Hybrid Client Delivery Exec to Elevate Wealth Planning

Successionwealth; Chesham Bois; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A UK-based wealth management firm is seeking a Client Delivery Executive to provide extensive support to Wealth Planners. This role involves client visits, administrative tasks, and ensuring a premium service to clients. The ideal candidate will have significant experience in financial services administration, a relevant diploma, and excellent IT skills, with a focus on enhancing client relationships in a hybrid working environment.

Benefits

25 days Annual leave

Excellent company pension scheme

Agile and family friendly working arrangements

Company sick pay

Enhanced maternity, paternity, adoption pay

Up to 40% discount on Aviva Insurance & Investment products

£450 towards home office equipment

Group Life Assurance Scheme

Access to Benefit Hub discounts

Health benefits including eye care vouchers

Support with professional exams

Qualifications

• 3 years Financial Services administration experience.
• Knowledge of the UK regulatory system relevant to Financial Services.
• Professional and confident in communication.

Responsibilities

• Support 1 or 2 Wealth Planners with their client interactions.
• Ensure client records are accurate and up to date.
• Deliver day-to-day administrative support including diary management.

Skills

Financial Services administration experience

Excellent IT skills

First class communication skills

Highly organised

Education

NVQ level 3 / Diploma in Business Administration

Level 4 qualified or studying toward completion

Tools

Connect

XPlan

Job description

A UK-based wealth management firm is seeking a Client Delivery Executive to provide extensive support to Wealth Planners. This role involves client visits, administrative tasks, and ensuring a premium service to clients. The ideal candidate will have significant experience in financial services administration, a relevant diploma, and excellent IT skills, with a focus on enhancing client relationships in a hybrid working environment.