Protection Adviser (Bilingual – Polish & English) Full Time | Employed or Self-Employed | Nationwide / Hybrid ARE YOU AN EXPERIENCED ADVISER READY FOR THE NEXT CAREER STEP? WOULD YOU LIKE TO SPEAK TO PROFESSIONAL CLIENTS AND HAVE ACCESS TO MORE ADVANCED PRODUCTS? Hussaria Group Ltd is continuing its growth and is looking to recruit an experienced Protection Adviser to support our expanding...
A multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible in location) this is a truly rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service...
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 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.
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 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.
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...
A global professional services network is seeking a Financial Planning Director in Edinburgh to manage high-quality private client portfolios, deliver comprehensive financial planning solutions, and lead a team. The role requires over 5 years of experience in financial advising, a strong understanding of investment and tax planning, and proven leadership skills. Offering competitive pay,...
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...
Job Title: Personal Tax Manager Your new company You’ll be joining a respected accountancy and advisory firm with a strong national presence and a growing footprint in Edinburgh. Known for its client-centric approach and collaborative culture, the firm offers a supportive environment where professionals are empowered to thrive. With a focus on innovation and long-term relationships, the business...
You will support outbound calls to our clients, supporting them with actioning requests, updating information and giving support. After a period of time, you’ll move to our inbound calls and support a varied number of queries.
You will receive, listen and promptly respond to customers queries using your expertise, creativity, and passion to meet their needs
Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term...
Who we are: interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We've been helping investors for nearly 30 years. We've seen market highs and lows and been resilient throughout. We're now the UK's number one flat-fee investment platform, with assets under administration approaching £75 billion and over 500,000...
Your newpany You’ll be joining a respected accountancy and advisory firm with a strong national presence and a growing footprint in Edinburgh. Known for its client-centric approach and collaborative culture, the firm offers a supportive environment where professionals are empowered to thrive. With a focus on innovation and long-term relationships, the business is well-positioned to help you take...
An expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base. This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client...
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...
A leading and award winning independent financial advisory firm are looking to add additional advisers to their Scottish team. This role is home based but with meeting rooms available in central locations when required. They have a view to opening an office in the short-medium term once they have bolstered headcount. Currently the company employs over 150 IFAs and they are continuously...
You will daily be building relationships with your clients, getting to grips with the company functions and advising as how best your services can assist.
You will create appropriate programme of visits to meet the monitoring requirements of Clients through effective planning, organisation and time management.
You must be able to act quickly, be flexible, as unexpected meetings can be brought on at short notice. The company offer a strong, high calibre administrative team and an impressive outfit for the successful individual. They will fully support you with what you wish to do with any clients you transfer as they know you are the best informed as to how to manage them and they will remain yours.
You must be able to act quickly, be flexible, as unexpected meetings can be brought on at short notice. The company offer a strong, high calibre administrative team and an impressive outfit for the successful individual.