Client Delivery Lead, Mortgage & Wealth Admin

Succession Wealth, part of the Aviva Group, is seeking a Client Delivery Lead to support its Mortgage Advice team. You’ll coordinate administrative tasks, process new business applications and liaise with Advisors, Paraplanners and clients to keep cases moving smoothly.

With at least a year in a fast-paced financial services admin role (mortgages/equity release preferred), you’ll have strong communication, accuracy and organisational skills, plus proficiency in Word and Excel.

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