35,000 per annum
We are seeking a skilled Private Clients Account Handler to join our dynamic team. As an Account Manager, you will be responsible for the day-to-day servicing of client insurance programs, placement of insurances, management of renewals, and resolution of client queries.
Key Responsibilities:
- Servicing of client insurance programs
- Verification of policy documentation for accuracy before issuance to the client
- Effective management of all renewals in a timely manner
- Obtaining quotations for new and renewal business
- Preparation of market and client documentation
- Resolution of client queries and changes in cover promptly and effectively
- Providing management information as required
Requirements:
- Understanding of relevant classes of business
- Ability to identify opportunities for business development
- Understanding of legal principles of insurance and risk management concepts
- Experience in marketing and servicing the insurance needs of clients
- Excellent verbal and written communication skills
-
Private Client Account Manager
1 month ago
Birmingham, Birmingham, United Kingdom Lawes Consulting Group Full timePrivate Clients Account HandlerLocation: BirminghamFull/Part Time: Full TimeSalary: £35,000 per annumOverview:We are currently recruiting for a key client of ours who are on the lookout for a Private Clients Account Handler to join their dynamic team. They are considering individuals from a Personal Lines background. As an Account Manager, you will be...
-
Private Client Account Manager
4 weeks ago
Birmingham, Birmingham, United Kingdom Lawes Consulting Group Full timePrivate Clients Account HandlerLocation: BirminghamFull/Part Time: Full TimeSalary: £35,000 per annumOverview:We are currently recruiting for a key client of ours who are on the lookout for a Private Clients Account Handler to join their dynamic team. They are considering individuals from a Personal Lines background. As an Account Manager, you will be...
-
Private Client Account Manager
1 month ago
Birmingham, Birmingham, United Kingdom Lawes Consulting Group Full timeJob Title: Private Clients Account HandlerLocation: BirminghamFull/Part Time: Full TimeSalary: £35,000 per annumOverview:We are currently recruiting for a key client of ours who are seeking a Private Clients Account Handler to join their dynamic team. As an Account Manager, you will be responsible for the day-to-day servicing of client insurance programs,...
-
Private Client Account Manager
1 month ago
Birmingham, Birmingham, United Kingdom Lawes Consulting Group Full timeJob Title: Private Clients Account HandlerLocation: BirminghamFull/Part Time: Full TimeSalary: £35,000 per annumOverview:We are currently recruiting for a key client of ours who are seeking a Private Clients Account Handler to join their dynamic team. As an Account Manager, you will be responsible for the day-to-day servicing of client insurance programs,...
-
Private Client Account Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Lawes Consulting Group Full timeJob Title: Private Clients Account HandlerLocation: BirminghamFull/Part Time: Full TimeSalary: £35,000 per annumOVERVIEW:We are currently recruiting for a key client of ours who are on the lookout for a Private Clients Account Handler to join their dynamic team. They are considering individuals from a Personal Lines background. As an Account Manager, you...
-
Private Client Tax Assistant Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timePrivate Client Tax Assistant ManagerOur client, a leading accountancy practice in Birmingham, is seeking a highly skilled Private Client Tax Assistant Manager to join their team.Key Responsibilities:Manage a portfolio of private client compliance work, including personal tax returns, trust tax returns, and inheritance tax returns.Assist senior staff with ad...
-
Private Client Tax Assistant Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeJob Title: Private Client Tax Assistant ManagerWe are seeking a highly skilled Private Client Tax Assistant Manager to join our team at Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists. As a Private Client Tax Assistant Manager, you will be responsible for managing a portfolio of private client compliance work, including personal tax...
-
Private Client Lawyer
4 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeAbout the RoleIDEX Consulting is seeking an experienced Legal Director to join our Private Client team in North Birmingham.We are a highly ranked Legal 500 team, specialising in advising on various aspects of Private Client law, including Capital Tax planning through Wills, Trusts & Family Investment Companies. Our services extend to the creation and...
-
Private Client Lawyer
2 months ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeAbout the RoleIDEX Consulting is seeking an experienced Legal Director to join our Private Client team in North Birmingham.We are a highly ranked Legal 500 team that specializes in advising on various aspects of Private Client law, including Capital Tax planning through Wills, Trusts & Family Investment Companies. Our services extend to the creation and...
