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Wealth client delivery lead (hybrid, 12m ftc)

Amersham
Succession Wealth
Posted: 10h ago
Offer description

A leading financial services firm is seeking a Client Delivery Lead to support Wealth Planners in maintaining high net worth client portfolios. This hybrid role requires a year of financial services administration experience, excellent communication skills, and proficiency in Microsoft Word and Excel. The role provides a competitive salary and a strong benefits package, including annual leave, pension contributions, and professional development opportunities.
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