Client Adviser jobs in Dorset

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 Description REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates. Private Client Tax Manager Perm position - £60,000 - £65,000 Hybrid Working - Flexible working...

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...

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 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.

About the role This is a rewarding opportunity to lead on occupational health at Dorset Council, helping shape an in-house service that makes a real difference to our people. You'll enjoy varied and meaningful work, a collaborative team environment, and the chance to influence wellbeing policy and practice across the council. This role offers flexibility, autonomy, and ongoing professional...

Overview Self-Employed Mortgage Advisor – Bournemouth Discover the freedom of self-employment with the backing of an industry leader. At Just Mortgages, we’re redefining what it means to be a self-employed Mortgage Advisor. At Just Mortgages, you're not just building a career; you're building your own business with the tools, training, and support to thrive. As a Self – Employed Mortgage...

A Private Client Solicitor is sought to manage a varied caseload, including wills, estate planning, and advising on tax and trusts.

You will be responsible for managing tax returns for individuals, trusts, estates, and charities, while advising clients on inheritance tax, capital gains tax, and income tax.

You will work closely with the probate team on estate tax returns and have the opportunity to handle complex, high-net-worth client matters, including those with international assets and intricate business interests.

We’re partnering with a well‑established engineering organisation that is driving innovation across a diverse portfolio of projects. This is a fantastic opportunity for a skilled Manufacturing Engineer to join a collaborative team and make a real impact on production quality, efficiency, and customer satisfaction. The Role As a Manufacturing Engineer – Production, you’ll: - Develop and...

Job Description Talent Finance is partnering with a client known for its strong culture to recruit two Financial Accountants across the South Coast. You’ll be joining a well-run, collaborative finance team where quality, ownership and work life balance are genuinely valued. This role suits a qualified Financial Accountant with post-qualified experience and confidence in statutory and regulatory...

Job Description This is a rare opportunity to join a highly reputable Independent Broker with a strong track record in the marine sector. The successful candidate will have expertise in marine insurance, with a focus on hull, cargo, trade, or P&I coverage. As a Marine Account Executive, you will be responsible for managing a portfolio of marine accounts, cultivating strong client...

You will take ownership of managing tax returns for individuals, trusts, estates, and charities, while also advising clients on inheritance tax, capital gains tax, and income tax.

You will work closely with the probate team on estate tax returns and have the opportunity to handle complex, high-net-worth client matters, including those with international assets and intricate business interests.

Job Description PERSONAL TAX ADVISOR Required (Part Time hours, Self Starter, Flexible Hours) REED Practice (Bournemouth) are supporting an established Accountancy Practice in Bournemouth in the search for a Personal Tax Advisor, ideal for an experienced self starter, familiar managing a portfolio of clients and able to work on your own initiative. You’ll be joining a collaborative, small...

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.

Private Client Solicitor - 5+ PQE - PooleLocation: Poole OfficeType of Role: Full-timeSalary: £55,000 to £70,000Chadwick Nott are pleased to be working with a well-established regional law firm currently seeking an experienced Private Client Solicitor to join their growing team in Poole. This is an excellent opportunity for a solicitor with 5+ years' PQE to take ownership of a varied caseload and...

In a nutshell Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

Private Client Solicitor - 5+ PQE - PooleLocation: Poole OfficeType of Role: Full-timeSalary: £55,000 to £70,000Chadwick Nott are pleased to be working with a well-established regional law firm currently seeking an experienced Private Client Solicitor to join their growing team in Poole. This is an excellent opportunity for a solicitor with 5+ years' PQE to take ownership of a varied caseload and...