Wealth Advisory Support Specialist
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant
IDEX Consulting Ltd. is assisting an established wealth management business in Aberdeen to recruit a Client Services Associate who will support Financial Advisers and deliver a high-quality service to clients.
You will process new business and client requests, support reviews, maintain records in Xplan, and collaborate with Advisers and internal teams to ensure an excellent client experience. Prior wealth management or Adviser support experience is preferred.
Step into the Wealth Advisory Support Specialist role at IDEX Consulting Ltd. in Aberdeen City, Scotland, United Kingdom and grow with us.
This opportunity is part of our work in Sales.
The advertised compensation is 28.000 - 36.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Advisory Support Specialist role in the description above.
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