Premium Client Advisor

About the JobPeter Harding Wealth Management is a Principal Partner Practice of St. James's Place, offering wealth management expertise to private individuals, trustees, and businesses across Canford Cliffs, Shaftesbury, Sherborne, and Corsham.We require a Private Client Advisor to join our team in Poole, Dorset. As a key member of our Adviser team, you will...

Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to provide exceptional service and support to our clients in Poole, United Kingdom.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Provide accurate and up-to-date information about our products and services.Work...

Job DescriptionWe are seeking a highly skilled Senior Tax Advisor to join our team at Clark Wood - Tax Recruitment. This is an excellent opportunity for someone with experience in personal tax and a strong understanding of the industry.The ideal candidate will have ATT Qualified or CTA Qualified or Part Qualified and have had excellent experience of...

Looking for a rewarding career in insurance where you can make a real difference? As a Customer Loyalty Advisor with Talent Sure Recruitment Limited, you'll play a vital role in retaining existing policyholders and driving business growth.About the Job:As a key member of our Retentions/Renewals team, your main responsibilities will include managing clients...

Job SummaryThis premium client advisor position requires a seasoned professional with expertise in holistic financial advice and portfolio management. You will leverage your advanced knowledge of financial products and services to provide personalized recommendations to high-value customers, driving revenue growth and expanding our customer base.Key...

Job Title: Occupational Health AdvisorJob Summary:We are seeking an experienced Occupational Health Advisor to join our team at RPS Group. As an Occupational Health Advisor, you will be responsible for delivering high-quality occupational health services to our clients. This includes conducting health screenings, providing health surveillance, and offering...

Heat Recruitment Ltd is seeking an Insurance Broker Associate to work in the Poole area. This role offers a salary of approximately £35,000 - £45,000 per annum.About the RoleThe successful candidate will be responsible for managing client accounts, building relationships with clients and insurers, and identifying opportunities for growth. The ideal...

Senior Parts Advisor Position SummarySilcom Recruitment Limited is currently seeking a skilled Senior Parts Advisor to join our dynamic team. The ideal candidate will possess a strong background in senior parts roles, preferably within the motor industry.This role offers a unique opportunity for a proactive, results-driven individual with excellent...

Heat Recruitment Ltd is seeking a Financial Services Business Development Professional to work in the Poole area. This role offers a salary of approximately £38,000 - £50,000 per annum.About the OpportunityThe successful candidate will be responsible for developing and maintaining relationships with clients and insurers, identifying business opportunities,...

We are currently seeking a Commercial Account Relationship Manager to join our team at Heat Recruitment Ltd in the Poole area. This role comes with a competitive salary of around £40,000 - £55,000 per annum.About the PositionThe successful candidate will be responsible for fostering relationships with clients and insurers, identifying business...

    As a key member of our Trust tax team, you will play a leading role in delivering a first-class tax compliance and advisory service to our personal tax clients.    Key Responsibilities:Team Leadership: Manage a team of advisors, including taking a leading role in their professional development and providing guidance and support.Client Service:...

Commercial Account HandlerJoin Heat Recruitment Ltd, a leading insurance recruitment agency, in their search for a talented Commercial Account Handler.This role is ideal for someone with a passion for building strong relationships and providing exceptional customer service in the insurance industry.Support Account Executives with client account management,...

About the RoleWe are currently recruiting for a Personal Finance Specialist to join our firm in Poole. As a Senior Tax Advisor, you will be responsible for managing your own portfolio of private client/personal tax clients and providing support to partners on various projects.This is an exciting opportunity for someone looking to develop their skills and...

Job Overview:Silcom Recruitment Limited is recruiting for a highly skilled Senior Parts Advisor to join our client's growing team. The successful candidate will have a strong background in parts management and will be responsible for managing parts orders, ensuring efficient inventory management and control.This is a challenging yet rewarding role that...

Insurance Advisor Job DescriptionWe are seeking an experienced and ambitious Insurance Advisor to join our successful organisation, Howden Consumer & Local Commercial. As a key member of our team, you will provide exceptional customer service, ensuring that our clients receive the best possible insurance solutions.Salary: £25,000 - £35,000 per annum,...

Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to provide exceptional service and support to our clients in Poole, UK.Key Responsibilities:Respond to customer inquiries and resolve issues in a timely and professional manner.Provide accurate and up-to-date information about our products and services.Work closely...

Company OverviewOur client, a leading company based in Poole, is seeking a Part Time Customer Service Advisor to join their dynamic and supportive team. This is a fantastic opportunity to make a difference in a company that values its employees and customers alike.Salary and BenefitsThe estimated hourly rate for this position ranges from £12.49 per hour. As...

Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to provide exceptional service and support to our clients in Poole, UK.Key Responsibilities:Respond to customer inquiries and resolve issues in a timely and professional manner.Provide accurate and up-to-date information about our products and services.Work closely...

Job Description: Our client, a highly respected specialist insurance company, is looking for a passionate and professional individual to join their Retentions/Renewals team. As a Retention Advisor, your role will be to retain existing policy holders in the household Insurance market.This telephony-based position involves managing a portfolio of customers...

Countrywide is seeking a dedicated Compliance Manager to play a pivotal role in maintaining high standards set by the Financial Conduct Authority (FCA).Job SummaryThis is an excellent opportunity for a seasoned compliance professional to lead a dynamic team, influence key business decisions, and contribute to our mission of regulatory excellence.Key...