Current jobs related to High Net Worth Account Manager - Stockport, Stockport - Checked Recruitment
-
Management Accountant
1 month ago
Stockport, Stockport, United Kingdom Robert Walters UK Full timeManagement Accountant Job DescriptionAs a Management Accountant, you will play a pivotal role in driving financial excellence within our client's rapidly growing utilities sector business. You will be responsible for delivering high-quality management accounts, providing insightful analysis and commentary on performance, and establishing robust financial...
-
Management Accountant
1 month ago
Stockport, Stockport, United Kingdom Robert Walters UK Full timeManagement Accountant Job DescriptionAs a Management Accountant, you will play a pivotal role in driving financial excellence within our client's rapidly growing utilities sector business. You will be responsible for delivering high-quality management accounts, providing insightful analysis and commentary on performance, and establishing robust financial...
-
Tax Adviser
4 weeks ago
Stockport, Stockport, United Kingdom Hays Taxation Full timeYour New Role at Hays TaxationYour new firm is a well-established regional accountancy practice with a strong presence in the North West. They offer a range of services including accounts, audit, taxation, corporate finance, and business advisory services.In your new role, you will report to the current Tax Partner and support the team with private client...
-
Tax Adviser
4 weeks ago
Stockport, Stockport, United Kingdom Hays Taxation Full timeYour New Role at Hays TaxationYour new firm is a well-established regional accountancy practice with a strong presence in the North West. They offer a range of services including accounts, audit, taxation, corporate finance, and business advisory services.In your new role, you will report to the current Tax Partner and support the team with private client...
-
Tax Adviser
4 weeks ago
Stockport, Stockport, United Kingdom Hays Taxation Full timeYour New Role at Hays TaxationYour new firm is a well-established regional accountancy practice with a strong presence in the North West. They offer a range of services including accounts, audit, taxation, corporate finance, and specialist business advisory areas.In your new role, you will report to the current Tax Partner and support with private client tax...
-
Tax Adviser
3 weeks ago
Stockport, Stockport, United Kingdom Hays Taxation Full timeYour New Role at Hays TaxationYour new firm is a well-established regional accountancy practice with a strong presence in the North West. This firm offers a range of services including accounts, audit, taxation, corporate finance, and specialist business advisory areas.In your new role, you will report to the current Tax Partner and support with private...
-
Tax Adviser
3 weeks ago
Stockport, Stockport, United Kingdom Hays Taxation Full timeYour New Role at Hays TaxationYour new firm is a well-established regional accountancy practice with a strong presence in the North West. This firm offers a range of services including accounts, audit, taxation, corporate finance, and specialist business advisory areas.In your new role, you will report to the current Tax Partner and support with private...
-
Head of Personal Tax
2 weeks ago
Stockport, Stockport, United Kingdom Georgiana Head Recruitment Limited Full timePersonal Tax ManagerWe are seeking a highly skilled and experienced Personal Tax Manager to join our team at Georgiana Head Recruitment Limited. As a Personal Tax Manager, you will be responsible for managing a portfolio of high-net-worth private clients, providing expert tax advice and guidance to ensure compliance with all relevant tax laws and...
-
Tax Senior Specialist
1 month ago
Stockport, Stockport, United Kingdom Clark Wood - Tax Recruitment Full timePersonal Tax Senior OpportunityClark Wood - Tax Recruitment is seeking a highly skilled Personal Tax Senior to join their team in Stockport.This role offers a unique chance to work with a diverse range of personal tax clients, including high net worth individuals, company directors, and sole traders.As a Personal Tax Senior, you will be responsible for...
-
Senior .NET Developer
4 days ago
Stockport, Stockport, United Kingdom ECOM Manchester Full timeJob DescriptionWe are seeking an experienced Senior .NET Developer to join our team at ECOM Manchester. As a key member of our small development team, you will play a crucial role in shaping our culture, systems, and approach to software development.Our existing group is open-minded and collaborative, and we are looking for someone who shares our values and...
-
Net Developer
4 weeks ago
Stockport, Stockport, United Kingdom ECOM Full timeWe're seeking a talented Software Engineer to join our team at ECOM, a dynamic and innovative technology business based in the UK. As a Net Developer, you'll play a key role in shaping the future of our technology stack, working on cutting-edge projects that leverage the latest cloud and microservices architectures.Our company is a lean and agile...
-
Net Developer
2 months ago
Stockport, Stockport, United Kingdom ECOM Full timeWe're seeking a talented Software Engineer to join our team at ECOM, a dynamic and innovative technology business based in the UK. As a Net Developer, you'll play a key role in shaping the future of our technology stack, working on cutting-edge projects that leverage the latest cloud and microservices architectures.Our company is a lean and agile...
-
Senior Key Account Manager and Category Lead
1 week ago
Stockport, Stockport, United Kingdom adidas Full timeSenior Key Account Manager and Category LeadAt adidas, we're seeking a seasoned professional to drive business growth and category leadership in our Accessories division. As a Senior Key Account Manager and Category Lead, you'll be responsible for managing the GTM process and product assortment for key accounts, ensuring overall net sales and market share...
