Wealth Operations Specialist – Hybrid & Growth

Wealth Operations Specialist – Hybrid & Growth

Full-Time On-site
Premier Jobs UK Ltd

Premier Jobs UK Ltd in Edinburgh or Aberdeen is seeking a Client Services Associate with substantial financial planning administration experience to support high-value portfolios and complex new business. You will be based within commuting distance of either location and join a respected private wealth firm characterized by accuracy and specialist knowledge.

In this role you will handle platform transactions, prepare formal application documents, and manage adviser charging while updating client

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Wealth Operations Specialist – Hybrid & Growth employer: Premier Jobs UK Ltd

At Premier Jobs UK Ltd, we pride ourselves on being an excellent employer that fosters a dynamic and supportive work culture. Our apprenticeship programme not only provides hands-on experience in multi-channel marketing but also offers extensive growth opportunities through mentorship and training with QA LIMITED. Located in a vibrant area, we encourage creativity and innovation, making it an ideal place for aspiring marketers to thrive and make a meaningful impact.

Premier Jobs UK Ltd

Contact Details:

Premier Jobs UK Ltd Recruitment Team