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Wealth administrator & client experience specialist

Edinburgh
Permanent
Eden Scott
€30,000 a year
Posted: 26 January
Offer description

A leading Wealth Management firm in Edinburgh is seeking a Wealth Administrator to join their growing team. The successful candidate will provide vital administrative support to Financial Planners, ensuring a seamless client experience. Responsibilities include preparing client documentation, managing data entry, and liaising with clients and providers. The ideal applicant should possess previous experience in Wealth Management, strong organizational skills, and proficiency with back-office systems such as Intelliflo. This is an excellent opportunity for a proactive and detail-oriented administrator. #J-18808-Ljbffr

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