Senior Client Advisor jobs in Wokingham

A reputable legal recruitment agency seeks a Senior Private Client Solicitor with 5+ years PQE to join a prominent firm in Reading, Berkshire. The ideal candidate will have solid experience in managing Wills, Trusts, and Probate, along with a background in Tax Planning and Wealth Management. This position offers substantial career potential and requires strong interaction with high net worth...

An independent MEP design consultancy in the United Kingdom is looking for a Principal / Associate Mechanical Engineer. This role entails managing project delivery and client relationships while allowing for autonomy in design and financial matters. Candidates should hold a degree in Mechanical Engineering, aim for chartered status, and have strong technical familiarity with Building Services...

A leading tax advisory firm in Reading is looking for a Private Client Tax Senior Manager. The role involves providing high-level advisory services to private clients, managing complex tax portfolios, and expanding client services. Ideal candidates are CTA or ACA qualified with substantial experience in inheritance tax planning and proven business development skills. The office is easily...

Company Description Make sure to apply with all the requested information, as laid out in the job overview below. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be...

Job Description Accounting Client Senior Manager - Reading Permanent, Full-Time About the FirmA leading accountancy and business advisory practice with a strong regional presence is seeking an Accounting Client Senior Manager. The firm prides itself on delivering trusted advice to SMEs through close client relationships and forward-thinking solutions. With a collaborative network of...

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.

Service Advisor Location: Reading Salary: £32,000 basic per annum, plus bonus OTE £36,000 + other company benefits Working Hours: Monday to Friday, 8am to 5pm, 1 in 4 Saturday mornings, 8am to 12pm Ref: 29678 We have a new vacancy for a Service Advisor for my client’s Commercial dealership in Reading. Excellent opportunity for a Service Advisor to join a high performing team. This role suits a...

A leading consulting firm is seeking an experienced Pensions Consulting Manager in Reading. This role demands strong analytical, organisational, and communication skills. You'll collaborate with senior advisors and work within a national team while providing high-value pension strategies for diverse clients. The position offers flexibility in work locations and includes various benefits aimed at...

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.

You will be working as part of the leadership team to ensure the smooth and efficient running of the business, implementing plans and strategies as required, leading teams to meet all performance KPI’s, regulatory and service level requirements.

You will drive the engagement of the team through proactive two-way communication, teamwork, and collaboration.

You will provide expert personal, holistic advice to our clients assisting them in planning their financial futures whilst guiding them in tax efficiencies & prudent investment choices, while at all times upholding the principles of the firm. Whilst weekly attendance at the office is required, flexible working hours are a hallmark of our business.

Job Description We are currently working with a busy Main Car Dealership. Our client prides itself on delivering a consistently high standard of customer care at all time. An opportunity has arisen for experienced Service Advisor to join their current team. As Service Advisor you will ensure the highest standard of courtesy and professionalism when interacting with customers and members of the...

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 work with the Field Sales Team to: Convert quotations to orders and keep relevant teams and systems updated Proactively manage customer orders and contracts to ensure prices and lead-times are reviewed and renewed in a timely fashion (using drift report) Establish and meet/exceed customers KPI’s.

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...

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 need to have a solid background of Private Client experience gained at a respected firm, dealing with such matters as Wills, Trusts, Probate, Estate Management and COP. Specific experience in Administration of Estates and Tax Planning and Wealth Management would be a distinct advantage, together with experience of dealing with high net worth clients.

Private Client Tax Senior Manager – Reading Location: Reading Sector: Tax, Personal Tax, Private Client Tax Contract Type: Permanent Salary: Highly Competitive Contact: Richard Clark Contact email: richard@clark-wood.co.uk Contact phone: 01173 291052 Published: 1 day ago Expiry date: 2053-04-27 Startdate: 2025-12-11 Consultant: Richard Clark Senior Management Opportunity in Private...

Parts AdvisorLocation: ReadingSalary: £32,000 basic + Bonus & OT OTE £37,000Hours: Monday to Friday, 08:30am – 18:00pmAlternate Saturdays, 08:00am – 12:00pm paid at 1.5xRef: 29609We are currently recruiting for a Parts Advisor to join our client’s successful and expanding team in Reading. This is a fantastic opportunity to become part of a well-established, family-run business that prides itself...

Parts Advisor Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below. Location:Reading Salary:£32,000 basic + Bonus & OT OTE £37,000 Hours:Monday to Friday, 08:30am 18:00pm Alternate Saturdays, 08:00am 12:00pm paid at 1.5x Ref:29609 We are currently recruiting for aParts Advisorto join our clients successful and...