Client Support

We have an excellent opportunity to join this well respected, leading Financial Planning firm. The company provide financial advice to both private and corporate clients, helping them navigate across the full spectrum of products. This includes retirement planning, investment planning, workplace pensions and various insurances. **Key...

Come be a part of our esteemed client's retirement community in Edinburgh! We are actively searching for a committed and skilled Retirement Home Supervisor to enhance the outstanding care and services offered to residents. What you will get in your new role For this position, the salary is £23,000 per annum pro rata, with core working hours from 9am...

**Client Services Associate** **Location: Edinburgh, City of Edinburgh** **Responsibilities**: - Greet clients and provide them with a friendly environment to interact with our team - Answer phone calls and take messages while checking in clients into the office - Answer general questions about policies and procedures - Create invoices and prepare payment...

The Role As part of the broader Addepar Data Management & Quality organisation, the Data Client Support team is responsible for ensuring our customers receive first-class support experience and are able get the most value out of their data in Addepar. The Data Client Support group sits at the nexus of Addepar's activity and requires daily...

**Salary**: £21k - £24k We're on the lookout for excellent, customer-obsessed and organised individuals to join our Client relations team. Our clients purpose is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key...

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s...

About the role We’re on the lookout for excellent, customer-obsessed and organised individuals to join our Client Solutions team.Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key element of...

**About the role**: We're on the lookout for excellent, customer-obsessed and organised individuals to join our Client Solutions team. Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key...

Are you a qualified Chartered Building Surveyor, ready to take the next step in your career? We’re working with a multi-disciplined construction consultancy based in Edinburgh, who are looking for a talented and ambitious Building Surveying professional to join their team. Schedule of Monday to Friday, 9am – 5pm Flexible working options Electric...

Region 1- EMEA - Practice group 1- International Operations - Office 1- Edinburgh - Position type 1- Permanent - Summary 1 - Eversheds Sutherland represents the combination of two firms with a shared culture and commitment to client service excellence. We are each known for our commercial awareness and industry knowledge and for providing innovative and...

We are working with a thriving dental practice based in the heart of Edinburgh, seeking a dedicated and professional Qualified Dental Nurse to join their team. The ideal candidate will have excellent clinical and interpersonal skills, a friendly and welcoming manner, and strong teamwork abilities. Responsibilities in your new role as a Qualified Dental...

Region 1 EMEA Practice group 1 International Operations Office 1 Edinburgh Position type 1 Permanent Summary 1 Eversheds Sutherland represents the combination of two firms with a shared culture and commitment to client service excellence. We are each known for our commercial awareness and industry knowledge and for providing innovative and tailored...

Summary Facilities & Client Support AssistantInternational OperationsEdinburgh, PermanentWe are Eversheds Sutherland, a global law firm, with 5,000+ colleagues in more than 30 countries. We’re full service with deep niche and sector experience. Whatever challenge, wherever in the world, we’re equipped and ready to meet it. We live our values, we’re...

Project Developer - Onshore Wind Development Hybrid Working - Commutable from Central Belt area £90,000 - £100,000 + Share Scheme + Benefits Excellent opportunity for a Director coming from the Onshore Wind sector to join an ambitious start up development company where you can play a key part in future and upcoming projects within the company.This...

My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth...

**Join Team JTC where your contribution will be valued.**: **Purpose of Job**: The role reports to a Manager within a team of people providing support to the business in its day to day operations in areas such as client on-boarding, periodic reviews, CDD refresh and Quality Assurance (QA) amongst others. The post holder will be responsible for assisting...

**Description**: As a Client Executive, you will work collaboratively with Financial Planners and PAs to support with a variety of administrative tasks to ensure both their portfolios of private and corporate clients receive an exceptional level of service complying with FCA rules and regulations. **Key Responsibilities**: - Support new business...

Job DescriptionWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners to deliver excellent...

**Client Partner**: **Here at Appointedd, we’re on a mission to be recognised as the best online booking system in the world by enabling anything, or anyone to be booked (or requested) in as little as two taps! We’d love to hear from driven individuals who would be interested in helping us achieve our goals!** **Who are we?**: Appointedd was born in...

Overview If you relish effectively managing relationship with key clients from within the Pension administration world, and you're looking for a new challenge and to be a part of an organisation that is continuing to grow and thrive in the current market, then we have an ideal role for you! This role focusses on acting as a key, senior-level partner to a...