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Client delivery lead - financial services admin (12-month, hybrid)

Amersham
Succession Wealth
Service
Posted: 17h ago
Offer description

A leading financial services provider located in Amersham is seeking a Client Delivery Lead to manage high net worth client portfolios. The role involves processing new business applications and coordinating with wealth planners. Candidates should have experience in financial services administration, strong communication, and organizational skills. The position offers a competitive salary and a range of benefits including a generous pension scheme and support for professional development.
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