Client Adviser jobs in Cardiff

Protection Adviser (Bilingual – Polish & English) Full Time | Employed or Self-Employed | Nationwide / Hybrid ARE YOU AN EXPERIENCED ADVISER READY FOR THE NEXT CAREER STEP? WOULD YOU LIKE TO SPEAK TO PROFESSIONAL CLIENTS AND HAVE ACCESS TO MORE ADVANCED PRODUCTS? Hussaria Group Ltd is continuing its growth and is looking to recruit an experienced Protection Adviser to support our expanding...

If you're a top protection producer who's been seriously considering self-employment, you already know you could do it. You've run the numbers. You've had the conversations with yourself. The only thing missing is the right opportunity. This might be it. We're building the UK's leading medical protection advisory. Small team. High standards. We're looking for one adviser to join us, but only if...

Job title Specialist Mortgage Advisor Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.Location Cardiff CF24 5PJSalary £25,000 £35,000 per annum + commissionDuration Full-time, permanentSector Financial services/PropertyYoull thrive here as a Specialist Mortgage Advisor if you want to make a real impact - building your...

Job Description This is an excellent opportunity for a Private Client Tax Senior to join a growing team within a top-30 Practice's tax team. The role focuses on providing high-quality tax services to a range of private clients South Wales and the South West. Client Details The employer is a well-established, Top-30 organisation within the UK accountancy industry. They are dedicated to...

Director of Client Solutions Department: Client Solutions Reports To: VP of Client Solutions Location: London, UK (Remote), Job type: Contract About Adapt: Adapt is redefining media localization by blending AI technology with human creativity and expertise. We are a collaborative, curious, and people-first team that believes innovation works best when grounded in empathy, quality, and...

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

You will have the opportunity to work closely with experienced colleagues while providing high-quality legal services to our clients. Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. Key Responsibilities

You will work closely with HNWIs, entrepreneurs, family offices, and trusts, delivering high-quality tax advice and compliance services. This is a key role with scope to influence client relationships, develop team members, and contribute to the wider strategic goals of the firm.

You will act as a trusted advisor, providing deep market intelligence and tailored hiring strategies to executive stakeholders, positioning our service as essential. - Develop and maintain a high-quality network of industry professionals. - Advise clients on current compensation benchmarks and talent availability metrics.

You will have worked with leads generated via the web and will be able to demonstrate that you can maximise the potential of each lead provided via a consultative sales approach. RewardsStarting salary is based on previous performance and can be reviewed twice yearly. Existing top performing consultants are earning more than £60,000 + thanks to an uncapped bonus scheme.

You will not be thrown in at the deep end. A four-week structured training programme will give you the confidence, product knowledge, and system training needed to perform successfully in your role as a Remote Telesales Adviser.

Overview Experienced Mortgage and Protection Adviser– Cardiff – To be considered for this role, you must hold CeMAP qualification or equivalent. What’s on offer to you as a Mortgage and Protection Adviser? On target earnings of £40000 to £60000+ per yearFully uncapped commission scheme£22,000 - £28,000 Basic salary (dependent on experience) Guaranteed monthly payments whilst building a...

Description: We are seeking a talented Sales individual to join our Enterprise team at Marsh Commercial. This role can be based in our Cardiff or Exeter Offices. This is a hybrid role that has a requirement of working at least 3 days a week in the office. The role: New Business Client Advisor Are you an experienced Sales Professional with a background in Insurance looking to thrive at a...

A respected financial advisory firm in Cardiff seeks an experienced IFA Administrator to support advisers and paraplanners. The role involves managing client documentation, liaising with product providers, and ensuring exceptional service delivery. Candidates should have at least 2 years of experience in a financial services environment, possess strong organisational skills, and be confident...

Description: Trainee/Associate Client Advisor We have a fantastic opportunity to join our Public Sector Team in our Cardiff office as a Trainee/Associate Client Advisor. This is the perfect role for someone with a strong educational background with ambitions to join an established, market leading insurance broker. Within this role you will have the opportunity to join our exciting Public...

TSR Legal is working with a superb national law firm with a network of offices across the UK, which is looking to hire a Real Estate Lawyer with 5 plus years PQE to join its central Cardiff office. The Real Estate division is one of the largest in the UK, advising a range of leading real estate businesses operating in the UK and international markets. Clients primarily comprise developers,...

Job Description Service Delivery Manager (IT/MSP) Cardiff, Wales £40,000 - £60,000 + Company Pension + Paid Overtime + System Training + Career Progression + Potential Hybrid Opportunities Are you a Service Delivery Manager or similar, coming from a background within IT Managed Services, having previous working experience in a Service Delivery Manager role or a related position, looking to...

My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. The Role - Technical support to advisers following client...

You will join a friendly, collaborative, and growing team within a leading multi-disciplinary property consultancy. This role offers real autonomy, client exposure, and career progression — with the flexibility to develop specialist expertise as you grow.

A prestigious law firm in Cardiff is seeking an NQ/Legal Executive to join their Private Client team. Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Ideal for newly qualified solicitors, this role involves advising clients on wills and trusts, managing cases, and drafting legal documents. Candidates must possess relevant...