Client Delivery Lead – Mortgage & Wealth Planning

Succession Wealth; Amersham; Hybrid; GBP 42,000 - 54,000; Full time

Benefits offered by this job

Annual leave 25 days + bank holidays

Generous pension scheme

Flexible/agile working

Company sick pay

Life assurance

Employee discounts & health benefits

Job summary

Succession Wealth is seeking a Client Delivery Lead for Mortgage Advice. Hybrid working enables balanced on-site and remote activity while supporting high-net-worth client portfolios.

You will process applications, coordinate meetings, and prepare client documentation to assist advisors in delivering tailored mortgage and equity release planning. The role emphasizes accuracy, strong communication, and efficient administration within a supportive team.

Qualifications

• At least 1 year in a fast-paced financial services administration role, preferably in Mortgages and/or equity release.
• Strong communication, literacy and numeracy with high accuracy.
• Excellent interpersonal and organisational skills.
• Good working knowledge of Microsoft Word and Excel.

Responsibilities

• Liaise with policy providers for policy details and illustrations.
• Process new business applications, track to completion.
• Coordinate wealth planner diaries and client meetings.
• Prepare documentation for client appointments, including annual planning packs.
• Respond to emails and liaise with clients directly.
• Send investment information and reports to clients.

Skills

Communication

Literacy & numeracy

Interpersonal skills

MS Word & Excel

Tools

Microsoft Word

Excel

Job description

Succession Wealth is seeking a Client Delivery Lead for Mortgage Advice. Hybrid working enables balanced on-site and remote activity while supporting high-net-worth client portfolios.

You will process applications, coordinate meetings, and prepare client documentation to assist advisors in delivering tailored mortgage and equity release planning. The role emphasizes accuracy, strong communication, and efficient administration within a supportive team.