Senior Client Advisor jobs in Exeter

You will develop client relationships, taking on increasing client portfolio and management responsibility, working on wider advisory/business services and delivering wider project work as you develop and carve a career within this firm.

You will have developed your career to around the Senior or Managerial levels and be looking for a challenging new career opportunity.

Senior Private Client Solicitor or Legal Executive Exeter Who will you join? - A very successful, thriving law firm and private wealth department - An established multi-site team with national and international reach - Work alongside inspiring and well-respected partners and colleagues What will you do? This is a broad private client role to include: - Drafting tax and succession advice,...

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 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.

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...

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

You will own the client relationship and internal coordination, ensuring nothing slips, nothing gets miscommunicated, and nothing is reactive. You are not here to "check in.

You will not run ads, but you must understand what's happening well enough to manage clients confidently

£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...

You will also support call handlers in the management of urgent and critical situations, ensuring patient safety and timely access to appropriate care pathways. Person Specification Applicants must meet the following criteria: - Registered Adult Nurse or Paramedic (NMC or HCPC)

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...

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...

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 deliver personal tax advisory services to diverse clients and oversee issues related to trusts and estates. Ideal candidates will have a relevant ACA/ACCA/ATT/CTA/STEP qualification and experience managing personal tax services. This role offers a competitive salary between £70,000 – £100,000 and a clear path for professional growth in a reputable firm.

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...

Private Client Solicitor or Legal Executive Exeter Who will you join? - A successful & thriving law firm - An established multi-site team with national and international reach - Work alongside inspiring, well-respected partners and colleagues who will support you all the way What will you do? This is a broad private client role to include advising on: - Wills, probate, LPAs and more -...

You will inspire your team while driving growth in the trust practice. The firm offers competitive financial and wellbeing benefits and a supportive culture.

You will have a clear route to progress within this highly successful and forward moving firm of accountants.

You will carve a key, influential role here managing the team and you will also have opportunity to work with partners on developing and managing the team as well as the chance to get involved the further growth and development of this office.

You will join as Senior Client Manager based in the Exeter offces with scope to mould the position and level around the right professional's background and level of experience to suit accordingly.

You will manage the delivery of wide-ranging services to a varied client portfolio.

You will oversee and increasingly manage the delivery and review of accounts production for wide ranging sole traders/partnerships, but along with a significant focus on limited companies, along with general taxation work across personal and corporate tax, VAT Returns and bookkeeping help and advice to their clients.

You will manage, oversee and review a small support team of a couple of trainees and more senior accountants to assist you overseeing a fee base of close to £200k.

You will have opportunity to carve a long term career move and play a key role in this firms further ongoing success and development, with the associated career rewards this presents.