client support advisor jobs in Taunton

You will take on increasing responsibility for developing client relationships, taking on a portfolio and work on wider advisory, tax planning and business services in addition delivering on wider project work.

You will manage a team and act as key support to the firms directors, with a development and progression path on offer as you will carve an influential key role within this firm.

Job Description Insurance Advisor | Growing Local Employer | Hybrid Working Are you an experienced insurance professional ready to take the next step in your career? Do you thrive in a supportive, people-first environment where your client service skills can truly shine? A confident communicator with a passion for building relationships and helping people make informed decisions? If so, we have...

You will provide comprehensive welfare benefits and money advice to customers, helping them maximise their income to afford and maintain their tenancies.

You must have a full driving licence and the use of a vehicle with business insurance. This post is subject to an Enhanced Level Disclosure and Barring Service (DBS) check.

You should also be proactive and look to self-generate business where possible. The most effective Financial Advisors write a business plan to help structure their business development.

You must hold your DipFA qualification or equivalent - Ideally, you should be a current Financial Advisor.

You should also be proactive and look to self-generate business where possible. The most effective Mortgage Advisors write a busi...

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

Protection Advisor Location: Nationwide (Remote / Field Based) Earnings: Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? - Uncapped weekly commission earn what youre worth - Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) - Full training and ongoing development no previous protection experience needed - Work independently with...

We are working with a respected law firm in Taunton seeking a dedicated and detail-oriented Private Client Solicitor to join their established team. This is a fantastic opportunity for a Solicitor with strong technical expertise and a passion for client care to manage a varied caseload of probate and estate matters within a supportive and collaborative environment, reporting to the Head of...

You will play a key role in the team supporting clients whilst also being instrumental in executing our growth strategy and whilst you will have an existing caseload to work on, you will also have the support for business development and networking.

You will handle complex private client matters, support team management and potentially step into leadership responsibilities. The role offers flexibility in office location (Tiverton, Taunton, or potentially others) and can accommodate remote work for part of the week

Job Title – Patient Advisor Location – Bath Hours – Part Time, 16/24 hours Salary – £27,00 00 pro rata , & benefits, full training will be given Optical Express is focused on delivering exceptional patient care, outstanding clinical outcomes and continued investment in our people and technology. The Optical Express team work together, collectively and consistently striving for excellence. We...

Probate Solicitor - Private Client Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.Location: Taunton This multi-office Westcountry practice are seeking a meticulous and client-focused Probate Solicitor to join their thriving Private Client team. Based in Taunton, you'll handle a broad mix of probate...

You will be the bridge between parents/ guardians and the school, maintaining regular communication, putting interventions in place, and ensuring that the families are consistently engaged in student’s development and progress. Main Responsibilities Working closely with students, families and staff to provide early interventions, support, advice and guidance.

Support Worker - Criminal Justice (Part Time) Location: Yeovil & Taunton Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. Salary: £20,548 per year (FTE £25,685) Hours: 30 hours per week Contract: Permanent Overview Our client is seeking a committed and compassionate Support Worker - Criminal Justice to join their team covering...

Visualfiles Support Analyst/Visualfiles Legal Support Analyst A fantastic opportunity has arisen for a Visualfiles Support Analyst/Visualfiles Legal Support Analyst to join our leading legal client on a permanent basis based in Taunton, Somerset. Visualfiles Support Analyst/Visualfiles Legal Support Analyst Responsibilities and Duties: * Develop, maintain, and troubleshoot Visualfiles workflows,...

You will be responsible for managing tax returns for trusts, estates, individuals, and charities, and advising clients on inheritance tax, capital gains tax, and income tax. Additionally, you will collaborate closely with the probate team on estate tax returns. The firm has a client base of high-net-worth individuals with complex financial arrangements, business interests, and international assets.

Job Description:Job Title: SALES ADVISOR (Training Provided for the right individual)Sector: Insurance BrokerLocation: Taunton (Onsite)Job Type: Full-Time, PermanentSalary: Competitive £25,000 - £33,000 (DOE)Overview:We are seeking a motivated and eager-to-learn Insurance Sales Advisor to join our small, friendly team. This is a fantastic opportunity for someone looking to start a career in...

You will be engaging with customers on a face-to-face basis and using your consultative selling skills to develop solutions that excite your customers.

You will be target focused and keen to exceed targets across a range of KPIs - A strong sales process with the ability to engage with customers, close sales and overcome objections, whilst delivering exceptional service.

You will take responsibility for the provision of accounting, tax and added value planning and advisory project services to a mixed and varied client base of agricultural and rural sector focused clients.

You will carve a key role in this growing department, with increasing responsibility, client contact, with a route to management and genuine prospects for career progression on offer.

- Join a Tier 1-ranked Private Client team in the South West - Hybrid working with strong career development support Please read the following job description thoroughly to ensure you are the right fit for this role before applying. About Our Client Our client is a nationally recognised law firm celebrated for its inclusive culture, collaborative environment and commitment to work-life balance....