client manager paraplanner jobs in Edinburgh

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...

Job Description Multiple Roles – From Customer Service Agent to Senior Client Manager Level (German Speaking) Edinburgh Permanent Responsibilities: -Respond to and resolve service enquiries, ensuring accurate and timely response -Oversee transactional activity and ensure all products and services are functioning correctly for clients -Participating in periodic client service reviews and...

You must be able to demonstrate a strong background of providing a high quality of customer service.

You will be servicing a book of Rural clients that will include everything from small Farms up to large Landed Estates.

You will also be given the opportunity to study for nationally recognized professional qualifications.

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...

Job Description Our client, a top-tier global law firm, is seeking a Business Development Manager to support key global clients within its Private Capital Industry Group. This role sits within the Global Clients & Industries team and focuses on driving revenue, strengthening strategic client relationships and executing go-to-market initiatives across an international platform. Key...

Job Description Client Relationship Manager Location: London Travel: Opportunity for international travel Salary: Strong base + uncapped commission (reflecting seniority and scope) Consultative. Commercial. Global Impact. If you're driven by meaningful client engagement and motivated by building a £600k+ book of business, this is your opportunity to step into a visible, revenue-driving role...

Job Description Client Development Manager – Private Client London Hybrid working Competitive salary My client, a leading international law firm with a reputation for excellence and an impressive client portfolio, is looking for a proactive and commercially minded Client Development Manager to join their highly regarded Private Client team in London. This is a fantastic opportunity to play a...

You will have a unique opportunity to demonstrate your soft skills and technical knowledge, facing off directly to the client to ensure we are meeting their goals and overseeing the daily business processing teams.

You will act as the crucial liaison between the client and internal delivery teams, navigating scope adjustments and mitigating risks proactively. Essential skills include superior negotiation, comprehensive knowledge of project management methodologies (e.g., Agile/Waterfall), and a steadfast commitment to achieving unparalleled client satisfaction across all engagements.

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

Job Description If you're looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC, and discover how diversity drives our success. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Payment...

Private Client Tax Senior ManagerA 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 ambitious...

A leading accountancy firm in Edinburgh is seeking a Personal Tax Senior Manager to lead a varied portfolio of clients including HNWIs and business owners. In this role, you will manage compliance and advisory work while mentoring junior staff. The firm supports hybrid working, offering a collaborative culture, competitive salary, and opportunities for professional growth. Ideal candidates will...

Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team...

My client is a highly respected wealth management firm where a rare and exciting opportunity has become available for an experienced senior paraplanner / manager to join the team. This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value during an evolving time in their history. The role will be exceptionally in depth with client facing elements...

You will identify and action red flags before they become client-identified issues and coordinate remediation and the communication to clients/internal stakeholders. - Monitor client case type/activity to identify potential issues and opportunities for improvement. Proactively identify risks and issues as part of complex query oversight.

My client is a reputable organisation and a rare job opportunity has become available for an experienced Paraplanner to join their Edinburgh office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the paraplanner job you will be accountable for all technical aspects of providing support to your adviser(s). A large...

A truly unique Paraplanning position has arisen in the heart of Edinburgh's financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnership with them due to further growth. In the role you will be heavily involved in the full financial...

A leading financial planning firm with regional offices are recruiting for a Paraplanner manager or team lead to work on a hybrid basis from one of their offices. This would be an excellent move for a senior or technical paraplanner to take the next step in their career and manage a successful close knit team, or an experienced manager to slot in to the role. We are looking for professionals who...