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Senior Executive Wealth Planner Support & Delivery

Job in Chester, Cheshire, CH1, England, UK
Listing for: Succession Wealth
Full Time position
Listed on 2026-02-24
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 100000 - 125000 GBP Yearly GBP 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial planning firm in Chester is seeking a Senior IFA Administrator / Client Delivery Executive. This role involves supporting Wealth Planners to enhance client services, including administrative tasks and diary management. Success requires 3 years of Financial Services experience, strong knowledge of the UK regulatory system, and excellent IT skills. The company offers a competitive salary and a range of benefits, including a generous holiday package and support for professional development.
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Position Requirements
10+ Years work experience
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