Hybrid Wealth Client Delivery Lead

Succession Wealth is seeking a Client Delivery Lead to support Wealth Planners in Glasgow or Edinburgh. This hybrid role involves liaising with clients and processing new business applications, ensuring accurate data entry and maintaining client portfolios.

The ideal candidate will have at least a year’s experience in financial services administration, excellent interpersonal skills, and proficiency in Microsoft Office. A competitive salary and a range of benefits including a generous pension scheme and flexible working arrangements are offered.

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