Job Description
Client Delivery Lead (Financial Services Administrator)
12 Month maternity cover contract
Hybrid working – Succession Wealth Amersham
Succession Wealth, part of the Aviva Group, is one of the UK’s leading independent financial planning and wealth management organisations.
We’re dedicated to empowering people to take control of their financial future. Through personalised advice, long‑term relationships and a commitment to exceptional client service, we help individuals, families and businesses build confidence in their financial wellbeing. Our people are at the heart of this mission - working collaboratively, acting with integrity, and always putting clients first.
The role:
The primary purpose of the Client Delivery Lead role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business a...