Senior Client Advisor jobs in Exeter

You will develop client relationships, taking on increasing client portfolio and management responsibility, working on wider advisory/business services and delivering wider project work as you develop and carve a career within this firm.

You will have developed your career to around the Senior or Managerial levels and be looking for a challenging new career opportunity.

In a nutshellAre 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...

Job Description Senior People Operations Advisor - Part Time, FTC When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. Work with us at Riverford, and join a thriving employee-owned business - Be part of a supportive, down-to-earth and solutions driven People (HR)...

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 deliver personal tax advisory services to diverse clients and oversee issues related to trusts and estates. Ideal candidates will have a relevant ACA/ACCA/ATT/CTA/STEP qualification and experience managing personal tax services. This role offers a competitive salary between £70,000 – £100,000 and a clear path for professional growth in a reputable firm.

Job Description £25,396.80 BASIC SALARY PLUS UNCAPPED COMMISSION | ON-SITE | EXETER Our client is a well-established, FCA-regulated organisation operating within a highly structured and performance-driven environment. With a strong focus on compliance, process excellence and commercial results, they provide a fast-paced workplace where motivated individuals can build long-term careers within...

Position: Commercial Insurance Advisor Location: Plymouth (Plympton) Salary: Negotiable + benefits Overview We are expanding our Plymouth office and as such we are on the lookout for a Commercial Insurance Advisor/Handler to join the friendly and welcoming team. The Commercial Insurance Advisor is a key position dealing with primarily small & medium commercial insurance risks from various...

£25,396.80 BASIC SALARY PLUS UNCAPPED COMMISSION | ON-SITE | EXETER Our client is a well-established, FCA-regulated organisation operating within a highly structured and performance-driven environment. With a strong focus on compliance, process excellence and commercial results, they provide a fast-paced workplace where motivated individuals can build long-term careers within sales. Role: We...

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

Description: We are seeking a talented Sales individual to join our Enterprise team at Marsh Commercial. This role can be based in our Cardiff or Exeter Offices. This is a hybrid role that has a requirement of working at least 3 days a week in the office. The role: New Business Client Advisor Are you an experienced Sales Professional with a background in Insurance looking to thrive at a...

Department Private Client Employment Type Permanent - Full Time Location Exeter Workplace type Onsite Reporting To Sharon Collier Key Responsibilities Skills, Knowledge and Expertise Benefits About Porter Dodson Porter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset. We're proud of a...

Senior Associate - Succession & Tax (Private Wealth) Location: Exeter Contract: Permanent Working pattern: Full-time, part-time or flexible Join a leading Private Wealth team and take your trust and tax career to the next level. A standout opportunity has arisen for a Senior Associate to join a highly regarded Succession & Tax team in Exeter . Known for working with high-net-worth individuals,...

You will be joining a friendly and high-performing team.

A professional services group is seeking an experienced Audit Senior in Exeter. This role involves leading audits from start to finish, ensuring compliance with UK standards, and mentoring junior staff. Successful candidates will be ACA/ACCA qualified and possess substantial experience in UK accountancy. Exposure to varied clients and a supportive team environment are among the benefits offered,...

You will need to maintain strong client relationships and act as a true business advisor, as well as training and mentoring more junior members of staff. Strong technical accounting skills are essential, as well as excellent communication skills - you will need to have the ability to communicate financial concepts to non-finance staff.

You will inspire your team while driving growth in the trust practice. The firm offers competitive financial and wellbeing benefits and a supportive culture.

You will have a clear route to progress within this highly successful and forward moving firm of accountants.

You will carve a key, influential role here managing the team and you will also have opportunity to work with partners on developing and managing the team as well as the chance to get involved the further growth and development of this office.

You will join as Senior Client Manager based in the Exeter offces with scope to mould the position and level around the right professional's background and level of experience to suit accordingly.

You will manage the delivery of wide-ranging services to a varied client portfolio.

You will oversee and increasingly manage the delivery and review of accounts production for wide ranging sole traders/partnerships, but along with a significant focus on limited companies, along with general taxation work across personal and corporate tax, VAT Returns and bookkeeping help and advice to their clients.