CrawlJobs Logo

Senior Client Advisor

https://www.lawesrecruitment.co.uk Logo

Lawes Consulting Group

Location Icon

Location:
United Kingdom , Perth

Category Icon
Category:
Insurance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

Lawes is working with a prestigious broking company to recruit a Senior Client Advisor to handle commercial and agricultural risks. This is a fantastic opportunity to join a highly respected organisation that prides itself on delivering exceptional service to clients and supporting its executives with quality expertise. As a Senior Client Advisor, you will play a key role in the day-to-day management of client accounts, ensuring smooth operations and outstanding client care. You’ll be the trusted point of contact for insurers, colleagues and clients, applying your insurance knowledge to deliver solutions and support across a wide range of commercial risks in conjunction with a respected Account Executive.

Job Responsibility:

  • Work closely with Client Executives to manage and service client accounts
  • Apply insurance principles to everyday queries, including policy wording, extensions, and limitations
  • Act as a reference point with insurers, handling negotiations effectively
  • Ensure compliance with operational standards, policies and processes
  • Build strong working relationships with colleagues and teams across the business
  • Collaborate to write, renew and service clients through the full broking process
  • Maintain accurate client applications, invoicing and data quality
  • Identify opportunities to meet client needs with additional services and products
  • Commit to ongoing learning and to stay ahead in the industry

Requirements:

  • Understanding of underwriting, claims, and regulatory standards (FCA compliance)
  • Confident user of Microsoft Suite
  • Acturis experience advantageous
  • Highly organised, able to prioritise and manage workflow independently
  • Strong communication, administration and decision-making skills
  • Professional integrity, inclusive mindset and ability to build trust with stakeholders
  • Proven track record within commercial insurance or agricultural insurance broking
  • Solid technical knowledge of commercial insurance and broking processes
  • Cert CII qualified or working towards
What we offer:
  • Competitive salary
  • 30 days holiday plus bank holidays
  • Generous pension contribution
  • Private Medical Insurance
  • Group Life Assurance
  • Group Income Protection

Additional Information:

Job Posted:
December 28, 2025

Employment Type:
Fulltime
Icon
Lawes Consulting Group - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Client Advisor

Senior Client Experience Executive

To help to deliver Foster Denovo’s Client Services Proposition by providing a hi...
Location
Location
United Kingdom , Weybridge; London; Glasgow; North Shields
Salary
Salary:
Not provided
fosterdenovo.com Logo
Foster Denovo
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Thorough understanding of the EB processes, client file requirements and the regulatory requirements imposed by the FCA
  • Following Secondsight processes to deliver a personalised and high quality service
  • Proficient in the upload of client contribution and assessment files
  • Managing and producing client governance reports
  • Familiarising yourself with each client’s circumstances, objectives and timescales
  • Building relationships with your clients and managing any client queries, responding in a timely fashion and within SLA times
  • Organising and attending client meetings
  • Sending regular communications and updates to corporate clients
  • Managing client feedback, supporting with the annual DCJ with your clients
  • Supporting where required with advisor prep and advisor meeting days
Job Responsibility
Job Responsibility
  • Help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice
  • Provide a consistent first class service to meet and where possible exceed a clients’ expectations
  • Be the main point of contact for a number of clients, (usually HR teams)
  • Manage own administrative tasks in addition to supporting more junior members of the team
  • Juggling multiple pieces of work, get involved in more in-depth client support tasks, such as governance, feedback reports, uploads and assessments
  • Communication is a key part of this role to keep clients and Consulting Partner’s updated
  • Have a warm and professional demeanour both on the telephone and in written form and the ability to build good relationships with our corporate clients
What we offer
What we offer
  • 25 days holiday (increasing by an additional day per annum up to 30 days)
  • Discretionary bonus
  • Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
  • Life assurance of up to 4 x your salary
  • Income protection of 75% of your basic salary in the event of long term sickness
  • Employees can use our financial advisers within the company for any financial advice or knowledge
  • Interest free season tickets loans, eye care and childcare vouchers
  • Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
Read More
Arrow Right

