Private client jobs in CoventryCrear alertas

Alexander Daniels are excited to have been retained on an exclusive basis to head up a finance relocation project to recruit a number of permanent roles based in beautiful new offices in Coventry. AR Billing Specialist (Invoice Accuracy, Cash Application, Reporting) Are you a detail‑oriented finance professional with a passion for accuracy, process improvement, and customer service? We’re looking for a proactive AR Billing Specialist on behalf of our client to support the efficient operation of the billing and order‑to‑cash process, ensuring invoices are distributed correctly, payments are applied promptly, and customer accounts run smoothly. This role offers a highly flexible hybrid working model (2 days WFH, 3 days onsite) and flexible hours, combining the benefits of remote work with regular collaboration in their newly refurbished Coventry offices. The position comes with a salary of up to £30k, plus bonus and study support. Role Purpose As an AR Billing Specialist, reporting to the Billing Team Leader, you’ll play a critical role in maintaining strong cash flow management, accurate financial reporting, and a positive customer experience. The role will be based within the brand new Billing Team, which forms part of the wider Order‑to‑Cash department. You’ll ensure billing accuracy, reconcile cash receipts, and provide ad‑hoc reporting to support the department’s success. Key Responsibilities Invoice Accuracy & Distribution: • Generate, review, and distribute invoices in line with agreed billing cycles., • Verify invoices against contracts, pricing, and customer details to ensure accuracy., • Ensure invoices are sent to the correct recipients via email, portal, or post., • Maintain accurate records of all issued invoices for audit and reporting purposes., • Monitor undelivered or rejected invoices and take prompt corrective action., • Collaborate with the Billing Team Lead and Account Managers to resolve billing queries quickly., • Support continuous improvements in billing automation and distribution accuracy (e.g., e‑invoicing). Cash Application: • Accurately allocate incoming payments to the correct accounts and invoices., • Reconcile cash receipts daily and resolve discrepancies., • Maintain up‑to‑date customer account balances and support credit control with overdue accounts., • Assist with month‑end close activities to ensure all payments are applied before reporting deadlines. Reporting & Analysis: • Produce ad‑hoc reports on billing, aged debt, unapplied cash, and credit note activity., • Provide insights to improve processes, accuracy, and customer satisfaction., • Support audits by compiling relevant transaction and customer documentation. Team Support: • Provide operational support during busy periods., • Contribute to system and process improvements within the finance department., • Assist with onboarding and training of new team members when required. Requirements: • Previous experience in billing, accounts receivable, or financial administration, • Strong numerical and analytical skills with excellent attention to detail, • Experience working with ERP systems (Business Central preferred) and intermediate‑level Excel skills, • Familiarity with invoicing, cash allocation, reconciliations, and financial controls, • Excellent communication skills and a proactive, team‑oriented approach This is a fantastic opportunity to join a private equity‑backed organisation with a £1billion turnover, ambitious growth plans, and a commitment to operational excellence. If you’re ready to contribute to a brand new Billing Team within the wider Order‑to‑Cash department, support billing accuracy, and make a measurable impact — we’d love to hear from you.

The primary responsibilities of the Private Client Director are calling high-net-worth leads that the company provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. If so, the Private Clien

Our client is an established high street practice based in central Brighton seeking an experienced Private Client lawyer to take over an existing caseload from a Partner. Are you a Private Client CILEX or Solicitor seeking a new challenge?For a complete unders

Key Responsibilities: • Drafting trusts and associated documents, including Deeds of Variation, Deeds of Appointment, Retirement and Appointment of New Trustees, Indemnities, and Disclaimers • Managing a number of complex, technical draftin

Supporting/development assistants and paralegals Experience of handling client enquiries both face to face, remotely and by telephone Have a firm and functional knowledge within Private Client law, continuously up

Key Responsibilities: • Drafting trusts and associated documents, including Deeds of Variation, Deeds of Appointment, Retirement and Appointment of New Trustees, Indemnities, and Disclaimers • Managing a number of complex, technical draftin

