More jobs:
Wealth Management Client Delivery Lead; Hybrid
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-06-03
Listing for:
Successionwealth
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: City of Edinburgh
Succession Wealth is seeking a Client Delivery Lead to join our Glasgow or Edinburgh office with hybrid working. This permanent role involves supporting Wealth Planners in managing high net worth clients.
The ideal candidate will have experience in financial services administration, strong communication skills, and familiarity with Microsoft Office tools. We offer a competitive salary, benefits, and a commitment to employee wellbeing.
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