Wealth Management Client Delivery Lead Hybrid
Job in
Little Chalfont, Amersham, Buckinghamshire, HP7, England, UK
Listed on 2026-05-21
Listing for:
Successionwealth
Full Time, Seasonal/Temporary
position Listed on 2026-05-21
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Location: Little Chalfont
Succession Wealth is looking for a Client Delivery Lead (Financial Services Administrator) for a 12-month maternity cover contract. The role is hybrid and involves supporting high net worth clients by processing applications, coordinating with wealth planners, and ensuring database accuracy.
The ideal candidate will have at least a year of experience in financial services administration and excellent communication skills. Succession prioritizes client service and offers a range of benefits to enhance employee wellbeing.
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