Wealth Planning Operations Specialist
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-02-20
Listing for:
Cameron Kennedy
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
A financial services firm in City of Edinburgh seeks an Administrative Support professional to assist Wealth Planners in delivering exceptional client service. Responsibilities include managing client onboarding, coordinating with compliance, and ensuring accurate documentation. The ideal candidate will possess strong administrative skills, a fundamental understanding of Financial Planning processes, and experience with tools like XPlan. This is a vital role for maintaining compliance and enhancing client relationships.
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