7 results for Client Services in Stonehouse, South Lanarkshire

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

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/RGFyY2llLk1jY2Fubi4xMDE1OS4xMDkyM0ByaGkuYXBsaXRyYWsuY29t.gif">
2026-08-26T09:53:32Z

Trainee / Graduate Business Development Executive

Perth, Perth & Kinross
remote
Permanent
- GBP / Yearly
<h3 data-section-id="1jynkdl" data-start="77" data-end="136">Trainee / Graduate Business Development Executive</h3>Financial Services Sector | Entry-Level Opportunity About the Company Our client is a global financial services organisation with a strong international presence and a reputation for delivering innovative solutions to a diverse client base. With thousands of employees across multiple countries, their continued growth is driven by collaboration, entrepreneurial thinking, and a commitment to excellence.Their culture is built on teamwork, ambition, and a forward-thinking mindset. As they continue to expand, they are looking for motivated individuals to join them at the start of their careers and grow within the business. The Role This is an exciting entry-level opportunity within a specialist division focused on working with clients in niche and dynamic sectors. No prior experience in financial services is required.As a Trainee / Graduate Business Development Executive, you will play a key role in supporting business growth by engaging with prospective clients, understanding their needs, and introducing tailored solutions.You will gain exposure to the full client lifecycle-from initial outreach through to supporting the delivery of services-while building valuable commercial and industry knowledge. Key Responsibilities <ul data-start="1429" data-end="1936"><li data-section-id="kjlqjb" data-end="1519" data-start="1429">Proactively contact potential clients to introduce services and gather key information</li><li data-start="1520" data-end="1589" data-section-id="sxt9s6">Identify and develop new business opportunities to support growth</li><li data-section-id="1r3ghwb" data-end="1649" data-start="1590">Support senior team members with new client acquisition</li><li data-end="1724" data-start="1650" data-section-id="25hvc0">Maintain accurate records of client interactions and business activity</li><li data-end="1794" data-start="1725" data-section-id="1lmm69u">Develop a strong understanding of financial products and services</li><li data-section-id="rqfgza" data-start="1795" data-end="1873">Participate in structured training and professional development programmes</li><li data-start="1874" data-end="1936" data-section-id="brn0ou">Contribute to a collaborative, fast-paced team environment</li></ul> About You <ul data-end="2436" data-start="1964"><li data-start="2053" data-end="2112" data-section-id="1ju6xic">Confident communicator with strong interpersonal skills</li><li data-end="2176" data-start="2113" data-section-id="g4sc2m">Motivated, ambitious, and eager to build a long-term career</li><li data-section-id="pnjq0d" data-end="2249" data-start="2177">Commercially aware with an interest in business development or sales</li><li data-section-id="191tzww" data-end="2302" data-start="2250">Highly organised with strong attention to detail</li><li data-start="2303" data-end="2370" data-section-id="eplkmk">Proactive and resilient, with a positive approach to challenges</li><li data-section-id="v7hxnh" data-end="2436" data-start="2371">Committed to continuous learning and professional development</li></ul> What's on Offer <ul data-start="2470" data-end="2885"><li data-end="2535" data-start="2470" data-section-id="dj9b8m">A structured career path with clear progression opportunities</li><li data-start="2536" data-end="2607" data-section-id="1vikcwp">Ongoing training and support</li><li data-end="2665" data-start="2608" data-section-id="1e37qwh">Exposure to a global business and diverse client base</li><li data-section-id="i2n03i" data-start="2666" data-end="2720">A collaborative and supportive working environment</li><li data-section-id="8y7t0o" data-end="2812" data-start="2721">Opportunities to contribute beyond the role, including community and social initiatives</li><li data-section-id="1w5ah12" data-end="2885" data-start="2813">A culture that values individuality, innovation, and personal growth</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/SGFtaXNoLkNoYXBwbGUuNjUzMjcuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-07-21T13:40:14Z

