Client Adviser jobs in Taunton

Job Description Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description. Private Client Solicitor / 5+ PQE / Dorset / £55,000 DOE / Become part of a successful, growing firm with a loyal client base and a collaborative culture that truly values and supports its people. Job Title: Private Client...

A leading legal recruitment agency is seeking a Private Client Solicitor with over 1 year of PQE to join a top-tier law firm in Taunton. If you are interested in applying for this job, please make sure you meet the following requirements as listed below. The role focuses on managing tax returns and advising high-net-worth clients on complex financial matters. Ideal candidates will possess...

- 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 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.

A leading financial advisory firm in Taunton is seeking a Client Services Executive for a remote working role. The ideal candidate will manage client relationships and provide exceptional administrative support to Financial Advisers. Responsibilities include liaising with clients, managing expectations, and supporting the team with technical tasks. This full-time position offers a competitive...

You will be advising on wide ranging tax planning project work across capital tax planning, inheritance tax and trusts, property tax projects and other wide ranging personal tax advisory work.

You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a personal tax career within accountancy practice, or within a specialist tax firm.

Private Client Tax Senior Manager – Taunton Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Taunton. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios. Key Responsibilities: Provide high-level advisory and planning services to...

A leading consulting firm is seeking a self-motivated Financial Advisor in Taunton. The role includes advising high-net-worth clients and offers a flexible hybrid working model. Applicants should possess strong communication skills and experience in the medical sector is ideal. The position includes a base salary of £65k and bonuses, alongside 28 days of annual leave. Join a growth-oriented...

You will manage a portfolio of audit clients with turnovers ranging from £1m to £100m across a wide range of client sectors. - Build and maintain strong client relationships, acting as a trusted adviser on technical and commercial matters.

You must be ACA / ACCA / CA Qualified with post qualification experience

Job Description Are you a Senior Estates Surveyor, seeking your next contract in the Somerset area?My client has an immediate opportunity for a Senior Estates Surveyor to join their Strategy & Development department on an interim basis.The successful applicant will manage property transfers and disposals, ensuring compliance with regulations.Responsibilities: - Manage, oversee, and deliver a...

Job Description We are seeking an experienced Estates Surveyor on a long-term contract -8 months +. The successful candidate will be responsible for managing a varied commercial property portfolio and delivering professional surveying services across rent reviews, valuations, landlord and tenant matters, and estate management. This role offers an excellent opportunity to work on a diverse range...

Job Description Insurance Advisor | Growing Local Employer | Hybrid Working Are you an experienced insurance professional ready to take the next step in your career? Do you thrive in a supportive, people-first environment where your client service skills can truly shine? A confident communicator with a passion for building relationships and helping people make informed decisions? If so, we have...

Job Description Job Title: Pharmacist/Pharmacy Manager Location: Taunton Salary: £50,000 - £70,000 + Package Organisation Overview: A leading Pharmacy Group in Taunton are looking for a qualified Pharmacist or an IP to support with Pharmacy first and enhance service delivery to the local community. Job Summary: We are looking for a patient-oriented Pharmacist passionate about increasing...

You will also lead the private client team, ensuring efficient case management and compliance.

You will be responsible for managing tax returns for trusts, estates, individuals, and charities, and advising clients on inheritance tax, capital gains tax, and income tax. Additionally, you will collaborate closely with the probate team on estate tax returns. The firm has a client base of high-net-worth individuals with complex financial arrangements, business interests, and international assets.

You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.

You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities as our Client Services Executive will include

A leading legal recruitment agency is seeking a Private Client Solicitor in Taunton. Find out if this opportunity is a good fit by reading all of the information that follows below. The role involves managing varied private client matters, drafting legal documents, and advising on trust administration and taxation. The successful candidate will be a qualified solicitor with strong knowledge of...

You will be joining at a key time of positive change and growth within this firm with opportunity to carve a highly influential role as lead on this service line.

You will progress within this leading business overseeing the delivery of a quality compliance service, whilst also with a significant focus on leading the delivery of wide ranging tax planning and project work.

You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a personal tax career within accountancy practice, or within a specialist tax firm.

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