Wealth Client Services & Onboarding Associate

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.
We are looking to fill the Wealth Client Services & Onboarding Associate position at Partners Wealth Management LLP in City of Edinburgh, Scotland, United Kingdom. Step into the Wealth Client Services & Onboarding Associate role at Partners Wealth Management LLP in City of Edinburgh, Scotland, United Kingdom and grow with us. Please review the full job details above before applying.