Job Description
Succession Wealth in Amersham is seeking a Client Delivery Lead to support high net worth clients. This includes processing new business applications and liaising with wealth planners. The role involves ensuring accurate client information and preparing client meeting documentation.
The ideal candidate will have experience in financial services administration, with excellent communication and organizational skills. A range of competitive benefits awaits including annual pay reviews and family-friendly working arrangements.
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Submit your application today and join our talented team at Succession Wealth.
Submit ApplicationJob Details
- Location amersham, england
- Job Type Full-time
- Category Management & Operations
- Posted Date July 01, 2026
- Application Deadline August 10, 2026