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...
As a Client Travel Support Specialist, you will support clients throughout their travel journey—from planning to return—by managing questions, updates, and ongoing assistance. At Destiny&Co., we focus on creating organized and meaningful travel experiences. Key Responsibilities • Serve as a primary point of contact for travelers. • Assist with trip changes and confirmations. • Provide...
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...
An established Scottish law firm is seeking a newly qualified solicitor to join its leading Private Client team in Edinburgh. The successful candidate will engage with high-net-worth individuals on asset protection and estate planning while managing their own caseload. A competitive salary and a supportive culture with genuine career progression are offered. Applicants should be detail-oriented...
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
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...
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...
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 be encouraged to work with our Head of Growth on building these campaigns to work in key upsells.
You will also be comfortable with prioritising workloads based on the commercial weight of the clients.
You will also have client execs working for you to help organise client work and support with admin tasks while chasing up deliveries.
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 recruitment agency in Edinburgh is looking for a Wealth & Trust Manager to manage a portfolio of trusts. The successful candidate will deliver high-quality service across all administrative, compliance, and accounting requirements while ensuring client affairs are handled with professionalism. This role requires 3-5 years of relevant experience and strong technical knowledge of trust...
You will be responsible for drafting legal documents and supporting junior team members. The firm promotes a positive work-life balance and offers a generous benefits package, fostering an inclusive workplace for all candidates.
A global professional services network is seeking a Financial Planning Director in Edinburgh to manage high-quality private client portfolios, deliver comprehensive financial planning solutions, and lead a team. The role requires over 5 years of experience in financial advising, a strong understanding of investment and tax planning, and proven leadership skills. Offering competitive pay,...
Private Client Solicitor (from 2025 qualified) 1 day ago Be among the first 25 applicantsDirect message the job poster from Sharri Plimbley AssociatesLegal Recruitment Consultant with 25+ years experience, [email protected], 07841764634, covering the Scottish & Channel Island markets.About the CompanyScottish firm with deep roots in the rural sector, committed to delivering...
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...
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...
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.
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 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.
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.