Client Adviser jobs in West Midlands

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...

A leading UK wealth management firm is seeking an experienced Financial Adviser in Birmingham. This role focuses on delivering holistic financial advice, achieving revenue targets, and building strong client relationships. Candidates should have a diploma in financial planning and proven experience in the field. The firm offers hybrid working, competitive compensation, and opportunities for...

A wealth management firm in Dudley is seeking a qualified Adviser to manage an existing client portfolio and provide exceptional financial planning services. This role focuses on servicing an established client bank, ensuring compliance and alignment with client objectives while delivering high-quality advice. Ideal candidates have a Level 4 Diploma and proven experience in advisory roles. A...

A well-established financial services firm is seeking a Client Services Administrator in Birmingham. This role involves providing aftercare to clients, supporting advisers, and managing client information in a CRM. The ideal candidate will possess very good communication skills, IT literacy, and a degree-level education or equivalent experience. This is an office-based position, providing a great...

Job Description Client Manager (Advisory & Compliance) - WorcestershireMid-tier Accountancy Practice | Strong progression A well-established and growing accountancy practice is seeking an experienced, client-facing accountant to join their expanding Worcestershire team and take ownership of a diverse portfolio, play a key role in delivering high-quality advisory and compliance services. This...

You will be a great team player but will also be able to work with autonomy, managing your workload effectively and meeting deadlines.

You will have great communication skills and will be able to build and manage relationships with clients and your team. What you'll get in return

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...

You will be a great team player but will also be able to work with autonomy, managing your workload effectively and meeting deadlines.

You will have great communication skills and will be able to build and manage relationships with clients and your team.

Lead Private Client Partner Birmingham £120,000+ National firm seeks to appoint a Private Client Partner to lead their Birmingham offering. Our client's private client team is well-regarded, advising HNW and UHNW clients with UK and international assets on succession planning, asset and wealth protection, tax, trusts and estates work. The firm is looking for an experienced private client...

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 – Birmingham – £250,000 Salary + Package + Bonus This international law firm is renowned for its high-quality legal services and global reach, advising HNW and UHNW individuals on complex cross-border matters. As part of its strategic growth in the Midlands, the firm is seeking a senior Private Client Partner to lead and develop its Birmingham offering. This is a rare...

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,...

Corporate Tax Associate Director - Private Equity Clients page is loaded Corporate Tax Associate Director - Private Equity Clients Apply locations Birmingham Manchester Reading Bristol Milton Keynes time type Full time posted on Posted 2 Days Ago job requisition id R1033972 More than you expected The UK member firms of Grant Thornton are part of global network of independent audit, tax and...

A respected regional law firm in Shrewsbury is seeking a qualified Senior Private Client Solicitor or Senior Associate / STEP Practitioner. Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. The ideal candidate will have at least 6 years’ PQE and a strong track record with high net worth clients. This role involves advising...

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 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.

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...

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.

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 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...