-
Private Client Lawyer
4 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeAbout the RoleIDEX Consulting is seeking an experienced Legal Director to join our Private Client team in North Birmingham.We are a highly ranked Legal 500 team, specialising in advising on various aspects of Private Client law, including Capital Tax planning through Wills, Trusts & Family Investment Companies. Our services extend to the creation and...
-
Private Client Solicitor
4 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeAbout the RoleIDEX Legal is seeking an experienced Legal Director to join our Private Client team in North Birmingham.We are a highly ranked Legal 500 team that specializes in advising on various aspects of Private Client law, including Capital Tax planning through Wills, Trusts & Family Investment Companies. Our services extend to the creation and...
-
Private Client Solicitor
3 weeks ago
Birmingham, Birmingham, United Kingdom Talk Staff Group Limited Full time £40,000 - £65,000We are seeking an experienced Private Client Solicitor to join our team in Birmingham. As a Private Client Solicitor, you will be responsible for supporting clients with a wide range of Private Client matters.Key responsibilities include:Confidently handling a variety of Private Client matters including wills, probate, trusts & estates workManaging a varied...
-
Private Client Tax Assistant Manager
1 month ago
Birmingham, Birmingham, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timePrivate Client Tax Assistant ManagerWe are seeking a highly skilled Private Client Tax Assistant Manager to join our team at Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists.Key Responsibilities:Manage a portfolio of private client compliance work, including personal tax returns, trust tax returns, and inheritance tax returns.Assist...
-
Private Client Tax Assistant Manager
1 month ago
Birmingham, Birmingham, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timePrivate Client Tax Assistant ManagerWe are seeking a highly skilled Private Client Tax Assistant Manager to join our team at Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists.Key Responsibilities:Manage a portfolio of private client compliance work, including personal tax returns, trust tax returns, and inheritance tax returns.Assist...
-
Private Client Tax Assistant Manager
4 weeks ago
Birmingham, Birmingham, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timePrivate Client Tax Assistant ManagerWe are partnering with a leading national accountancy firm to expand their prestigious Private Client Tax team in the Midlands at the Assistant Manager level. This is a prime opportunity to work alongside the UK's top Private Client Tax experts and engage in high-calibre technical projects.The RoleAs a trusted advisor, you...
-
Private Client Solicitor
4 weeks ago
Birmingham, Birmingham, United Kingdom Mandaus Legal Search Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Solicitor to join our top-tier Private Client team. As a Solicitor within this team, you will provide high-quality legal services to clients on all aspects of wills, trusts, and probate work.Key ResponsibilitiesOffer advice on all capital taxes and income tax in estates and trusts.Produce...
-
Private Client Solicitor
4 weeks ago
Birmingham, Birmingham, United Kingdom Mandaus Legal Search Full timeAbout the RoleWe are seeking a highly motivated and enthusiastic Solicitor to join our top-tier Private Client team. As a Solicitor within this team, you will provide high-quality legal services to clients on all aspects of wills, trusts, and probate work.Key ResponsibilitiesOffer advice on all capital taxes and income tax in estates and trusts.Produce...
-
Private Client Solicitor
3 weeks ago
Birmingham, Birmingham, United Kingdom Mandaus Legal Search Full timeOur top-tier Private Client team is seeking a skilled Solicitor to join our STEP Platinum accredited team. As a Solicitor, you will provide high-quality legal services to clients on all aspects of wills, trusts, and probate work. Your expertise will include advising on capital taxes and income tax in estates and trusts, producing accounts for estates and...
-
Private Client Solicitor
4 weeks ago
Birmingham, Birmingham, United Kingdom Mandaus Legal Search Full timeAbout the RoleWe are seeking a highly skilled and motivated Solicitor to join our top-tier Private Client team. As a Solicitor within this team, you will provide high-quality legal services to clients on all aspects of wills, trusts, and probate work.Key ResponsibilitiesOffer advice on all capital taxes and income tax in estates and trusts.Produce accounts...
-
Private Client Tax Assistant Manager
2 months ago
Birmingham, Birmingham, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timePrivate Client Tax Assistant Manager OpportunityLocation: MidlandsType: PermanentWe are partnering with a leading national accountancy firm to expand their prestigious Private Client Tax team in the Midlands at the Assistant Manager level. This is a prime opportunity to work alongside the UK's top Private Client Tax experts and engage in high-calibre...