Senior Client Advisor jobs in Poole

You will report directly to the directors who will support and mentor you. Key Responsibilities: - Managing and servicing a portfolio of clients to an excellent standard - Handling inbound queries from clients, and delivering great client service - Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions.

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...

Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a fantastic opportunity for...

Our client in Bristol is passionate about supporting ambitious, entrepreneurial businesses.Their Bristol office has extensive local expertise delivered by their team of 12 partners and staff.They work with businesses in every major centre from Swindon down into the South West Peninsula and from Cheltenham to Poole taking in Exeter, Plymouth and South Wales.Clients for their accountancy services...

You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.

Job Description We are partnering with a well-established and growing specialist insurance provider that has built a strong reputation for exceptional customer service, professional development, and long-term career opportunities. Operating across a range of niche insurance markets, the business takes a consultative approach – focusing on tailored solutions rather than high-pressure,...

You will enjoy having conversations with people, listening and building relationships as it's important that we really get to know our clients and understand their requirements.

You will have a passion and entrepreneurial mindset.

You will be ambitious.

A well established mortgage broker based in Poole is seeking a Mortgage Advisor to join their team. Candidates should be CeMAP qualified or similar and possess excellent communication skills. The role involves providing mortgage advice to clients and supporting them from enquiry to completion. The company offers negotiable basic salary options and opportunities for career growth. Interested...

Job Description Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to...

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 influence...

Senior Customer Service Advisor Poole, United Kingdom Description Senior Customer Service Advisor Are you a customer service superstar with a passion for using cutting-edge AI technology to enhance customer experience and drive 5-star reviews? If yes, then we have the perfect role for you! Join us as a Senior Customer Service Advisor, and be part of our mission to provide excellent customer...

You will be the go-to person in the People & Performance team for all advisory support to our manufacturing operations teams. Providing expert advice and guidance to managers and employees, managing employee relations cases, ensuring legal compliance and supporting the implementation of people strategies and organisational change.

You must be ACA/ACCA Qualified with post qualification experience. - Statutory audit experience gained in a professional practice environment. - Experience of group audits and consolidated financial statements (desirable but not essential). - Full clean driving licence with access to a car (desirable but not essential).

Job Description Due to our clients continued success, we're seeking an experienced Senior Electronics Design Engineer to join their growing engineering team. This is an excellent opportunity for a technical leader to drive electronic design, build, and support projects from concept through to completion. This role offers the chance to build technical expertise, with clear progression routes...

Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a fantastic opportunity for...

Job Description Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a...

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...

A prominent food company in Poole seeks an experienced HR Advisor to provide guidance on employee relations and support managers effectively. This full-time position involves offering expert advice on disciplinary and performance cases, while fostering compliance with employment law. The role requires adaptability to both in-person and remote work, and offers a supportive work environment with...

Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to manage and grow your...

Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a fantastic opportunity for...