Successionwealth Jobs in United Kingdom

A leading financial services company in Amersham is seeking a Client Delivery Lead to support their Wealth Planners in managing high net worth clients. The ideal candidate will have at least a year of experience in financial services administration and be proficient in Microsoft ...

Client Delivery Lead - Aviva Financial Advice · Hybrid working - home working blended with office working from either of our Amersham or Sheffield office bases · Excellent benefits package (see below for full details) · Succession Wealth are one of the UK's leading Financial Advi ...

A leading financial planning firm in Belfast is looking for a Client Delivery Lead to support Wealth Planners and high net worth clients. The role involves processing applications, coordinating schedules, and ensuring data accuracy. The ideal candidate will have at least one year ...

A financial services firm in Salisbury is seeking a Paraplanner to provide essential support to Financial Planners and enhance client experiences. Responsibilities include conducting research, drafting recommendations, and ensuring compliance. Candidates should have at least 2 ye ...

Overview · Localities Assistant (Reception / Front‑of‑House) · Competitive salary + benefits · Are you someone who loves meeting people, bringing positive energy into the workplace, and keeping things running smoothly? · We're looking for a Localities Assistant to join our team i ...

A leading financial services company in Amersham is seeking a Client Delivery Lead to support their Wealth Planners in managing high net worth clients. The ideal candidate will have at least a year of experience in financial services administration and be proficient in Microsoft ...

Client Delivery Lead (Financial Services Administrator) · Hybrid working -Home+ Belfastoffice · We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business's in the UK and part of the Aviva Group. ...

A leading financial planning firm in Belfast is looking for a Client Delivery Lead to support Wealth Planners and high net worth clients. The role involves processing applications, coordinating schedules, and ensuring data accuracy. The ideal candidate will have at least one year ...

Employee Benefits ConsultantField based with links to a local officeCompetitive Basic salary (negotiable dependant on experience) + uncapped monthly bonusSuccession was founded in 2009 with the vision of providing independent advice and an unrivalled level of expertise and person ...

A leading financial services company in Glasgow is looking for a Localities Assistant to be the first point of contact for clients and ensure smooth office operations. The role involves front-of-house responsibilities and administrative support, requiring excellent customer servi ...

Client Delivery Lead (Financial Services Administrator)Hybrid working – Succession Wealth AmershamWe are Succession Wealth, from "start‐up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. ...

A leading financial services firm in Salisbury is looking for a motivated Client Delivery Lead to join their dynamic team. This role involves supporting Wealth Planners by handling administrative tasks, liaising with clients, and ensuring seamless service delivery. The ideal cand ...

Client Delivery Lead (Financial Services Administrator) · Hybrid working – Succession Wealth Amersham · We are Succession Wealth, from "start‑up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva ...

Overview · Hybrid working – Succession Wealth Salisbury · Client Delivery Lead (Financial Services Administrator) · We are Succession Wealth. From a start-up in 2009, we are now one of the leading independent financial planning and wealth management businesses in the UK and part ...

Paraplanner · Hybrid working -home working blended with office workingfromSuccession Salisbury · Excellent benefits package (see below for full details) · Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financi ...

A leading financial advisory firm is seeking a Client Delivery Lead to manage high net worth clients. This role involves processing new business applications and ensuring accurate client databases. Candidates should have at least one year of experience in financial services admin ...