Wealth Client Delivery Lead - Hybrid

Succession Wealth; Salisbury; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading financial planning firm in Salisbury is seeking an organised Administrator to join their Client Delivery team. The role involves supporting Wealth Planners to deliver excellent service to high-net-worth clients. Ideal candidates will have solid experience in financial services administration, with good communication and organisation skills. This position offers a competitive salary and benefits such as annual leave and a pension scheme.

Benefits

25 days Annual leave plus bank holidays

Excellent company pension scheme

Agile and family friendly working arrangements

Variety of health benefits

Charity Days

Qualifications

• Minimum of one year experience in a fast-paced financial services administration role.
• Experience liaising with clients and advisors.
• High degree of accuracy in processing information.

Responsibilities

• Liaise with policy providers for details and illustrations.
• Process new business applications and track to completion.
• Coordinate wealth planner diaries and arrange client meetings.

Skills

Financial services administration experience

Communication skills

Organisational skills

Interpersonal skills

Proficient in Microsoft Word and Excel

Tools

XPLAN

Job description

A leading financial planning firm in Salisbury is seeking an organised Administrator to join their Client Delivery team. The role involves supporting Wealth Planners to deliver excellent service to high-net-worth clients. Ideal candidates will have solid experience in financial services administration, with good communication and organisation skills. This position offers a competitive salary and benefits such as annual leave and a pension scheme.