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. This p...
Location
Location
United States , Brooklyn
Salary
Salary:
70000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of experience
  • experience in a proactive, successful sales and service role in the financial services industry
  • strong analytical and financial skills
  • strong verbal and written communication skills
  • organized with strong attention to detail
  • knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
  • basic understanding of investment and financial planning strategies preferred
  • must be a self-starter, problem solver and a goal-oriented team player able to work without direction
  • Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
  • Group 1 insurance
Job Responsibility
Job Responsibility
  • Build relationships with new clients with the goal of bringing in new bank and brokerage assets
  • deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
  • respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
  • make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
  • master referral opportunities to grow portfolio
  • refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
  • acquire new clients through converting referral leads
  • manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • ensure that KYC/AML and other compliance norms are strictly adhered to
  • partner with all roles on branch team to ensure all clients have a positive in-branch experience
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off including vacation, sick leave, and paid holidays
  • Fulltime
Read More
Arrow Right

Senior Client Success Manager

Our client, a leading provider in telecom, physical security, and cybersecurity ...
Location
Location
United States , Portland
Salary
Salary:
80000.00 - 90000.00 USD / Year
careerpathsnw.com Logo
CareerPaths NW
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Manage and grow relationships with an assigned portfolio of 100+ clients
  • Drive renewals, upsells, and cross-sells across telecom, cybersecurity, and physical security solutions
  • Partner with clients in industries such as financial services, healthcare, retail, and automotive to understand their business needs
  • Serve as a consultative advisor — helping customers consolidate systems, improve connectivity, and integrate new technologies
  • Oversee the sales cycle for both one-time and recurring service work, including bundled product offerings
  • Collaborate with internal technical and project management teams to deliver on client expectations
  • Maintain strong product knowledge of our client’s flagship M-Suite solutions, connectivity services, and managed offerings
  • Use data and customer insights to proactively identify growth opportunities
Job Responsibility
Job Responsibility
  • Manage and grow relationships with an assigned portfolio of 100+ clients
  • Drive renewals, upsells, and cross-sells across telecom, cybersecurity, and physical security solutions
  • Partner with clients in industries such as financial services, healthcare, retail, and automotive to understand their business needs
  • Serve as a consultative advisor — helping customers consolidate systems, improve connectivity, and integrate new technologies
  • Oversee the sales cycle for both one-time and recurring service work, including bundled product offerings
  • Collaborate with internal technical and project management teams to deliver on client expectations
  • Maintain strong product knowledge of our client’s flagship M-Suite solutions, connectivity services, and managed offerings
  • Use data and customer insights to proactively identify growth opportunities
  • Fulltime
Read More
Arrow Right

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role requiri...
Location
Location
United States , Greenburgh
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of experience
  • experience in a proactive, successful sales and service role in the financial services industry
  • strong analytical and financial skills
  • strong verbal and written communication skills
  • organized with strong attention to detail
  • knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
  • basic understanding of investment and financial planning strategies preferred
  • must be a self-starter, problem solver and a goal-oriented team player able to work without direction
  • Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
  • Group 1 insurance
Job Responsibility
Job Responsibility
  • build relationships with new clients with the goal of bringing in new bank and brokerage assets
  • deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
  • respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
  • make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
  • master referral opportunities to grow portfolio
  • refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
  • acquire new clients through converting referral leads
  • manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • ensure that KYC/AML and other compliance norms are strictly adhered to
  • partner with all roles on branch team to ensure all clients have a positive in-branch experience
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident & disability insurance
  • wellness programs
  • paid time off packages including vacation, sick leave, and paid holidays
  • Fulltime
Read More
Arrow Right

Senior Protection Advisor

We find ourselves needing a Senior Business Protection Advisor to help lead and ...
Location
Location
United Kingdom , Northampton
Salary
Salary:
60000.00 GBP / Year
https://www.wallacehind.com Logo
Wallace Hind
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Demonstrable experience in a similar role for an IFA, Broker, Wealth Management Business
  • A recognised qualification in a financial service discipline, something FCA related i.e. CII
  • Meticulous attention to detail and the ability to communicate to a high level across all mediums
Job Responsibility
Job Responsibility
  • Become the Senior member of our protection team dealing with a variety of services but focusing on business protection and insurance
  • Show the ability to win business and manage your client base cross selling wherever possible
  • Deal with all client administration required and ensure retention of current business
What we offer
What we offer
  • Generous commission / bonus scheme of circa £10-15k Year 1 & £20k pa thereafter
  • 26 days holiday
  • Pension
  • Fulltime
Read More
Arrow Right

