Succession Wealth, part of the Aviva Group, is seeking a Client Delivery Lead to support its Mortgage Advice team. You’ll coordinate administrative tasks, process new business applications and liaise with Advisors, Paraplanners and clients to keep cases moving smoothly.
With at least a year in a fast-paced financial services admin role (mortgages/equity release preferred), you’ll have strong communication, accuracy and organisational skills, plus proficiency in Word and Excel.
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Client Delivery Lead, Mortgage & Wealth Admin in Little Chalfont 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.
