Hybrid Client Delivery Lead – Wealth & Financial Services

Succession Wealth is seeking a Client Delivery Lead to join their team in Glasgow or Edinburgh on a 12-month fixed-term contract. This role supports Wealth Planners and aims to ensure outstanding service for high-net-worth clients.

Applicants should have experience in financial services administration and strong organizational and communication skills. Benefits include a competitive salary, 25 days of annual leave, and support for professional development.

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