Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Wealth Planners by processing applications and managing client databases.
- Company: Leading financial planning firm with a hybrid work model.
- Benefits: Competitive salary, annual pay reviews, generous pension scheme, and work-life balance initiatives.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: One year of experience in financial services administration and strong organisational skills.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial planning firm seeks a Client Delivery Lead in Belfast, offering a hybrid work model. The role involves supporting Wealth Planners by processing applications and maintaining client databases accurately.
Candidates should have a year of experience in financial services administration, with desirable knowledge of XPLAN and strong organizational skills.
Benefits include:
- Competitive salary
- Annual pay reviews
- A generous pension scheme
- Work-life balance initiatives
Hybrid Wealth Client Delivery Lead in Belfast employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Wealth Client Delivery Lead in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their approach to client delivery. We want you to shine when discussing how your experience aligns with their needs, particularly around XPLAN and client database management.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've successfully managed multiple tasks or projects in your previous roles. This will demonstrate your ability to support Wealth Planners effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Hybrid Wealth Client Delivery Lead in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the role, so don’t be shy about showcasing your knowledge of XPLAN and any relevant organisational skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Delivery Lead position. We love seeing enthusiasm and a clear understanding of what we do at StudySmarter.
Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to read and get straight to the point. Avoid jargon unless it’s relevant to the role!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to navigate!
How to prepare for a job interview at Succession Wealth
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services administration. Be ready to discuss your experience and how it relates to the role, especially if you've worked with XPLAN. This will show that you're not just a good fit but also genuinely interested in the industry.
✨Show Off Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past work where you successfully managed multiple tasks or maintained accurate databases. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client delivery and how they support their Wealth Planners. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.
✨Embrace the Hybrid Model
Since this position offers a hybrid work model, be ready to discuss how you manage your time and productivity in both remote and office settings. Share any experiences you have with remote work and how you stay organised and connected with your team.
