1647 client advisor jobs found

Client Adviser £20,000 - £25,000 Depending on Experience (plus genuine further progression once trained) Telford Permanent Monday to Friday – 9am to 5.30pm An opportunity has arisen to work for an established branch of a professional services company based within the Telford area. They are looking to recruit a Client Advisor to join their existing team on a permanent basis. As a Client Adviser within our team, you’ll play a key role in the success of an expanding local business by ensuring our customers receive a first-class service. This is a multi-disciplined role handling a wide range of personal and commercial policies. Duties include: * Providing client with an excellent customer service experience. * Helping clients with any questions or building quotations * Fact finding with clients to understand requirements to build up a customised quotation. * Discussing additional options and services to promote further purchases that are...

Highly reputable accounting Firms company based in Canberra. Permanent full-time opportunity. Client Details Our client offers a range of business advisory, accounting, taxation, and financial services to numerous successful and expanding businesses and individuals across Australia. With a longstanding history of providing such services, our practice is continuing to grow. Description Conducting comprehensive reviews or preparing workpapers, financial statements, and tax returns for a diverse c… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Highly reputable accounting company based in Australia. Inclusive, collaborative & flexible working environment About Our Client Our client offers a range of business advisory, accounting, taxation, and financial services to numerous successful and expanding businesses and individuals across Australia. With a longstanding history of providing such services, our practice is continuing to grow. Job Description Conducting comprehensive reviews or preparing workpapers, financial statements, and tax… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Highly reputable accounting Firms company based in Canberra. Permanent full-time opportunity. Client Details Our client offers a range of business advisory, accounting, taxation, and financial services to numerous successful and expanding businesses and individuals across Australia. With a longstanding history of providing such services, our practice is continuing to grow. Description Conducting comprehensive reviews or preparing workpapers, financial statements, and tax returns for a diverse c… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Full time role - flexible hours available Northern suburbs Competitive salary on offer A fantastic opportunity exists for an experienced and dedicated Senior Bookkeeper/Client Advisor to join our client, a small accounting firm who specialise in bookkeeping, accounting and financial consulting for a diverse portfolio of businesses based in Essendon. This position offers a unique opportunity to work with a diverse clientele, ranging from small startups to established enterprises, across various … In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Private Client Tax Advisor Location: Lancashire Contract: Permanent Salary: £25,000-£40,000 Start Date: ASAP *Hybrid Working* Contact: Job Description Service Care Finance are currently recruiting on behalf of an established Chartered Accountancy firm in Lancashire who are offering a hybrid working opportunity and are looking for a Private Client Tax Advisor to join the team on a Permanent basis. The Private Client Tax Advisor will be responsible for the delivery of tax compliance services to a portfolio of individuals, partnerships and trust. You will be contributing to advice whilst working on all aspects of personal tax matters within the allocated portfolio of clients. You will also be working within a wider tax team, alongside other private client and corporate tax departments, and supporting the Directors within the firm. Main Responsibilities Responsible for a general portfolio of personal tax clients and dealing with compliance matters including...

If you are looking to make the move from an accountancy practice tax role into a senior in-house position then this could be the perfect opportunity. Our client is open to both part time and full time candidates for this post. Reporting to the national Head of Tax in this role you will provide a tax advisory service to individuals, estates and trusts. You will also be playing a key role in the wider team, for example in the management of juniors. You will be responsible for: Dealing with complex tax cases for HNWI/UHNWI individuals and their interests. This will include clients with offshore interests. Advising on IHT, CGT and income tax for individuals Providing full range of tax advice to trusts and estates Supporting the compliance teams, through a review and supervisory role Advising clients on tax issues, and how to minimise their tax liabilities Providing tax advice and compliance support to other teams Planning team in connection with estate and trust matters Helping...

About The Financial Investment Company This market leader in precious metal investments has global offices across Singapore, Hong Kong, London and Dubai. Their precious metals portfolio provides a suite of products covering physical and financial trading, logistics, storage and even refining. As part of their continued expansion, they are currently hiring for a UK based Client Advisor / Business Development Manager to lead sales across UK and Central Europe. **If you have a background or interest in financial markets and can demonstrate this then make sure to apply. About The Account Executive As the Business Development Manager / Client Advisor you will be building relationships with IFAs, high net worth individuals, general investors and consumers regarding investment in precious metals. As Business Development Manager UK, your primary objective will be to acquire new clients and encourage them to purchase and store their physical metals via the organisation’s services....

