Senior Client Advisor jobs in Cardiff

Job Description This is an excellent opportunity for a Private Client Tax Senior to join a growing team within a top-30 Practice's tax team. The role focuses on providing high-quality tax services to a range of private clients South Wales and the South West. Client Details The employer is a well-established, Top-30 organisation within the UK accountancy industry. They are dedicated to...

A leading accountancy firm in Cardiff is seeking an Accounts Manager / Client Manager to oversee a diverse portfolio including small to medium companies. Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. This role involves preparing Statutory and Management Accounts, managing client communications, and supporting junior staff....

Youll thrive here as a Mortgage Advisor if you want to make a real impact - building your own network, shaping client outcomes and becoming the trusted voice that brokers rely on. This is your chance to step into a role where your progression is fully supported, whether youre already qualified or looking for a change of career - the business will fund your CeMAP qualifications and give you the...

Job Description A highly regarded firm of Chartered Accountants in Cardiff is seeking an experienced Private Client Tax Assistant Manager/Manager to join their growing team. This is an excellent opportunity to step into a key role within a forward-thinking practice offering flexible working, a company pension, and much more! The firm is known for its strong client relationships, supportive...

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South Wales Role and Responsibilities - Provide regulated financial advice across investments, pensions, protection, and tax planning. - Conduct thorough reviews of clients financial...

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.

You will become your client’s trusted risk advisor, nurturing existing relationships and seeking out new stories. If you want to take back control of your book and be a part of an innovative collective, Konsileo is for you.

Job Description Our Client based in Cardiff islooking for a Occupational Health Advisor to work in their friendly and supportive team. The role is permanent, Full time or Part time, 3-5 days per week Hybrid working, a mixture working from home and onsite This is an excellent opportunity to become part of a friendly and pro-active OH team. Salary up to £46K Per annum The Job Role Includes -...

Client Development Manager – Private Client London Hybrid working Competitive salary My client, a leading international law firm with a reputation for excellence and an impressive client portfolio, is looking for a proactive and commercially minded Client Development Manager to join their highly regarded Private Client team in London. This is a fantastic opportunity to play a central role in...

You will act as a trusted advisor, providing deep market intelligence and tailored hiring strategies to executive stakeholders, positioning our service as essential. - Develop and maintain a high-quality network of industry professionals. - Advise clients on current compensation benchmarks and talent availability metrics.

Client Relationship Manager Location: London Travel: Opportunity for international travel Salary: Strong base + uncapped commission (reflecting seniority and scope) Consultative. Commercial. Global Impact. If you're driven by meaningful client engagement and motivated by building a £600k+ book of business, this is your opportunity to step into a visible, revenue-driving role within a high...

You will manage a varied caseload while supporting senior solicitors. Join a supportive culture with clear opportunities for career growth and professional development.

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...

Description: Trainee/Associate Client Advisor We have a fantastic opportunity to join our Public Sector Team in our Cardiff office as a Trainee/Associate Client Advisor. This is the perfect role for someone with a strong educational background with ambitions to join an established, market leading insurance broker. Within this role you will have the opportunity to join our exciting Public...

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

You will work closely with HNWIs, entrepreneurs, family offices, and trusts, delivering high-quality tax advice and compliance services. This is a key role with scope to influence client relationships, develop team members, and contribute to the wider strategic goals of the firm.

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South Wales Role and Responsibilities - Provide regulated financial advice across investments, pensions, protection, and tax planning. - Conduct thorough reviews of clients financial...

You will be involved in a varied caseload which includes:

A leading accountancy and advisory firm in Cardiff is seeking a Corporate Tax Senior to enhance their Business Tax team. Do not wait to apply after reading this description a high application volume is expected for this opportunity. This role involves preparing and reviewing corporation tax computations and returns, contributing to advisory projects, and building strong client...

You will serve as the primary point of contact, ensuring accurate and efficient completion of all client-related tasks. Additionally, you will supervise junior staff, providing support and reviewing their work. This represents an excellent opportunity to join a leading firm in Cardiff with a genuine platform to progress your career and become a key member of the Senior Leadership team.