Client Services Jobs in Stonehouse, South Lanarkshire

Financial Services Business Graduate Role

Perth, Perth & Kinross
remote
Permanent
- GBP / Yearly
<h1>Financial Services Business Development Executive</h1>Location: PerthAn excellent opportunity has arisen for a motivated and ambitious individual to join a growing financial services business as a Business Development Executive.This role is ideal for graduates, school leavers, or individuals looking to build a career within financial services. Full training and ongoing development will be provided, making this a fantastic opportunity for someone looking to develop commercial, client relationship, and business development skills within a professional environment.<h2>The Role</h2>As a Business Development Executive, you will play a key role in supporting the growth of the business by identifying and engaging with prospective clients. Working closely with Financial Advisers and client-facing teams, you will act as the first point of contact for potential clients, introducing the firm's services and helping to generate new business opportunities.The successful candidate will have the opportunity to develop their knowledge of the financial services sector while building valuable experience in business development and client engagement.<h2>Key Responsibilities</h2><ul><li>Identify and engage potential clients through telephone, email, and other communication channels.</li><li>Build and maintain strong relationships with prospective clients.</li><li>Introduce new clients to Financial Advisers and support the client on boarding process.</li><li>Secure commitment from prospective clients to progress conversations and complete relevant documentation.</li><li>Maintain accurate and up-to-date records within internal systems and databases.</li><li>Support business development campaigns and client engagement initiatives.</li><li>Research and identify new opportunities for business growth.</li><li>Manage workload and diary effectively to maximise productivity.</li><li>Collaborate with colleagues across the wider business.</li><li>Develop and maintain strong relationships with clients and external stakeholders.</li></ul><h2>Skills & Experience</h2><h3>Essential</h3><ul><li>Excellent communication and interpersonal skills.</li><li>Professional and confident telephone manner.</li><li>Strong organisational and time management abilities.</li><li>Ability to build rapport and establish relationships quickly.</li><li>Strong attention to detail and ability to maintain accurate records.</li><li>Competent IT skills, including experience using Microsoft Office applications.</li><li>A positive, proactive, and self-motivated approach.</li></ul><h3>Desirable</h3><ul><li>Previous experience in a sales, customer service, business development, or client-facing role.</li><li>Experience working towards targets and performance objectives.</li><li>An interest in financial services and building a long-term professional career.</li></ul>What's on Offer?<ul><li>Competitive salary with performance-related bonus opportunities.</li><li>Full training and ongoing professional development.</li><li>Clear career progression pathways, with opportunities for advancement within the business.</li><li>Supportive and collaborative team environment.</li><li>Pension scheme and additional employee benefits.</li><li>Monday to Friday working pattern with an early finish on Fridays.</li><li>Long-term career opportunities within a growing financial services organisation.</li></ul>If you are an ambitious individual looking to start or develop your career within financial services and business development, we'd love to hear from you. Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/RGFyY2llLk1jY2Fubi45MzM2OC4xMDkyM0ByaGkuYXBsaXRyYWsuY29t.gif">
2026-09-21T13:06:27Z

