Executive Assistant to Wealth Planners
Posted 1 day 15 hours ago by Successionwealth
Permanent
Not Specified
Other
Buckinghamshire, Amersham, United Kingdom, HP6 5
Job Description
A leading financial planning company in the UK is seeking a Client Delivery Executive to support Wealth Planners in delivering premium service to their clients. Responsibilities include client management, diary organization, and ensuring smooth operational flow. The ideal candidate will have relevant financial services experience and strong communication skills. This hybrid role offers a competitive salary and excellent benefits.