Wealth Client Services & Onboarding Associate

Partners Wealth Management LLP; City of Edinburgh; On-site; GBP 20,000 - 30,000; Full time

Job summary

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.

Qualifications

• Experience in Client Services within Wealth Management is desired.
• Good working knowledge of all Microsoft office applications specifically Excel.
• Good knowledge of operational administration including settlement and transfers.

Responsibilities

• Setting up ad hoc payments for ISAs, SIPPs, Bonds, and GIAs.
• Processing and monitoring transfers in and out.
• Producing reports including valuations and performance summaries.
• Liaising closely with Operations team to enhance service levels.

Skills

Accuracy and attention to detail

Client focused, delivering a high standard of client service

Good communication skills, both oral and written

Organisation of own workload to meet deadlines

Must be proactive and able to use initiative

Adaptive to change

Proficient in MS Word/Excel

Ability & willingness to identify and suggest improvements

Education

A level/Higher standard in numeracy & literacy skills

Working towards CII Level 4 Financial Planning qualification

Suitable for school leavers or graduates

Job description

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.