Private Adviser jobs in Edinburgh

You will join the Edinburgh Private Client team at an exciting period of continued growth. The role offers a broad and stimulating workload spanning asset protection, tax, executries (including contentious matters), succession planning, wills, POAs and guardianships.

About the Company Scottish firm with deep roots in the rural sector, committed to delivering high-quality legal services with professionalism, integrity, and a client-first approach. They foster a collaborative and inclusive environment where our people are supported to grow and succeed. About the Role The role would primarily be based in the firms Edinburgh office. The work would involve all...

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,...

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,...

Job Title: Personal Tax Manager Your new company You’ll be joining a respected accountancy and advisory firm with a strong national presence and a growing footprint in Edinburgh. Known for its client-centric approach and collaborative culture, the firm offers a supportive environment where professionals are empowered to thrive. With a focus on innovation and long-term relationships, the business...

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

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.

Private Business Tax Senior Manager Edinburgh £65,000 - £90,000 + Benefits A fantastic opportunity to join a leading Big 4 firm as a Manager or Senior Manager within their Private Business Tax team, providing corporate tax advice to privately owned and Private Equity-backed businesses. Renowned for delivering high-quality, innovative solutions to complex tax matters, the firm works closely...

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...

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...

Job title: Senior Policy Adviser – Pensions, Asset management and Funds Department Division: Supervision, Policy and Competition (SPC) Department: Buy Side Salary: National (Edinburgh and Leeds) ranging from £52,400 to £68,500 and London from £57,700 to £75,000 (salary offered will be based on skills and experience) This role is graded as: Senior Associate - Regulatory Your recruitment...

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...

You will need to demonstrate excellent interpersonal skills—listening, questioning, empathy, product demonstration, and closing—to build rapport with customers and understand their needs and requirements. Demonstrate comprehensive local knowledge including amenities, schools, transport links, and competitors.

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

Overview Tax Associate – Advisory – Private Client | Edinburgh | Permanent Gillespie Macandrew is a successful independent Scottish legal firm with a strong focus on private client and property-related legal work. Our strategy focuses on 4 core sectors; Private Client, Land & Rural Business, Renewable Energy and Commercial Real Estate. To clients in these sectors, the firm offers a comprehensive...

You will join the Edinburgh Private Client team at an exciting period of continued growth. The role offers a broad and stimulating workload spanning asset protection, tax, executries (including contentious matters), succession planning, wills, POAs and guardianships.

Job title: Senior Supervisor, Advisers, Wealth and Pensions Team (12 Month Fixed Term Contract) Division: Supervision, Policy and Competition Department: Advisers, Wealth and Pensions (AWP) Salary: National (Edinburgh and Leeds) ranging from £52,400 to £61,800 and London from £57,700 to £65,000 (salary offered will be based on skills and experience) This role is graded as: Senior Associate,...

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...

About the CompanyScottish firm with deep roots in the rural sector, committed to delivering high-quality legal services with professionalism, integrity, and a client-first approach. They foster a collaborative and inclusive environment where our people are supported to grow and succeed.About the RoleThe role would primarily be based in the firms Edinburgh office. The work would involve all...

About the CompanyScottish firm with deep roots in the rural sector, committed to delivering high-quality legal services with professionalism, integrity, and a client-first approach. They foster a collaborative and inclusive environment where our people are supported to grow and succeed.About the RoleThe role would primarily be based in the firms Edinburgh office. The work would involve all...