About The Financial Investment Company This market leader in precious metal investments has global offices across Singapore, Hong Kong, London and Dubai. Their precious metals portfolio provides a suite of products covering physical and financial trading, logistics, storage and even refining. As part of their continued expansion, they are currently hiring for a UK based Client Advisor / Business Development Manager to lead sales across UK and Central Europe. **If you have a background or interest in financial markets and can demonstrate this then make sure to apply. About The Business Development Manager / Client Advisor As the Business Development Manager / Client Advisor you will be building relationships with IFAs, high net worth individuals, general investors and consumers regarding investment in precious metals. As Business Development Manager UK, your primary objective will be to acquire new clients and encourage them to purchase and store their physical metals via the...

The Opportunity This is an excellent opportunity for an experienced Commercial Account Handler to join a reputable Insurance Broker, who have achieved year on year growth and are seeking to expand. Main Responsibilities * Support Account Executives * Handle renewals, new business and mid-term adjustments across a range of Commercial Insurances * Ensure all targets are achieved (new business, renewals, cross selling and overall profitability) and are attained compliantly with FCA regulation * Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business What's needed for me to be considered? * Strong account handling experience with exceptional knowledge of General Commercial * Strong organisational and time management skills * Good relationship skills * Enthusiasm, initiative, problem solver, dependability and accountability * Cert CII qualified is advantageous What next? Apply today to be considered...

Job Profile for Personal tax manager - AM(phone number removed) A personal tax manager role within an exciting and growing accounting practice based in North London, who specialise with clients including hoteliers, restaurateurs, medical professionals, property developers, and high end retailers. They are seeking ambitious individuals who can match the fast pace of this growing business. This is a fully remote role, specialising in this accountancy's practice outsourcing firm in Nepal. This remains a standard personal tax manager role, but fully remote. As a personal tax manager, you will pay a pivotal role in overseeing the delivery of high quality personal tax services to clients, and the perfect candidate will be technically competent, an excellent communicator, and possess excellent organisational skills. Personal tax manager Position Overview Client Management: Building and maintaining strong relationships with individual clients. Acting as the main point of contact...

We are currently recruiting for a Senior Client Manager for our client , an Accountancy business , based in B7 area. Main duties for the Senior Client Manager role: 1.Client Account Management and Relations including 24 Hour Comms Response (Client Charter) 2.Delivery of the Management Accounts and Outsourced Finance Services with support and management of Accounts Assistants/Part qualified Accountants 3.Undertake the Compliance Work and facilitate Client Advisory work within the Practice 4.Ensure ALL statutory compliance deadlines are met for clients under management 5.Manage ALL HMRC Client queries 6.Supporting the client advisors to complete self-assessments 7.Delivery and Development of all Tax deadlines and advice to clients 8.Support Advisors with Business Improvement Projects in line with SMART objectives on a case by case basis Main requirements for the Senior Client Manager role: In order to succeed in this role, it is expected that you have the following work experience...

We are currently recruiting for a Client Manager to join our client , an Accountancy business. Man duties for the Client Manager role: 1. Support in the Production of Annual Ltd Co Accounts in Digita for all Clients within 4 months of Year End 2. Client Account Management and Relations including 24 Hour Comms Response (Client Charter) 3. Undertake the Compliance Work and facilitate Client Advisory work within the Practice 4. Ensure ALL statutory compliance deadlines are met for clients under management 5. Manage ALL HMRC Client queries 6. Supporting the client advisors to complete self-assessments 7. Delivery and Development of all Tax deadlines and advice to clients 8. Delivery of the Management Accounts and Outsourced Finance Services with support from Assistants 9. Support Advisors with Business Improvement Projects in line with SMART objectives on a case by case basis Main requirements for the Client Manager role: In order to succeed in this role, it is expected that you have...

NLB Solutions are working with a growing and ambitious firm of chartered accountants and business advisors who are recruiting a Senior Accountant/Auditor to join a large and expanding team. You will work closely with the Partners and managers to oversee the existing team and take responsibility for developing and building client relationships. The role will be 70% audit and 30% accounts and will be responsible for your own portfolio of clients. The successful candidate will work closely with the Partners and managers across Audit, accounts, and regular contact with clients, must be self-sufficient in Accounts Preparation, Corporate Tax and VAT. In return the client will offer a competitive salary/package. Job Spec: * You will be responsible for your own portfolio of clients. * Working closely with an experienced Partner across Audit, Accounts, requiring frequent client interaction. * The role will require a combination of audit, accounts management for a varied portfolio...

