Client Adviser jobs in Somerset

You will inherit a healthy and very warm client bank with substantial Assets Under Management, plus benefit from a steady stream of new client opportunities and warm leads.

You will be provided with a client portfolio to service and develop.

You should have a full UK Driving Licence and willingness to clients’ homes when needed.

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...

Probate Solicitor - Private Client Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.Location: Taunton This multi-office Westcountry practice are seeking a meticulous and client-focused Probate Solicitor to join their thriving Private Client team. Based in Taunton, you'll handle a broad mix of probate...

Private Client Solicitor (5+ PQE) – Varied Caseload – Outstanding Salary – Weston-super-Mare Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience. An opportunity has arisen for an experienced Private Client Solicitor (5 PQE+) to join a long-established and highly regarded law firm on the North Somerset coast. The firm will very...

An accountancy practice in Clifton is currently recruiting a Client Manager to join their team. This is an excellent opportunity for anyone looking to further their career within this field working for a well-established practice offering hybrid working and 25 day holiday allowance. Duties will include: - Finalising accounts for sole traders, limited companies and partnerships - Overseeing...

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.

Private Client Solicitor Read all the information about this opportunity carefully, then use the application button below to send your CV and application. Salary: £45,000 - £55,000 Location: Somerset, BA5 (Hybrid Working Available) Hours: Monday - Friday, 9:00 am - 5:00 pm About Us We are a well-established, independent law firm with over 100 years of history and a reputation for delivering...

A top-tier legal firm in Tunbridge Wells is seeking an experienced Private Client Solicitor with at least 2 years PQE. A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. Join a Legal 500 Tier 1-ranked team renowned for its high-caliber work and client service. The role involves advising high-net-worth clients on...

- Join a Tier 1-ranked Private Client team in the South West - Hybrid working with strong career development support Please read the following job description thoroughly to ensure you are the right fit for this role before applying. About Our Client Our client is a nationally recognised law firm celebrated for its inclusive culture, collaborative environment and commitment to work-life balance....

You will lead the delivery of tailored tax consultancy services to our most affluent clients, ensuring their wealth planning needs are met with precision and care.

You will be responsible for delivering high-level compliance and advisory services, as well as leading and supporting ad-hoc tax projects.

You will advise each individual client to the highest possible standard and recommend a bespoke solution to each client. Networking: You are able to network with professional connections and cultivate new business introductions. Proactive: A self-starter who takes initiative and thrives in a dynamic setting.

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 conduct client reviews via MS Teams, managing a high volume of interactions with full control over your diary to ensure productivity and balance.

You will enhance relationships with existing clients and contribute to the continued growth of our TPO Direct proposition.

Salary: Circa £35,000.00 OTE (depending on experience) Working hours: 35 hours per week Duration: Permanent Location: Somerset --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Adviser to join our Affinity GI team in their Taunton office. An exciting opportunity to join our AGI...

Overview Experienced Mortgage and Protection Adviser– Weston Super Mare – To be considered for this role, you must hold CeMAP qualification or equivalent. What’s on offer to you as a Mortgage and Protection Adviser? On target earnings of £40000 to £60000+ per yearFully uncapped commission scheme£22,000 - £28,000 Basic salary (dependent on experience) Guaranteed monthly payments whilst...

Protection AdviserFirst Mortgage – One of the UK’s Most Trusted Brokerages (Trustpilot)Full-Time | Employed | Salary - £32,500.00-£140,000 per year - Uncapped commission⭐ Why Join First Mortgage?We give advisers more support, more time with clients and more earning potential.Here’s what makes us stand out on day one: * Clients booked directly into your diary * Admin & post-application support (we...

A law firm in Somerset is seeking a Private Client Solicitor to manage a varied caseload and provide expert advice on Wills and Probate. To be considered for an interview, please make sure your application is full in line with the job specs as found below. This role offers a clear path to partnership for the right candidate. Responsibilities include advising on estate planning and maintaining...

Private Client Solicitor | Tunbridge Wells You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. This highly esteemed firm, celebrated for its unparalleled client service and illustrious legacy spanning nearly 500 years, is seeking an accomplished Private Client Solicitor (2+ PQE) to join its Legal 500 Tier 1-ranked private...

Private Client Solicitor – Weston-super-Mare Do not pass up this chance, apply quickly if your experience and skills match what is in the following description. A well-established law firm with a strong reputation in Bristol and Somerset is looking for a mid-level Private Client Solicitor to join its busy team in Weston-super-Mare. This is a senior-heavy department with a strong junior base,...

Solicitor - Private Client Associate - Somerton - 3+ Years PQE Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. Location: Somerton Type of Role: Permanent, Full-time Salary: £50,000 - £70,000 (dependent on experience) A respected law firm is seeking a Private Client Associate to join its busy and supportive team in Somerton. This is an...