Client Services Executive jobs in Norfolk

Overview Private Client Solicitor / Legal Executive – Norwich Ensure all your application information is up to date and in order before applying for this opportunity. Responsibilities - - Handle a full range of private client law matters, including Wills and estate planning, probate and estate administration, Lasting Powers of Attorney (LPA), trusts and trust administration, and inheritance...

You will support the end to end ordering and fulfilment process by managing suppliers, co-ordinating orders and ensuring accurate administration across our internal order processing systems, email and telephone channels.

You will act as a key liaison between Sales, suppliers and customers ensuring that orders and projects are executed smoothly, accurately and on time.

You will advise clients on issues surrounding succession, tax and mental capacity and will be working within the team who have specialism in advising both high net worth individuals as well as elderly and vulnerable clients and their families.

You will also work on Court of Protection matters.

You will lead the delivery of high-quality private client tax services, managing a complex portfolio of HNW and UHNW individuals and providing advanced advisory and planning support. Key responsibilities include: - Delivering complex tax advice across CGT, IHT, trusts, residency issues, and estate / succession planning

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.

You will have responsibility for complex advisory work, oversight of client delivery, and providing guidance to less experienced members of the team.

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

A prominent local firm in Norwich is seeking an experienced Personal Tax Director to take ownership of a diverse portfolio, providing sophisticated tax planning and advisory services. Responsibilities include advising on complex tax matters and mentoring team members. The role offers a clear path to Partner level, emphasizing personal strengths. Candidates should possess substantial experience in...

We are seeking a talented and experienced insurance professional to join our Aviation Speciality team at Marsh. This role will be based in Norwich . This is a hybrid role that has a requirement of working at least three days a week in the office. The successful individual will be managing an insurance portfolio of Aviation Clients spanning a wide breadth of the Aviation Industry. Whilst prior...

Description: We are seeking a talented and experienced individual to join our Aviation Speciality team at Marsh. This role will be based in Norwich. This is a hybrid role that has a requirement of working at least three days a week in the office. The successful individual will be managing an insurance portfolio of Aviation Clients spanning a wide breadth of the Aviation Industry. The Aviation...

Overview We are seeking a talented, client focused individual to join our Financial & Professional Liability (FINPRO) team at Marsh . This role will be based in Norwich . This is a hybrid role that has a requirement of working at least three days a week in the office. What you can expect Excellent opportunities to utilise Client and Market facing experience within a busy and friendly team at an...

Job Description We are recruiting Field Sales Executives promoting the work of some of the country’s most prestigious charities. You’ll get a basic salary of £25.4K with the opportunity to earn £45K+ in OTE. What you’ll get: •£25.4k guaranteed basic salary. •Regular incentives and bonus (giving a realistic OTE £45k) •Weekly pay •Healthcare plan worth up to £900 per annum. •Award winning...

Job Description Job Title: Account Executive – Corporate & Commercial Insurance Location: East Anglia (Norfolk, Suffolk, Essex) – Remote / Home-Based Salary: Circa £65,000 + £5,000 car allowance + performance-based bonus The Opportunity: The broker is undergoing an exciting strategic restructure with a clear focus on driving sustainable, organic growth. They are seeking a motivated and...

You will be providing technical and administrative support to the Partner and the firms Advisers *

You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office *

You will need to keep the back-office system updated maintaining live files and case notes *

A leading global risk management firm in Norwich is seeking a talented individual to join their Financial & Professional Liability (FINPRO) team. The role involves managing a book of clients, providing advisory support, and understanding clients' business needs. Candidates should have excellent communication skills, proven organisational abilities, and a problem-solving mindset. This is a hybrid...

A leading global insurance broker is seeking a Senior Client Executive to manage an insurance portfolio of Aviation Clients in Norwich. This hybrid role involves building relationships, managing client inquiries, and providing expert risk solutions. Candidates should have significant experience in client-facing roles, preferably within the Aviation sector, and strong presentation skills. Join a...

A Norwich-based legal firm is seeking a Private Client Solicitor / Legal Executive. Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below. The role involves managing a variety of private client law matters, including Wills, estate planning, and trusts. Candidates should have a minimum of 2 years' PQE, either as a Solicitor or...

Description: We are seeking a talented individual to join our Financial and Professional Liability (FINPRO) Multinational team at Marsh. This role will be based in Norwich. This is a hybrid role that has a requirement of working at least three days a week in the office. What can you expect? Liase and correspond with the Finpro population including Client Executives, placing Brokers, Clients...

You will be expected to conduct meetings, advise clients, and collaborate with team members.