Company: Succession Wealth
Location: Leeds
Job Description:
A leading financial planning firm in Leeds is seeking a Client Delivery Lead to support their Wealth Planners in maintaining and assessing a portfolio of high net worth clients.
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
The role involves processing applications, coordinating meetings, and ensuring accurate client information.
The ideal candidate will have strong communication, numeracy, and organisational skills, along with experience in financial services administration. xwzovoh
This role offers competitive salary and a range of benefits to support work-life balance.…
Posted: April 2nd, 2026