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Hybrid Client Delivery Executive — Wealth Planner

Job in Chester, Cheshire, CH1, England, UK
Listing for: Successionwealth
Full Time position
Listed on 2026-02-24
Job specializations:
  • Finance & Banking
  • IT/Tech
Job Description & How to Apply Below
Position: Hybrid Client Delivery Executive — Wealth Planner Support
A leading financial planning firm in Chester seeks a Client Delivery Executive on a hybrid basis. This role involves supporting Wealth Planners to deliver exceptional client service and ensuring all client records are accurate. Candidates should have at least 3 years of experience in Financial Services administration, an NVQ Level 3 or relevant diploma, and excellent IT skills with knowledge of Connect and XPlan.

The role offers a competitive salary along with a range of attractive benefits.
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