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

Customer Accountant

Edinburgh, Edinburgh
remote
Permanent
- GBP / Yearly
<h2 data-start="106" data-section-id="ny3asb" data-end="134">Customer Accountant</h2>Edinburgh (Hybrid)We are currently partnering with a growing and well-established business in Edinburgh that's looking to appoint a Customer Accountant to join their team.This is an excellent opportunity for someone with a background in accounting or bookkeeping who enjoys working closely with people and is looking to step into a more client-facing, varied role.<h2 data-start="542" data-end="557" data-section-id="1hl1yo8">The Role</h2>You'll be joining a collaborative and supportive team, using your finance knowledge to deliver a high level of service to customers while helping them navigate accounting processes and systems.This role offers a strong mix of finance, problem-solving and customer interaction, making it ideal for someone who enjoys working beyond purely transactional tasks.<h3 data-start="925" data-section-id="qrkig1" data-end="954">Key responsibilities:</h3><ul data-start="955" data-end="1541"><li data-section-id="1axbs1k" data-end="1047" data-start="955">Acting as the first point of contact for customer queries via phone, email and live chat</li><li data-section-id="14jjr3m" data-end="1145" data-start="1048">Supporting users with queries relating to accounting processes, transactions and system usage</li><li data-start="1146" data-end="1217" data-section-id="14ktll5">Delivering training and guidance to both new and existing customers</li><li data-section-id="1uealb8" data-end="1309" data-start="1218">Proactively reaching out to customers to provide support and improve overall experience</li><li data-start="1310" data-section-id="1dvotor" data-end="1377">Troubleshooting issues and providing clear, practical solutions</li><li data-section-id="13si0tp" data-end="1451" data-start="1378">Assisting internal teams with testing new features and system updates</li><li data-end="1541" data-section-id="1xaz5ip" data-start="1452">Building strong relationships with customers and acting as a trusted point of contact</li></ul><h2 data-end="1564" data-section-id="1owuc8b" data-start="1548">About You</h2>To be successful in this role, you'll be someone who combines strong finance knowledge with excellent communication skills.<h3 data-start="1691" data-section-id="k6eazr" data-end="1716">Key requirements:</h3><ul data-start="1717" data-end="2230"><li data-start="1717" data-section-id="1adh4yd" data-end="1803">2-3+ years' experience in an accounting, bookkeeping or transactional finance role</li><li data-start="1804" data-end="1884" data-section-id="1fw42hd">Exposure to areas such as VAT, payroll processes and general ledger activity</li><li data-end="1964" data-section-id="i7qz95" data-start="1885">A solid understanding of core accounting principles and financial processes</li><li data-end="2057" data-section-id="1v4fau7" data-start="1965">Strong IT skills, with experience using accounting software (e.g. Sage, Xero or similar)</li><li data-start="2058" data-section-id="lhtdws" data-end="2155">Confident communicator, able to explain financial concepts clearly to non-finance individuals</li><li data-section-id="1sqqufj" data-end="2230" data-start="2156">A proactive, solutions-focused mindset with strong attention to detail</li></ul><h2 data-start="2237" data-section-id="gytj7s" data-end="2254">Why apply?</h2><ul data-start="2256" data-end="2555"><li data-start="2256" data-end="2333" data-section-id="b8g8ux">Opportunity to move into a more client-facing and varied finance role</li><li data-end="2394" data-section-id="1lrdf8g" data-start="2334">Join a supportive and collaborative team environment</li><li data-start="2395" data-end="2456" data-section-id="tn8fg7">Strong focus on training, development and progression</li><li data-start="2457" data-end="2511" data-section-id="1dm3dvq">Hybrid working model with a good work-life balance</li><li data-end="2555" data-section-id="1i65dym" data-start="2512">Competitive salary and benefits package</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/SGFtaXNoLkNoYXBwbGUuODk1MzUuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-07-21T12:10:43Z

Finance Manager

Edinburgh, Edinburgh
remote
Contract
50000 - 52000 GBP / Yearly
<h1>Finance Manager</h1>6-Month Fixed-Term Contract (Potential to Become Permanent) Edinburgh | Hybrid Working £52,000 + BenefitsRobert Half is delighted to be partnering with an accountant advisory firm to recruit a Finance Manager on an initial six-month fixed-term contract with a potential to convert to permanent contract.This is an excellent opportunity to join a well-established and growing organisation in a broad, commercially focused finance role. Reporting directly to the CFO, you'll take ownership of the firm's internal finance function, working closely with senior leaders and partners to provide financial insight, operational support and drive continuous improvement across the business.Unlike a traditional accountancy practice role, this is an internal finance position, offering the opportunity to make a real impact on the business without client delivery or business development responsibilities.<h2>The Role</h2>As Finance Manager, you will oversee the day-to-day finance operations while supporting the CFO with financial reporting, business partnering and strategic initiatives.Key responsibilities include:<ul data-spread="false"><li>Leading the day-to-day internal finance function and managing team priorities.</li><li>Supervising and developing the Finance Assistant.</li><li>Preparing monthly management accounts, reporting packs and balance sheet reconciliations.</li><li>Supporting year-end statutory accounts and tax reporting.</li><li>Producing quarterly VAT returns.</li><li>Managing credit control and cash collection activities.</li><li>Acting as the finance lead for the firm's practice management system.</li><li>Providing meaningful financial reporting and commercial insight to business managers, directors and partners.</li><li>Supporting finance transformation and continuous improvement projects.</li></ul><h2>About You</h2>We're keen to speak with finance professionals who can demonstrate:<ul data-spread="false"><li>Qualified accountant (CA, ACCA, CIMA or equivalent) preferred, although strong qualified-by-experience candidates will also be considered.</li><li>Previous experience working within an accountancy practice or professional services environment.</li><li>Strong management reporting and financial accounting experience.</li><li>Excellent communication and business partnering skills.</li><li>A proactive approach with a passion for improving processes and adding commercial value.</li><li>Advanced Excel skills, with experience of finance systems. Experience with practice management systems would be advantageous.</li></ul><h2>What's on Offer?</h2><ul data-spread="false"><li>Up to £52,000 salary DOE.</li><li>Initial six-month fixed-term contract with genuine potential to become permanent.</li><li>Hybrid working with flexibility around office attendance.</li><li>35-hour working week.</li><li>Opportunity to work directly with the CFO and senior leadership team.</li><li>Collaborative, people-focused culture within one of Scotland's most respected independent firms.</li></ul>If you're looking for a varied finance role where you can influence business performance, lead process improvements and work within a supportive, forward-thinking organisation, we'd love to hear from you.Apply today or contact Ailidh van Wyk @ Robert Half on 0131 240 3704 for a confidential discussion. 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/YWlsaWRoLnZhbnd5ay40MTM3OC4xMDkyM0ByaGkuYXBsaXRyYWsuY29t.gif">
2026-07-23T09:11:47Z