Private Portfolio Jobs in Newport

James & Partners - Bristol BS1, Bristol, South West (+2 locations)

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 advance...

from: joblookup.com (+1 source) - 2 days ago

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...

from: jobleads.co.uk - 4 days ago

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

from: eFinancialCareers.co.uk - 6 days ago

Alexander Lloyd - Bristol BS1, Bristol, South West

Alexander Lloyd is excited to be partnering with a dynamic and growing employee benefits consultancy, currently seeking an experienced Employee Benefits Consultant to join their Health & Risk team. Manage...

from: joblookup.com - 3 days ago

Michael Page (UK) - Bristol BS1, Bristol, South West

We're on the hunt for a talented Private Client Tax Senior Manager to provide high quality tax advice and support our firms client base. This role is pivotal in and requires robust tax knowledge, strong... 150.00-200.00 day

from: joblookup.com (+1 source) - 8 days ago

Howells Consulting Ltd - Bristol (hybrid)

The role will include managing a team of more junior ATTs and CTAs, overseeing their compliance portfolios, whilst also working closely with high profile Private Client Tax Partners and Directors on ad... £65,000 - £80,000 DOE

from: taxation-jobs.co.uk - 15 days ago

Computershare - Bristol, United Kingdom

Some of your key responsibilities will include: • Maintaining and continuously improve the already solid risk control framework in place • Promoting effective risk management to mitigate potential risks... Competitive

from: eFinancialCareers.co.uk - 19 days ago

Howells Consulting Ltd - Bristol (hybrid)

The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident... £50,000 - £60,000 + Bens DOE

from: taxation-jobs.co.uk - 22 days ago

Creative Tax Recruitment - Bristol

We specialise in tax recruitment, working with boutique consultancies and global firms that trust us to deliver top-tier talent. Many of our roles are exclusive and not advertised elsewhere—so you’re already... Not specified

from: taxation-jobs.co.uk - 27 days ago

Bristol, England, United Kingdom

To coach and develop the Private Bankers to build profitable wealth management relationships with a portfolio of complex and high net worth (HNW) clients To place the interests of customers at the centre...

from: jobleads.co.uk - More than 30 days ago