-
Financial Planner
4 weeks ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeFinancial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at Ferguson Dean in Stockport. As a Financial Planner, you will work closely with a Senior Adviser to manage a portfolio of high net worth clients in the Cheshire region.Key Responsibilities:Provide holistic planning to clients across CheshireAttend meetings with the...
-
Financial Planner
4 weeks ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeFinancial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at Ferguson Dean in Stockport. As a Financial Planner, you will work closely with a Senior Adviser to manage a portfolio of high net worth clients in the Cheshire region.Key Responsibilities:Provide holistic planning to clients across CheshireAttend meetings with the...
-
Software Engineer C#.Net Full Stack
1 month ago
Stockport, Stockport, United Kingdom Opus Recruitment Solutions Full time £40,000 - £50,000Software Engineer - Ecommerce ExpertiseWe are seeking a skilled Software Engineer to join our client's growing team in Stockport. As a Microsoft Partner, they prioritize staff development and offer a range of benefits, including flexible working hours, private healthcare, and a vehicle scheme.The successful candidate will work on diverse projects within the...
-
Financial Planner
1 month ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Ferguson Dean in Stockport. As a Financial Planner, you will work closely with a Senior Adviser to take over a portfolio of high net worth clients in the Cheshire region.Key ResponsibilitiesProvide holistic planning to clients across Cheshire, utilizing cashflow modelling and...
-
Financial Planner
1 month ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Ferguson Dean in Stockport. As a Financial Planner, you will work closely with a Senior Adviser to take over a portfolio of high net worth clients in the Cheshire region.Key ResponsibilitiesProvide holistic planning to clients across Cheshire, utilizing cashflow modelling and...
-
Head of Personal Tax
1 week ago
Stockport, Stockport, United Kingdom Georgiana Head Recruitment Limited Full timeJob Title: Head of Personal TaxJob Type: PermanentLocation: Stockport, United KingdomWe are seeking a highly skilled and experienced Tax Manager to lead our personal tax team. The successful candidate will be responsible for managing a portfolio of high-net-worth private clients, providing tax planning and compliance services, and ensuring that all tax...
-
Software Engineer C#.Net Full Stack
4 weeks ago
Stockport, Stockport, United Kingdom Opus Recruitment Solutions Full time £40,000 - £50,000Software Engineer OpportunityWe are seeking a skilled Software Engineer to join our team at Opus Recruitment Solutions. As a Microsoft Partner, we are looking for someone to work on a range of diverse projects in the ecommerce space.About the RoleThis is a fantastic opportunity to work with a close-knit team of 5 Developers, using a modern tech stack...
High Net Worth Account Manager
2 months ago
Job Title: High Net Worth Account Manager
Location: Remote (Hybrid Working)
Salary: Up to £50,000 per annum + Benefits
About Us:
Checked Recruitment is proud to partner with a leading insurance provider specializing in bespoke solutions for high-net-worth individuals. Our client prides themselves on delivering exceptional service and building lasting relationships with their discerning clientele.
Role Overview:
As a High Net Worth Account Manager, you will play a critical role in managing and expanding a portfolio of high-value clients. Your focus will be on understanding the intricate needs of high-net-worth individuals and offering them tailored insurance solutions. You will act as a trusted advisor, providing exceptional service and maintaining the highest levels of client satisfaction.
Key Responsibilities:
- Develop and nurture strong, long-term relationships with high-net-worth clients, ensuring their needs are understood and met.
- Advise clients on customized insurance products, including home, motor, and valuable collections, ensuring comprehensive coverage.
- Oversee the entire client lifecycle, from onboarding and policy administration to renewal and claims management.
- Identify and pursue opportunities to grow your portfolio through referrals, networking, and deepening existing client relationships.
- Conduct thorough risk assessments and work closely with underwriters to secure the best terms for clients.
- Stay informed of market trends, competitor offerings, and regulatory changes to provide clients with the best possible advice.
About You:
- Proven track record of at least 3 years in a similar role within the high-net-worth insurance sector.
- Exceptional interpersonal skills with the ability to build rapport and trust with high-net-worth clients.
- Strong sales and negotiation skills with a focus on delivering value and building long-term relationships.
- In-depth knowledge of high-net-worth insurance products and the unique needs of this client segment.
- Discreet, professional, and able to handle confidential information with the utmost integrity.
- Comfortable working in a fast-paced environment with the ability to manage multiple priorities effectively.
What We Offer:
- Competitive Salary: Up to £50,000 per annum, depending on experience.
- Hybrid Working: Enjoy a flexible working arrangement with the option to work both from home and remotely.
- Career Progression: Opportunities for professional growth and advancement within a supportive and innovative company.
- Inclusive Culture: Join a diverse and welcoming team where your contributions are valued and rewarded.
