client support representative jobs in Glasgow

You will be part of a busy team providing support a number of financial advisers and paraplanners with duties including: - Cradle to grave admin for all financial services products - Using Intelligent Office system and a variety of platforms - Obtain quotes, illustrations, product information and appropriate paperwork

Job Description SSAS Client ManagerHybrid / Remote£35,000 to £45,000 + excellent benefits Join a leading pensions and retirement services provider with a strong reputation for technical expertise and client service. This is a great opportunity for someone with SSAS or SIPP experience to take ownership of a client portfolio and work in a collaborative, professional environment. You’ll be part...

Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by EQT, a top private equity firm, we are uniquely positioned to drive innovation through significant investments and an entrepreneurial spirit. Our core focus is on delivering advanced Data Analytics...

An exciting new role has arisen,due to continued growth, with one of our highly regarded, forward thinking CA Firms,to join their expanding, successful smaller team as a Client Accountant- Accounts/General Practice Senior, based in Glasgow- 35 hour week. This role will suit a qualified by experience individual with good UK Practice accounts/general practice background or a newly qualified...

Job Description Private Client Tax ManagerAberdeen/ Glasgow/ Edinburgh£50,000 - £75,000An exciting opportunity to join a leading UK independent firm as a Private Client Tax Manager within their established and growing Private Client team.You'll support a diverse portfolio of high-net-worth individuals, entrepreneurs, and international private clients, delivering a combination of personal tax...

Job Description Crowe Watson Recruitment, a trusted name in accountancy practice recruitment, is proud to be partnering with a leading firm of Chartered Accountants in Glasgow in their search for a Private Client Tax Semi Senior. This is an excellent opportunity to join a highly regarded firm that truly values its people, offers genuine career development, and provides a supportive working...

Job Description Purpose of the job: To help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to Partners and their high net worth clients, This allows our Partners to focus on the client relationship and developing relationships with new clients. Job summary: - - Working within the Private Wealth team, the role holder will...

Job Description The Organisation iMultiply is working with a tech-enabled accountancy practice that delivers audit and accounting, tax, payroll, HR, outsourcing, and advisory solutions to clients around the world. The Opportunity We are recruiting an exciting opportunity for an experienced Private Client Tax Manager to join the growing Private Client Tax team. This role is suitable for...

Client Director – Utilities Sector | Leading Management Consultancy UK-wide | Hybrid & Flexible Working I’m currently partnering with one of the UK’s fastest-growing management consultancies to hire an exceptional Client Director with deep experience in the utilities and energy sector. This is a brilliant opportunity to join an award-winning firm that’s transforming the utilities industry —...

Job Description You’ll already know your way around household claims. And if you’ve worked with high net worth or private client policies before, you’ll know they come with a different kind of expectation — faster service, more complex risks, and often a broker in the middle chasing answers. That’s where you come in. This is a remote role supporting a specialist HNW team. You’ll handle claims...

You will need to help some of our members understand and explain the potential reasons for their feelings and behaviors in the presence of fellow human beings, while looking at the conditions leading to the production of certain feelings and behaviors.

You will play a vital role in shaping the department's future, working closely with the firm’s other practice areas, including family and business law, to deliver a seamless, client-focused service. This is an excellent opportunity for an ambitious solicitor looking for a role that offers significant career progression within a leading firm.

Legal Recruiter | Scotland & International | Recruiting Solicitors & Senior LawyersAn exceptional opportunity has arisen for a highly experienced Private Client solicitor to join a prominent Scottish firm as a Legal Director in their Private Client team. This is a key strategic hire within a firm that is entering a new phase of growth, with Private Client work at the forefront of their expansion...

Are you our “TYPE”? Named "One of the Most Innovative Companies in Design'' by Fast Company, Monotype brings brands to life through type and technology that consumers engage with every day. The company's rich legacy includes a library that can be traced back hundreds of years, featuring famed typefaces like Helvetica, Futura, Times New Roman and more. Monotype specializes in the design,...

Private Client Solicitor – Remote (UK-based) – 3+ Years PQE Location: Remote (UK-based) Type of Role: Full-time or Part-time Salary: £35,000 to £80,000 (commensurate with experience) Chadwick Nott are pleased to be working with a leading law firm in Dorset in their search for an experienced Private Client Solicitor to join their expanding team. This is an excellent opportunity for a qualified...

You will blend deep climate and sustainability expertise with strong client-facing and delivery skills. This is a unique opportunity to lead the customer onboarding journey, act as the expert consultant for post-adaptation strategy, and directly contribute to the future functionality of our product.

You will be the crucial link between our clients and our technology.

You will be a key point of contact for clients, managing projects from initial setup through to feedback and review. This is a chance to join a collaborative, growing organisation where your input will directly impact client satisfaction and operational excellence. What the role involves 🔎

Job Description Private Client Tax Assistant Manager - Regional FirmGlasgow £40,000 - £50,000 + Bonus + Hybrid Working + Exceptional BenefitsDo you want to work with some of the UK's most successful entrepreneurs, HNWIs, and family offices?Do you enjoy complex advisory work and building trusted long-term client relationships?Benefits: - Competitive salary up to £50,000 - Bonus scheme - Private...

Job Description Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent and experienced...

Job Description Purpose of the job: To help to deliver Foster Denovo’s Private Wealth Proposition by delivering a first class support service to Private Wealth Partners and their clients. This allows our Partners to focus on the client relationship and developing relationships with new clients. Job summary: - - To have a thorough understanding of the advice process, client file requirements...