Wealth Client Services & Onboarding Associate
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-05-02
Listing for:
Partners Wealth Management LLP
Full Time
position Listed on 2026-05-02
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
Partners Wealth Management LLP is looking for a dedicated Client Services Assistant in Edinburgh. You'll assist Advisers in delivering exceptional service to clients and monitor various financial transactions including ISAs and Bonds. We seek candidates who are detail-oriented and client-focused, ideally with experience in wealth management. This role is suitable for school leavers or graduates working towards a financial planning qualification and offers a chance to develop within a reputable firm.
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Position Requirements
10+ Years
work experience
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