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Wealth Planner Client Delivery Administrator

Posted 5 days 2 hours ago by Successionwealth

Permanent
Full Time
Other
Yorkshire, Leeds, United Kingdom, LS1 8
Job Description
A leading financial services firm in Leeds is seeking a Client Delivery Lead to support Wealth Planners in managing a portfolio of high net worth clients. The ideal candidate will have at least a year of experience in financial services administration and possess strong communication and organisational skills. The role offers the opportunity to work in a hybrid environment, ensuring excellent client service and outcomes. A competitive salary and a range of benefits are included.
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