Wealth Management Client Support Specialist
Listed on 2026-10-11
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Finance & Banking
Business Administration, Banking & Finance
Seven Investment Management in Edinburgh is seeking a dedicated client support administrator to assist advisers in delivering a high-quality, compliant service to clients. You will coordinate between advisers, providers, and clients, handling calls, emails, and documentation to ensure a smooth advice journey.
You will assist with policy information, data accuracy, compliance paperwork, and processing new business and Life Cover quotations under partner supervision, contributing to a positive
The Wealth Management Client Support Specialist position in the Sales field is open for applications.
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This posting is for the Wealth Management Client Support Specialist role at Seven Investment Management, based in City of Edinburgh, Scotland, United Kingdom.
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