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Hybrid Wealth Client Delivery Lead

Job in Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: Successionwealth
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial planning firm in Belfast is looking for a Client Delivery Lead to support Wealth Planners and high net worth clients. The role involves processing applications, coordinating schedules, and ensuring data accuracy. The ideal candidate will have at least one year of experience in financial services administration. Competitive salary and benefits include agile working hours, annual reviews, and professional development support.

Join a diverse team committed to excellent client care.
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