TrinityBridge Limited is seeking a capable leader to support Client Service Executives in Edinburgh and Glasgow, ensuring efficient service delivery and profitability across the Wealth Planning Practice. The role can be based from Edinburgh or Glasgow and requires strong line management and regulatory awareness.
You will recruit, coach and develop the CSE team, oversee workloads, and implement best practices while collaborating with cross-functional teams to drive client outcomes and service
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City of Edinburgh
TrinityBridge is seeking a Support Client Service Executive to oversee CSEs across Edinburgh and Glasgow, ensuring service delivery excellence and…
City of Edinburgh
Support Client Service Executives (CSEs) in Edinburgh & Glasgow in their day to day activities within the region and assist the Managing Directors…
City of Edinburgh
Support Client Service Executives (CSEs) in Edinburgh & Glasgow in their day to day activities within the region and assist the Managing Directors…
City of Edinburgh
James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts.The…
Bristol
James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts.
London
This is a hands‑on technical training leadership role within a growing wealth management environment.
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