Client Delivery Lead, Mortgage & Wealth Admin
Listed on 2026-10-11
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Finance & Banking
Banking & Finance -
Administrative/Clerical
Banking & Finance
Succession Wealth, part of the Aviva Group, is seeking a Client Delivery Lead to support its Mortgage Advice team. You’ll coordinate administrative tasks, process new business applications and liaise with Advisors, Paraplanners and clients to keep cases moving smoothly.
With at least a year in a fast-paced financial services admin role (mortgages/equity release preferred), you’ll have strong communication, accuracy and organisational skills, plus proficiency in Word and Excel.
The Client Delivery Lead, Mortgage & Wealth Admin role at Succession Wealth is now open for applications in Little Chalfont, England, United Kingdom.
Join Succession Wealth and contribute to our ongoing work.
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This posting is for the Client Delivery Lead, Mortgage & Wealth Admin role at Succession Wealth, based in Little Chalfont, England, United Kingdom.
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