Client Adviser jobs in Sandwell

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...

Job Description Location: Birmingham. Hybrid working (3 days per week in office, flexible for client visits) Adviser Type: Restricted, Independent or Corporate Reports to: Regional Adviser Lead SMCR Function: Certified Position What's on offer at Ascot Lloyd? - Career Accelerator: Ascot Lloyd counts as one of the UK's fastest-growing national firms. A chance to work autonomously and drive...

Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide Are you exploring your next career move and looking for a role where you can make a meaningful impact? Do you: - Enjoy helping others? - Have a strong network of personal and professional connections? - Aspire to build a fulfilling career with flexibility and...

Job Description Private Client Tax Manager - Birmingham - Up to £60,000 - Are you a Private Client tax professional who enjoys thinking, not just producing? - Do you want autonomy, flexibility, and genuinely interesting advisory work? - Are you looking for a role where you're trusted to manage your clients, time and workload like a true professional? This opportunity could be exactly what...

Job Description Your new companyJoin a forward-thinking tax advisory firm that has a strong reputation for supporting entrepreneurs, private clients and ambitious, high-growth businesses. This firm offers an environment where collaboration, innovation, and personal development are at the heart of everything they do. Your new roleYou'll be managing the tax affairs of high-net-worth individuals,...

You will manage a diverse caseload of Private Client matters, including Wills, Lasting Powers of Attorney, Trusts, Tax advice, and Probate.

You will also be responsible for ensuring high-quality service, and championing efficiency, compliance and best practice. This full-time role (9.00am to 5.15pm, Monday to Friday) is predominantly office-based, with occasional home visits.

The role This role is responsible for overseeing the Client Accounting and Financial Reporting teams and their operational delivery, alongside developing and delivering the strategic aims of the clients. Key deliverables People Effective People leadership is considered critical to the success of the department, to ensure we attract and retain high performing talent. As a member of the Senior...

Senior Associate, Investor Servicing (US Clients - Private Equity) Location: Birmingham Contract Type: Permanent (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and co-investments) and clean energy. Established in 1988, the Firm has extensive knowledge and...

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...

Head of Client Accounting and Financial Reporting Join to apply for the Head of Client Accounting and Financial Reporting role at BNP Paribas Real Estate. The Role This role is responsible for overseeing the Client Accounting and Financial Reporting teams and their operational delivery, alongside developing and delivering the strategic aims of the clients. Primary Objectives Of The Role...

Head of Client Accounting and Financial Reporting 6 days ago – Be among the first 25 applicants This role is responsible for overseeing the Client Accounting and Financial Reporting teams and their operational delivery, alongside developing and delivering the strategic aims of the clients. Primary Objectives Of The Role Are: - Leadership of the Client Accounting and Financial Reporting teams,...

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.

Job Summary Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity Private Client Solicitor (focus on Agriculture) – 3+ years PQE. - - Hybrid working – flexibility with a requirement to be in office 3–4 days a week - Competitive salary - Full‑time or part‑time opportunity - Exciting range of high‑net‑worth client work specialising in...

An excellent opportunity has arisen for a Senior Private Client Solicitor to join a well‑established and highly regarded firm based in Birmingham. This role is suited to an experienced practitioner looking to take a leading position within a respected private client team. You'll advise on complex and high‑value private client matters, including wills, trusts, estate and succession planning,...

You will have a caring nature, seeing this role as more than a ‘job’, taking your responsibilities to our clients very seriously, whether the task is big or small.

You will be personable, approachable and with a genuine interest in dealing with individuals and their families.

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.

Job Description Location: London or Birmingham. Hybrid working (3 days per week in office, flexible for client visits) Adviser Type: Restricted, Independent or Corporate Reports to: Employee Benefits Lead SMCR Function: Certified Position What's on offer at Ascot Lloyd? - - Career Accelerator: Ascot Lloyd counts as one of the UK's fastest-growing national firms. A chance to work autonomously...

Job Description Your new companyJoin a dynamic and collaborative tax advisory practice that prides itself on technical excellence and client-focused solutions. You'll be part of a team that values innovation, professional growth, and delivering advice that makes a real difference. Due to client growth, a new opportunity for a Tax Advisory Manager has been created to support incoming demand. Your...

A respected legal firm in Birmingham seeks a Senior Private Client Solicitor to lead within its private client team. For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on. The role involves advising high-net-worth individuals on complex matters like wills and estate planning, while also supervising junior lawyers. Candidates should...