client advisor jobs in Worcestershire

Client Manager - Accountancy Practice, Up to £65,000 + Benefits + Hybrid Working, Weybridge, Surrey Client Manager - Accountancy Practice Overview: This is a newly created position and this role has come aboard based on growth and demand within the business. Reporting to the Director of the practice the Portfolio Manager position is working for a forward-thinking, tech-driven accountancy...

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.

Our client is looking for a Technical Customer Service Advisor to join their busy friendly customer service team, you will be responsible for providing exceptional customer service through various channels (zendesk, phone, email, chat), resolving inquiries promptly and professionally, and exceeding customer expectations. Technical Customer Service Advisor day to day duties include:Customer...

Job Description Banking Advisor – Bromsgrove Branch Join a growing, community-focused financial institution and make a real impact. Reed is proud to be working exclusively with a highly successful and expanding building society that’s bucking the trend in banking. While others are closing branches, our client is opening them — and after a record-breaking couple of years, they’re launching a...

You will have responsibility for dealing with customer enquiries and ensuring orders are processed accurately. - Job Type: Permanent - Working Hours: Monday - Friday, 8am to 4.30pm / 8.30am - 5pm - Location: Weybridge, Surrey - hybrid working

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...

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

A well-respected financial planning firm is seeking an experienced Financial Advisor to manage an established portfolio of clients. This role offers a competitive salary and strong support, ensuring continuity of service for trusted clients. You'll provide holistic financial advice and benefit from a stable working environment with opportunities for progression. If you are a qualified Financial...

A well-regarded accountancy firm located in Droitwich is seeking an experienced Corporate Tax Senior to manage a diverse portfolio of corporate clients. This role offers excellent opportunities for career advancement and involves providing expert tax advisory services while ensuring compliance with tax legislation. The ideal candidate should have relevant qualifications and proven corporate tax...

You will be the first point of contact for customers, so it is vital that support is given and issues are resolved ensuring an excellent customer experience. The duties of a Customer Service Advisor: Answering inbound calls and responding to customer enquiriesLogging and updating customer information accurately on the systems.

Job Description We are working with a Car Main Dealership in the Worcester area who are actively looking for a Service Advisor to join there friendly team. Strong Customer Service background essential! Job Role – Motor Vehicle Service Advisor Location – Worcester Salary – negotiable depending on experience. OTE Circa £30,000 Service Advisor Duties include: Ensuring customers are aware of...

Description : If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch...

Job Overview Are you an experienced HR professional ready to step into a Senior HR Advisor role within a well-established, dynamic business operating in the manufacturing sector? Our client, a respected mid-sized company based in Poole, is known for its inclusive culture, ambitious growth plans, and commitment to employee development. This hybrid role offers a competitive salary and the chance to...

You will be able to prioritise your work and be capable of ensuring tasks, cases and projects are completely successfully and effectively without affecting operational performance.

You will enjoy a challenging and varied role with opportunities to develop your capability further

You will be an ideal candidate if you: Relevant Degree in Finance, Accounting or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) qualification) RE 5 (Must not be under supervision)

You will have access to: Opportunities to network and collaborate

Customer Service AdvisorRedditch, Worcestershire (Office-based)Full-time | PermanentSalary: £28,000 per annumAre you an excellent communicator with a passion for customer service? We’re looking for a Customer Service Advisor to join our clients busy Head Office team in Redditch.You’ll be responsible for guiding customers through their journey — from start to finish — ensuring everything runs...

You must hold your full Level 4 Diploma in Financial Planning and have ambitions to achieve Chartered status *

You must have a professional approach to your work and be a positive representative of the brand at all timesThe CompanyThis long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients.

A reputable financial services firm in the Bromsgrove area is seeking a Trainee Financial Advisor to support a Chartered Financial Adviser. The role offers a blend of paraplanning and client relationship management duties, ideal for someone with a Level 4 Diploma in Financial Planning. Successful candidates will receive extensive mentoring to become a Financial Adviser in about two years, with a...

We have the exciting opportunity to join a market leading organization within their customer service team. If you have a background within a customer service role within a regulated industry such as Financial Services, Insurance, telecommunication within a call centre environment this could be the perfect next step for you. The role is hybrid and you will need reliable commute via public...

You will need to be a strong all-rounder and understand all aspects of a parts department. From goods-in processes, parts identification, order processes, perpetual stock checking, stock rotation, parts returns and liaising with Service over parts related matters.

You will be customer focused, and able to prioritise your workload to ensure your meet customer’s expectations