Wealth Client Delivery Lead - Hybrid Role

Successionwealth; Salisbury; Hybrid; GBP 80,000 - GBP 100,000; Full time

Job summary

A leading financial services company in Salisbury is looking for a Client Delivery Lead to join their team. The role involves supporting Wealth Planners by processing new business applications, liaising with clients, and maintaining accurate client information. Candidates should have at least a year of experience in a fast-paced financial services administration role, preferably with knowledge of XPLAN. A competitive salary and a range of benefits are offered, including flexible working arrangements.

Benefits

25 days Annual leave plus bank holidays

Excellent company pension scheme

Agile working arrangements

Home office equipment contribution

Access to health benefits

Support with professional exams

Qualifications

• At least a year’s experience in a fast-paced financial services administration role.
• Experience of XPLAN is desirable.
• Good communication, literacy and numeracy skills with a high degree of accuracy.
• Excellent interpersonal and organisational skills.
• Good working knowledge of Microsoft Word and Excel.

Responsibilities

• Liaising with policy providers for policy details and obtaining policy illustrations.
• Processing new business applications, tracking to completion.
• Co-ordinating wealth planner’s diaries and arranging client meetings.
• Preparing documentation for client appointments and meetings.
• Responding to email enquiries and liaising directly with clients.
• Sending prepared investment information and reports to clients.
• Ensuring all data entry is completed accurately.

Skills

Experience in financial services administration

Good communication skills

Interpersonal and organisational skills

Working knowledge of Microsoft Word and Excel

Tools

XPLAN

Job description

A leading financial services company in Salisbury is looking for a Client Delivery Lead to join their team. The role involves supporting Wealth Planners by processing new business applications, liaising with clients, and maintaining accurate client information. Candidates should have at least a year of experience in a fast-paced financial services administration role, preferably with knowledge of XPLAN. A competitive salary and a range of benefits are offered, including flexible working arrangements.