Wealth Management Admin: Client Delivery Lead
Job in
Amersham, Buckinghamshire, HP7, England, UK
Listed on 2026-02-16
Listing for:
Succession Wealth
Contract
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial planning firm in the UK is looking for a Client Delivery Lead to support Wealth Planners in managing high net worth clients. You will process applications, coordinate schedules, and ensure accurate client records. The ideal candidate will have a year’s experience in financial services administration, with excellent communication and organizational skills. Offering competitive salary and a range of benefits including flexible working arrangements, and support for professional development.
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