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OtherPrivate wealth management jobs in London
Are you a business? Hire private wealth management candidates in London
- Tapi Carpets & Floors
Assistant Manager1 month ago£28000–£32000 yearlyFull-timeLondonWe have an exciting opportunity for someone who is passionate about people, customer experience and driving success. This role gives you the opportunity to support our experienced Store Manager to run the store! Tapi are looking for a motivating, enthusiastic individual to join the Tapi family and be part of leading our revolution. Our teams hold a wealth of industry knowledge where you will learn and develop from the best in the business. If you are looking to take the next step in your career and are ready to be truly inspiring, offer great product & customer service and bring the best out of your team, look no further, and apply today. Your Responsibilities Work together with your store team to “wow” our customers at every turn. Deputise for the Store Manager across all Store operations. Assist in the management of the store including sales targets and team motivation. Support and train the team to succeed and deliver the “Tapi difference”. Support the Store Manager to induct new Tapi colleagues. Drive sales to meet and exceed your personal sales targets. Deliver outstanding service to all customers – surpassing their expectations. Assist the Store Manager in the excellent appearance of the store and actively support promotional changes. Handle customer complaints in difficult situations. Ensure we always exceed customers’ expectations to encourage recommendations and repeat business. Always looking for ways to continuously improve for customers, colleagues and the wider Tapi business. Regularly use Tapi technology to input customer order details accurately and to a high standard. Comply with all Health, Safety and Security requirements set out by Tapi. The Big Package 25% colleague discount Salary sacrifice pension Share of profit bonus scheme Perks platform (cheap cinema tickets, cashback and discounts on well-known brands) Employee Assistance Programme A day off for your birthday Cycle to work scheme About You! People are your bag – you get them, you understand them and importantly, you can sell to them! You’ll be confident in your ability and see 100% of target as the minimum – not job done! And, you’re always on the lookout for ways to improve things for customer and colleagues.
Easy apply - Gurler Mae Recruitment
Accountant - Client Manager - Private Wealth Services12 days ago£50000–£70000 yearlyFull-timeLondonAccountant - Client Manager - Private Wealth Services Location: London Type: Full Time - Office Base Salary: Up to £70K Client Profile: Gurler Mae is proud to announce, that we are searching for an Accountant - Client Manager on behalf of our client. This opportunity is offered on a full-time and permanent basis. As an Accountant - Client Manager, the role involves managing a portfolio of clients/structures across various jurisdictions in direct contact with clients regularly: this includes responsibility for all aspects of the day-to-day management of a portfolio of clients/structures and maintaining relationships with clients while providing them high levels of services. Primary Duties: ● To support the company accounting department including the preparation of accounts for trusts and overseas entities. ● To maintain client financial records. ● To research tax requirements and to advise clients on the results. ● To carry out statutory and governance work (including the production of minutes) for companies across various jurisdictions within filing deadline. ● To assist the Managing Director with key clients ● Involvement with the set-up and management of trusts under common law and in foreign jurisdictions, including drafting of statutory documentation and overseeing preparation of financial statements for the underlying companies. ● To ensure clients’ compliance files are adequately maintained. ● To correspond with HMRC on a variety of matters. ● To interact with business partners and providers in Europe and worldwide. ● To build and maintain the high standard and development of the company and to contribute to winning new clients and managing the successful delivery of projects ensuring technical excellence. ● Strong involvement with business development, participation in marketing the business, and taking on the process of any new business. Personal Specification: ● At least 5/10 years’ experience in a Trust Company or a Multifamily Office or International Chartered Accountancy. ● Accountancy firm experience. ● Strong technical knowledge in international tax matters, trust, wealth management, and experience within the private client field. ● A wealth of experience as a Manager in an international environment or as a solicitor/accountant specialised in international tax. ● Fully conversant with profit and loss statements and budgeting. ● Experience in administration services for high net-worth clients, including advanced knowledge and experience with in-house trust accounting. ● Advanced knowledge and understanding of trust transaction coding, fiduciary income tax, principal and income accounting, and interpretation of trust documents. ● Demonstrable high-level understanding of the trust administration business, industry trends, and best practices. ● Excellent knowledge of accounting and VAT. ● Excellent technical and working knowledge of complex Fiduciary Structures. ● Excellent working knowledge of Company and Trust law and statutory and regulatory obligations. ● Ability to consider tax and legal implications of transactions. ● Technical knowledge of statutory filing requirements. ● Fluency in English is essential, fluency in other languages is desirable (French and/or Italian especially). Qualifications: ● Master's degree in Economics, Finance, Law, or professional equivalent ● Relevant qualification, i.e. ICSA/Governance Institute, STEP, ACA, ACCA is desirable. Benefits: ● Competitive salary ● Discretionary bonus. ● Company pension ● Free or subsidised travel ● Private dental insurance ● Private medical insurance Schedule: ● Monday to Friday To apply: Interested? If so, please send your full CV by clicking “apply”
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