Client Manager – Join a Modern, People-Focused Accountancy Practice Edinburgh Are you an experienced accountant who thrives on building genuine relationships with clients and making a real impact in their businesses? If you're looking for a role where your ideas are valued, your growth is supported, and your work truly matters—this could be the perfect fit. About Us We’re a forward-thinking...
Client Manager, Estate Agency Salary: Up to £25,000 per annum (DOE) Contract Type: Full-time Great Opportunity to be part of this growing, modern Estate Agency operating in Edinburgh. Our Clients focus is on delivering a high-quality, relationship-led service to property sellers and buyers. They pride themselves on market knowledge, transparency, and exceptional client care throughout the...
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 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 manage your own caseload, collaborate with senior colleagues and liaise with a network of external advisors including tax specialists and wealth managers. There is also scope to contribute to thought leadership and business development.
A leading consulting firm is seeking an experienced pension professional for a role within their People and Organisation consulting services in Edinburgh, Scotland. This client-facing position requires strong analytical, organisational, and communication skills. The candidate will collaborate with senior advisors, manage portfolios, and coach junior team members while ensuring high-quality...
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...
This is an exciting opportunity for a Part Time HR Advisor to join a thriving FMCG organisation in Edinburgh. The role requires expertise in human resources to support the team in achieving operational and strategic objectives. Client Details Our client is a reputable organisation within the FMCG industry, recognised for their innovative approach and commitment to excellence. They are a...
You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)
HR Advisor (12-month FTC) Southside of Edinburgh based | office-based role initially | potential for hybrid as the contract progresses Full Time preferred | will also consider a 4-day week for the right candidate Contract role for 12 months | potential to be extended Salary up to £35,000 (depending on skills & relevant experience) Search Consultancy are delighted to be working exclusively with...
Outbound Insurance Telesales Professional (Home Based) Jumpstart Your Future: A Vibrant Remote Sales Role Defines Your 2026! Working for a leading insurance provider, serving over 9 million customers and partnering with leading global brands. Consistently recognized as a 'Great Place to Work,' they're looking for talented individuals to help them achieve their global ambitions. If you're a...
You will join a highly respected private client advisory team, providing strategic tax insight to clients including: High-net-worth families Landed estates & rural businesses Trusts and executries Business owners and family enterprises Property and land transactions Your remit will include:
A leading advisory firm in Scotland is seeking an experienced Senior Manager, Employer Covenant Advisor to support the growth of their advisory business. This role involves managing a portfolio of advisory clients, providing solutions for pension schemes, and working on complex transactions. Ideal candidates will have an ACA/CA/ACCA qualification, extensive experience in employer covenant...
Virtual Client Travel Advisor As a Virtual Client Travel Advisor, you will support clients throughout their travel journey—from planning through return—by offering guidance, updates, and reassurance. Your role is to ensure travelers feel confident in their decisions and supported at every step. At Destiny&Co., we believe personalized guidance and consistent communication are key to creating...
Description Key Accountabilities Achieves individual sales and service KPIs by effectively using available data/systems to better understand own performance and sales opportunitiesEffectively uses cross- and upselling techniques to maximize sales opportunitiesCreates an engaging and emotional client experience, offering best in class service. Hosts the client in line with hospitality guidelines...
You will focus on succession planning, asset protection, and delivering holistic advisory services. The role provides generous professional development support including STEP qualification and mentorship opportunities within a collaborative environment. A competitive salary and a comprehensive benefits package are offered.
If you love building relationships, making things happen, and working with forward-thinking clients in the pensions / financial services space - this could be a great move for you. I'm partnering with a well-established business that's looking for an experienced Client Manager to join their growing team. You'll take ownership of a portfolio of clients - ensuring they're well supported, services...
Meraki Talent is working alongside one of the UK's fastest growing and most exciting accountancy firms on the role of Private Client Tax Senior Manager. The Company Our client is one of the UK's leading Accountancy firms with several offices across the country. They have evolved significantly over the past decade to become one of the most modern and innovative firms in today's market with a...
Client Delivery Lead (Financial Services Administrator) 12 Month Fixed Term Contract Hybrid working -Home+ Edinburghoffice We are Succession Wealth , from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and...
Senior Manager, Employer Covenant AdvisorWe're growing and want you to be a part of our journey.Pensions employer covenant advisory is a challenging and fast growing area. Isio's Covenant Solutions team assess the financial strength and commercial outlook of sponsors of defined benefit pension schemes, to understand the cash flows and assets available to support funding of pension liabilities....