Wealth Planner Support Lead

Succession Wealth
Full-time salisbury, England Management & Operations
Posted:
March 01, 2026
Location:
salisbury, England, United-Kingdom

Job Description

A leading financial services firm is seeking a Client Delivery Lead in Salisbury to support Wealth Planners in delivering outstanding client service. Responsibilities include processing business applications, coordinating diaries, and ensuring accurate client information. Ideal candidates will have at least a year of experience in financial services administration and excellent communication and organizational skills. This hybrid role offers competitive salary and a comprehensive benefits package.
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Job Overview

Job Type: Full-time
Location: salisbury, United-Kingdom
Posted: March 01, 2026
Deadline: April 10, 2026