client advisor jobs in Taunton

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 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 need commercial insurance knowledge from a broking environment and enjoy the challenge of being part of a central team.

Job Description: Job Title: SALES ADVISOR (Training Provided for the right individual) Sector: Insurance Broker Location: Taunton (Onsite) Job Type: Full-Time, Permanent Salary: Competitive £25,000 - £33,000 (DOE) Overview: We are seeking a motivated and eager-to-learn Insurance Sales Advisor to join our small, friendly team. This is a fantastic opportunity for someone looking to start a...

Financial Advisor | Taunton | £65k - Inherit Book + Extremely High Bonus I'm currently representing a leading financial planning firm who are looking to welcome an experience Financial Advisor into their team in Taunton. We're looking for a self-motivated Financial Adviser with a passion for the industry to join their growing team in Taunton. You'll benefit from inheriting a book of clients and...

An insurance service provider in Taunton is seeking a Customer Service Advisor to deliver exceptional service and advice to clients, ensuring high satisfaction and retention. The role offers a competitive salary and promotes career growth within a supportive culture. Responsibilities include policy administration and client communication, while qualifications required are strong organizational...

You will play a key role in the team supporting clients whilst also being instrumental in executing our growth strategy and whilst you will have an existing caseload to work on, you will also have the support for business development and networking.

A leading insurance provider in Taunton is seeking a Customer Service Advisor to join their Affinity GI team. This permanent position offers a starting salary of £25,000, with 35 hours per week, Monday to Friday. The successful candidate will be ambitious, providing exceptional service while developing their career in insurance. Benefits include 28 days annual leave, pension scheme, and support...

Job Description Fantastic opportunity for a Service Advisor to join a well known car brand in the Taunton area. We are working with a Main Car Dealership who are actively looking for a Service Advisor to join there friendly team. nr Taunton in Someset. Ideally you will have previous experience as a Service Advisor. This is an exceptional opportunity! Job Role – Motor Vehicle Service...

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 an exciting...

You will be involved in supporting and assisting in the delivery of project environmental objectives and targets. Primarily, you will be assisting the EIA and environmental management teams by conducting environmental planning reports, EIAs and environmental management studies and audits.

You should be able to highlight capability as an Environmental Advisor.

You will be engaging with customers on a face-to-face basis and using your consultative selling skills to develop solutions that excite your customers.

You will be target focused and keen to exceed targets across a range of KPIs - A strong sales process with the ability to engage with customers, close sales and overcome objections, whilst delivering exceptional service.

Insurance Advisor | Growing Local Employer | Hybrid Working Are you a confident communicator with a passion for building relationships and helping people make informed decisions? Do you thrive in a consultative sales environment where your efforts directly impact your success? If so, we have an exciting opportunity for you! We're working with a highly respected, locally rooted firm that has...

A leading accountancy practice in Taunton is seeking a Personal Tax Senior to manage a diverse portfolio of up to 250 clients. The role involves preparing tax returns, delivering compliance services, and supporting junior staff's development. Ideal candidates will have an ATT or CTA qualification or equivalent experience in personal tax compliance. A competitive salary between £30,000 and £40,000...

A respected firm of accountants in Taunton seeks a Semi Senior or Senior Personal Tax professional to manage a diverse portfolio of clients and oversee tax compliance and planning. The ideal candidate should have ATT or CTA qualifications, alongside 1-2 years of practice experience. The role offers a hybrid work model, numerous perks including 25+ days holiday, and supports professional growth in...

A growing accountancy firm in Taunton is seeking an ambitious Associate Director to lead their new Tax department. This role involves managing a diverse client portfolio, delivering exceptional tax advisory services, and mentoring junior staff. The ideal candidate will possess significant practice experience and a recognized professional qualification. Join a supportive firm that values your...

Enjoy a career without limits, earning up to 75% of your billing. We are seeking legal professionals that are keen to work on a consultancy, fee sharing basis. Taylor Rose is a top 60 law firm with over 25 offices nationwide. We are offering you a unique opportunity to take back control of your life and earnings. Choose to work from home, one of our offices or both! We are looking for...

An insurance service provider in Taunton is seeking a Customer Service Advisor to deliver exceptional service and advice to clients, ensuring high satisfaction and retention. The role offers a starting salary of £25,000 and promotes career growth within a supportive company culture. Responsibilities Policy administration Client communication Qualifications Strong organizational...

Enjoy a career without limits, earning up to 75% of your billing. We are seeking legal professionals that are keen to work on a consultancy, fee sharing basis. Taylor Rose is a top 60 law firm with over 25 offices nationwide. We are offering you a unique opportunity to take back control of your life and earnings. Choose to work from home, one of our offices or both! We are looking for...

Independent Financial Adviser #128205; Location: Taunton (Hybrid Working). #Salary: up to £55k - £65k DOE plus generous bonus scheme. The company is a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment...