Partners Wealth Management LLP in Edinburgh is seeking an experienced client service administrator to support advisers in delivering high-quality, compliant service to clients. The role involves coordinating between advisers, providers and clients to ensure a smooth advice journey and a positive client and partner experience.
The position requires strong relationship-building, report-writing, and outstanding communication skills, with the ability to draft client investment letters under
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Advisor Support & Client Services Administrator employer: Partners Wealth Management LLP
As an Administrator at our company, you will be part of a dynamic team dedicated to providing exceptional service to clients. We pride ourselves on fostering a collaborative work culture that encourages professional growth and development, offering comprehensive training and support to help you excel in your role. Located in a vibrant area, we provide a stimulating environment where your contributions are valued, and you can make a meaningful impact on the client experience.
Contact Details:
Partners Wealth Management LLP Recruitment Team
