Wealth Client Delivery Lead – Hybrid (Glasgow/Edinburgh)

Succession Wealth, from start-up in 2009, is a leading independent financial planning and wealth management business in the UK. We are seeking an organised Client Delivery Administrator to join our team in a hybrid role based in Glasgow or Edinburgh.

You will support Wealth Planners by processing new business applications, coordinating meetings, and maintaining accurate client information to ensure excellent service and outcomes for high net worth clients.

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