Client Adviser jobs in Edinburgh

If you're a top protection producer who's been seriously considering self-employment, you already know you could do it. You've run the numbers. You've had the conversations with yourself. The only thing missing is the right opportunity. This might be it. We're building the UK's leading medical protection advisory. Small team. High standards. We're looking for one adviser to join us, but only if...

Job Description Protection Adviser (Bilingual – Polish & English) Full Time | Employed or Self-Employed | Nationwide / Hybrid ARE YOU AN EXPERIENCED ADVISER READY FOR THE NEXT CAREER STEP? WOULD YOU LIKE TO SPEAK TO PROFESSIONAL CLIENTS AND HAVE ACCESS TO MORE ADVANCED PRODUCTS? Hussaria Group Ltd is continuing its growth and is looking to recruit an experienced Protection Adviser to support...

A multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible in location) this is a truly rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service...

Job Description A Top 6 Accounting firm is seeking to appoint a Private Client Tax Manager to join their expanding Edinburgh or Glasgow office. This position offers the opportunity to lead a high-performing Private Client team, advising high-net-worth individuals, entrepreneurs, and their families on a wide range of complex tax and wealth structuring matters. The successful candidate will...

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.

Private Client Solicitor (2-8 years') A top-ranked Private Client team is looking for a private client solicitor to join its highly regarded practice in Edinburgh. This is a fantastic opportunity to work alongside leading experts and be involved in a broad range of high-quality private client work. You will advise on: - Wills, powers of attorney, trust and executry administration - Tax...

Director of Client Solutions Department: Client Solutions Reports To: VP of Client Solutions Location: London, UK (Remote), Job type: Contract About Adapt: Adapt is redefining media localization by blending AI technology with human creativity and expertise. We are a collaborative, curious, and people-first team that believes innovation works best when grounded in empathy, quality, and...

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 Join a market-leading private client team with meaningful, high-value work with HNW individuals. About Our Client Our client is a highly respected, award-winning legal and tax advisory firm with a strong presence across Scotland. With a reputation for discretion, expertise, and client care, they advise HNW individuals, families, landowners, and philanthropists. Known for...

Overview PURPOSE OF ROLE We are assisting our client in recruiting for a Private Clients Broker to service High Net Worth clients. The role involves providing expert insurance advice, managing complex portfolios, and ensuring first-class service. Strong communication and technical knowledge are essential. Leadership skills are an advantage.Responsibilities Manage multi-property, multi-vehicle and...

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term...

You will support outbound calls to our clients, supporting them with actioning requests, updating information and giving support. After a period of time, you’ll move to our inbound calls and support a varied number of queries.

You will receive, listen and promptly respond to customers queries using your expertise, creativity, and passion to meet their needs

Who we are: interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We've been helping investors for nearly 30 years. We've seen market highs and lows and been resilient throughout. We're now the UK's number one flat-fee investment platform, with assets under administration approaching £75 billion and over 500,000...

Overview Our Story Our small Canadian-born business was founded in 1978 and has become a global organization that now spans 120 locations across 20 countries. Our expansion has been rapid, but what matters most is the common belief that drives all 5,000 of our people to be a different type of real estate organization. We believe that the places in which we live, work and play have the power to...

You must be able to act quickly, be flexible, as unexpected meetings can be brought on at short notice. The company offer a strong, high calibre administrative team and an impressive outfit for the successful individual.

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, sharri@plimbleyassociates.co.uk, 07841764634, covering the Scottish & Channel Island markets.About the CompanyScottish firm with deep roots in the rural sector, committed to delivering...

You will daily be building relationships with your clients, getting to grips with the company functions and advising as how best your services can assist.

You will create appropriate programme of visits to meet the monitoring requirements of Clients through effective planning, organisation and time management.

You must be able to act quickly, be flexible, as unexpected meetings can be brought on at short notice. The company offer a strong, high calibre administrative team and an impressive outfit for the successful individual. They will fully support you with what you wish to do with any clients you transfer as they know you are the best informed as to how to manage them and they will remain yours.

An expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base. This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client...

A leading and award winning independent financial advisory firm are looking to add additional advisers to their Scottish team. This role is home based but with meeting rooms available in central locations when required. They have a view to opening an office in the short-medium term once they have bolstered headcount. Currently the company employs over 150 IFAs and they are continuously...