Trainee Accountant

Edinburgh, Edinburgh
remote
Permanent
30000 - 40000 GBP / Yearly
Robert Half is delighted to be working with a growing independent accountancy firm in Edinburgh who look to add a new Trainee Accountant to their tight knit team.As a Trainee Accountant, you'll play a key supporting role within the client services team, helping to deliver accurate and timely financial information. You'll assist with core compliance tasks, contribute to the smooth running of client accounts, and gain exposure to a wide range of accounting processes.You'll work closely with senior team members and have the opportunity to develop your skills in a dynamic and supportive environment.Suitable applicants must have prior experience of working within an accountancy practice setting. Day-to-day responsibilities include:<ul><li>Assisting in the preparation of year-end accounts using IRIS</li><li>Supporting the completion of corporation tax and self-assessment returns</li><li>Preparing VAT returns and reviewing data for accuracy</li><li>Responding to client queries in a timely and professional manner</li><li>Assisting with bookkeeping and management accounts preparation</li><li>Maintaining Xero certification and supporting clients with cloud software queries</li><li>Ensuring compliance with AML procedures under supervision</li><li>Contributing to internal process improvements and team initiatives</li><li>Supporting ad hoc tasks and projects as directed by senior staff or directors</li></ul>About You We're looking for someone who's enthusiastic, detail-oriented, and eager to grow within a practice environment. You'll enjoy working with clients and colleagues alike, and bring a proactive, can-do attitude to your work.You'll ideally be:<ul><li>Part-qualified (ACCA/ICAS/ACA) or actively studying</li><li>Familiar with preparing accounts and tax returns within a practice setting (essential)</li><li>Comfortable using cloud accounting software (Xero experience preferred)</li><li>Organised and able to manage multiple tasks efficiently</li><li>A good communicator with a client-focused mindset</li><li>Keen to learn and contribute to a culture of continuous improvement</li></ul>What's on Offer <ul><li>Competitive salary between £30,000 - £40,000 per annum, dependent on experience</li><li>Hybrid working model with flexibility around office/home balance</li><li>Supportive and inclusive team culture</li><li>Exposure to a varied and interesting client base</li></ul>The salary range/rates of pay is dependent upon your experience, qualifications or training.Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/cmVnZ2llLm1jbWFob24uNDgwNDAuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-08-06T11:57:30Z

Finance Manager

Grangemouth, Falkirk
remote
Contract
55000 - 65000 GBP / Yearly
Finance Manager (12-Month Contract - Maternity Cover)Location: Central Belt (Site-based with up to 1 day per week working from home) Salary: Circa £65,000 (depending on experience), can be considered on day rate Start Date: August / September 2026We're recruiting for an experienced Finance Manager to join a leading manufacturing business on a 12-month fixed-term contract covering maternity leave.Reporting directly to the Finance Director, this is a fantastic opportunity for a commercially focused finance professional who enjoys business partnering, financial planning, and driving performance through insightful analysis.The OpportunityAs a key member of the finance team, you'll provide high-quality financial reporting, forecasting, and commercial insight to support operational and strategic decision-making.You'll act as the lead finance contact for all revenue-related activities, taking ownership of forecasting, reporting, and performance analysis while partnering closely with commercial, operational, and finance stakeholders. The role also offers exposure to international collaboration, working alongside the international Corporate Finance team to support consolidated reporting across the wider business.Key Responsibilities<ul><li>Lead the annual budgeting process, latest outlooks, and monthly forecasting activities.</li><li>Deliver meaningful financial reporting, variance analysis, and performance insights to senior stakeholders.</li><li>Present financial results, forecasts, and business performance updates to leadership teams.</li><li>Monitor short-term financial performance, highlighting key risks and opportunities.</li><li>Take ownership of revenue reporting, forecasting, and commercial performance analysis.</li><li>Manage debtor performance, cash collection, and Days Sales Outstanding (DSO), working closely with commercial teams to improve cash flow and reduce credit risk.</li><li>Analyse accounts receivable performance and implement actions to improve working capital.</li><li>Provide ad hoc financial analysis and recommendations to support business decisions.</li><li>Identify and implement improvements to financial processes, controls, and reporting.</li><li>Support strategic projects and cross-functional business initiatives.</li><li>Partner with operational, commercial, and finance teams to drive profitability and business performance.</li></ul>About YouYou'll be a qualified finance professional with strong analytical skills and a proactive, commercial mindset.Essential Experience & Qualifications<ul><li>Qualified Accountant (ACA, ACCA, CIMA or CA).</li><li>Proven experience in financial planning, forecasting, budgeting and analysis.</li><li>SAP experience is desirable but not essential.</li></ul>Key Skills<ul><li>Strong commercial awareness and analytical capability.</li><li>Excellent communication and stakeholder management skills.</li><li>Ability to influence and build relationships across all levels of the business.</li><li>High levels of integrity, professionalism and attention to detail.</li><li>Strong leadership and organisational skills.</li></ul>If you're looking for a varied FP&A/Finance manager role where you can make a genuine impact within a global business, we'd love to hear from you.For a confidential discussion or to apply, please contact:Ailidh van Wyk - Client Services Director Phone: 01312403704 Email: Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/YWlsaWRoLnZhbnd5ay4xNzYzOC4xMDkyM0ByaGkuYXBsaXRyYWsuY29t.gif">
2026-09-16T09:58:22Z

