Senior Client Advisor jobs in Edinburgh

Virtual Client Travel Advisor As a Virtual Client Travel Advisor, you will support clients throughout their travel journey—from planning through return—by offering guidance, updates, and reassurance. Your role is to ensure travelers feel confident in their decisions and supported at every step. At Destiny&Co., we believe personalized guidance and consistent communication are key to creating...

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.

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.

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.

We're growing and want you to be a part of our journey. Senior Manager, Employer Covenant Advisor Pensions employer covenant advisory is a challenging and fast growing area. Isio's Covenant Solutions team assess the financial strength and commercial outlook of sponsors of defined benefit pensions schemes, to understand the cash flows and assets available to support funding of pension...

A leading insurance brokerage in the UK is seeking an Account Executive for its Corporate Insurance team in Glasgow/Edinburgh. Be one of the first applicants, read the complete overview of the role below, then send your application for consideration. This role emphasizes managing high-value client portfolios with a focus on service, rather than new business acquisition. The ideal candidate...

Job Description Job Overview If you’re looking to work with a friendly firm that genuinely puts clients first, this could be a great opportunity. There are no fee or billable hour targets here, so you can focus on what really matters: delivering high-quality advice and excellent service across the full range of private client work, including Wills, Powers of Attorney and...

Private Client Tax Senior Manager 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 ambitious...

You will join a highly respected private client advisory team, providing strategic tax insight to clients including: High-net-worth families Landed estates & rural businesses Trusts and executries Business owners and family enterprises Property and land transactions Your remit will include:

Audit Specialist - Advisor - Edinburgh Job Description Please note this is a 1-year FTC opportunity. At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders...

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.

A leading consulting firm is seeking an experienced pension professional for a role within their People and Organisation consulting services in Edinburgh, Scotland. This client-facing position requires strong analytical, organisational, and communication skills. The candidate will collaborate with senior advisors, manage portfolios, and coach junior team members while ensuring high-quality...

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.

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...

You will become your client’s trusted risk advisor, nurturing existing relationships and seeking out new stories. If you want to take back control of your book and be a part of an innovative collective, Konsileo is for you.

Job title: Personal Lines Account Handler Salary: to £32,000 Location: Edinburgh Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW Purpose of role Due to growth, this respected insurance broker has an opportunity for a Personal Lines Advisor to join their office in Edinburgh. The ideal candidate must have experience working with home and motor insurance policies, HNW...

A leading independent accountancy firm is seeking a Private Client Tax Senior Manager for their Edinburgh office. This senior role requires managing a high-value portfolio of private clients and leading a team of tax professionals. The successful candidate will provide bespoke tax advice across various areas, including income and capital gains tax. The position offers competitive salary and...

You will focus on high-quality client service, including Wills and Powers of Attorney, within a supportive team. The firm offers flexibility, with the option to work from home at least one day a week, and opportunities for progression into a Legal Director position. If you value quality work and a collaborative atmosphere, connect with A friendly law firm for more information.

A leading advisory firm in the UK seeks a Senior Manager to join their Covenant Advisory team. The role involves managing a diverse client portfolio and addressing complex transactions. Qualified accountants with employer covenant advisory or transaction experience are encouraged to apply. This position offers significant career development, a hybrid work model, and the chance to contribute to...