Hybrid Client Delivery Executive - Wealth Planner Support

A leading financial planning firm in Chester seeks a Client Delivery Executive on a hybrid basis. This role involves supporting Wealth Planners to deliver exceptional client service and ensuring all client records are accurate. Candidates should have at least 3 years of experience in Financial Services administration, an NVQ Level 3 or relevant diploma, and excellent IT skills with knowledge of Connect and XPlan. The role offers a competitive salary along with a range of attractive benefits.