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client support advisor jobs in Lancashire
You will own your own portfolio of clients and be their main day-to-day contact within the practice. You'll build strong relationships, keep their records in good shape, and take responsibility for preparing high-quality accounts and tax work. You'll also support Client Managers on larger or more complex clients, providing the underlying technical work they need to give advice and insight.
You will work closely with partners and senior stakeholders, playing a key role in developing client relationships and contributing to the ongoing success of the private client tax department. The firm encourages progression and will support your continued professional and personal development.
You must hold full Level 4 Diploma in Financial Advice (or equivalent) - Ideally, you should have 2+ years experience as a Financial Adviser - Ideally, you will have experience inmaintaining client retention and awareness of cashflow modelling
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 learn how to assess and control risks, understand legal responsibilities, and investigate incidents. Step 2 – NEBOSH General Certificate Build on your foundation with the NEBOSH General Certificate, the gold standard for health and safety professionals. This qualification covers workplace hazards, health and safety legislation, and how to design and implement effective safety systems.
Overview Court of Protection Solicitor - Up to £65,000 salary - Lancashire Make sure to apply with all the requested information, as laid out in the job overview below. This leading Legal 500 law firm offers specialist legal advice to Court of Protection clients. Due to the development and expansion of the firm’s Court of Protection department, it is now seeking to appoint an enthusiastic &...
Client Manager (Accountancy Practice) Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements. Preston | Hybrid £36,000 £45,000 This is a step up role in a genuinely good practice. Were working with a modern, growing digital accountancy firm in Preston that supports a great mix of digital, creative and...
You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)
Job Description Account Executive / Account Director Build your book. Own the value. Take your share. Most Account Executive roles talk about "long-term opportunity". Very few actually deliver on it. This one does. As well as a regular new business bonus, you'll receive a lump-sum pay-out based on the value of your book of clients. We're working with a well-established, well-backed insurance...
Start Date -16/03/2026 If you’re a natural when it comes to connecting withpeople – building relationships and understanding their needs – youcould be a great fit for a Sales Advisor role withEE. At EE, we’re harnessing the power of technology tobring people together and change their lives for the better. Joinour [location] Sales Team and you’ll play apart in this by talking to customers over the...
We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...
Outbound Insurance Telesales Professional (Home Based) Jumpstart Your Future: A Vibrant Remote Sales Role Defines Your 2026! Working for a leading insurance provider, serving over 9 million customers and partnering with leading global brands. Consistently recognized as a 'Great Place to Work,' they're looking for talented individuals to help them achieve their global ambitions. If you're a...
You will be responsible of handling a caseload of private client matters including wills, probate, trusts, estate administration, Court of Protection matters, deputyship management, inheritance tax planning, asset protection, lasting powers of attorney, and compensation trusts
A leading legal recruitment agency is seeking a Private Client Solicitor to work in Preston. The following information aims to provide potential candidates with a better understanding of the requirements for this role. This role involves interviewing clients, drafting legal documents, and providing estate management services. Candidates should be qualified with a valid practicing certificate...
If you re a natural when it comes to connecting with people building relationships and understanding their needs you could be a great fit for a Sales Advisor role with EE. At EE, we re harnessing the power of technology to bring people together and change their lives for the better. Join our Lancaster Sales Team and you ll play a part in this by talking to customers over the phone and helping...
A leading law firm in the United Kingdom is looking for a Private Client Solicitor to manage a diverse caseload of private client matters, including wills, probate, and estate administration. Apply below after reading through all the details and supporting information regarding this job opportunity. The ideal candidate will have extensive experience in private client law and possess a STEP...
Start Date -16/03/2026 If you’re a natural when it comes to connecting withpeople – building relationships and understanding their needs – youcould be a great fit for a Sales Advisor role withEE. At EE, we’re harnessing the power of technology tobring people together and change their lives for the better. Joinour [location] Sales Team and you’ll play apart in this by talking to customers over the...
You must hold full Level 4 Diploma in Financial Advice (or equivalent) - Ideally, you should have 2+ years experience as a Financial Adviser - Ideally, you will have experience inmaintaining client retention and awareness of cashflow modelling
Start Date -16/03/2026 If you’re a natural when it comes to connecting withpeople – building relationships and understanding their needs – youcould be a great fit for a Sales Advisor role withEE. At EE, we’re harnessing the power of technology tobring people together and change their lives for the better. Joinour [location] Sales Team and you’ll play apart in this by talking to customers over the...
Start Date -16/03/2026 If you’re a natural when it comes to connecting withpeople – building relationships and understanding their needs – youcould be a great fit for a Sales Advisor role withEE. At EE, we’re harnessing the power of technology tobring people together and change their lives for the better. Joinour [location] Sales Team and you’ll play apart in this by talking to customers over the...