IDEX Consulting Ltd. is assisting an established wealth management business in Aberdeen to recruit a Client Services Associate who will support Financial Advisers and deliver a high-quality service to clients.
You will process new business and client requests, support reviews, maintain records in Xplan, and collaborate with Advisers and internal teams to ensure an excellent client experience. Prior wealth management or Adviser support experience is preferred.
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Wealth Advisory Support Specialist employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
