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Financial Advisor Banking & Finance

Hybrid Wealth Client Delivery Lead

Job in Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: Succession Wealth
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A leading financial planning firm seeks a Client Delivery Lead in Belfast, offering a hybrid work model. The role involves supporting Wealth Planners by processing applications and maintaining client databases accurately. Candidates should have a year of experience in financial services administration, with desirable knowledge of XPLAN and strong organizational skills. Benefits include competitive salary, annual pay reviews, a generous pension scheme, and work-life balance initiatives, among others.
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