Client Servicing Advisor

At Taylor Root, we are committed to delivering exceptional recruitment services to our clients. We are seeking an experienced Legal Advisor to Retail Client to join our team and provide expert legal advice and guidance to our valued client in Cheltenham.About the RoleThe ideal candidate will be a qualified solicitor in England and Wales with expertise in IP,...

Job DescriptionWe are seeking a skilled Service Excellence Advisor to join our team at First Base. In this role, you will be responsible for delivering exceptional customer service, ensuring that all customer interactions are positive and productive. Your primary goal will be to build strong relationships with our clients, drive customer satisfaction, and...

About the Role">We are seeking an experienced Senior Private Client Advisor to join our team, specialising in tax and succession planning.As a key member of our team, you will work closely with clients to understand their tax and succession planning needs, providing expert advice and guidance to help them achieve their goals.ResponsibilitiesKey...

Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to join our team at beBee Professionals in Cheltenham, UK.Key Responsibilities:Provide exceptional customer service via phone, email, and chat, resolving queries efficiently and escalating when necessary.Offer accurate product and service information, ensuring...

We are looking for a Senior Tax Advisor to join our team in Cheltenham. This exciting opportunity comes with an estimated salary range of £55,000 - £80,000 per year.The successful candidate will have expertise in building and developing client relationships, reviewing tax computations, and managing client portfolios.Key responsibilities include:Developing...

We are seeking a highly skilled Senior Tax Advisor for High Net Worth Clients to join our Private Client team in Cheltenham. In this role, you will provide expert tax advice to high net worth landed and farming families and play a key role in driving business growth.About the Job:Provide expert tax advice to high net worth landed and farming familiesPlay a...

Wealth Management Advisor OpportunityWe are seeking a highly skilled and experienced Wealth Management Advisor to join our Client Servicing team in Cheltenham.This is an excellent opportunity to work with a highly regarded Wealth Management outfit, providing financial advice to valued clients and contributing to the provision of comprehensive range of advice...

About the RoleAn exciting opportunity has arisen for a Private Client Associate to join our Cheltenham based team. We're one of the most respected legal firms in the country, offering a full-service legal offering to our clients across England and Wales.We're seeking an experienced professional to support our Private Client Team in managing a wide range of...

Job Title: Senior Financial Advisor">About the Role:We are seeking an experienced and skilled Senior Financial Advisor to join our team at Ingeus. The successful candidate will be responsible for providing a comprehensive community-based debt advisory service, assisting clients with financial management, and offering tailored solutions to improve their...

We are seeking a highly motivated Sales and Customer Service Advisor to deliver exceptional customer experiences and drive sales growth.About the RoleThis is an exciting opportunity to join our team and take on a key role in delivering outstanding customer service and driving business growth. The ideal candidate will have excellent communication and...

Job OpportunityClient Services Executive, 12-Month FTC, Charles Russell Speechlys LLPAbout UsCharles Russell Speechlys LLP is a highly respected international law firm, renowned for its expertise in private wealth, family law, and litigation. We are committed to delivering exceptional service to our clients, and we are seeking a skilled Client Services...

We are looking for a skilled Client Services Coordinator to support our client's operations in Staverton. The successful candidate will have experience in coordinating services, managing relationships with customers, and ensuring seamless service delivery.Key Responsibilities:- Booking engineer services for clients- Maintaining accurate records of client...

Client Servicing Role in CheltenhamWe are seeking a skilled Client Servicing Professional to join our esteemed Wealth Management outfit in Cheltenham. This exciting opportunity offers a competitive salary of £30,000 - £37,000 + Bonus & Benefits, a comprehensive training package, and flexible working arrangements.As a key member of the Client Servicing...

About the Role:Flexicruit Limited is seeking an experienced Client Service Leader to drive exceptional client satisfaction and foster a positive working environment. This role requires strong leadership and communication skills to inspire and support a talented team in implementing strategies for client satisfaction.The ideal candidate will have a proven...

Taxation Services ExpertiseWe are seeking a skilled Personal Tax Manager to enhance our taxation services at JPConnections in Cheltenham. As a trusted advisor, you will provide expert guidance on taxation matters to our diverse client base and help them navigate complex tax laws.Your extensive knowledge of tax regulations and experience in a similar role...

About the RoleWe are recruiting for a skilled Client Services Coordinator to join our team at Charles Russell Speechlys LLP.The successful candidate will be responsible for delivering exceptional client service, managing files and documents, and supporting internal stakeholders. This includes working closely with our Compliance & Risk Team to complete client...

We are seeking a highly skilled Social Impact Advisor to join our team in Cheltenham or Gloucester. As a Social Impact Advisor, you will play a key role in providing expert advice on debt management and financial capability to individuals on probation or leaving custody.The ideal candidate will have recent graduate experience and knowledge of the Justice...

Join Our PSS TeamWe are seeking a Client Service Coordinator to join our Professional Support Services (PSS) team in Bristol or Cheltenham. In this role, you will provide high-quality client service and support to lawyers within the Real Estate group.The ideal candidate will have recent experience in a similar role and possess strong communication skills....

In this role, you will be part of a dynamic team providing Financial Advice to valued clients in Cheltenham. As a Client Servicing Professional, you will be responsible for managing client relationships, administering new client pensions, investments and risk contracts, and processing investments, fund switches and sales documentation within SLA.Your strong...

Cheltenham Financial Planning JobAre you looking for a challenging and rewarding role in financial planning? We are seeking a skilled Wealth Management Advisor to join our team in Cheltenham. This exciting opportunity offers a competitive salary of £29,000 - £35,000 + Bonus & Benefits, a comprehensive training package, and flexible working arrangements.As...