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Client Delivery Lead - Wealth & Admin; Hybrid

Job in Salisbury, Wiltshire, SP1, England, UK
Listing for: Successionwealth
Full Time position
Listed on 2026-02-09
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Client Delivery Lead - Wealth & Admin (Hybrid)
A leading financial services firm in Salisbury is looking for a motivated Client Delivery Lead to join their dynamic team. This role involves supporting Wealth Planners by handling administrative tasks, liaising with clients, and ensuring seamless service delivery. The ideal candidate should have experience in financial services administration, excellent communication skills, and proficiency in tools like XPLAN. This position offers hybrid working conditions along with competitive benefits including generous leave and pension schemes.
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