Client Adviser jobs in County Bristol

Job Description Reed have partnered with a national insurance company to recruit ambitious sales professionals for their North Bristol office. This is a fantastic opportunity to join a growing business offering excellent earning potential, structured training, and a supportive team environment. We’re looking for someone with a consultative approach, not a hard seller, but someone who can guide...

Protection Adviser (Bilingual – Polish & English) Full Time | Employed or Self-Employed | Nationwide / Hybrid ARE YOU AN EXPERIENCED ADVISER READY FOR THE NEXT CAREER STEP? WOULD YOU LIKE TO SPEAK TO PROFESSIONAL CLIENTS AND HAVE ACCESS TO MORE ADVANCED PRODUCTS? Hussaria Group Ltd is continuing its growth and is looking to recruit an experienced Protection Adviser to support our expanding...

You will have worked with leads generated via the web and will be able to demonstrate that you can maximise the potential of each lead provided via a consultative sales approach.

Job description A leading insurance brokerage is seeking a Client Adviser to join its expanding SME team. The successful candidate will be responsible for delivering a first-class, end-to-end service to SME clients, ensuring each interaction is handled with professionalism, efficiency, and attention to detail. Key Responsibilities Provide a high-quality, proactive service to existing and...

Job Description An accountancy practice in Clifton is currently recruiting a Client Manager to join their team. This is an excellent opportunity for anyone looking to further their career within this field working for a well-established 2-Partner practice. Hybrid working and 25-day holiday allowance. Duties will include: - Finalising accounts for sole traders, limited companies and...

Job Description A leading specialist insurance broker is seeking an experienced Professional Indemnity Client Executive to join their team, focusing on clients in the construction, architecture, and engineering sectors. This is a fantastic opportunity to work with industry-leading professionals, providing tailored risk solutions and expert advice in a dynamic and client-focused environment. Key...

You will also advise clients on wider planning and advisory project work across accounting/tax as well as overseeing the delivery of compliance services.

You will carve an influential role in this successful, growing firm of independent accountants with a clear route to progress on offer as well.

A reputable law firm in Bristol is seeking a Private Client Solicitor with over 3 years of PQE in private client law. Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. The role involves managing a varied caseload, including drafting wills and trusts and advising on estate planning. Candidates should possess strong...

You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets. Assist in the management of the local team and take responsibility for the coaching and development of other team members.

You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets. Assist in the management of the local team and take responsibility for the coaching and development of other team members.

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.

Are you ready tochart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable;...

Job description Base Location: Bristol Why Join KPMG as a Family Office & Private Client Tax Manager At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people - their different perspectives, experiences, and backgrounds. From our inclusive leadership strategy to our diversity and...

The Role This is primarily an advisory role and it entails working with high net worth individuals – both with UK affairs and international tax issues and also working with entrepreneurial businesses and shareholder owned companies. More specifically, some of the responsibilities will include: · Ensuring the delivery of a high quality personal tax service to our clients. · Managing a diverse...

Job Description : NEW GROUND WON’T BREAK ITSELF. Every day our teams help people in businesses and communities to do what is right and achieve their goals. As a member of our Private Equity tax team, you will have the opportunity to work with a variety of private equity backed businesses supporting them from investment to exit. We’re happy to talk flexible working and consider reduced hours...

More than you expected The UK member firms of Grant Thornton are part of global network of independent audit, tax and advisory firms, made up of some 76,000 in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need...

Job Description : NEW GROUND WON’T BREAK ITSELF. Every day our teams help people in businesses and communities to do what is right and achieve their goals. As a member of our Private Equity tax team, you will have the opportunity to work with a variety of private equity backed businesses supporting them from investment to exit. We’re happy to talk flexible working and consider reduced hours...

Please note this is a self-employed role.Realistic OTE £40-55,000Our client is an Independent Financial Advice (IFA) firm specialising inpensions retirement planning, savings, investments, mortgages, equity releaseand protection.As part of their growth plans, they are seeking appoint an experienced protection adviser to work remotely on in house leads and enquires from new and existing clients...

Job description An exciting opportunity has arisen for a Client Adviser (Corporate) to join a dynamic and professional team. The successful candidate will play a key role in supporting Client Executives while delivering exceptional service to a portfolio of corporate clients. This position is ideal for someone with a strong understanding of commercial insurance and a passion for delivering...

Job description A leading private equity-backed wealth management firm is looking for a talented Financial Advisor to join its specialist Repatriation Team. This team supports high-net-worth individuals returning to the UK, offering tailored advice across offshore bonds, QROPs, QNUPS, and other international pension products. You'll step into a leadership role within a small, collaborative team...