Corporate Account Executive

1 day ago


Bristol, United Kingdom Search Consultancy Full time

My client based in Bristol is looking to recruit a Corporate Account Executive to work out of their City centre office. The salary for the role is £21,000 - £24,000 and is working Monday - Friday.
The role of Corporate Account Executive is to maintain and develop a portfolio of clients, managing the relationship, organisation and delivery of financial education programmes, identifying account development opportunities which will result in continuousbusiness growth.
- Preparing and issuing client review packs to Advisers in advance of client meetings
- Undertaking Capital Gains Tax hanalysis
- Opening and handling client post
- Administer Bed and ISA transactions and annual realignment
- Accurately input new enquiry information onto the CRM system



  • Bristol, United Kingdom mbf. Full time

    The largest provider of Financial Education and Well-being support within the public sector are seeking to recruit a Corporate Account Executive to join their busy team in the city centre of Bristol. Owned by a multi-award winning national Wealth ManagementCompany with a fantastic reputation for providing high quality education, advice and guidance to both...


  • Greater Bristol Area, United Kingdom Capio Recruitment Full time £60,000 - £90,000 per year

    Job Title: Corporate Account ExecutiveLocation: Bath / Bristol (Hybrid flexibility available)Salary: £60,000 – £90,000 (Negotiable) + Bonus + BenefitsAbout the Company:A respected national insurance brokerage with a strong South West footprint, known for its meritocratic culture and collaborative working style. The Bath and Bristol teams form part of a...


  • Bristol, United Kingdom mbf. Full time

    The largest provider of Financial Education and Wellbeing support within the public sector are seeking to recruit a Corporate Account Executive to join their busy team in the centre of Bristol. Owned by a multi award winning national Wealth Management Companywith a fantastic reputation for providing high quality education, advice and guidance to both the...


  • Bristol, United Kingdom Bishop Fleming Chartered Accountants Full time

    Join to apply for the Corporate Tax Executive role at Bishop Fleming Chartered Accountants4 days ago Be among the first 25 applicantsJoin to apply for the Corporate Tax Executive role at Bishop Fleming Chartered AccountantsGet AI-powered advice on this job and more exclusive features.About the RoleWe are looking to recruit a talented Corporate Tax Executive...


  • Bristol, United Kingdom Capio Recruitment Full time

    A leading recruitment agency is seeking a Corporate Account Executive to manage a portfolio of established corporate clients in the insurance industry. This role involves delivering bespoke advice, negotiating complex renewals, and identifying growth opportunities. The ideal candidate will have experience in managing commercial risks and strong...


  • Bristol, United Kingdom Bishop Fleming Full time

    Location: Bristol **About the role** We are looking to recruit a talented Corporate Tax Executive to join our rapidly expanding Bristol Tax team. Working with owner managed and entrepreneurial businesses, this role will enable you to reach your potential by providing diverse and interesting work at an established and friendly firm. You will need to be...


  • Bristol, United Kingdom Elite Staffing Solutions Full time

    Join an esteemed Insurance Broker renowned for delivering exceptional service and recognised through numerous industry accolades. Our client is truly committed to both personal and professional growth, offering an industry-leading career development programme designed to support long-term progression. We are delighted to be supporting them in the search for...


  • Bristol, United Kingdom ACCA Careers Full time

    Join to apply for the Corporate Tax Executive role at ACCA Careers. About the Role We are looking to recruit a talented Corporate Tax Executive to join our growing Tax team. Working with owner‑managed and entrepreneurial businesses, this role will enable you to reach your potential by providing diverse and interesting work at an established and rapidly...


  • Bristol, United Kingdom Imperial Brands Full time

    **The Role** The Corporate Affairs Executive at Imperial Brands will be working alongside a dynamic team and will specialize in New Generation Products, with a focus on engagement, advocacy and policy. The Corporate Affairs Executive role at Imperial Brands offers a great opportunity to gain unique insights into our New Generation Products business and how...


  • Bristol, Bristol, United Kingdom Bishop Fleming Chartered Accountants Full time £40,000 - £80,000 per year

    Corporate Tax ExecutiveAbout the RoleWe are looking to recruit a talented Corporate Tax Executive to join our growing Tax team.Working with owner managed and entrepreneurial businesses, this role will enable you to reach your potential by providing diverse and interesting work at an established and rapidly growing firm.You will need to be passionate about...