Senior Client Advisor jobs in Taunton

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.

You should also be proactive and look to self-generate business where possible. The most effective Financial Advisors write a business plan to help structure their business development.

You must hold your DipFA qualification or equivalent - Ideally, you should be a current Financial Advisor.

You will advise each individual client to the highest possible standard and recommend a bespoke solution to each client. - Networking: You are able to network with professional connections and cultivate new business introductions. - Proactive: A self-starter who takes initiative and thrives in a dynamic setting.

You will handle complex private client matters, support team management and potentially step into leadership responsibilities. The role offers flexibility in office location (Tiverton, Taunton, or potentially others) and can accommodate remote work for part of the week

Financial Advisor | Taunton | £65k - Inherit Book + Extremely High Bonus I'm currently representing a leading financial planning firm who are looking to welcome an experience Financial Advisor into their team in Taunton. We’re looking for a self-motivated Financial Adviser with a passion for the industry to join their growing team in Taunton. You’ll benefit from inheriting a book of clients and...

Job Description: Job Title: SALES ADVISOR (Training Provided for the right individual) Sector: Insurance Broker Location: Taunton (Onsite) Job Type: Full-Time, Permanent Salary: Competitive £25,000 - £33,000 (DOE) Overview: We are seeking a motivated and eager-to-learn Insurance Sales Advisor to join our small, friendly team. This is a fantastic opportunity for someone looking to start a...

You will play a key role in the team supporting clients whilst also being instrumental in executing our growth strategy and whilst you will have an existing caseload to work on, you will also have the support for business development and networking.

You will take on increasing responsibility for developing client relationships, taking on a portfolio and work on wider advisory, planning and business services in addition delivering on wider project work.

You will manage a team and act as key support to the firms directors, with a very clear progression path on offer and you will carve an influential key role within this firm.

We are currently recruiting for a Senior Estates Surveyor to start immediately on a contract basis for our public sector client. You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. Purpose of the role: - As a Senior Estates Surveyor in the Estates Strategy & Development (ES&D) team, you will manage the property transfers and...

Job Description We're looking for a Senior Paid Media Executive to join a full-service agency based in Bath. Working with a portfolio of established consumer brands, you'll execute multi-channel campaigns that drive genuine performance across global markets. You'll work hands-on managing campaigns from execution through to optimisation and reporting. This isn't just about day-to-day campaign...

We are currently working in partnership with a Local Authority in Somerset who are recruiting for a Senior Estates Surveyor on a six-month contract. This is an interim position, paid on an hourly basis with an hourly rate of £60.67 per hour. The role will be paid via an Umbrella Company, and the client has listed this position as an urgent requirement. The ideal candidate will have extensive...

Are you ACA/ACCA Qualified? Do you Work in Audit? Join a Top Firm in Somerset as an Audit Senior! Your new company A leading professional services firm providing accountancy, tax, and financial planning advice to thousands of businesses and individuals. Known for being collaborative, progressive, and people-focused, the firm invests heavily in training and career development, offering clear...

SENIOR DESIGN MANAGER Location: Taunton Company: Leading Tier 1 Contractor Salary: £65,000 - £75,000 + Benefits Benefits: Car or Car Allowance, Bonus, Pension, Healthcare + more extensive benefits The Company: You’ll be joining a well-established, financially robust company with deep roots in the UK market and a strong reputation built over many decades. The business is family-owned and...

You will create clarity, guide delivery, and ensure consistently high standards across integrated marketing campaigns.

You will act as a central point of contact, ensuring communication is clear, timely and purposeful.

You will oversee campaign delivery across marketing channels, lead client meetings and presentations, and guide internal teams through well-defined briefs.

Bristol or Taunton Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today. Your expertise. Our innovation. Together, we’ll redefine property law. We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us, and let’s shape the future together. * We are in a period...

We are currently recruiting for a Senior Estates Surveyor to start immediately on a contract basis for our public sector client. Purpose of the role: * As a Senior Estates Surveyor in the Estates Strategy & Development (ES&D) team, you will manage the property transfers and disposals, ensuring compliance with regulations. Your role includes assessing properties, developing business cases, and...

Manager/Senior Manager wanted at a Top Firm in Somerset! Your new company A collaborative and forward-thinking organisation that values integrity, progress, and impact. People are central to its success, with a strong focus on developing future leaders.Committed to equality, diversity, and inclusion, the firm provides an environment where everyone feels valued and welcomes applicants who bring...

We are currently working in partnership with a Local Authority in Somerset who are recruiting for a Senior Estates Surveyor on a six-month contract. This is an interim position, paid on an hourly basis with an hourly rate of £60.67 per hour. The role will be paid via an Umbrella Company, and the client has listed this position as an urgent requirement. Delivering property transfer and disposal...

Independent Financial Adviser #128205; Location: Taunton (Hybrid Working). #Salary: up to £55k - £65k DOE plus generous bonus scheme. The company is a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment...

Financial Advisor | Taunton | £65k - Inherit Book + Extremely High Bonus I'm currently representing a leading financial planning firm who are looking to welcome an experience Financial Advisor into their team in Taunton. We’re looking for a self-motivated Financial Adviser with a passion for the industry to join their growing team in Taunton. You’ll benefit from inheriting a book of clients and...