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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Contact Details:
Partners Wealth Management LLP Recruitment Team
