Succession Wealth, part of the Aviva Group, is a leading UK independent financial planning and wealth management organisation. We’re dedicated to empowering clients to control their financial future, offering personalised advice and long‑term relationships.
The role of Administrator (Client Delivery Lead) involves supporting Advisors by processing new business, tracking to completion, and liaising across teams to ensure a high level of service for high-net-worth clients.
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Wealth Admin & Client Delivery Lead 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.