Graduate Sales Executive - Financial Services

Perth, Perth & Kinross
remote
Permanent
- GBP / Yearly
Location: Perth, Scotland Job Type: Full-time, PermanentAre you a recent graduate looking to build a career in sales?We're working with a growing business that is looking to hire a Graduate Sales Executive to join its commercial team. This is an excellent opportunity for someone who is ambitious, driven and keen to develop their career within a fast-paced sales environment.<h3>The Role</h3>As a Graduate Sales Executive, you will work closely with the wider sales team to develop new business opportunities, build relationships with clients and support the growth of the company.Key responsibilities will include:<ul data-spread="false"><li>Identifying and developing new business opportunities through proactive outreach.</li><li>Making outbound calls and contacting prospective clients.</li><li>Building and maintaining strong relationships with new and existing customers.</li><li>Understanding customer requirements and identifying suitable solutions.</li><li>Preparing and delivering sales presentations and proposals.</li><li>Managing sales activity through CRM systems and maintaining accurate records.</li><li>Following up on leads and progressing opportunities through the sales process.</li><li>Working towards individual and team sales targets.</li><li>Supporting the wider commercial team with business development activity.</li></ul><h3>About You</h3>We're looking for graduates who are:<ul data-spread="false"><li>Ambitious, motivated and genuinely interested in building a career in sales.</li><li>Confident communicators with strong interpersonal skills.</li><li>Comfortable speaking to people over the phone and building relationships.</li><li>Resilient and able to handle setbacks positively.</li><li>Organised, proactive and able to manage their own workload.</li><li>Commercially aware with a genuine interest in business.</li><li>Target-driven and motivated by achieving results.</li><li>A recent graduate or someone with some initial professional experience looking to move into sales.</li></ul>Previous sales experience is not essential - personality, attitude and motivation are more important. Full training and support will be provided.<h3>What's on Offer</h3><ul data-spread="false"><li>Bonus available </li><li>Full training and ongoing development.</li><li>Clear progression opportunities.</li><li>Modern office environment.</li><li>Supportive and collaborative team.</li><li>Opportunity to build a long-term career in sales.</li></ul>If you're ambitious, commercially minded and looking for a role where your performance is recognised and rewarded, we'd love to hear from you.Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/SGFtaXNoLkNoYXBwbGUuODMwMjAuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-08-24T16:01:00Z

