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Demonstrate strong knowledge of the DX Group product portfolio and all associated features and benefits. * Track the performance of new customers and ensure that they trade to the agreed profile

As the Corporate Tax Manager, you will engage with a diverse portfolio of clients primarily within the OMB sector, delivering a blend of advisory and compliance services. Your primary ...

Supporting Relationship Managers and support a portfolio of clients. * Assist the client take on process - ensuring all client accounts are set up accurately and within sanctioned parameters. * To ...

Managing your own portfolio of clients across a wide range of industry sectors, the role will be 80% Audit and 20% Accounts with key deliverables to include: * Supporting the partners and gaining ...

Work with a respected advisor - You'll be supporting an experienced Advisor who has nurtured a successful client portfolio over 20 years and who will provide the mentorship you need to succeed. * A ...

Leading the team and pivotal in planning, execution, and finalisation of Audit engagements for a diverse portfolio of clients * Completion of audit reports, reporting into managers and partners

... portfolio. Main Responsibilities: Operational Improvement - Project Delivery * Responsible for preparation of P2P project delivery charter and framework. Identify roles and responsibilities ...

Monitor and manage audit work in progress on a pre-agreed client portfolio. * Responsibility for recovery rate target and profitability on pre-agreed portfolio. * Identify efficiency during review of ...

Responsible for a portfolio of clients. Manage client expectations, ensuring a high level of satisfaction with the services provided. * Preparation of VAT returns and VAT Advice * Preparation of ...

Pitch an impressive portfolio of events and digital platforms . * Build relationships with CEOs and C-suite executives across industries. * Travel to global events , meet clients face-to-face, and ...

Working in their Berkshire offices near Bracknell and reporting to one of the Partners, you will be responsible for managing your own portfolio of OMBs/SMEs including sole traders, companies and ...

Ongoing review of existing portfolios and review client cash holdings on platforms * Ensure all work meets all compliance, high ethical standards and reflects the company values * Contribute to the ...

You will be actively involved in managing client portfolios, providing holistic wealth management advice, and nurturing relationships with high-net-worth clients. This is a client-facing role where ...

Good product and solutions knowledge from across the market to include but not limited to pensions, investments (in particular, model portfolios as a core solution for clients), inheritance tax ...

Ongoing review of existing portfolios and review client cash holdings on platforms * Ensure all work meets all compliance, high ethical standards and reflects the company values * Contribute to the ...

... portfolios and review client cash holdings on platforms *  Ensure all work meets all compliance, high ethical standards and reflects the company values *  Contribute to the team's work ...