Wealth Planning Admin Lead – Client Delivery (12-Month)

Succession Group; Chesham Bois; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading independent financial planning firm in Chesham Bois is looking for a Client Delivery Lead to support Wealth Planners and manage high net worth client portfolios. This role requires at least one year of experience in a fast-paced financial services environment, strong communication skills, and proficiency in Microsoft applications. The successful candidate will enjoy a competitive salary, excellent benefits including enhanced maternity and paternity pay, and a supportive work culture focused on wellbeing and career growth.

Benefits

25 days Annual leave plus bank holidays

Excellent pension scheme with employer contribution

Agile and family-friendly working arrangements

Health benefits including eye care and annual health screening

Support for professional exams and study days

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.

Responsibilities

• Work as part of a team to support Wealth Planners.
• Process new business applications and liaise with clients.
• Ensure client information database is accurate.

Skills

Fast-paced administration experience

Excellent communication skills

Organizational skills

Education

Experience in financial services administration

Tools

XPLAN

Microsoft Word

Microsoft Excel

Job description

A leading independent financial planning firm in Chesham Bois is looking for a Client Delivery Lead to support Wealth Planners and manage high net worth client portfolios. This role requires at least one year of experience in a fast-paced financial services environment, strong communication skills, and proficiency in Microsoft applications. The successful candidate will enjoy a competitive salary, excellent benefits including enhanced maternity and paternity pay, and a supportive work culture focused on wellbeing and career growth.