5 Private Portfolio Jobs in Swansea
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Senior Wealth Manager James & Partners - Cardiff, Cardiff, United Kingdom ✅ Qualified Leads Provided – A robust client acquisition strategy including a lead generation system and book acquisitions to help grow your AUM. ✅ Career Progression & Exit Strategy – Opportunities to... 2 days ago
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Private Client Tax Manager cardiff, wales, United Kingdom Are you a CTA qualified Private Client Tax Manager or Assistant Manager looking for the next step in your career? Would you like to work for a top 30 accountancy firm in Wales? Reviewing tax returns prepared... 4 days ago
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Private Client Manager / Senior Manager - South Xeinadin Group - Cardiff, United Kingdom Key Responsibilities • Manage a diverse portfolio of private clients including high-net-worth individuals, business owners, partnerships, and trusts. • Oversee the preparation and review of complex self... Competitive 6 days ago
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Personal Tax Manager / Personal Tax Senior Manager taunton, england, United Kingdom For this Personal Tax Manager / Personal Tax Senior Manager role you will be any of ATT and/or CTA qualified, or ACA/STEP qualified etc, with a strong background in personal tax with significant advisory... 4 days ago
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Personal Tax Senior Manager taunton, england, United Kingdom For this Personal Tax Senior Manager role, you will be ATT and/or CTA qualified, or ACA/STEP qualified, with a strong background in personal tax, ideally with advisory and planning experience complementing... 7 days ago
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Top locations
- Cardiff (26)
- Newport (11)
- Burnham-on-Sea (9)
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- Gorseinon (2)
- Axbridge (1)
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