Client Adviser jobs in Cardiff

Job title Specialist Mortgage Advisor Location Cardiff CF24 5PJ Salary £25,000 £35,000 per annum + commission Duration Full-time, permanent Sector Financial services/Property Youll thrive here as a Specialist Mortgage Advisor if you want to make a real impact - building your own network, shaping client outcomes and becoming the trusted voice that brokers rely on. This is your chance to step...

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. Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. The only thing missing is the right opportunity. This might be...

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...

You will become your client’s trusted risk advisor, nurturing existing relationships and seeking out new stories. If you want to take back control of your book and be a part of an innovative collective, Konsileo is for you.

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.

Director of Client Solutions Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. 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...

You will be involved in a varied caseload which includes:

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 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 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.

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...

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.

Graduated Financial Sales Adviser - Graduate Scheme This role targets ambitious individuals driven to achieve commercial success. The position is commission‐based, offering up to £60,000 within one year for a top performer. Responsibilities Engage with clients and recommend suitable financial solutions. Build and nurture client relationships to support long‐term...

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...

Job Title: Client Manager / Senior Accountant Location: Cardiff Hours: Full Time, Permanent Salary: Competitive, DOE Are you ready to take the next step in your accountancy career? We re looking for an experienced Senior Accountant / Client manager who is confident leading client relationships, thrives on delivering high-quality work, and enjoys being part of a supportive, close-knit team. This...

A leading accountancy firm in Cardiff is looking for a Senior Associate to manage corporate tax portfolios and advise clients on tax issues. This role requires ACA/ACCA/CTA qualification and strong communication skills. The firm offers a competitive salary between £41,600 and £50,400 per annum, mentoring from senior leadership, and a generous benefits package. Join a dynamic team and be part of 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...

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...

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...