Wealth Client Delivery Lead (Hybrid)

Successionwealth; Chesham Bois; Hybrid; GBP 35,000 - GBP 50,000; Full time

Job summary

A leading financial advisory firm in the UK is looking for a Client Delivery Lead. This hybrid role involves maintaining high net worth client portfolios, processing new applications, and collaborating with Wealth Planners. Candidates should have financial services administration experience, preferably with knowledge of XPLAN. Excellent communication and organizational skills are essential. The firm offers a competitive salary, 25 days of annual leave, a strong pension scheme, and numerous wellness benefits.

Benefits

25 days Annual leave plus bank holidays

Company pension scheme with employer contribution

Flexible working arrangements

Sick pay

Enhanced family leave

Home office equipment budget

Health benefits including vaccinations

Qualifications

• At least a year's experience in financial services administration role.
• Good communication, literacy, and numeracy skills.
• Excellent interpersonal and organisational skills.

Responsibilities

• Liaise with policy providers for details and illustrations.
• Process new business applications and track to completion.
• Prepare documentation for client appointments and meetings.

Skills

Client and advisor support experience

XPLAN experience

Communication skills

Numeracy skills

Organisational skills

Microsoft Word knowledge

Microsoft Excel knowledge

Tools

XPLAN

Job description

A leading financial advisory firm in the UK is looking for a Client Delivery Lead. This hybrid role involves maintaining high net worth client portfolios, processing new applications, and collaborating with Wealth Planners. Candidates should have financial services administration experience, preferably with knowledge of XPLAN. Excellent communication and organizational skills are essential. The firm offers a competitive salary, 25 days of annual leave, a strong pension scheme, and numerous wellness benefits.