At a Glance
- Tasks: Support Wealth Planners by managing high net worth client portfolios and processing applications.
- Company: Succession Wealth, a leading UK wealth management firm.
- Benefits: Annual leave, pension scheme, hybrid work, and professional development opportunities.
- Other info: Enjoy a flexible work environment with great career growth potential.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration and strong attention to detail required.
The predicted salary is between 30000 - 40000 £ per year.
Succession Wealth, located in the UK, is hiring a Wealth Management Administrator (Client Delivery Lead) on a 12-month maternity cover contract. This hybrid role allows you to work from home two days a week and from any UK office three days a week.
The primary purpose is to support Wealth Planners in managing a portfolio of high net worth clients by processing applications and maintaining accurate client data.
This role offers a range of excellent benefits including annual leave, pension scheme, and professional development opportunities.
Hybrid Wealth Management Admin: Client Delivery Lead employer: Succession Wealth
At Succession Wealth, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and client engagement. Our Plymouth office provides a welcoming environment with on-site parking, ensuring convenience for our staff. We are committed to employee growth, providing opportunities for professional development while fostering a meaningful and rewarding workplace experience.
