A leading financial planning firm in Leeds is seeking a Client Delivery Lead to support their Wealth Planners in maintaining and assessing a portfolio of high net worth clients. The role involves processing applications, coordinating meetings, and ensuring accurate client information. The ideal candidate will have strong communication, numeracy, and organisational skills, along with experience in financial services administration. This role offers competitive salary and a range of benefits to support work-life balance.
#J-18808-Ljbffr