Company: Succession Wealth
Location: City of Edinburgh
Job Description:
Succession Wealth is seeking a Client Delivery Lead in Glasgow or Edinburgh. This role is crucial in supporting Wealth Planners to manage high net worth clients by processing new business applications accurately.
The ideal candidate has over a year of experience in financial services and strong organizational skills. Benefits include a competitive salary, 25 days annual leave, and a generous pension scheme.
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Posted: June 3rd, 2026