Succession Wealth is seeking a Client Delivery Lead for Mortgage Advice. Hybrid working enables balanced on-site and remote activity while supporting high-net-worth client portfolios.
You will process applications, coordinate meetings, and prepare client documentation to assist advisors in delivering tailored mortgage and equity release planning. The role emphasizes accuracy, strong communication, and efficient administration within a supportive team.
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Client Delivery Lead – Mortgage & Wealth Planning in Amersham employer: Succession Wealth
Succession Wealth is an exceptional employer, offering a dynamic and supportive work culture that prioritises employee growth and development. With a focus on hybrid working in the vibrant city of London, employees benefit from structured training, sponsorship for professional exams, and the opportunity to collaborate closely with experienced advisers, ensuring a fulfilling career path in financial planning.
