client administration assistant jobs in Edinburgh

You will support the Client Onboarding Advisor in the smooth and efficient onboarding of new clients and the ongoing administration of existing client’s documentation

You will liaise directly with new and existing clients to collect and verify CDD documentation whilst also working closely with legal, tax and Risk & Compliance colleagues

You will support the end to end ordering and fulfilment process by managing suppliers, co-ordinating orders and ensuring accurate administration across our internal order processing systems, email and telephone channels.

You will act as a key liaison between Sales, suppliers and customers ensuring that orders and projects are executed smoothly, accurately and on time.

Job Description A Top 6 Accounting firm is seeking to appoint a Private Client Tax Manager to join their expanding Edinburgh or Glasgow office. This position offers the opportunity to lead a high-performing Private Client team, advising high-net-worth individuals, entrepreneurs, and their families on a wide range of complex tax and wealth structuring matters. The successful candidate will...

You will advise on estate planning, trusts, succession structures, asset protection and estate administration, collaborating with colleagues across property, business law, charities, family, employment and litigation to deliver holistic, joined-up advice. The position offers meaningful client contact and the chance to build trusted long‑term relationships.

You will gain hands‑on experience delivering sophisticated, long‑term advisory services across wealth, succession, and asset protection strategies.

You will be responsible for advising onSupporting the delivery of holistic family office services — coordinating advice across legal, tax, investment, philanthropic and governance matters for leading estate family groups.

Client Manager – Accountancy Practice Edinburgh A respected, medium-sized accountancy practice is looking to appoint a Client Manager to oversee a portfolio of clients and lead the delivery of high-quality accountancy, tax, and advisory services. This is an excellent opportunity for a qualified accountant who enjoys client engagement and is ready to take the next step in their career within a...

You will champion service excellence, drive commercial growth and safeguard member satisfaction. This role is hybrid aligned to our offices in Edinburgh, though other locations may be considered as long as there is flexibility to travel for client and team meetings as needed.

Overview PURPOSE OF ROLE We are assisting our client in recruiting for a Private Clients Broker to service High Net Worth clients. The role involves providing expert insurance advice, managing complex portfolios, and ensuring first-class service. Strong communication and technical knowledge are essential. Leadership skills are an advantage.Responsibilities Manage multi-property, multi-vehicle and...

Private Client Solicitor (from 2025 qualified) 1 day ago Be among the first 25 applicantsDirect message the job poster from Sharri Plimbley AssociatesLegal Recruitment Consultant with 25+ years experience, [email protected], 07841764634, covering the Scottish & Channel Island markets.About the CompanyScottish firm with deep roots in the rural sector, committed to delivering...

You will have exceptional communication skills and have a flair for developing strong relationships with your clients and a real passion for private client work. This is a full time office based role but you will have the opportunity to have some hybrid working after a successful settling in period.

A leading law firm in Scotland is seeking a Private Client Solicitor with 0-6 years of PQE to join their vibrant team. The role involves managing complex Wills and estate planning, providing Powers of attorney advice, and executry administration. The ideal candidate will be enthusiastic about contributing to the department's growth and may pursue STEP qualifications. This position can be based in...

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

Job Description Thinking About a Career Change? Why Not Choose HR? If you've reached a crossroads in your professional life and are looking for a fresh start in a people-focused, rewarding industry then Human Resources might be exactly what you’re looking for. Many of our candidates come from diverse professional backgrounds retail, customer service, administration, healthcare, education,...

Client Onboarding AdministratorBased in Central Edinburgh | on-site role initially with some flex for hybrid working as the role progressesFull-Time role | Monday to Friday | 9:00am to 5:00pmPermanent role Salary up to £30,000 plus excellent benefits (depending on experience)Search are delighted to be partnered with a leading Edinburgh based Professional Services firm to recruit this new...

Position: New Client Administrator Location: Edinburgh Working Pattern: Office based initially then hybrid Salary: £26,000 – £30,000 per annumAre you an experienced administrator or onboarding professional looking for your next step? Do you enjoy working in a structured, process-driven environment where accuracy and collaboration matter? Are you keen to build your career within a growing...

Job title: Personal Lines Account HandlerSalary: to £32,000Location: EdinburghInsurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNWPurpose of role Due to growth, this respected insurance broker has an opportunity for a Personal Lines Advisor to join their office in Edinburgh. The ideal candidate must have experience working with home and motor insurance policies, HNW experience...

Job Description A leading private client law firm in Edinburgh is seeking a dedicated professional to assist high net worth clients with Tax and Succession planning, Wills, and Powers of Attorney. This full-time, office-based role allows for hybrid working post-settlement. Candidates should possess exceptional communication skills, a flair for client relations, and ideally have completed a...

A leading pensions firm is seeking an experienced Client Director to manage and enhance client relationships while ensuring excellent service delivery in Edinburgh. The role involves operational leadership of Pension Administration teams, identifying growth opportunities, and enhancing compliance with internal policies and regulations. Candidates should have a solid understanding of defined...

Private Client Solicitor (0-6 years PQE)About Gilson GrayGilson Gray’s Private Client team are part of Gilson Gray’s continually growing organisation. Gilson Gray LLP are a comprehensive law firm, offering expert legal, property and financial services. We support clients throughout their entire lifetime.Based in Edinburgh, Glasgow, Aberdeen, Dundee, North Berwick, Lincoln and London, we focus on...

A Scottish legal firm based in Edinburgh is seeking a Private Client Solicitor with 0-4 years PQE. This role involves advising clients on wills and powers of attorney, succession planning, and trust administration focusing on family office clients. The firm values client care and communication skills, providing a collaborative environment where legal professionals can grow. A competitive salary...