Client Delivery Lead - Financial Services Admin

Succession Wealth is recruiting a Client Delivery Lead to support wealth planners with high net worth clients. This role involves processing applications, liaising with clients, and ensuring accuracy in data entry. Candidates should have financial services administration experience, ideally with XPLAN knowledge, and strong communication skills. The position offers a hybrid working model and a comprehensive benefits package including a competitive salary, annual leave, and support for professional exams. #J-18808-Ljbffr