Client Adviser jobs in Southampton

A leading national accountancy firm in Southampton seeks a Corporate Tax Director with expertise in corporate tax and client management. The role includes providing expert advice, managing tax compliance, and leading a team. Candidates must possess professional qualifications (e.g., ACA, ACCA, CTA) and extensive experience in corporate tax. This permanent position offers a competitive salary of...

Insurance Risk Surveyor Location: Southampton and surrounding areas (Hybrid – Home based with on-site visits. Routine office visits) Company Headquarters: GU10 5LZ, Bentley, Farnham, Surrey Salary: Competitive, based on experience Job Type: Full-time, Permanent Benefits package, inc Company Vehicle Paradigm Consulting, an established and growing business have a new opening for an experienced...

You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email.

You will have previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.

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 Tax Senior Manager - Reading Location: Reading Sector: Tax, Personal Tax, Private Client Tax Contract Type: Permanent Salary: Highly Competitive Contact: Richard Clark Senior Management Opportunity in Private Client Tax Advisory Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Reading. This...

Senior Planning Solicitor (Associate / Snr Associate) Southampton | Lester Aldridge LLP | Real Estate Group Hybrid Working | Full-Time | Path to Partnership Are you ready to shape the future of planning and environmental law? Lester Aldridge LLP is seeking an experienced Senior Planning Solicitor to join our Southampton office. You’ll advise housebuilders and other prestigious clients on both...

About the FirmThreshold Mortgage Advice have been offering professional financial and mortgage advice since 2004 and during this time have been one of the mortgage adviser firms recommended by some of the leading UK House builders and Housing Associations as well as winning numerous awards. With head offices in Southampton they have expanded to Dartford and Exeter to meet demand and continue to...

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...

Overview Self-Employed Mortgage Advisor – Southampton 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...

Salary: Starting from £25,000.00 (depending on experience), plus bonus potential Working hours: 37.5 hours per week Duration: Permanent Location: Eastleigh --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Client Liaison Adviser to join our Business Choice Direct (BCD) team in their...

Description: Marsh Commercial is one of the UK’s leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. Apprentice/Associate Client Advisor We have a fantastic opportunity to join our Corporate Team as an Associate Client Advisor. This is the...

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice...

A leading wealth management firm in Southampton is seeking a Team Manager to lead a high-performing team within Adviser & Client Services. The role involves ensuring excellent service to clients while managing team performance and driving continuous improvement initiatives. Candidates should have prior experience in financial services, strong leadership skills, and the ability to work...

You will proactively advise HNWI's, UNHWI's, Sole Traders, Directors, Non Domiciled Individuals and Entrepreneurs on their personal tax issues with a passion in finding the best solutions for them.

You will either be a Personal Tax Assistant Manager eager to take the next step up or a qualified Personal Tax Manager seeking more autonomy and variety in your career.

You will report to a Client Director and work closely with colleagues across the firm.

Who we are... Verra Mobility is a global leader in smart mobility. We develop technology-enabled solutions that help the world move safely and easily. We are fostering the development of safe cities, working with police departments and municipalities to install over 4,000 red-light, speed, and school bus stop arm safety cameras across North America. We are also creating smart roadways, serving...

You will be joining a team that supports clients to meet their tax compliance obligations, liaises with HMRC on their behalf and provides advice to assist with their short and long term needs and objectives.

You will also achieve the government-recognised Level 7 professional qualification, developing essential soft skills sought out in the professional services sector.

Salary: Up to £30,000.00 (depending on experience), plus OTE potential up to £18,000.00 Working hours: 37.5 hours per week Duration: Permanent Location: Eastleigh --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Adviser to join our Business Choice Direct (BCD) team in their...

Description: Marsh Commercial is one of the UK’s leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. Trainee/Associate Client Advisor We have a fantastic opportunity to join our Corporate Team as an Associate Client Advisor. This is the...

Salary: £23,500.00 - £28,000.00 (depending on experience) Working hours: 37.5 hours per week Duration: Permanent Location: Eastleigh --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Customer Service Adviser to join our Business Choice Direct team in their Eastleigh office. The purpose of...