Senior Client Advisor jobs in Somerset

We are seeking a polished and customer-focused professional to join our dynamic team. The successful candidate will be responsible for delivering a world-class customer experience, handling enquiries with professionalism, efficiency, and attention to detail. This role encompasses end-to-end customer case management, meaningful customer engagement, and close collaboration with internal teams to...

Senior Client Administrator - £35,000 - Clevedon, SomersetI’m currently looking for an Client Administrator to join a independent financial advisory firm based in Clevedon! The firm are seeking two talented individuals with experience in IFA administration who live local to the area.Responsibilities:- Manage calendars and schedule client meetings- Collaborate closely with Financial Advisors to...

Job Description Senior Paralegal - Private Client A well-established and highly regarded law firm in Kent is seeking an experienced Senior Paralegal to join its Private Client team. This is an excellent opportunity for a capable paralegal with strong private client experience to take on a senior, hands-on role within a supportive and specialist practice. The Role: Working closely with solicitors...

12-Month Contract or FTC | Day Rate or Fixed-Term | UK Based We are supporting an international business with the appointment of a UK-based US Tax Advisor / Senior Manager to support a range of hands‐on US tax projects over a 12‐month assignment. This role is specifically suited to a US‐trained tax professional currently based in the UK (often a US national) with direct, first‐hand experience...

Senior Private Client Solicitor (8+ PQE) | RedhillLegal 500 Regional Firm | Leadership Opportunity | Partnership Considered from OutsetImagine leading a respected Private Client team at one of the South East’s most established and forward-thinking regional firms, where people come first, collaboration is key, and your leadership truly shapes the firm’s future.This award-winning Legal 500 practice...

A respected law firm on the North Somerset coast is seeking an experienced Private Client Solicitor with over 5 years PQE. Before applying for this role, please read the following information about this opportunity found below. The role involves managing a varied caseload, including wills, estate planning, and probate for high-net-worth clients. The firm emphasizes quality client relationships...

Job title: Senior Private Client Solicitor Location: Tunbridge Wells Salary: £75k-£95k - depending on experience PQE Level: 5+ Contract Type: Permanent Working Hours: Full-time All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description. I'm working with one of the region's most respected private client teams to appoint a...

Job Title: Senior HR Business Partner (UK) – Product R&D (PI) TeamDepartment: EU HRLocation: Keynsham, UKReporting to: EU HRDScope: UK Product R&D team (PI/R&D-related functions), working closely with EU/HQstakeholdersWorking Language: English (mandatory)MissionAs the HRBP for the UK R&D organisation, you will be responsible for building andstrengthening the UK local HR operations and...

You will be a finalist / qualified accountant (CIMA, ACCA, ACA or equivalent) with a strong background in Finance Business Partnering, FP&A, or commercial finance. You’ll bring advanced Excel and modelling skills, experience with ERP/reporting tools such as NetSuite or Power BI, and the ability to communicate complex financial concepts clearly to non-finance stakeholders.

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.

Mortgage, Protection & Homebuying Advisor Location: Remote, Office, Hybrid working available Salary: Up to £45,000 basic, uncapped commission structure Contract: Full-Time, Permanent What you'll receive: A brand and culture that helps you succeed: One of the UK's most trusted (Trustpilot reviews) Customer-centric advice model - no hard sales Supportive, people first environment Earning...

Job Description ROLE: Parts Advisor LOCATION: Wambrook Taunton SALARY: £32,760 + overtime + benefits HOURS: Monday to Friday 8.00 5.30. NO SATURDAY ROTA! Parts Advisor required for a main dealer in Taunton! Our client a well-known and successful independent workshop are seeking a Parts Advisor. Duties of Parts Advisor : - Greet workshop staff and assist with their needs for parts and...

You will identify new business opportunities, lead pitches, and expand our service portfolio. As a trusted advisor, the Account Director will develop innovative tactical and strategic solutions to deliver client campaigns, including Sampling & Experiential.

You will coordinate resources, build operational plans, manage client expectations, and mentor Campaign Managers.

Private Client Solicitor | Tunbridge Wells You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. This highly esteemed firm, celebrated for its unparalleled client service and illustrious legacy spanning nearly 500 years, is seeking an accomplished Private Client Solicitor (2+ PQE) to join its Legal 500 Tier 1-ranked private...

Protection Advisor Location: Office based, Bath BA1 Salary: Up to £45,000 basic, uncapped commission structure Contract: Full-Time, Permanent What you'll receive: A brand and culture that helps you succeed: One of the UK's most trusted (Trustpilot reviews) Customer-centric advice model - no hard sales Supportive, people first environment Earning potential & growth: Competitive salary and...

Job Description ROLE: Parts Advisor LOCATION: Wambrook Taunton SALARY: £32,760 + overtime + benefits HOURS: Monday to Friday 8.00 5.30. NO SATURDAY ROTA! Parts Advisor required for a main dealer in Taunton! Our client a well-known and successful independent workshop are seeking a Parts Advisor. Duties of Parts Advisor : - Greet workshop staff and assist with their needs for parts and...

Senior Client Administrator - £35,000 - Clevedon, Somerset I’m currently looking for an Client Administrator to join a independent financial advisory firm based in Clevedon! The firm are seeking two talented individuals with experience in IFA administration who live local to the area. Responsibilities: • Manage calendars and schedule client meetings • Collaborate closely with Financial...

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.

Senior Client Administrator - £35,000 - Clevedon, SomersetI’m currently looking for an Client Administrator to join a independent financial advisory firm based in Clevedon! The firm are seeking two talented individuals with experience in IFA administration who live local to the area.Responsibilities:- Manage calendars and schedule client meetings- Collaborate closely with Financial Advisors to...

Senior Client Administrator - £35,000 - Clevedon, SomersetI’m currently looking for an Client Administrator to join a independent financial advisory firm based in Clevedon! The firm are seeking two talented individuals with experience in IFA administration who live local to the area.Responsibilities:- Manage calendars and schedule client meetings- Collaborate closely with Financial Advisors to...