Private Client Services Manager
3 days ago
We are seeking an experienced Private Client Services Manager to join our team at Brown & Brown Europe. This is an excellent opportunity to work with a leading insurance group, providing bespoke insurance solutions to high-net-worth individuals. Based out of our Leicester or Birmingham office, you will be responsible for managing an existing book of business and expanding our client base.
Key Responsibilities- Manage an existing book of business, ensuring client retention and growth.
- Work closely with account executives and directors to deliver exceptional customer service.
- Secure and arrange suitable cover at renewal, completing all necessary documentation.
- Take instructions from clients and account executives regarding insurance provision.
- Give instructions to insurers.
- Process mid-term adjustments and declarations, updating records accordingly.
- Invoice premiums due and ensure accuracy of policies and endorsements.
- Obtain quotations for new policies and renewals.
- Maintain effective credit control on allocated cases.
- Familiarity with company procedures and FCA standards.
- Awareness of market conditions and competitor strengths/weaknesses.
- Negotiable salary package + additional benefits
- Joint Pension contribution scheme
- Private Medical Scheme (available after 6 months)
- Permanent Health Insurance (available after 6 months)
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Private Client Services Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeAbout This RoleWe are seeking a highly skilled Private Client Services Manager to join our prestigious tax team.This senior position offers significant opportunities for career advancement and professional growth.The ideal candidate will have extensive experience working with high net worth individuals, sole traders, and other complex client scenarios.Our...
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Private Clients Service Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Lawes Insurance Recruitment Full timeAccount Director Full or Part-time Opportunity£35,000 salary available in BirminghamThis exciting role is focused on delivering exceptional service to private clients within the insurance sector. As a Private Clients Service Specialist, you will work closely with clients to understand their unique insurance needs and provide tailored solutions to meet those...
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Private Client Relationship Manager
5 days ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are looking for a Private Client Relationship Manager to join our team at Artemis Recruitment Consultants Ltd in Birmingham. The estimated salary for this role is £57,500 - £62,500.Job DescriptionThis role involves providing financial planning services to clients and prospective clients, working in accordance with the company's propositions to generate...
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Private Client Director
4 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeIDex Consulting is a prominent legal firm in the North Birmingham area, seeking an experienced Senior Private Law Advisor to join their esteemed team. Our company specialises in various aspects of private client law, including capital tax planning through wills, trusts & family investment companies. We offer extensive services in the creation and management...
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Compliance Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Dains Accountants Full timeJob OverviewDains Accountants is recruiting a Compliance Manager - Private Clients to join their tax team. This role involves researching and providing technical updates, assisting in PR material, and helping deliver services to clients.As a Compliance Manager, you will be responsible for applying your technical knowledge to formulate and deliver tax...
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Private Client Knowledge Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Irwin Mitchell Full timeJob OverviewWe are seeking a highly skilled Private Client Knowledge Manager to support our Private Client teams in delivering exceptional client experiences. This role is ideal for a motivated and organized individual who is passionate about developing knowledge services and products.About the RoleContribute to the development of knowledge management...
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Private Client Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Resourcing Group Full timeJob Summary:We are seeking a Private Client Specialist to join our team at Resourcing Group in Birmingham. As a key member of our private client department, you will be responsible for managing a diverse caseload of private client matters, focusing on Wills, probate, estate planning, trusts, and lasting powers of attorney. You will provide expert legal...
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Private Client Administrator
2 weeks ago
Birmingham, Birmingham, United Kingdom Additional Resources Ltd Full timeEstablished law firm Additional Resources Ltd seeks a Private Client Administrator to provide administrative support in the Private Client department. This full-time or part-time role offers a competitive salary of £22,000 - £24,000 and excellent benefits.Key Responsibilities:Prepare legal documents, forms, and correspondence with high accuracy.Assist in...
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Tax Compliance Manager
4 weeks ago
Birmingham, Birmingham, United Kingdom Cedar Recruitment Full timeThe role of Tax Compliance Manager - Private Client Services is to oversee the delivery of high standards of compliance and tax advice in a professional and consultative manner. This involves providing tax guidance and advice to clients, managing a team of tax professionals, and ensuring that all tax regulations are met.Key ResponsibilitiesProviding tax...
