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6 roles found
City of Edinburgh
Partners Wealth Management LLP is seeking an experienced Paraplanner to support advisers in Edinburgh.
City of Edinburgh
Working closely with advisers across the 7IM group on standard advice cases, while supporting the wider support team with advice queries, training…
City of Edinburgh
Purpose Paraplanners perform technical research, analysis, and ad hoc administrative duties to support PWM and the adviser with client servicing and…
City of Edinburgh
Partners Wealth Management LLP is seeking a Paraplanner to support the adviser with client servicing and management.
City of Edinburgh
Partners Wealth Management LLP is looking for a dedicated Client Services Assistant in Edinburgh.
City of Edinburgh
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the…
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