Senior Client Advisor jobs in Dorset

Job Description Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to...

You will report directly to the directors who will support and mentor you. Key Responsibilities: - Managing and servicing a portfolio of clients to an excellent standard - Handling inbound queries from clients, and delivering great client service - Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions.

Job Description This role involves managing tax compliance and advisory matters for a variety of FS & law firms, in addition to HNWI's, company directors & partnerships. The successful candidate will have the opportunity to work closely with and learn from senior team members within a top independent Accountancy Practice in Dorset. Client Details Our client is a reputable accountancy firm with...

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...

A reputable law firm in Dorchester is seeking a Head of Private Client Department, offering a strategic leadership opportunity for a Senior Solicitor. If you want to know about the requirements for this role, read on for all the relevant information. Responsibilities include leading a 30-member team, setting departmental direction, and maintaining high-quality standards in services such as...

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,...

You will manage a varied caseload of private client matters including wills and trusts and lead a small team while providing exceptional client care. The firm offers a collaborative culture where your contributions will be valued and supported.

Job Description We are partnering with a well-established and growing specialist insurance provider that has built a strong reputation for exceptional customer service, professional development, and long-term career opportunities. Operating across a range of niche insurance markets, the business takes a consultative approach – focusing on tailored solutions rather than high-pressure,...

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 play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.

You will enjoy having conversations with people, listening and building relationships as it's important that we really get to know our clients and understand their requirements.

You will have a passion and entrepreneurial mindset.

You will be ambitious.

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

Job Description Customer Service Advisor – Travel Claims Salary: £26,210 - £30,300 per annum DOE Location: Christchurch / Hybrid Options Available after Probation Hours: Monday – Friday, Shifts between 8.00am – 6.15pm (plus 1 in 6 Saturdays with day off in week) Are you a compassionate and empathetic individual with a passion for helping others? Our client is seeking talented Customer...

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

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

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...

Join Our Team as a Client Relationship Advisor!Position: Client Relationship AdvisorLocation: Central BournemouthContract Type: Temporary - Potential to extend & be offered permanently. Working Pattern: Full Time (8.30 AM - 5:00 PM with a 1-hour lunch break)What You'll Do:To proactively contact existing customers and upsell additional services. Your daily tasks will includePromote and upsell...

Job Description Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a...

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...