Client Delivery Lead – Wealth Planning Support

Job Description

Succession Wealth in the United Kingdom is seeking a Client Delivery Lead for their team in Glasgow or Edinburgh. The role involves supporting Wealth Planners with tasks like liaising with clients, processing applications, and ensuring accurate client databases.

The ideal candidate will have at least one year of experience in financial services administration, excellent organizational and communication skills, and the ability to work in a fast-paced environment. The position offers a competitive salary and diverse benefits.