Business Development Executive

Perth, Perth & Kinross
remote
Permanent
24000 - 25000 GBP / Yearly
Robert Half is delighted to be partnering with a leading Financial Services business in Perth to recruit a Business Development Trainee.This is an exciting opportunity to join a global organisation that combines the scale and reach of a multinational with the personal feel of a people-first, employee-owned culture. The business has enjoyed consistent growth in recent years and continues to invest in its teams, with a strong emphasis on professional development, inclusion, and career progression.<h3 data-start="927" data-end="939">The Role</h3>As a Business Development Trainee, you'll join a supportive and high-performing team where you will learn how to identify and engage with potential clients, map the local market, and act as a brand ambassador. This is a varied and interactive role with plenty of scope to build your skills in communication, relationship management, and commercial awareness.Day-to-day, you will:<ul data-start="1326" data-end="1720"><li data-end="1391" data-start="1326">Carry out outbound and inbound calls to clients and prospects</li><li data-start="1392" data-end="1477">Support the team in identifying new business opportunities through market mapping</li><li data-end="1570" data-start="1478">Build and maintain relationships with both internal colleagues and external stakeholders</li><li data-end="1618" data-start="1571">Keep accurate and up-to-date client records</li><li data-start="1619" data-end="1720">Manage your workload effectively, prioritising tasks and supporting ad hoc projects and campaigns</li></ul><h3 data-end="1735" data-start="1722">About You</h3>This role is entry level and would suit a recent graduate, school leaver, or someone looking to start their career in a professional environment. Above all, we're looking for someone who is enthusiastic, motivated, and eager to learn.You'll be:<ul data-end="2316" data-start="1987"><li data-end="2040" data-start="1987">A confident communicator, both written and verbal</li><li data-end="2107" data-start="2041">Comfortable speaking on the phone with a wide range of clients</li><li data-end="2153" data-start="2108">Organised with strong attention to detail</li><li data-end="2213" data-start="2154">Able to manage and prioritise your workload effectively</li><li data-start="2214" data-end="2273">IT literate and confident with common software packages</li><li data-end="2316" data-start="2274">Positive, driven, and open to feedback</li></ul>Previous experience in sales, customer service, or target-driven roles would be an advantage but is not essential - full training and support will be provided.<h3 data-end="2504" data-start="2485">What's on Offer</h3><ul data-start="2505" data-end="2950"><li data-end="2590" data-start="2505">Comprehensive training and career development with clear pathways to progress</li><li data-end="2677" data-start="2591">Competitive salary plus monthly performance-related bonus</li><li data-start="2678" data-end="2765">Flexible, people-first culture - supportive of life outside of work when needed</li><li data-end="2835" data-start="2766">9-5 working hours with early finish Fridays (no weekend work)</li><li data-end="2883" data-start="2836">Pension contributions and holiday allowance</li><li data-start="2884" data-end="2950">A welcoming, enthusiastic team with regular events and socials</li></ul>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/cmVnZ2llLm1jbWFob24uMDU0NzEuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-08-12T15:42:17Z

