Average Client Manager salary in London

TPF Recruitment, a leading accountancy practice recruitment agency is recruiting for an excellent firm of chartered accountants in Wimbledon, who are looking for a Client Manager to join their team. This is an exciting opportunity to join a fantastic local firm of accountants at a key part of their growth journey.   Our client is a general practice firm of chartered accountants who provide a mix of accountancy and tax services to local businesses. They promote a relaxed environment and a great work life balance too. You will manage an interesting client portfolio, and there are great progression prospects on offer too for those looking to become a partner in the future.   You will be responsible for: Managing and being the primary contact for clients across a variety of industries Preparation of statutory accounts Preparation of management accounts Preparation of corporate and personal tax returnsReviewing junior staff's work Advising clients with general tax, accounting and software queries Requirements ACA/ ACCA qualified, or nearly qualified, or qualified by experience3+ years experience within an accountancy practiceGeneral practice experience across accounts and taxExperience of cloud software - Xero   Benefits £50,000 - £55,000 dependent on experience and background, negotiable.ParkingAuto Enrolment PensionFuture Partnership prospectsPlease apply for the vacancy or contact Kourtney Luckett for a confidential conversation.

The Client Onboarding Executive supports the Retail Investor Relations team by managing the onboarding process for new investors in retail funds. The role focuses on ensuring efficient client setup, regulatory compliance, and high-quality client service. Client Details The client is a well-established investment management firm in the City of London with a strong focus on retail investor relations. They are committed to diversity, equity, and inclusion, and pride themselves on fostering a workplace where innovation, fairness, and collaboration thrive. Description The duties of the Client Onboarding Executive include: Processing new client applications.Undertaking AML and KYC checks in line with the company's policy and legal requirements.Completing risk assessments on new clients and following escalation procedures for high risk clients.Where necessary, requesting additional information regarding client applications via email.Handling incoming enquiries regarding client applications via email and telephone, to a high quality in line with target response times. Profile The ideal candidate will be detail-oriented, organised, and proactive, with excellent communication and interpersonal skills. They will have 1-2 years of relevant experience, preferably with knowledge of AML procedures and retail investment products, and be proficient in Microsoft Word and Excel. A strong ability to prioritise tasks, maintain accuracy under pressure, and work collaboratively with colleagues is essential. Job Offer The Client Onboarding Executive role offers the opportunity to join a professional and supportive financial services environment that values development, inclusion, and excellence. The candidate will gain exposure to a range of investment products and compliance processes while contributing to the delivery of exceptional client service.

Private Client Director Opportunity - London We are excited to present an exceptional opportunity to join our client's esteemed Private Client Tax Team as a Private Client Director. This is a chance to work with an industry-leading organisation serving an impressive array of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals and family groups. With a diverse portfolio including residence and domicile issues, UK and offshore trusts, self-employed individuals, landlords (both resident and non-resident), and company directors with UK and overseas property interests, this role offers a truly dynamic environment. This position is based in London and is offered on a permanent basis. Key Responsibilities Managing a portfolio of private clients, delivering comprehensive compliance and advisory services.Providing expert advice on a range of tax planning issues, including Trust and Estate planning, international tax matters, pension planning, and profit extraction.Establishing and developing strong client relationships to drive growth and retention.Actively participating in business development activities, including writing articles for publications and attending new client meetings.Mentoring and managing team members, fostering their professional growth and development. Skills and Attributes Proven expertise in private client tax, with a sound understanding of its principles.Ability to explain complex tax matters clearly and concisely.Strong technical skills across a variety of private client tax areas, with experience in using software such as CCH and Virtual Cabinet.Excellent written communication skills and the ability to produce detailed advisory reports.Highly proficient in Excel and capable of handling taxation computations.Demonstrated ability to manage client portfolios profitably while maintaining high-quality service delivery. If you are an ambitious and confident professional with relevant experience and are looking to take your career to the next level, we invite you to apply for this exciting opportunity to make a significant impact within our client's growing team. ________ As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.