Average Client Director salary in Kendal

The Company This is a rare and high-impact opportunity for an ambitious Corporate Tax Director / Partner to join a respected and fast-growing advisory firm that is genuinely investing in its tax consultancy offering. You’ll be stepping into an environment where your voice is valued, your technical expertise is trusted, and your leadership will directly influence the strategic direction of the service line. If you’re looking for a firm where you can shape growth, lead high-quality corporate tax advisory work, and progress your career without the bureaucracy of larger national practices, this role offers the autonomy, support and platform to do exactly that. You’ll join a collaborative leadership team that prioritises quality, culture and long-term client relationships — not just short-term fee chasing. The Role Act as the primary Tax Relationship Lead for a portfolio of corporate clientsManage, deliver and review complex advisory projects across the teamSet scope, budgets and timelines for all work, ensuring full client agreement before startingCommunicate and agree fees in advance to maximise fee recoveryMonitor project progress, ensuring consistent client communication and high-quality deliveryLead end-of-project discussions and proactively identify new advisory opportunitiesEnsure all work complies with internal risk, quality and service line standardsSupport business development activity and contribute to team fee growthMentor, support and guide a skilled corporate tax consultancy team The Candidate CTA qualified (or equivalent)Proven senior-level experience in corporate tax advisoryRecognised as a specialist or “go-to” expert in your fieldStrong leadership, commercial and client-facing skillsFull UK driving licence Benefits Employer pension scheme with life cover & income protectionUp to 26 days annual leave + bank holidaysOption to purchase up to 5 additional days’ annual leaveHybrid working / smart working policyHealth cash plan with cashback & lifestyle discounts24/7 Employee Assistance ProgrammePaid flu jabs and eye testsRewards for new client and new colleague referralsOngoing professional development, training & online learningPaid professional membershipsRegular social events and internal recognition schemes If you’d like to explore this opportunity further, please get in touch: Dareen Evans AAT, ILCA, MRECSenior Recruiter – Reed FinancePreston Office(01772) 567305

Build your book. Own the value. Take your share. Most Account Executive roles talk about "long-term opportunity". Very few actually deliver on it. This one does. As well as a regular new business bonus, you'll receive a lump-sum payout based on the value of your book of clients. We're working with a well-established, well-backed insurance brokerage that has entered a major growth phase. With national coverage, ambitious expansion plans and a clear strategy to scale substantially over the next five years, they're now looking to hire high-performing Account Executives / Account Directors across the UK. The business In business for over 50 yearsBacked by major investmentHundreds of millions in GWP and hundreds of employees nationwideAcquisitive, fast-growing and continuing to invest heavily in people, technology and regional leadershipOffices across the UK with further consolidation into key regional hubs underway Why this role stands out This is a rare opportunity for income producers who want ownership-style upside without needing to set up on their own. Long-Term Incentive Plan A lump-sum payout every few years, linked directly to the value of your income bookDesigned to reward sustained performance and client retentionPayouts have historically been strong and have recently been enhanced furtherThe structure increasingly reflects the true value of your book, rather than a token percentage In short: build a quality book, and you share directly in its future value. Package & earnings Once threshold is cleared, earn a percentage of all new business writtenClear, transparent earnings structure with no unnecessary hurdles Culture & working environment Flexible, grown-up approach - input and outcomes matter more than desk timeMinimal bureaucracy and fast, sensible processesSignificant investment in technology and automation, removing admin-heavy tasksAllows Account Executives and Account Directors to focus on clients, relationships and growth, not processing Who this suits Experienced Account Executives / Client Directors who produce incomeIndividuals with strong client relationships and a commercial mindsetThose who want to build long-term value, not just chase short-term commissionPeople who want autonomy, support and a credible financial upside If you've ever felt that the value of your book benefits everyone except you, this role offers a genuinely different proposition. For a confidential conversation, get in touch.

Paraplanner - up to £50,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals.Working closely with advisers, administrators, and investment specialists, you’ll play a key role in the financial planning process — from research and analysis to report writing and compliance.Key ResponsibilitiesProvide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategiesPrepare and produce suitability reports and supporting documentation for financial advisersAssist in the creation and review of financial plans, cashflow models, and risk assessmentsLiaise with advisers to understand client objectives and recommend appropriate solutionsEnsure reports and advice meet compliance and regulatory standardsKeep up to date with legislative and product changes affecting financial planningMaintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar)Support advisers in client meetings as needed (optional depending on role)Skills & Experience RequiredLevel 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essentialPrevious experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firmStrong technical knowledge across pensions, investments, tax wrappers, and protection productsExcellent attention to detail, organisational and communication skillsFamiliar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred)Comfortable working independently and collaboratively in a fast-paced environmentWhat’s on OfferCompetitive salary discretionary bonusFlexible working (hybrid or remote options depending on firm)Continued study support toward Chartered statusA supportive, collaborative team environmentExposure to high-net-worth and complex client cases