Hybrid Wealth Client Delivery Lead

Succession Wealth; Amersham; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial planning firm in the UK seeks a Client Delivery Executive in Amersham. This role offers a hybrid working model and involves supporting Wealth Planners to ensure high-quality service delivery. Applicants should have at least 3 years of Financial Services administration experience, NVQ level 3 or equivalent, and strong communication skills. The company provides competitive salary, benefits, and professional development opportunities.

Benefits

25 days Annual leave

Generous company pension scheme

Flexible working arrangements

Up to 40% discount on Aviva products

Access to various health benefits

Support for professional exams

Qualifications

• 3 years of Financial Services administration experience.
• Knowledge of the UK regulatory system.
• Level 4 qualified or studying toward completion.

Responsibilities

• Support Wealth Planners in delivering premium service.
• Manage diary and arrange client meetings.
• Ensure client records are updated and accurate.

Skills

Financial Services administration experience

Excellent IT skills

Strong communication skills

Highly organized and able to prioritize

Education

NVQ level 3 / Diploma in Business Administration

Tools

Connect

XPlan

Job description

A leading financial planning firm in the UK seeks a Client Delivery Executive in Amersham. This role offers a hybrid working model and involves supporting Wealth Planners to ensure high-quality service delivery. Applicants should have at least 3 years of Financial Services administration experience, NVQ level 3 or equivalent, and strong communication skills. The company provides competitive salary, benefits, and professional development opportunities.