client liaison manager jobs in Edinburgh

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...

Job Description An exciting opportunity has arisen for an experienced Private Client Tax Manager to join a highly regarded firm of Chartered Accountants based in Bournemouth. Offering flexible working, a competitive company pension, and much more, this role provides the chance to take ownership of a growing private client portfolio within a supportive and forward-thinking environment. The firm...

You must be able to demonstrate a strong background of providing a high quality of customer service.

You will be servicing a book of Rural clients that will include everything from small Farms up to large Landed Estates.

You will also be given the opportunity to study for nationally recognized professional qualifications.

Job Description Multiple Roles – From Customer Service Agent to Senior Client Manager Level (German Speaking) Edinburgh Permanent Responsibilities: -Respond to and resolve service enquiries, ensuring accurate and timely response -Oversee transactional activity and ensure all products and services are functioning correctly for clients -Participating in periodic client service reviews and...

OurClient OurclientisanestablishedPrivateBankthatoperatesonagloballevel. TheRole THISROLEISA6MONTHCONTRACTROLE TheFrontOfficeRiskManagerplaysacriticalroleinthe1stLineofDefence(1LoD)supportingthePrivateBankinmanagingandmonitoringriskacrosstheentirefrontofficeclientlifecyclefromonboardingthroughtoclientmanagement-assessingandmitigatingrisk....

You will lead a team of 6 people who are responsible for performing due diligence, KYC checks, and AML screenings, enabling our organisation to identify and mitigate risk. This position involves strategy development, team leadership, process optimization, and continuous improvement in line with evolving regulatory requirements.

Our Client Our client is an established Private Bank that operates on a global level. The Role THIS ROLE IS A 6 MONTH CONTRACT ROLE The Front Office Risk Manager plays a critical role in the 1st Line of Defence (1LoD) supporting the Private Bank in managing and monitoring risk across the entire front office client lifecycle – from onboarding through to client management - assessing and...

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

A leading financial technology firm is seeking a Team Lead to oversee a skilled group of business analysts in Edinburgh. In this role, you will lead daily operations, collaborate with product managers, and engage with key stakeholders to ensure successful financial solution development. Ideal candidates will possess leadership experience and a strong understanding of compliance standards within...

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.

You will gain hands‐on experience delivering sophisticated, long‐term advisory services across wealth, succession, and asset protection strategies. We will also fully support you through the STEP qualification as part of your professional development.

You will be responsible for advising on

Job Description At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. We are looking for a client facing, senior product support analyst to be working with the global client services organization. The Technical Client Support Analyst...

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...

You will work with large trusts and estates, support succession planning, and create and execute wills and power of attorneys.

You will be empowered to manage your workload independently and will be in a strong position to develop your own book of clients and become an expert in the area of Private Client law.

A prominent legal firm in Edinburgh is seeking an experienced Private Client Solicitor with over 3 years of PQE. The role focuses on estate planning and managing client relationships. It offers a supportive team culture and flexible work options, with the potential for funded STEP qualifications to enhance your career. This position is ideal for candidates who enjoy engaging with high-net-worth...

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.

Job title: Personal Lines Account Handler Salary: to £32,000 Location: Edinburgh Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW Purpose 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...

A leading legal firm in Edinburgh is seeking an experienced Private Client Solicitor to join their supportive and collaborative team. The ideal candidate will have previous private client experience and be adept at managing a diverse caseload while delivering high-quality client service. Responsibilities include preparing Wills, handling Executries, and liaising with clients. A competitive salary...

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...