Client Executive

W1M Wealth Planning is a leading wealth management and financial planning firm serving corporate and private clients across the UK. Established in 2010, with offices in Edinburgh and Glasgow, we provide comprehensive and straightforward financial planning services tailored to the unique needs of individuals and business owners. Our approach focuses on managing early wealth creation, preserving wealth for retirement, and planning for future generations.

This is a full-time hybrid role for a Client Executive based in Edinburgh or Glasgow, with flexibility for some remote work. The Client Executive will be responsible for providing full administrative support to a team of Financial Planners and support colleagues. Previous experience of Financial Services Administrative roles is essential. An understanding and technical knowledge of how wrap platforms work and confidence using new platforms and websites.