Client Delivery Lead – Wealth Planning Admin

A leading financial services firm in Bristol is seeking a Client Delivery Lead to support Wealth Planners with high net worth clients. This role involves processing business applications, coordinating meetings, and ensuring data accuracy. The ideal candidate has experience in financial services administration and strong communication and organizational...

Client Delivery Lead (Financial Services Administrator) Hybrid working – Succession Wealth BristolWe are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...

Client Delivery Lead (Financial Services Administrator) Hybrid working – Succession Wealth BristolWe are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...

Client Delivery Lead (Financial Services Administrator) Hybrid working – Succession Wealth Bristol We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...

Client Delivery Lead (Financial Services Administrator) Hybrid working – Succession Wealth Bristol We are Succession Wealth , from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...

Client Delivery Lead (Financial Services Administrator) Hybrid working – Succession Wealth Bristol We are Succession Wealth , from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...

Client Delivery Lead (Financial Services Administrator) Hybrid working – Succession Wealth BristolWe are Succession Wealth , from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...

Financial Services Administrator - Wealth ManagementExcellent Benefits Package (see Below For Full Details)Hybrid working, based partly from home and partly from our Bristol office.We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva...

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...

Client Delivery Lead (Financial Services Administrator) Hybrid working – Succession Wealth Bristol We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...