Company: Succession Wealth
Location: Amersham
Job Description:
Succession Wealth is seeking a Client Delivery Lead for Mortgage Advice. Hybrid working enables balanced on-site and remote activity while supporting high-net-worth client portfolios.
You will process applications, coordinate meetings, and prepare client documentation to assist advisors in delivering tailored mortgage and equity release planning. The role emphasizes accuracy, strong communication, and efficient administration within a supportive team.
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Posted: October 9th, 2026