Client Adviser jobs in Cheltenham

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 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.

Overview Mortgage and Protection Adviser– Worcester – To be considered for this role, you must hold CeMAP qualification or equivalent. Gloucester based business but can work fully remote in the Worcester area A long standing and successful principle in the Just Mortgages business is looking to grow their team. They are looking for an experienced/aspiring Mortgage and Protection advisor that...

Private Client Associate Solicitor Location: Cheltenham A rewarding role for a lawyer with a passion for supporting older and vulnerable individuals has arisen with a Top 100 law firm. This opportunity sits within a specialist Private Client team dedicated to safeguarding the welfare and rights of those affected by conditions such as dementia, learning disabilities, brain injuries and mental...

A leading UK law firm is seeking a Private Client Associate or Senior Associate with 2+ years PQE to join their Private Client team on a 12-month fixed-term contract. The role involves advising clients on UK succession and estate planning, managing diverse tax planning matters, and supervising junior members. The firm offers a supportive culture, high-quality work, and the flexibility of hybrid...

You will support and advise older and vulnerable individuals, their families and carers on a range of legal issues. • Manage your own caseload with a focus on high-quality, client-centred service • Support business development efforts, both internally and externally, including cross-selling and networking

You will work well within a team environment as well as independently.

A leading Investment and Wealth Management firm in Cheltenham is seeking an experienced Financial Planner to join their team. The role involves delivering holistic financial advice to high net worth clients while collaborating with Investment Managers. Ideal candidates will be confident advisers, minimum Level 4 qualified, and ideally Chartered or on the path to achieving. This position offers...

Job Description We are seeking a motivated Personal Tax Assistant Manager to join our clients' tax function in their Cheltenham office. This role offers the opportunity to manage a varied portfolio of clients, providing expert tax advice and compliance services. Client Details Our client is a reputable accountancy firm with a strong presence in the Midlands & Southwest markets. As a...

You will play a key leadership role, managing and mentoring a high-performing audit team, contributing to strategic decisions, and working closely with a wide variety of clients, from high-growth start-ups to leading established businesses.

You will be joining a well-established and highly regarded tax team that advises owner-managed businesses, mid-market organisations and larger corporate clients. Corporate tax is a key growth area for the firm, making this a particularly exciting time to come on board.

You will thrive in this role if you:

Job Description M&A Tax Director - Cheltenham or Cardiff basedJoin a leading and one of the largest independent chartered accountants and business advisers in the Southwest with established offices in Gloucestershire, Bristol, and Cardiff. The company is seeking a dynamic M&A Tax AD/Director to join their team of experts. This role is ideal for someone who is passionate, driven, and ready to...

Job Description Corporate M&A Tax Manager - Cheltenham - up to £60,000 - Are you a tax professional with a passion for transactions and complex advisory work? - Do you want to work on high-profile deals and help shape strategic outcomes for clients? If you're looking for a role that combines technical challenge with commercial impact, this could be the opportunity for you. What's great about...

You must also be a team player, supportive and friendly, as well as possess excellent communication skills, both written and verbal. What you'll get in returnThe firm has seen excellent growth in recent months, and this is a great opportunity to join a growing firm in a varied and interesting role.

You will have the opportunity to build your position as a trusted adviser to clients.

Job Description Finance Manager (Remote) £45,000 – £50,000 per annum My client a management-accounting firm built for the creative services sector. We support agencies with bookkeeping, payroll, management accounts, year-end accounts and financial planning, removing the complexity so our clients can focus on their creative work. We pride ourselves on delivering clear, actionable financial...

Job Description This isn’t just another claim’s role. It’s the opportunity to join one of the UK’s most forward-thinking brokers in a team that sits right at the heart of innovation: fintech, venture capital, medtech, AI, cyber, climate, and more. We’re looking for a Claims Executive who doesn’t just process claims but advocates fiercely for clients. Someone who can take complex financial...

You will have experience winning new business and building long lasting relationships with B2B clients.

You must have a passion for developing business through marketing, community engagement, networking, client meetings, just to name a few - the stronger our presence in the market, the more successful you will be.

You will play an integral role within the Private Client team, advising clients on a wide range of matters including: UK succession and estate planning

You will also contribute to client development activity, knowledge‐sharing initiatives and the ongoing development of the practice.

Job Description This is an exciting opportunity for a Personal Tax Senior Manager to take a leading role within a Top-50 accountancy practice's tax department in Cheltenham. The ideal candidate will provide expert tax advice and services to a diverse range of clients while managing a high-performing team. Client Details Our client is a well-established accountancy firm with a strong reputation...

Job Description As an R&D Senior Tax Manager, you will play a crucial role in managing and advising on R&D tax relief claims. This permanent position offers the opportunity to work on complex projects, providing expert guidance to clients. Client Details This role is within a well-established global accountancy organisation known for its excellence in delivering tax consultancy. Operating as...

Job Description We are seeking a skilled Deputy Company Secretary to join a leading organisation in the industrial and manufacturing industry. This role is based in Cheltenham and involves providing expert company secretarial support while ensuring compliance with relevant governance standards. Client Details This opportunity is with a large listed organisation operating within the industrial...