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Wealth Client Delivery Lead (Hybrid)

Posted 18 days 8 hours ago by Successionwealth

Permanent
Full Time
Other
Buckinghamshire, Amersham, United Kingdom, HP6 5
Job Description
A leading financial planning firm is seeking a Client Delivery Lead to provide administrative support to advisors handling high-net-worth clients. Responsibilities include processing applications, liaising with policy providers, and organizing client meetings. Candidates should have experience in financial services, especially in Mortgages, excellent communication skills, and proficiency in Microsoft Office. The position offers hybrid working, competitive salary, and a comprehensive benefits package.
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