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Wealth management client delivery lead (12‑month hybrid)

Little Chalfont
Successionwealth
Wealth manager
€37,500 a year
Posted: 21 May
Offer description

Succession Wealth is looking for a Client Delivery Lead (Financial Services Administrator) for a 12-month maternity cover contract. The role is hybrid and involves supporting high net worth clients by processing applications, coordinating with wealth planners, and ensuring database accuracy.

The ideal candidate will have at least a year of experience in financial services administration and excellent communication skills. Succession prioritizes client service and offers a range of benefits to enhance employee wellbeing.

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