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Wealth Client Services & Onboarding Associate

Company

Partners Wealth Management LLP

Location

city of edinburgh, scotland

Type

Full-time

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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