Working with a leading commercial law firm - Private Client Solicitor - Locum Project Looking to hire a specialist private client solicitor to join them to handle a specific internal project This is an interim assignment for a period of 3-6 months although cou

Private Client Senior Associate/Partner £85,000 - £100,000 + Dorset - hybrid

Private Client Solicitor, 6+ Years PQE, Surrey, £65,000+ (DOE) – A new opportunity for a talented and commercially minded individual to join a respected Private Client team, providing high-quality advice to a diverse portfolio of clients. THE ROLE: • You will be responsible f

Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors. Roles & Responsibilities Drafting a

Benefits & Perks: Competitive salary based on experience Flexible working arrangements Opportunities for professional development and growth A progressive work environment that prioritise

Essential experience for this Private Client, Wills and Probate Solicitor vacancy: Able to demonstrate success in handling complex private client cases with a proven track record in delivering favorable outcomes Creation and administ

JOB REF: 2053 OVERVIEW: •An opportunity for a Private Client Locum with 3+ PQE with experience across a broad spectrum of private client matters. You will be responsible for handling a

A leading legal firm in the United Kingdom is looking for an ambitious Legal Director in Private Client law. Candidates should possess at least 5 years of PQE, demonstrate excellent client care, and have strong communication skills.

A leading legal recruitment firm is looking for a Legal Director specializing in Private Client matters to oversee a high-performing team in Worcestershire. The role involves shaping the future of the department, managing a diverse caseload, and enhancing client relationships.

This friendly, supportive, Private Client-focused firm is growing and looking for a CTA qualified personal tax Senior Manager to handle UK and international capital taxes planning and trusts advisory work. You’ll join a team of highly experienced personal tax and trusts professionals, handling a b

A leading global Practice in the UK is seeking a US/UK Tax Manager/Senior Manager to manage all aspects of the tax compliance process and client relationships.

Legal Director (Private Client), 5+ Years PQE, Worcestershire, £75,000+ (DOE) – A new opportunity for an ambitious Private Client Solicitor to take that next step in their career. Lead and supervise a high-performing Private Client team, providing guidance and mentoring to support their developme

We are looking for a motivated and dynamic partner to join our first‑class Private Client team working in our Barnes Office. The Private Client team consists of three Partners, two Solicitors and three paralegals, supported by a personal assistant and legal secretary. Your expert legal experience

Lex Exec partners exclusively with leading law firms to help them attract and retain exceptional private client and family lawyers. Legal Director or Senior Associate - Private Client Family Law | Chichester | Southampton | Bristol. This is a key strategic hire for a team recognised nationally for i

Join the team to shape the future of Private Client law while contributing to a client-first culture and professional development. A leading law firm in Greater London is seeking a Contentious Associate Partner with over 6 years of experience in contentious Private Client law.

The firm boasts a thriving private client team and a longstanding high-net-worth client base.

A respected accountancy practice in Greater London is seeking a Senior Tax Advisor to join their Private Client Tax team. The role involves providing personal tax advisory services to high net worth clients, mentoring a team, and engaging in business development.

A prestigious private client team in London is seeking an experienced Private Client Tax Manager to oversee a high‑calibre portfolio of HNWIs, non‑domiciled individuals, entrepreneurs, and family trusts. Private Client Tax Senior / Manager – London. Managing a diverse portfolio of private clie

A leading national law firm is seeking a Private Client Tax Director to join its Tier 1 Legal 500-ranked private client practice. This role requires expertise in personal tax matters and offers the chance to lead on complex issues without managing a client portfolio.

We are seeking to hire an experienced investor at the Managing Director level who will work as part of an investment team to manage private client assets, constructing and managing client portfolios and communicating timely information to clients. In addition to their work with existing clients, the

A fast-growing specialist tax boutique in Greater London is seeking an experienced Private Client Tax Senior or Manager to oversee a high-quality portfolio of trusts, estates, and private client tax.

The position requires at least 6 years of post-qualification experience in contentious Private Client work and involves mentoring junior colleagues while managing complex, high-value cases.

A leading public practice firm in North London is seeking an experienced Head of Tax to lead the private client tax department.

