Client Adviser jobs in Dorset

Jobs found: 100
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Hussaria Group
Bournemouth

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
9 hours ago
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REED
Wimborne Minster

Job Description REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates. Private Client Tax Manager Perm position - £60,000 - £65,000 Hybrid Working - Flexible working...

Hybrid
2 days ago
PKF FRANCIS CLARK
Poole

In a nutshell Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

No Experience
9 hours ago
ENL Legal Recruitment
Weymouth DT4

A law firm in Dorset is seeking a Private Client Solicitor with over 5 years' PQE to manage a diverse client caseload. Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below. Responsibilities include advising clients on Wills, trusts, and estate administration while leading a small team. Strong client care,...

9 hours ago
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Executive Network Legal
Weymouth DT4

Private Client Solicitor / 5+ PQE / Dorset / £55,000 DOE / Become part of a successful, growing firm with a loyal client base and a collaborative culture that truly values and supports its people – To apply please call Theresa Lucas on and quote Job Ref: TL2411 Find out more about this role by reading the information below, then apply to be considered. JOB TITLE: Private Client Solicitor PQE...

9 hours ago
Ambition
Bournemouth

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.

6 days ago
Executive Network Legal Limited
Weymouth DT4

A leading legal firm in Weymouth is seeking a Private Client Solicitor to manage a diverse caseload including wills and trusts, with over 5 years of PQE. Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. This role involves advising clients and leading a small team, and requires strong organisational skills,...

9 hours ago
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Knight Temple Recruitment Ltd
Poole
£42,000 – £60,000

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. RewardsStarting salary is based on previous performance and can be reviewed twice yearly. Existing top performing consultants are earning more than £60,000 + thanks to an uncapped bonus scheme.

Hybrid
3 hours ago
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Spicerhaart
Bournemouth

Overview Self-Employed Mortgage Advisor – Bournemouth Discover the freedom of self-employment with the backing of an industry leader. At Just Mortgages, we’re redefining what it means to be a self-employed Mortgage Advisor. At Just Mortgages, you're not just building a career; you're building your own business with the tools, training, and support to thrive. As a Self – Employed Mortgage...

5 days ago
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JMC Legal Recruitment
Bridport

You will be responsible for managing tax returns for individuals, trusts, estates, and charities, while advising clients on inheritance tax, capital gains tax, and income tax.

You will work closely with the probate team on estate tax returns and have the opportunity to handle complex, high-net-worth client matters, including those with international assets and intricate business interests.

5 days ago
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Sterling Bridge Limited
Bournemouth
£50,000

Role: Technical ConsultantLocation: Bournemouth (Hybrid)Salary: £50,000 Secure Data Solutions | Cloud & Integration | Specialist Technical Consulting Were recruiting for a specialist technology consultancy in Bournemouth, recognised across the UK as one of the foremost experts in secure managed file transfer, cloud automation and data integration technology. With decades of experience helping...

Hybrid
9 hours ago
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Talent Finance Ltd
Wareham

Job Description Talent Finance is partnering with a client known for its strong culture to recruit two Financial Accountants across the South Coast. You’ll be joining a well-run, collaborative finance team where quality, ownership and work life balance are genuinely valued. This role suits a qualified Financial Accountant with post-qualified experience and confidence in statutory and regulatory...

Hybrid
2 days ago
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Rathbones Group Plc
Bournemouth BH2 5QY

You will also maintain existing client relationships, providing internal/external clients with advice and service.

You will be skilled at influencing, motivating yourself and others and highly analytical.

You will be highly organised, have strong time management skills and great at teamwork and building a team.

Hybrid
9 hours ago
Cavendish Maine Recruitment
Poole

Job Description This is a rare opportunity to join a highly reputable Independent Broker with a strong track record in the marine sector. The successful candidate will have expertise in marine insurance, with a focus on hull, cargo, trade, or P&I coverage. As a Marine Account Executive, you will be responsible for managing a portfolio of marine accounts, cultivating strong client...

Hybrid
2 days ago
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Brown & Brown (Europe)
Bridport

You will need commercial insurance knowledge from a broking environment and enjoy the challenge of being part of a central team.

a day ago
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Client Adviser, Dorset
Executive Network Legal Limited
Weymouth DT4

A leading legal firm in Weymouth is seeking a Private Client Solicitor with over 5 years of PQE to manage a diverse caseload including wills and trusts. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. The role involves advising clients and leading a small team, requiring strong organisational skills and client care abilities. Candidates should...

9 hours ago
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JMC Legal Recruitment
Dorchester

You will take ownership of managing tax returns for individuals, trusts, estates, and charities, while also advising clients on inheritance tax, capital gains tax, and income tax.

You will work closely with the probate team on estate tax returns and have the opportunity to handle complex, high-net-worth client matters, including those with international assets and intricate business interests.

a day ago
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REED
Bournemouth

Job Description PERSONAL TAX ADVISOR Required (Part Time hours, Self Starter, Flexible Hours) REED Practice (Bournemouth) are supporting an established Accountancy Practice in Bournemouth in the search for a Personal Tax Advisor, ideal for an experienced self starter, familiar managing a portfolio of clients and able to work on your own initiative. You’ll be joining a collaborative, small...

2 days ago
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Knight Temple Recruitment Ltd
Bournemouth
£42,000 – £60,000

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. RewardsStarting salary is based on previous performance and can be reviewed twice yearly. Existing top performing consultants are earning more than £60,000 + thanks to an uncapped bonus scheme.

Hybrid
3 hours ago
PKF FRANCIS CLARK
Poole

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...

9 hours ago
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