Client Adviser jobs in Norwich

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing as Financial...

You will lead the delivery of high-quality private client tax services, managing a complex portfolio of HNW and UHNW individuals and providing advanced advisory and planning support. Key responsibilities include: - Delivering complex tax advice across CGT, IHT, trusts, residency issues, and estate / succession planning

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 advise clients on issues surrounding succession, tax and mental capacity and will be working within the team who have specialism in advising both high net worth individuals as well as elderly and vulnerable clients and their families.

You will also work on Court of Protection matters.

A prominent local firm in Norwich is seeking an experienced Personal Tax Director to take ownership of a diverse portfolio, providing sophisticated tax planning and advisory services. Responsibilities include advising on complex tax matters and mentoring team members. The role offers a clear path to Partner level, emphasizing personal strengths. Candidates should possess substantial experience in...

Overview Just Mortgages is part of Spicerhaart: the UK’s largest Independent Property Group. With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Its well-established Self-Employed Division are looking for experienced and Self-employed mortgage and protection broker to work...

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...

My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city.The RoleReporting to the Operations Manager, you will provide high-level...

Description: We are seeking a talented and experienced individual to join our Aviation Speciality team at Marsh. This role will be based in Norwich. This is a hybrid role that has a requirement of working at least three days a week in the office. The successful individual will be managing an insurance portfolio of Aviation Clients spanning a wide breadth of the Aviation Industry. The Aviation...

You will handle your own portfolio of small to medium-sized clients and contribute to the team's overall client growth. This role offers the opportunity to build strong relationships with clients, underwriters, and internal stakeholders, delivering exceptional service in a collaborative and fast-paced environment.

Location Norwich Salary Competitive TypePermanent WorkplaceOn-Site Ref88966 Recruiter Managing This Role Operations & Office Manager Wealth Management Location: Norwich (on-site) Salary: Up to £45,000 (depending on experience) A well-established, client-focused wealth management firm is looking for an Operations & Office Manager to lead its front of house, administration, and paraplanning...

You will lead the delivery of high‑quality private client tax services, managing a complex portfolio of HNW and UHNW individuals and providing advanced advisory and planning support.

Senior Recruitment Consultant @ AJ Chambers | Legal Recruitment – Regions including Cambridgeshire, Norfolk, Hertfordshire, Bedfordshire AJ Chambers are proud to be partnered with a top legal practice in Norwich on their search to grow their Private Client department. In this role you will work as part of a team of Private Client specialist lawyers, serving as trusted advisors to individuals,...

Job Description HVAC EngineerNorwich£50,000 - £60,000 + Quick Progression + Company Car + Long-Term Career Stability + Excellent Benefits Are you an experienced HVAC Engineer looking for a role that offers long-term stability, variety, and progression within a well-established business and looking to make a swift move off the tools? This is an excellent opportunity to join a leading company in...

Job Description We’re delighted to be working with a highly reputable company based in Norwich, which is seeking an experienced Fire Engineer Consultant to join their growing team. This is a fantastic opportunity to play a key role in delivering innovative fire safety solutions on diverse and challenging projects across the UK, predominantly South of England and Greater London. Offering hybrid...

You will be providing technical and administrative support to the Partner and the firms Advisers *

You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office *

You will need to keep the back-office system updated maintaining live files and case notes *

Job Description Trusts Assistant Manager / Manager An exciting opportunity has arisen for an experienced Trusts Assistant Manager / Manager to join a well-established firm's Private Client Team. This role involves managing a portfolio of trusts, ensuring compliance with all relevant regulations, and working closely with medium and high-net-worth individuals on all aspects of their personal tax...

Description: We are seeking a talented individual to join our Financial and Professional Liability (FINPRO) Multinational team at Marsh. This role will be based in Norwich. This is a hybrid role that has a requirement of working at least three days a week in the office. What can you expect? Liase and correspond with the Finpro population including Client Executives, placing Brokers, Clients...

Job Description NXTGEN is excited to be partnering with a well known and very successful local firm who are looking to create a brand new Personal Tax Director position to join their thriving Personal Client team. This is a rare opportunity to take ownership of a high profile portfolio, make a real impact, and accelerate your career with a genuine progression pathway to Partner. As Personal Tax...

You will be expected to conduct meetings, advise clients, and collaborate with team members. Ideal candidates will possess strong client management skills and a willingness to further develop their legal expertise, making this a rewarding opportunity for growth.