Senior Tax Advisor

Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor t...
Location
Location
United States , El Cerrito
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Business, Accounting, or a related field (preferred)
  • 2-4 years of experience in a CPA firm or tax advisory role
  • Active CPA certification required
  • Exceptional verbal and written communication skills
  • Strong proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
Job Responsibility
Job Responsibility
  • Prepare individual (1040), partnership (1065), S-Corp (1120S), C-Corp (1120), trust (1041), and gift (709) tax returns for clients and their associated businesses and entities
  • Provide secondary support in the preparation of gift tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting
  • Respond to client inquiries related to retirement planning, asset sales, business formation, and dissolution
  • Review and address tax notices and audit responses from federal and state authorities
  • Amend tax returns as necessary
  • Identify and recommend proactive tax planning opportunities that align with clients' comprehensive financial plans (e.g., retirement account strategies)
  • Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Wealth Advisor

The Senior Wealth Advisor SAFE Act is a seasoned professional role focused on cl...
Location
Location
United States , Miami
Salary
Salary:
70000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of experience
  • Experience in a proactive, successful sales and service role in the financial services industry
  • Strong analytical and financial skills
  • Strong verbal and written communication skills
  • Organized with strong attention to detail
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
  • Basic understanding of investment and financial planning strategies preferred
  • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
  • Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
  • Group 1 insurance
Job Responsibility
Job Responsibility
  • Build relationships with new clients with the goal of bringing in new bank and brokerage assets
  • Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
  • Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
  • Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
  • Master referral opportunities to grow portfolio
  • Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
  • Acquire new clients through converting referral leads
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Partner with all roles on branch team to ensure all clients have a positive in-branch experience
What we offer
What we offer
  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident & disability insurance
  • Wellness programs
  • Paid time off packages including vacation, sick leave, and paid holidays.
  • Fulltime
Read More
Arrow Right

Senior Payroll Advisor

Our client is seeking a driven and enthusiastic Senior Payroll Advisor to join t...
Location
Location
United Kingdom , Newcastle Upon Tyne
Salary
Salary:
32000.00 - 35000.00 GBP / Month
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Demonstrable experience in a senior payroll processing role is essential
  • You must be highly numerate with exceptional attention to detail
  • Ability to work independently on diverse payrolls, with solid end-to-end payroll processing experience
  • Proficiency in Microsoft Office, particularly Excel and Outlook
  • Capability to transfer data between payroll systems and Excel
  • Familiarity with the BACS payment process
Job Responsibility
Job Responsibility
  • Process end-to-end weekly and monthly payrolls for a variety of organisations, each with its own unique complexities
  • Set up pension schemes with multiple providers, ensuring accurate calculations and timely distribution of necessary data
  • Build and nurture professional relationships with clients by understanding their specific payroll needs
  • Conduct reconciliations and manual calculations, addressing client queries with confidence
  • Support and mentor junior team members, providing guidance and training as needed
What we offer
What we offer
  • Contributory pension scheme with matched employer contributions
  • Company sick pay for up to 3 months at above statutory rates
  • Life Assurance coverage at three times your annual salary
  • Enhanced maternity and paternity pay
  • Access to private medical care at discounted rates, plus free eye tests and contributions towards glasses
  • 31 days of holiday including Bank Holidays with additional days based on your length of service
  • Annual payment of professional subscriptions and opportunities for further training
  • Confidential Employee Assistance Programme and wellbeing platform with health resources
  • Join a sports and social club, enjoy monthly lunches and participate in paid volunteering days
  • Cycle to work scheme
  • Fulltime
Read More
Arrow Right
Welcome to CrawlJobs.com –
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Poland Jobs Ireland Jobs Germany Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
© 2025 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy