wealth management advisor jobs in Salisbury

Senior Service AdvisorVacancy Salisbury Salary:£32,000 Basic OTE £36,000 + company benefits Working Hours:Monday - Friday 8am - 4.30pm, Saturday mornings on a rota 29745 We have a new vacancy for a Senior Service Advisor for my clients Main dealership in Salisbury. Excellent opportunity for a Senior Service Advisor to join a high performing team. This role suits a Senior Service Advisor looking...

You will provide strategic advice on all areas of wealth preservation and succession planning, typically to the owners of landed estates, large farms, family businesses and heritage chattels and properties. - Provide legal advice to clients on tax planning strategies and trust establishment.

Description : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and...

Within commuting distance from Southampton, this Private Client Tax Manager will take charge of managing a diverse portfolio of clients, delivering excellent customer service within a thriving Top-10 practice in southern Wiltshire. As a trusted advisor and leader, you will work with the senior leadership team to lead local tax operations and developments. Please double check you have the right...

Client Manager role – ACA/ACCA qualified or part-qualified with UK practice experience Our client is a highly respected accountancy practice, known for delivering exceptional service to a diverse portfolio of businesses. They are seeking an experienced Client Manager to join their team and play a key role in managing client relationships, driving quality, and supporting the growth of the...

You will be responsible for - - Be an expert consultant and trusted advisor for architects, surveyors, contractors and resellers allowing them to develop mutually beneficial relationships - Takes ownership of the decision maker - Delivers the targets and objectives set by the Project Specification Manager showing initiative to create effective delivery plans

Senior Service Advisor – Job DescriptionOverviewWe are seeking an experienced and customer-focused Senior Service Advisor to join a busy and high-performing service department. This role is ideal for a confident aftersales professional who can lead by example, support junior advisors, and deliver exceptional customer satisfaction while driving aftersales performance.Key Responsibilities * Act as...

Job Title: Service AdvisorLocation: SalisburySalary: £28,000 with a £35,000 overall OTE bonus potential Holt Recruitment are recruiting for a Service Advisor to join a successful Dealership Group in the Salisbury area. You'll be a representative of a VAG Group business, calling customers into the workshop for repairs, organising parts, services and MOT's, and if you're looking for a role with...

Job Description My client is a a main car dealershipin Salisbury and they are looking for an experienced Parts Advisor for their busy Aftersales department. Parts Advisor: Provide excellent customer service by answering customer queries promptly and accurately, and providing advice and guidance on vehicle parts, accessories, and servicing.Identify and source vehicle parts and accessories...

A car dealership in Salisbury is seeking an enthusiastic and experienced Service Advisor. The successful candidate will manage service bookings, ensure customer satisfaction, and promote upselling of services and special offers. Applicants should have prior experience as a Service Advisor, knowledge of DMS systems, and a full UK driving license. This role offers a competitive salary of £35,000,...

You will take pride in ensuring they are well stocked, cleaned and tidied throughout the day. What you'll need to haveThese are the essential skills or experience needed to succeed in this role. Enthusiasm and passion for all things health and wellness A warm, approachable manner and confident to start conversations with customers

You will work onsite and report into the Assistant or Store Manager and your role could be to help on the tills, advise our customers, or work in our back shop.

You will be provided with award‐winning training accredited by the Institute of Customer Service. What you'll need to haveThese are the essential skills or experience needed to succeed in this role:

You will take pride in ensuring they are well‐stocked, cleaned and tidied throughout the day. What You'll Need To HaveThese are the essential skills or experience needed to succeed in this role. Enthusiasm and passion for all things health and wellness A warm, approachable manner and confident to start conversations with customers

A leading accountancy firm in Salisbury is looking for a Private Client Tax Associate to manage tax compliance tasks and mentor trainees. This role includes providing tailored tax advice, maintaining client relationships, and ensuring high-quality work standards. Candidates should have a strong tax background, relevant qualifications, and exemplary communication skills. A competitive salary of...

Job Description This is an exciting opportunity to lead, shape and deliver evidence and tools to embed a natural capital approach in the Environment Agency, helping to reverse the decline in nature and tackle the climate emergency. The role will focus on developing evidence and tools that enhance our understanding of natural assets and ecosystem services, enabling planning and decisions that...

You will be a warm, friendly, organised, and self-motivated individual with experience of working in a care or support environment and excellent care skills.

You will work closely with experienced Partners on a high-quality caseload involving farming families, landed estates, family businesses and multi-generational clients. The role combines working alongside Partners on established matters with running work independently, offering both support and autonomy.

Hybrid working - Home + Salisbury Office We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our...

You will work onsite and report into the Assistant or Store Manager and your role could be to help on the tills, advise our customers, or work in our back shop.

You will be provided with award winning training accredited by the Institute of Customer Service What You'll Need To HaveThese are the essential skills or experience needed to succeed in this role:

Description : This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...