Wealth Management Client Delivery Lead (Hybrid)

Company: Successionwealth
Apply for the Wealth Management Client Delivery Lead (Hybrid)
Location: City of Edinburgh
Job Description:

Succession Wealth is seeking a Client Delivery Lead to join our Glasgow or Edinburgh office with hybrid working. This permanent role involves supporting Wealth Planners in managing high net worth clients.

The ideal candidate will have experience in financial services administration, strong communication skills, and familiarity with Microsoft Office tools. We offer a competitive salary, benefits, and a commitment to employee wellbeing.

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Posted: June 3rd, 2026