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Hybrid Client Delivery Lead – Wealth & Financial Planning
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-31
Listing for:
Succession Wealth
Full Time
position Listed on 2026-07-31
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
Succession Wealth is seeking an organised Administrator to join the Client Delivery team, supporting Wealth Planners and ensuring accurate client data. The role involves processing applications, coordinating diaries, and preparing planning packs for meetings with high net worth clients.
You will liaise with policy providers, respond to client inquiries, and maintain data accuracy to deliver excellent service and outcomes across the UK.
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