Client Delivery Lead

Succession Wealth

Little Chalfont

Client Delivery Lead - Amersham

Hybrid working - allowing you to split your time between home and the office.

We are Succession Wealth, established in 2009, we have grown to become one of the UK's leading, financial planning and wealth management business’ and recently became part of the Aviva group. We have a national network of office locations with Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services to a wide range of private and commercial clients right across the UK.

Due to our continued growth Succession now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery team. In this fast paced and varied role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.

The role…

The primary purpose of the role is to work as part of a team to enable... More Detail

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