A prestigious Chartered Accountancy firm in Sidcup is looking for a Private Client Tax Director. This role involves overseeing tax compliance services and mentoring junior staff while providing expert planning advice to high net worth clients.

This prominent Private Client team acts for an impressive client base of HNW old and new money clients including international HNWIs, serial entrepreneurs, landed estates, wealthy families and trusts. You will perform a client relationship management role, as their key trusted adviser. You will have

Shakespeare Martineau - Agriculture & Wealth - Private Client - Private Client - 1302. Provide high-quality private client advice to all clients to include advising on; inheritance tax and succession planning, preparing Balfour type reviews of businesses to ascertain the trading status of the client

A leading financial advisory firm based in London is looking for a Private Client Tax Senior/Manager. This role involves managing a diverse portfolio of high-net-worth clients, ensuring accuracy in tax filings, and leading complex advisory projects.

A leading tax and advisory firm in Greater London is seeking a Private Client Tax Senior Manager to provide specialist tax advice to a diverse range of clients, including trustees and family office heads. The role includes managing a substantial client portfolio and supporting business development e

Private Client Legal Director – Cheltenham. Private Client Solicitor or Legal Executive. You’ll manage a diverse and high‑quality caseload of HNW private client matters, including wills, trusts, probate, LPAs, and complex estate administration.

Legal Director (Private Client), 5+ Years PQE, Worcestershire, £75,000+ (DOE) - This is an excellent opportunity for a Qualified Solicitor or Legal Executive with proven experience in managing, mentoring, and inspiring a successful private client team. Lead and supervise a high-performing Private C

A leading tax advisory firm in the United Kingdom is seeking a Private Client Tax Senior Manager to manage a unique portfolio of wealthy clients. Join a firm known for its outstanding reputation in private client service and innovative culture.

Applications are sought from Private Client Solicitors with a minimum of 5 Years PQE. Legal Director (Private Client). Years PQE, Worcestershire, £75,000+ (DOE) – A new opportunity for an ambitious Private Client Solicitor to take that next step in their career.

Private Client Tax - Senior / Manager. They are looking for an experienced Private Client Tax Senior or Manager to join their high‑performing team. You’ll manage a high‑quality portfolio covering trusts, estates, and private client tax.

Reporting to Tax Partner, the Director role will be focussed on developing the Private Client services within the office and contributing to the strategic growth of the firm's private client service line. Your primary role will be to deliver tax planning and advisory services in relation to high net

The ideal candidate will be client-facing and participate in networking and business development.

A leading recruitment firm is seeking a Senior Manager to head their Private Client Tax team in London. The ideal candidate will have over 5 years of experience in Private Client Tax and a CTA qualification.

A prestigious private client team in London is seeking an experienced Private Client Tax Manager to oversee a high‑calibre portfolio of HNWIs, non‑domiciled individuals, entrepreneurs, and family trusts. Managing a diverse portfolio of private clients, including UK resident/non‑resident indivi

A legal recruitment agency is looking for an ambitious Legal Director (Private Client) in Worcestershire who has at least 5 years PQE. The successful candidate will lead a high-performing team, manage a variety of private client matters, and engage in business development activities to enhance the f

A global professional services firm is seeking an experienced Director to lead its Private Client team in Greater London. You will manage a diverse portfolio of clients with complex US and UK tax affairs, ensuring outstanding service delivery.

A prestigious international bank in London is looking for a conscientious individual to assist Relationship Managers in Private Banking. The candidate will handle KYC procedures, manage account openings, and provide client support during branch visits. Requirements include relevant experience in Pri

The Private Client Tax Senior Manager will be entrusted to manage a unique portfolio of wealthy clients in an advisory role which is heavily reliant on client relationship management. Private Client Tax Senior Manager - Leatherhead. The successful candidate will focus primarily on high level technic

As a Private Client Tax Director within the Private Wealth team you will provide advice to clients in connection with their tax affairs and be responsible for managing day-to-day aspects of a large portfolio including billing, delegation and monitoring work in progress. You will work directly with p