client advisor jobs in Exeter

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.

In a nutshellAre you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth?As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

£25,396.80 BASIC SALARY PLUS UNCAPPED COMMISSION | ON-SITE | EXETER Our client is a well-established, FCA-regulated organisation operating within a highly structured and performance-driven environment. With a strong focus on compliance, process excellence and commercial results, they provide a fast-paced workplace where motivated individuals can build long-term careers within sales. Role: We...

Job Description £25,396.80 BASIC SALARY PLUS UNCAPPED COMMISSION | ON-SITE | EXETER Our client is a well-established, FCA-regulated organisation operating within a highly structured and performance-driven environment. With a strong focus on compliance, process excellence and commercial results, they provide a fast-paced workplace where motivated individuals can build long-term careers within...

Description: We are seeking a talented Sales individual to join our Enterprise team at Marsh Commercial. This role can be based in our Cardiff or Exeter Offices. This is a hybrid role that has a requirement of working at least 3 days a week in the office. The role: New Business Client Advisor Are you an experienced Sales Professional with a background in Insurance looking to thrive at a...

Position: Commercial Insurance Advisor Location: Plymouth (Plympton) Salary: Negotiable + benefits Overview We are expanding our Plymouth office and as such we are on the lookout for a Commercial Insurance Advisor/Handler to join the friendly and welcoming team. The Commercial Insurance Advisor is a key position dealing with primarily small & medium commercial insurance risks from various...

A leading insurance firm is seeking a Client Advisor to manage relationships with both new and existing clients. The ideal candidate should have a minimum of 2 years of insurance experience and possess strong organizational skills. This hybrid role requires presence in the office at least three days a week. Competitive opportunities for professional development and client relationship management...

Outbound Insurance Telesales Professional (Home Based) Jumpstart Your Future: A Vibrant Remote Sales Role Defines Your 2026! Working for a leading insurance provider, serving over 9 million customers and partnering with leading global brands. Consistently recognized as a 'Great Place to Work,' they're looking for talented individuals to help them achieve their global ambitions. If you're a...

A leading employment services company is seeking a Housing Officer in Exeter. This role involves providing comprehensive housing advice and assistance while managing complex client cases. The ideal candidate should have in-depth knowledge of housing legislation and be proactive in preventing homelessness. This position offers a salary of £15.06 per hour, working Monday to Friday, from 9 AM to 5...

You will also be responsible for establishing policies that will create and maintain a safe workplace. As a safety officer you must have excellent attention to detail to identify hazards.

You will also be able to discover opportunities for improving conditions and execute various safety programs.

You will be responsible for managing tax returns for individuals, trusts, estates, and charities, while advising clients on inheritance tax, capital gains tax, and income tax.

You will work closely with the probate team on estate tax returns and have the opportunity to handle complex, high-net-worth client matters, including those with international assets and intricate business interests.

Accounts Manager → Senior Manager / Director TrackLocation: Exeter or Torbay (either office)Working pattern: Full-time | Hybrid once embeddedSalary: c. £40,000 initially + clear progressionThe OpportunityWe are working closely with a well-established and forward-thinking accountancy practice that is looking to appoint an Accounts Manager as part of a planned succession and growth strategy.This...

Job Description Supplier Services Technical Advisor Home-Based £26,000 £32,000 If you've got solid experience in insurance repairs and enjoy keeping things moving smoothly between contractors, clients, and claims teams, this role could suit you perfectly. You'll be joining a well-established, high-quality claims outfit that's growing its Supplier Services function. What you'll be...

Job Advertisement: Data Protection Advisor (Temporary)Location: Middlemoor, ExeterContract Length: 12 monthsWorking Pattern: Full TimeHourly Rate: £14.10Are you passionate about data protection and committed to upholding the highest standards of compliance? Our client Devon and Cornwall Constabulary, a key player in public services, is looking for Data Protection Advisors to join their dynamic...

Our client is a well-established, FCA‐regulated organisation operating within a highly structured and performance‐driven environment. With a strong focus on compliance, process excellence and commercial results, they provide a fast‐paced workplace where motivated individuals can build long‐term careers within sales. Role: We are recruiting Customer Sales Advisors - Live Chat (up to 3 positions)...

You will support the HR Manager in the delivery of efficient and effective HR support and an advisory service to the business by providing first line contact on all people related issues consistent with internal processes and legal requirements. Key Responsibilities:With a people centric, solution driven approach provide first line generalist HR Advice to colleagues.

You will develop a strong understanding of your assigned business areas, their priorities, and upcoming challenges, enabling you to provide timely, commercially‐focused HR advice.

You will be supporting our two HR Consultants and will have the opportunity to gain hands‐on experience in HR operations and developing your strategic partnering skills.

You will develop a strong understanding of your assigned business areas, their priorities, and upcoming challenges, enabling you to provide timely, commercially-focused HR advice.

You will be supporting our two HR Consultants and will have the opportunity to gain hands-on experience in HR operations and developing your strategic partnering skills.

Senior Associate - Succession & Tax (Private Wealth) Location: Exeter Contract: Permanent Working pattern: Full-time, part-time or flexible Join a leading Private Wealth team and take your trust and tax career to the next level. A standout opportunity has arisen for a Senior Associate to join a highly regarded Succession & Tax team in Exeter . Known for working with high-net-worth individuals,...