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Client Delivery Lead, Financial Services — Hybrid

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Succession Wealth
Full Time, Contract position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Services
Job Description & How to Apply Below
Location: City of Edinburgh

A leading financial services provider is seeking a Client Delivery Lead to support Wealth Planners. This 12-month fixed-term role offers a hybrid working model with an emphasis on delivering excellent client service. Responsibilities include processing applications, coordinating diaries, and maintaining client databases. Ideal candidates will have prior experience in financial administration and strong organizational skills. Competitive salary and a range of benefits are offered.
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