client services officer jobs in Edinburgh

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...

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.

IFA Administrators x 6 Edinburgh Fantastic opportunity for an experienced IFA Administrators to join a trusted and expanding firm in Edinburgh.. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The role: - Process new business (GIA/ISA/SIPP/Bonds) and set up client accounts - Manage...

Eden Scott’s client, a highly respected financial services firm, is seeking a Fund Accountant – Private Client Services to join their professional and collaborative team in Edinburgh. This is a fantastic opportunity for a detail-oriented and experienced individual to contribute to a dynamic environment where quality and client service are paramount. Key Responsibilities: - Perform manual and...

IFA Administrators x 6EdinburghFantastic opportunity for an experienced IFA Administrators to join a trusted and expanding firm in Edinburgh..To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the businessThe role:Process new business (GIA/ISA/SIPP/Bonds) and set up client accountsManage transfers, fee...

Deans Solicitors and Estate Agents LLP are a fast-paced and customer-focused firm offering Estate Agency, Conveyancing and Private Client services across Edinburgh and The Lothians.Due to growth, we are looking for an experienced Private Client Solicitor to join our supportive and collaborative team. Previous Private Client experience is essential.This is an excellent opportunity for a motivated,...

Welcome to DJ Alexander, where we know Scotland inside out. As part of Lomond, the UK's leading network of lettings and estate agencies, we're proud to cover Edinburgh, Glasgow, St. Andrews, Dundee and Aberdeen with over 300 staff ready to assist our customers. With our team's extensive industry expertise and local knowledge, we're here to help people find, sell, and let their property.Now, we're...

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.

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...

Paraplanner / Trainee Paraplanner EdinburghMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Responsibilities of the Paraplanner / Trainee Paraplanner:-Work with the financial planning and client service teams to deliver an excellent level of client service-Provide technical support to financial planners by...

Private Client Tax Senior Manager Edinburgh A leading independent accountancy and advisory firm is looking to appoint a Private Client Tax Senior Manager to join its Edinburgh office. This is a senior leadership opportunity for an experienced tax specialist to manage a high-value portfolio of private clients, lead a talented team, and play a key role in the continued growth of a respected and...

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

Private Client Solicitor (0-6 years PQE) About Gilson Gray Gilson 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...

Are you an experienced Administrator looking for a new challenge? Do you want to be part of a team who put their people at the heart of what they do? Then come and join our growing administrative team as a Client Administrator. At Thomson Cooper our purpose is to “listen, advise and support our clients to achieve their goals” and having the right people on board to deliver that service is...

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 be joining a brilliant team of B2B and corporate media specialists, spanning a wide variety of sectors and specialisms, who all share an enthusiasm for new ideas and innovation, as well as supporting each other to be the best possible consultants.

You will also be able to use your experience to support and mentor junior colleagues to develop their skills and confidence.

📢 WE’RE HIRING | Private Client Paralegal (Edinburgh) ⚖️✨ 🕘 Full-time | Mon–Fri | 9am–5pm | Office-based We’re a family-run law firm and estate agents with offices in Edinburgh and West Calder , and we’re looking for an experienced Private Client Paralegal to join our lovely team in Edinburgh 💼💛 This is a great opportunity for someone who can confidently manage their own caseload ...

About the Company Scottish firm with deep roots in the rural sector, committed to delivering high-quality legal services with professionalism, integrity, and a client-first approach. They foster a collaborative and inclusive environment where our people are supported to grow and succeed. About the Role The role would primarily be based in the firms Edinburgh office. The work would involve all...

Welcome to DJ Alexander, where we know Scotland inside out. As part of Lomond, the UK's leading network of lettings and estate agencies, we're proud to cover Edinburgh, Glasgow, St. Andrews, Dundee and Aberdeen with over 300 staff ready to assist our customers. With our team's extensive industry expertise and local knowledge, we're here to help people find, sell, and let their property. Now,...