client portfolio manager jobs in Dundee

Job Description Tax specialists Taylor Rose Recruitment have just been instructed on a Private Client Tax Manager opportunity on behalf of a client in Dundee. Perfect for a ATT/ CTA qualified individual looking for the next step up in their career, lots of flexibility and a great work life balance. Working with a varied and entrepreneurial private client portfolio involving a mixture of tax...

Job Description Job Title: Senior Client Advisor Location: Perth Full/Part Time: Full Time Salary: DOE PURPOSE OF THE ROLE 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...

Tax Manager (Personal Tax Focus) Flexible Hours - Hybrid Options About the Role We are supporting a progressive and technology-driven accountancy practice with multiple offices across Scotland. The firm has built a strong reputation for high-quality work, excellent client relationships and a collaborative culture. They are now looking to appoint a Tax Manager to support the Head of Tax across...

We are seeking a talented individual to join our Enterprise team at Marsh Commercial. This role will be based in Glasgow OR Dundee. This is a hybrid role that has a requirement of working at least four days a week in the office. The role: Trainee Client Advisor We have an exciting opportunity here at Marsh Commercial, as we're looking to recruit a Client Advisor to join us in our Enterprise...

A reputable accountancy firm in Glasgow is seeking a seasoned Senior Accountant to manage a diverse client portfolio, prepare year-end accounts, and ensure compliance with accounting standards. The role requires experience in an accountancy practice, proficiency in CCH software, and a strong attention to detail. The firm offers a competitive salary, ongoing training, and a collaborative team...

Description: We are seeking a talented individual to join our Enterprise team at Marsh Commercial. This role will be based in Glasgow OR Dundee. This is a hybrid role that has a requirement of working at least four days a week in the office. The role: Trainee Client Advisor We have an exciting opportunity here at Marsh Commercial, as we’re looking to recruit a Client Advisor to join us in our...

You will receive referrals and use existing introducers whilst servicing the existing clients who are all HNW. This is a salaried position and a full bonus package will also be given on top of the generous basic.

You will receive full back office support including high quality paraplanning.

A leading financial services firm seeks a Financial Wellness Associate in Dundee to support clients' financial journeys. Engaging with clients both in-person and remotely, the associate will identify their needs and provide tailored financial solutions. Strong sales skills, client relationship management, and knowledge of financial products are essential in this hybrid role that combines client...

High-quality private client workJoin a modern, transparent firm with strong career progression About Our Client The firm is a forward-thinking, full-service law practice with a modern outlook, strong regional presence, and a commitment to transparency and development Known for investing in its people, the firm promotes career progression and community engagement. Job Description Advising on...

Our client, a growing full-service law firm, is currently recruiting for a Lawyer to join its busy Private Client Team. Based in the Dundee office, this role is ideal for a motivated Private Client Solicitor with 0-5 years PQE. The successful candidate will provide expert advice on wills, executry administration (including tax matters), trust creation and management, tax planning, and Adults...

Job Description Business Development Manager - Regional Sales Competitive salary + quarterly bonus (OTE 30% of salary) + car or £6,000 car allowance You'll work with a portfolio of accounts that hire powered access machines, identifying opportunities to sell our market leading fleet of machines and value add services to maximise our share of wallet. You'll also identify, nurture and close...

You will be accountable for managing substantial operational budgets, ensuring all resources are deployed effectively to maximize ROI. Responsibilities also include identifying emerging market trends, analyzing customer behavior, and adapting trade strategies quickly to capitalize on new opportunities.

A reputable accountancy practice in Dundee is seeking a Qualified Accountant to prepare statutory financial statements and manage a team. Candidates should have over 5 years of experience in accountancy practice, excellent communication skills, and expertise in QuickBooks, Xero, and Sage. This permanent, full-time position offers professional development opportunities and exposure to senior...

Job Description Based in Dundee, this established, growing construction Client have recently added further services to their group and require a talented Finance Manager to manage the day to day finances within head office. An office based role, working alongside the owners of the business. With a group turnover exceeding £9m they have further plans to grow this following new business ventures...

You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives.

You will join a group with international interests, operating in the Engineering sector and will oversee a team of 4 staff.

You will supervise the team ensuring tasks are delivered accurately and on time, while also driving process and system improvements.

You must be able to start at short notice and commit to the contract duration.

We are seeking a Managing Practice Partner to oversee the operational efficiency and quality control within a specialized practice area. This role involves rigorous resource allocation, financial management, and ensuring compliance with professional standards. Key responsibilities include optimizing internal workflows, driving initiatives for service improvement, and managing performance reviews...

You will have a Degree or equivalent in a relevant subject area e.g. Construction, Architecture, Quantity Surveyor, NEBOSH qualifications or equivalent and a willingness to become an Incorporated Member of the Association for Project Safety (IMaPS).

You will develop and deliver the DCC corporate CDM training programme and maintain appropriate governance and records.

A financial services firm in Dundee is seeking an experienced advisor to join their high-performing team. This role offers a competitive package up to £75,000 plus bonuses, extensive support, and a well-established client portfolio. The ideal candidate will have a track record in business development and a strong professional network. This opportunity is ideal for those looking to make a...

Job Description Senior Accountant Glasgow Our client, a respected accountancy practice in Glasgow, is seeking an experienced Senior Accountant to join their team. This is a client-facing role, offering the opportunity to work with a diverse portfolio of Limited Companies, Partnerships, and Sole Traders. The successful candidate will play a key role in preparing year-end accounts, management...