Client Adviser jobs in Exeter

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...

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 join as Senior Client Manager based in the Exeter offces with scope to mould the position and level around the right professional's background and level of experience to suit accordingly.

You will manage the delivery of wide-ranging services to a varied client portfolio.

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.

Senior Private Client Solicitor or Legal Executive Exeter Who will you join? - A very successful, thriving law firm and private wealth department - An established multi-site team with national and international reach - Work alongside inspiring and well-respected partners and colleagues What will you do? This is a broad private client role to include: - Drafting tax and succession advice,...

In a nutshellAre 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...

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...

Salary: Up to £35,000.00 (depending on experience) Working hours: 35 hours per week Duration: Permanent Location: Exeter / Devon --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Sales Adviser to join our Naturesave team in their Totnes office. Please note that during your initial training...

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...

Senior Associate - Succession & Tax (Private Wealth) Location: Exeter Contract: Permanent Working pattern: Full-time, part-time or flexible Join a leading Private Wealth team and take your trust and tax career to the next level. A standout opportunity has arisen for a Senior Associate to join a highly regarded Succession & Tax team in Exeter . Known for working with high-net-worth individuals,...

Your newpany As one of the largest independent accountancy and business advisory firms in the South West, this organisation offers excellent opportunities for career development within a supportive and collaborative culture. With multiple offices across the region, the firmbines the scale to work onplex projects with the flexibility and friendliness of a local team. Recognised nationally for its...

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.

Salary: Up to £35,000.00 (depending on experience) Working hours: 35 hours per week Duration: Permanent Location: Totnes / Exeter / Devon --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a New Business Sales adviser to join our Naturesave team in their Totnes office. Please note that during...

Private Client Solicitor or Legal Executive Exeter Who will you join? - A successful & thriving law firm - An established multi-site team with national and international reach - Work alongside inspiring, well-respected partners and colleagues who will support you all the way What will you do? This is a broad private client role to include advising on: - Wills, probate, LPAs and more -...

You will build relationships with clients and look to advise and deliver on tax advice and wider project work, working with the wider management and partner team. The role and firm provides an excellent opportunity for you to develop your personal tax career.

Planning Solicitor or Legal Executive – Exeter Senior Associate up to Partner level 6 yrs+ PQE Benefits Include: - A fantastic salary - 2 annual bonus schemes - Hybrid working from home & office - Full healthcare & Insurance packages - Career progression transparency, excellent support & mentoring for further development of your career Who will you join? - A large national law firm - with a...

You will work on varied tax planning and advisory projects and this could encompass researching and advising on business sales, acquisitions, R&D, CGT and tax advice for shareholders, inheritance tax and succession planning as just some examples.

You will benefit from support and mentoring and develop and progress within a tax advisory focused career

You will have opportunity to manage the delivery of wide ranging, employment tax matters clients within this growing business, with clear progression on offer.

You will also advise and work due diligence and transactions.

You will have a clear route to progress on offer within a fast growing and highly successful, chartered firm.

You will be a qualified lawyer with at least 3 years PQE - You'll have good technical knowledge of corporate tax - A strong communicator to build relationships both internally & externally

Corporate Solicitor or Legal Executive Location: Exeter or Plymouth | Hybrid & Flexible Working Job Type: Full-time Looking to take the next step in your corporate legal career? An award-winning and forward-thinking law firm with offices across the South West is actively hiring a Corporate Solicitor or Legal Executive to join its growing commercial team. This opportunity is offered at...