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Client delivery lead – wealth planning admin

Bristol (City of Bristol)
Permanent
Successionwealth
Planner
Posted: 13h ago
Offer description

A leading financial planning firm in Bristol seeks a Client Delivery Lead to support Wealth Planners in managing high net worth clients. This hybrid role requires at least a year of experience in a fast-paced financial services administration environment and proficiency in tools like XPLAN. The ideal candidate will have excellent communication, organizational skills and knowledge of Microsoft Office. Enjoy a competitive salary, comprehensive benefits, and opportunities for career growth. #J-18808-Ljbffr

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