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Client delivery lead — hybrid wealth advisory ops

Amersham
Permanent
Successionwealth
Posted: 25 January
Offer description

A leading financial advisory firm is seeking a Client Delivery Lead to manage high net worth clients. This role involves processing new business applications and ensuring accurate client databases. Candidates should have at least one year of experience in financial services administration and strong communication skills. A hybrid working model is offered along with a competitive salary and a fantastic benefits package including annual leave, a pension scheme, and mental health support. #J-18808-Ljbffr

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