Client Adviser jobs in Cheltenham

Jobs found: 154
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Hussaria Group
Cheltenham

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...

Hybrid
23 hours ago
Ambition
Cheltenham

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.

a day ago
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Spicerhaart
Cheltenham

Overview Mortgage and Protection Adviser– Worcester – To be considered for this role, you must hold CeMAP qualification or equivalent. Gloucester based business but can work fully remote in the Worcester area A long standing and successful principle in the Just Mortgages business is looking to grow their team. They are looking for an experienced/aspiring Mortgage and Protection advisor that...

3 hours ago
Howden Group Holdings
Cheltenham

You will be prospecting, generating leads, developing business and winning clients. The Senior Client Executive will also show the ability to build long‐lasting relationships and the ability to utilise new business opportunities.

You will meet and exceed new business targets in the education sector.

Hybrid
5 hours ago
Howden Group
Cheltenham

You will be prospecting, generating leads, developing business and winning clients. The Senior Client Executive will also show the ability to build long-lasting relationships and the ability to utilise new business opportunities.

You will meet and exceed new business targets in the education sector.

Hybrid
4 hours ago
Chadwick Nott
Cheltenham

Associate / Senior Associate - Private Client - Cheltenham - 2-7 Years' PQE Location: Cheltenham Type of Role: Permanent, Full-time Salary: £55,000 to £80,000 (dependent on experience) An exciting opportunity has arisen for a Private Client Solicitor to join a highly respected Cheltenham based team as an Associate or Senior Associate. The Private Client department is known for its exceptional...

a day ago
Howden, the new name for Aston Lark
Cheltenham

You will meet and exceed new business targets in the education sector, focusing on the non‐advised products we deliver to the education and student sectors. Please note this is a full‐time, permanent opportunity. The position is field‐based but requires presence in our Cheltenham office on scheduled days.

Hybrid
4 hours ago
LC Legal
Cheltenham

You will play an integral role within the Private Client team, advising clients on a wide range of matters including: UK succession and estate planning

You will also contribute to client development activity, knowledge‐sharing initiatives and the ongoing development of the practice.

Hybrid
5 hours ago
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Zaizi
Cheltenham

You will be the primary authority on all physical and personnel security matters, creating and developing synergies with the national security client set. The Security / Client Liaison manager is a multi-faceted role being a critical, strategic enabler that enables Zaizi to deliver secure digital solutions to our government clients.

5 hours ago
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Oculus Legal Group
Cheltenham

Overview Private Client Partner & Head of Department – Cheltenham Salary: £115,000 – £155,000 + Bonus + Equity Options Hybrid Working | Relocation Package Available | Legal 100 Law Firm We are working exclusively with a multi-office, Top Legal 100 law firm with offices across the UK, seeking a talented Private Client Partner to take on the role of Head of Department in their well-established...

Hybrid
5 hours ago
Nigel James Associates Ltd
Cheltenham

A leading Investment and Wealth Management firm in Cheltenham is seeking an experienced Financial Planner to join their team. The role involves delivering holistic financial advice to high net worth clients while collaborating with Investment Managers. Ideal candidates will be confident advisers, minimum Level 4 qualified, and ideally Chartered or on the path to achieving. This position offers...

4 hours ago
CROWE
Cheltenham

You will be a valued member of the Cheltenham team from day one and will get involved with client work quickly, exposing you to the depth of services that Crowe provides and the wide variety of organisations that we advise.

You will be required to demonstrate the strengths and qualities which underpin our core values, including personal drive, integrity and teamwork.

a day ago
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ENL Legal
Cheltenham

You will support and advise older and vulnerable individuals, their families and carers on a range of legal issues. • Manage your own caseload with a focus on high-quality, client-centred service • Support business development efforts, both internally and externally, including cross-selling and networking

You will work well within a team environment as well as independently.

3 hours ago
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Agricultural and Farming Jobs Agency
Cheltenham

Private Client Tax Associate Director Vacancy Ref: 53179 DM *This role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK in order to be offered an employment contract.* Are you a Private Client Tax Senior Manager or Associate Director specialising in farms and estates ready to take your next step? Is your rural tax...

a day ago
Menter a Busnes
Cheltenham

A leading independent accounting firm in Cheltenham is seeking a Private Client Tax Associate Director. This role entails managing a diverse client portfolio within the rural sector, leading tax advisory projects, and mentoring junior staff. The ideal candidate will be CTA and ACA/ACCA qualified, with significant experience advising high-net-worth individuals, especially in farming and estates....

5 hours ago
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Client Adviser, Cheltenham
Trades Workforce Solutions
Cheltenham

A leading financial advisory firm in Cheltenham is looking to hire a Paraplanner to support their Financial Advisers in preparing recommendations and suitability reports for clients. The role requires excellent communication skills and a commitment to personal development. The ideal candidate will be DipPFS or DipFA qualified, with previous experience in a Paraplanner role. The firm offers a...

4 hours ago
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Pro-Tax Recruitment
Cheltenham

Job Description Corporate M&A Tax Manager - Cheltenham - up to £60,000 - Are you a tax professional with a passion for transactions and complex advisory work? - Do you want to work on high-profile deals and help shape strategic outcomes for clients? If you're looking for a role that combines technical challenge with commercial impact, this could be the opportunity for you. What's great about...

4 days ago
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HR Star Consulting Ltd
Cheltenham

Job Description Finance Manager (Remote) £45,000 – £50,000 per annum My client a management-accounting firm built for the creative services sector. We support agencies with bookkeeping, payroll, management accounts, year-end accounts and financial planning, removing the complexity so our clients can focus on their creative work. We pride ourselves on delivering clear, actionable financial...

2 days ago
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Chadwick Nott
Cheltenham

Private Client Associate Solicitor Location: Cheltenham A rewarding role for a lawyer with a passion for supporting older and vulnerable individuals has arisen with a Top 100 law firm. This opportunity sits within a specialist Private Client team dedicated to safeguarding the welfare and rights of those affected by conditions such as dementia, learning disabilities, brain injuries and mental...

Hybrid
a day ago
LC Legal
Cheltenham

A leading UK law firm is seeking a Private Client Associate or Senior Associate with 2+ years PQE to join their Private Client team on a 12-month fixed-term contract. The role involves advising clients on UK succession and estate planning, managing diverse tax planning matters, and supervising junior members. The firm offers a supportive culture, high-quality work, and the flexibility of hybrid...

Hybrid
5 hours ago
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