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Wealth Planning Admin Lead – Client Delivery (12-Month)
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
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
Education
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.