Wealth Client Services & Onboarding Associate

Job Description

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.