Private Client Life Specialist
6 days ago
Axiom Consultants is seeking a highly skilled Private Client Life Specialist to join our team. As a key member of our administration team, you will be responsible for coordinating the daily processing of life & pension new business & existing business.
The ideal candidate will have relevant experience in a similar role and possess excellent communication and organisational skills. You will work closely with our consultants to ensure seamless service delivery and maintain strong relationships with our clients.
- Process pension, investment & protection business submissions from consultants, including inputting online data, chasing pipelines, and issuing policy documents.
- Set up client/policy records on our client database, ensuring accurate and efficient management.
- Collaborate with consultants to create and issue compliance documents, such as recommendations, statements of suitability, and market research reports.
- Maintain files in line with company procedures and guidelines, guaranteeing regulatory compliance.
- Foster strong client relationships through effective communication, timely responses, and proactive issue resolution.
- Handle ad-hoc requests from customers, including address changes, encashments, and withdrawals.
- Manage daily post and client correspondence, ensuring prompt and secure handling.
- Prepare and maintain accurate client files, containing all necessary documentation.
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Private Client Life
6 days ago
Dublin, Dublin City, Ireland Axiom Consultants Full timePrivate Client Life & Pensions AdministratorThe main responsibility of a Private Client Life & Pensions Administrator is to work closely with the consultants and administration team to coordinate the daily processing of life & pension new business & existing business.Essential Duties and Responsibilities:Process pension, investment & protection business that...
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Private Client Tax Specialist
8 hours ago
Dublin, Dublin City, Ireland Clarity Search Partners Full timePrivate Client Tax SpecialistWe are looking for a highly experienced Private Client Tax Specialist to join our team. As a leading professional services firm in Ireland, we have ambitious growth plans and are seeking a candidate with a minimum of 2 years' practice experience to work in our Private Clients department.The RoleAs a Private Client Tax Specialist,...
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Private Client Support Specialist
8 hours ago
Dublin, Dublin City, Ireland Link Personnel Full timeLink Personnel is seeking an experienced Private Client Support Specialist to join our team.This is an exciting opportunity for someone who wants to provide administrative support to fee earners in the private client sector.Responsibilities include:Working closely with fee earners in their departmentsManaging diaries and meetingsPreparing documents and...
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Private Client Advisers
2 days ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeJoin to apply for the Private Client Advisers role at Unio Wealth Management.We are Unio, an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group. Unio specialises in private wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal...
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Private Clients
1 day ago
Dublin, Dublin City, Ireland Clarity Search Partners Full timeThe Client —The Private Client Tax division stands as the preeminent and swiftly evolving team specializing in private client services in the Irish context. This adaptable group provides advisory services to private businesses, their proprietors, and high-net-worth individuals, covering a wide array of commercial and tax deliberations. These encompass...
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Solicitor Tax, Private Clients
3 weeks ago
Dublin, Dublin City, Ireland Deloitte Ireland LLP Full timeDeloitte is the biggest professional services Firm in the world and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. The tax landscape is...
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Opportunities in Private Clients Tax
4 weeks ago
Dublin, Dublin City, Ireland Clarity Search Partners Full timeOpportunities in Private Clients Tax | Big 4 Firm | Qualified Senior - Director LevelOur client, a Big 4 firm based in Dublin city centre, has seen significant growth in their tax practice over recent years. As part of this ongoing expansion, their Private Clients Tax team is seeking talented professionals from Qualified Senior to Director level.The RoleThe...
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Private Client Tax Professional
6 days ago
Dublin, Dublin City, Ireland Amicus Recruitment Full timeAbout Our ClientA boutique tax specialist firm focused on private client tax market is looking for an ambitious graduate keen to specialize their career in tax. They will provide the successful candidate with support in completing professional tax exams.The JobThis is a tax compliance role involving income tax compliance, including CGT and CAT for a diverse...
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Opportunities in Private Clients Tax
1 week ago
Dublin, Dublin City, Ireland Clarity Search Partners Full timeOpportunities in Private Clients Tax | Big 4 Firm | Qualified Senior - Director LevelOur client, a Big 4 firm based in Dublin city centre, has seen significant growth in their tax practice over recent years. As part of this ongoing expansion, their Private Clients Tax team is seeking talented professionals from Qualified Senior to Director level.The RoleThe...
