Wealth Management Administrator: 12-Month Client Delivery Lead

Succession Group; Chesham Bois; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial planning and wealth management firm in the UK is seeking a Client Delivery Lead to join their team in Chesham Bois. The successful candidate will support Wealth Planners in managing high net worth clients, processing new business applications, and ensuring that client information is meticulously maintained. This role offers competitive salary, benefits, and career development opportunities within a supportive work environment.

Benefits

25 days annual leave

Excellent pension scheme

Agile working arrangements

Company sick pay

Health and wellness benefits

Qualifications

• At least a year’s experience in a fast-paced financial services administration role, preferably in client and advisor support.
• Good communication, literacy and numeracy skills with a high degree of accuracy.
• Excellent interpersonal and organisational skills.

Responsibilities

• Liaising with policy providers for policy details.
• Processing new business applications and tracking completion.
• Coordinating wealth planners’ diaries and client meetings.

Skills

Experience in financial services administration

Communication skills

Organizational skills

Numeracy skills

Tools

XPLAN

Microsoft Word

Microsoft Excel

Job description

A financial planning and wealth management firm in the UK is seeking a Client Delivery Lead to join their team in Chesham Bois. The successful candidate will support Wealth Planners in managing high net worth clients, processing new business applications, and ensuring that client information is meticulously maintained. This role offers competitive salary, benefits, and career development opportunities within a supportive work environment.