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Private Client Specialist
3 days ago
Birmingham, Birmingham, United Kingdom Irwin Mitchell LLP Full timeSpecialist Position in Private Client WorkWe are a national law firm with a strong commitment to supporting local communities. Our core values centre around being compassionate and empathetic professionals who deliver exceptional service.We're not just a law firm – we're a supportive team helping individuals and businesses overcome life's obstacles.We...
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Client Service Manager
1 month ago
Birmingham, Birmingham, United Kingdom Everpool Full timeFull-time Private Client Solicitor WantedWe are seeking a highly skilled and experienced Private Client Solicitor to join our team at Everpool. This is an excellent opportunity for a talented professional to manage a portfolio of clients with complex Wills, Trusts, and Probate matters.Key Responsibilities:Manage a portfolio of clients with complex Wills,...
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Private Client Attorney
20 minutes ago
Birmingham, Birmingham, United Kingdom Gleeson Recruitment Group Full timeJob TitlePrivate Client SolicitorRole OverviewAn exciting opportunity has arisen for a seasoned Private Client Solicitor to take on a diverse caseload, encompassing Wills, Powers of Attorney, Probate, and Estate Planning matters in the Birmingham area.Key ResponsibilitiesHandling a mixed caseload of wills, estate administration, and Power of Attorney matters...
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Private Client Solicitor
2 hours ago
Birmingham, Birmingham, United Kingdom Venn Group Full timeRole OverviewVenn Group is a leading recruitment agency in the UK, and we are excited to announce a fantastic opportunity with a prestigious law firm located in the West Midlands. We are seeking an experienced and dedicated Locum Private Client Solicitor to join their dynamic team for an initial 3 months while the firm recruits permanently.About the RoleThis...
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Senior Private Client Solicitor
4 weeks ago
Birmingham, Birmingham, United Kingdom Options Resourcing Ltd Full timeOptions Resourcing Ltd is seeking a Senior Private Client Solicitor to join their team in Yardley, Birmingham. As a key member of the team, you will be responsible for managing a diverse caseload of private client matters.Key ResponsibilitiesManage a diverse caseload of private client matters, focusing on Wills, probate, estate planning, trusts, and lasting...
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Private Client Law Firm Manager
4 days ago
Birmingham, Birmingham, United Kingdom Michael Page (UK) Full timeBirmingham-based law firm Michael Page (UK) is looking for a highly skilled Private Client solicitor to fill the role of Head of Department. This is an excellent opportunity for someone to take on new challenges and responsibilities in a dynamic and supportive environment.About the JobThe successful candidate will be responsible for leading our Private...
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Private Client Specialist
2 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeCompany Overview:IDEX Consulting is a respected legal services provider with offices in Cannock, Lichfield, and Sutton Coldfield.We offer agile working solutions, allowing our employees to choose between different work locations and methods.About this Role:Deliver expert private client advice to clients, ensuring high-quality service delivery.Contribute to...
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Private Client Solicitor
2 days ago
Birmingham, Birmingham, United Kingdom Gleeson Recruitment Group Full timeJob OverviewAn exciting opportunity has arisen for a skilled Private Client Solicitor to join our well-established and supportive team in Birmingham. This prestigious firm is renowned for its client-focused approach and commitment to professional development, making it an ideal environment for ambitious legal professionals.Role SummaryWe are seeking a highly...
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Private Client Support Specialist
3 days ago
Birmingham, Birmingham, United Kingdom Anthony Collins Solicitors Full timeJob Description: Private Client Support SpecialistAnthony Collins Solicitors is currently seeking a skilled Private Client Support Specialist to join our Personal Planning and Management team.About the JobThis is a unique opportunity to work with a specialist law firm dedicated to improving lives and communities, supporting our team to deliver exceptional...
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Private Client Specialist
3 days ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJob Title: Private Client SpecialistAbout the Role:We are seeking an experienced Private Client Specialist to join our team, assisting with a varied caseload of private client matters, including Estate Administration, drafting Wills and Lasting Powers of Attorney, and conducting meetings to obtain instructions from clients.Main Responsibilities:Assist fee...
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Private Client Specialist
3 days ago
Birmingham, Birmingham, United Kingdom Venn Group Full timeSolicitor - Private Client - West MidlandsVenn Group is recruiting an experienced Solicitor to join a prestigious law firm in the West Midlands. As a key member of the team, you will be responsible for managing a comprehensive caseload, providing expert legal advice, and maintaining strong client relationships. This role offers a competitive hourly rate of...