Junior Property Manager

Stirling, Stirling
remote
Permanent
- GBP / Yearly
We are currently recruiting for a Junior Property Manager on behalf of an established residential property management organisation. The role would suit someone with strong customer service and administration experience who is looking to develop their career within property management.<h3>The Opportunity</h3><ul data-spread="false"><li>Full-time: 35 hours per week, Monday to Friday.</li><li>Salary: £24,000 - £28,000</li><li>Working arrangement: Hybrid, combining office and home working.</li><li>Travel: Regular visits to managed residential properties will be required, so candidates must have access to a vehicle and hold a clean driving licence.</li><li>Additional hours: Occasional evening homeowner meetings, particularly during busier periods, with occasional weekend work required in emergency or adverse weather situations.</li><li>Development: The successful candidate will be supported to work towards a recognised Property Management qualification.</li></ul><h3>Key Responsibilities</h3><ul data-spread="false"><li>Manage an allocated portfolio of residential properties, overseeing planned and reactive maintenance and repairs.</li><li>Liaise with homeowners, contractors and internal teams to ensure works are arranged, completed and maintained to the required standard.</li><li>Obtain quotations and tenders, agree specifications and programmes of work, and monitor expenditure against budgets.</li><li>Organise and lead homeowner meetings, prepare agendas and ensure meeting notes and follow-up actions are completed.</li><li>Respond to homeowner enquiries within agreed service levels and maintain proactive communication throughout maintenance and repair projects.</li><li>Manage property administration, including insurance renewals, statements of work, property changes and contractor arrangements.</li><li>Support quarterly invoicing, monitor outstanding payments and work with the finance team to resolve financial queries.</li><li>Maintain accurate records across CRM, tracking and invoicing systems.</li><li>Prepare financial information and monthly reporting relating to managed properties.</li><li>Support the onboarding of new properties into the managed portfolio.</li></ul><h3>What We Are Looking For</h3><ul data-spread="false"><li>Experience in a customer-facing role; property experience would be advantageous but is not essential.</li><li>Strong customer service and communication skills.</li><li>Excellent administration and organisational ability.</li><li>Good attention to detail, particularly when dealing with financial information and property records.</li><li>Comfortable handling challenging customer situations and finding practical solutions.</li><li>Confident using Microsoft Office and able to learn CRM, invoicing and other business systems.</li><li>Strong IT skills and an interest in developing knowledge of new technology and AI.</li><li>Good verbal, written and numerical communication skills.</li><li>Proactive approach with the ability to manage multiple priorities and deadlines.</li><li>Collaborative team player who is willing to take on additional responsibilities.</li><li>Full clean driving licence and access to a vehicle.</li></ul><h3>Benefits</h3><ul data-spread="false"><li>28 days' annual leave including public holidays, increasing with length of service.</li><li>Additional day off for your birthday.</li><li>Company pension.</li><li>Company sick pay.</li><li>Team events and industry conference opportunities.</li><li>Employer-funded professional development and training.</li></ul><h3>Summary</h3>This is a good opportunity for someone with customer service, administration or property-related experience who wants to move into a dedicated Property Management position. The role offers exposure to property maintenance, homeowner management, contractors, financial administration and portfolio management, alongside structured professional development.Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/SGFtaXNoLkNoYXBwbGUuMjM2NzAuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-09-25T07:50:30Z

Receptionist/ Office Assistant (Interim)

Edinburgh, Edinburgh
remote
Temporary
- GBP / Yearly
<h2>Receptionist / Office Assistant (Interim)</h2>Location: Central Edinburgh Duration: 3-Month Contract Salary: Competitive Hourly Rate Start Date: Immediate<h3>The Role</h3>Robert Half is delighted to be partnering with a well-established organisation based in Central Edinburgh to recruit an experienced Receptionist / Office Assistant for an initial 3-month interim assignment.This is an excellent opportunity for a professional, organised, and customer-focused individual who enjoys being the first point of contact for visitors and supporting the smooth day-to-day running of a busy office environment.<h3>Key Responsibilities</h3><ul><li>Managing reception and welcoming visitors in a professional manner</li><li>Handling incoming calls and directing enquiries appropriately</li><li>Managing meeting room bookings and preparing meeting spaces</li><li>Coordinating incoming and outgoing post and deliveries</li><li>Providing general administrative support across the business</li><li>Ordering office supplies and maintaining stock levels</li><li>Assisting with travel arrangements and diary coordination where required</li><li>Supporting onboarding activities and office-wide projects</li><li>Maintaining accurate records and filing systems</li><li>Ad hoc office administration duties to support the wider team</li></ul><h3>About You</h3>The successful candidate will demonstrate:<ul><li>Previous experience in a Receptionist, Front of House, Office Assistant, or Administrative role</li><li>Excellent communication and interpersonal skills</li><li>Strong organisational skills with the ability to prioritise tasks effectively</li><li>A proactive and positive approach to work</li><li>Good IT skills, including Microsoft Office applications</li><li>Professional presentation and customer service skills</li><li>The ability to work independently and as part of a team</li></ul><h3>What's on Offer?</h3><ul><li>Competitive hourly rate</li><li>Immediate start available</li><li>City centre location with excellent transport links</li><li>Friendly and collaborative working environment</li><li>Opportunity to gain experience within a reputable organisation</li></ul> Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/SGFtaXNoLkNoYXBwbGUuMTE5NTEuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-09-24T09:09:24Z

7 results for Client Services in Stonehouse, South Lanarkshire