Our client is an independent firm Chartered Accountants with an enviable reputation. They are extremely well established and have a wide variety of clients across Surrey and London  Due to their continued success they now seek an Accounts & Audit Semi Senior to join their team. You will report directly to senior management and enjoy a varied role. The main duties of this Accounts & Audit Semi Senior are as follows: Preparation of monthly management accounts and year end accounts for SME's and not for profit clients Cash flow preparation General bookkeeping and VAT Client advisory work and ad-hoc projects Reviewing the work of other team members It will be essential that you have previous experience of working within Practice and strong communication skills.  The firm offer genuine career opportunities and benefits including a company pension. The salary band set as a guide by Fletcher George is £28,000 - £32,000. Next steps –...

NLB Solutions are working with a growing and ambitious firm of chartered accountants who are recruiting an Auditor Senior/Accountant to join a large and expanding team. You will work closely with the current Audit Manager with a view to taking on the Audit Management role, looking after the practices audit work including managing the audit and the audit team. The role will also include accounts preparation, corporate and personal tax. The role will be 65% audit and 35% accounts and taxation. There be some travel but no more than 1 to 1.5 hours from the office. The successful candidate will work closely with the Audit Manager initially and then to develop into overseeing the audit and the audit team, accounts and regular contact with clients, must be self-sufficient in Accounts Preparation, Corporate Tax and VAT. In return the client will offer a competitive salary/package. Job Spec: * Working closely with an Audit Manager to oversee the audit and audit team. * Accounts...

Our client, an experienced and reputable Accountancy, is seeking a passionate HR professional to join their remarkable team. Offering a rewarding career and a dynamic work culture, this is a great opportunity to progress your career with a fantastic and supportive company. Key Responsibilities: · Line manage members of the HR team and provide support/ training. · Advise line managers and staff on employment law, policies and procedures. · Managing any ER casework including FWRs, disciplinary, grievance, review processes and holiday trackers. · Responsible for managing maternity/paternity leave and sickness policy. · Review company polices and internal procedures to ensure they are in line with current legislation. · Contribute to the HR monthly report and complete the monthly headcount report, raising any trends or themes to the HR Director. · Supervision in signing off letters, contracts, terms, and conditions produced by the HR...

Our client who are an Insurance company are recruiting for an Account Executive/Sales Advisor in Sheffield. The role: Provide quotes to end customers on new policies and renewals Provide excellent level of service, in line with the clients' needs and requirement Ensure retention and sales targets are maximised Taking high volume calls & comfortable on the phone Skills: Have a track record of achieving targets and ideally have 2 years experience working within a broking or underwriting environment Experience in commercial or general insurance Have brilliant communication and negotiation skills and be approachable Qualifications: * Educated to GCSE level an advantage. * Cert CII qualification an advantage. The JM Longbridge Group is operating and advertising as an Employment Agency for permanent positions and as an Employment Business for interim / contract / temporary positions. The JM Longbridge Group is an Equal Opportunities employer and we encourage applicants from...

Customer Service Advisor Stirling (hybrid working) Monday to Friday between 8:30am - 5:30pm £25k Do you have a passion for providing excellent customer service and resolving queries? Our client in financial services are looking for experienced customer servcice advisors to handle retirement queries and support financial advisors. As a Customer Service Consultant you will join a busy and dynamic team that is responsible for delivering an industry leading level of customer service as part of our inbound contact centre team. The Contact Centre team plays a key role in ensuring financial advisers and customers have the best possible experience and resolved queries. Key Responsibilities Provide accurate and straightforward information to our advisors and customers, understand customer requests and identify what is required Maintain customer accounts, with all transactions and enquiries required for the customer processed accurately and in a timely manner within agreed...

Customer Service Advisor Edinburgh (hybrid working) Monday to Friday between 8:30am - 5:30pm £25k Do you have a passion for providing excellent customer service and resolving queries? Our client in financial services are looking for experienced customer servcice advisors to handle retirement queries and support financial advisors. As a Customer Service Consultant you will join a busy and dynamic team that is responsible for delivering an industry leading level of customer service as part of our inbound contact centre team. The Contact Centre team plays a key role in ensuring financial advisers and customers have the best possible experience and resolved queries. Key Responsibilities Provide accurate and straightforward information to our advisors and customers, understand customer requests and identify what is required Maintain customer accounts, with all transactions and enquiries required for the customer processed accurately and in a timely manner within agreed...