Client Support Administrator jobs in Edinburgh

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

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...

My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth management with scope for progression in the...

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...

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...

This is an excellent opportunity for a Private Client Paralegal to join a legal team. Client Details A well established firm Description Prepare and manage legal documentation related to private client matters. Assist in drafting and reviewing contracts and agreements. Provide administrative support to the legal team as required. Maintain accurate records and ensure compliance with legal...

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 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.

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

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...

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 must be someone who enjoys a positive and friendly team culture.

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...

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.

Client Manager – Accountancy Practice Edinburgh A respected, medium-sized accountancy practice is looking to appoint a Client Manager to oversee a portfolio of clients and lead the delivery of high-quality accountancy, tax, and advisory services. This is an excellent opportunity for a qualified accountant who enjoys client engagement and is ready to take the next step in their career within a...

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 champion service excellence, drive commercial growth and safeguard member satisfaction. This role is hybrid aligned to our offices in Edinburgh, though other locations may be considered as long as there is flexibility to travel for client and team meetings as needed.

A leading law firm in Scotland is seeking a Private Client Solicitor with 0-6 years of PQE to join their vibrant team. The role involves managing complex Wills and estate planning, providing Powers of attorney advice, and executry administration. The ideal candidate will be enthusiastic about contributing to the department's growth and may pursue STEP qualifications. This position can be based in...

Private Client Solicitor (from 2025 qualified) 1 day ago Be among the first 25 applicants Direct message the job poster from Sharri Plimbley Associates Legal Recruitment Consultant with 25+ years experience, [email protected], 07841764634, covering the Scottish & Channel Island markets. About the Company Scottish firm with deep roots in the rural sector, committed to delivering...

This Private Client Solicitor position in Edinburgh offers the chance to work on complex, high-value matters within a highly regarded specialist practice. You'll enjoy close client contact, excellent support and genuine long-term career prospects. Our client is a leading specialist law firm with an outstanding reputation in private client work. Known for its high standards, collaborative culture...