Client Delivery Lead - Salisbury - Successionwealth

    Successionwealth
    Successionwealth Salisbury

    4 days ago

    Description

    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 candidate should have experience in financial services administration, excellent communication skills, and proficiency in tools like XPLAN. This position offers hybrid working conditions along with competitive benefits including generous leave and pension schemes.
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  • Only for registered members Salisbury

    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 Group.We have over 900 employees and 200 Wealth Planners who provide wealth management · and financial ...

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