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Dublin, Dublin City, Ireland Private Homecare Full timeWe are recruiting for Home Support Workers in the all areas of Dublin and North Kildare. The shifts on offer are HSE short shifts so, you would need to live in the area. "Please note we only accept applicants from people currently living in Ireland with a work visa if needed. We do not provide sponsorship." .IMPORTANT: If you have lived outside Ireland for...
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Private Client Solicitor
2 weeks ago
Dublin, Dublin City, Ireland BCL Legal Full timePrivate Client Solicitor, DublinThis is a new opportunity for a private client lawyer to join a well-regarded team in Dublin.The Firm and the TeamWell-regarded firm with a great reputation for private client workFriendly close-knit team with a low staff turnover - this is a rare opportunity to joinWork will include:Wills, Probate & Administration of...
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Solicitor – Private Client
4 weeks ago
Dublin, Dublin City, Ireland Abrivia Recruitment Specialists Full timeSolicitor – South Dublin Our client an established law firm in South Dublin is seeking a Private Client Solicitor to join their team. This is a great opportunity that offers a good work life balance. This role is open to candidates who are interested in working in both full time and part time (Min 3 days per week) The Role: Advise on residential...
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Private Client Director
3 days ago
Dublin, Dublin City, Ireland Clarity Search Partners Full timeWe seek a Private Client Director to lead our Private Clients department, leveraging their extensive experience and expertise to drive business growth and deliver exceptional client experiences.Main ResponsibilitiesLeading a high-performing team to achieve aggressive growth targets and exceptional client satisfaction.Developing and executing strategic plans...
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Private Client Services Specialist
1 day ago
Dublin, Dublin City, Ireland Clarity Search Partners Full timeAbout the PositionThis Expert Tax Advisory Professional role involves providing tailored support to high-net-worth individuals and private businesses, specializing in asset holding structures, individual taxation, shareholder affairs, succession and estate planning.Key ResponsibilitiesYou will provide internal tax training sessions, assist clients through...
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Private Client Manager
9 hours ago
Dublin, Dublin City, Ireland Metis Ireland Full timeWorking as part of a world class team at Metis Ireland, our Private Client Managers work with clients to provide a long-term financial plan that allows them to realise their dreams, goals, and aspirations.Our Private Clients Managers main focus is to foster and nurture new and existing client relationships, providing world class financial planning service at...
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Dublin, Dublin City, Ireland Life Science Recruitment Full timeAbout UsLife Science Recruitment is a specialist science recruitment agency, founded in 2007. We focus on the recruitment and selection of professionals for the pharmaceutical, biotechnology, and medical device sectors in Ireland and internationally.Our CultureWe offer a fun and creative working environment where you are given autonomy to work independently...
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Private Client Solicitor
5 days ago
Dublin, Dublin City, Ireland Brightwater Full timeThis range is provided by Brightwater. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeDirect message the job poster from BrightwaterCommercial Director, Legal & Financial ServicesAbout the CompanyOur Client, a well-established Legal firm, are seeking to recruit a solicitor (3-6 years' PQE)...
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Private Clients Tax Consultant
4 days ago
Dublin, Dublin City, Ireland Clarity Search Partners Ltd Full timeJoin us at Clarity Search Partners Ltd, a top 10 professional services firm in Ireland.We are looking for a highly skilled Tax Assistant Manager to join our Private Clients department. Working closely with partners and senior management, you will have the opportunity to work with a large portfolio of clients, from a range of private individuals and...
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Private Client Advisor
6 days ago
Dublin, Dublin City, Ireland Clarity Search Partners Full timeAbout the RoleAs a Tax Senior or Associate Manager, you will be responsible for maintaining and developing relationships with private clients. This will involve coordinating service offerings from other departments and ensuring timely payment and return filing deadlines are met.You will also work with partners and the management team to advise clients on...
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Legal Secretary – Private Client
10 hours ago
Dublin, Dublin City, Ireland Link Personnel Full timeOur client is a boutique law firm with over 200 years' experience in the Legal Sector. Working with a variety of clients from individuals to large corporate businesses will afford the successful candidate an interesting and varied workload. The firm is part of an international network of independent law firms. Their specialist team of lawyers provide legal...