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- Tasks: Join our Client Delivery team to support Wealth Planners and manage high net worth client portfolios.
- Company: Succession Wealth is a leading independent financial planning firm, part of the Aviva Group.
- Benefits: Enjoy hybrid working, competitive salary, 25 days leave, and a fantastic benefits package.
- Why this job: Be part of a dynamic team that values client focus, integrity, and teamwork while making a real impact.
- Qualifications: 2 years admin experience, strong literacy/numeracy skills, and proficiency in Microsoft Word and Excel required.
- Other info: We promote diversity and inclusion, offering career growth opportunities and support for professional development.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Excellent benefits package (see below for full details) Hybrid working, based partly from home and partly from our Leedsoffice. We are Succession Wealth , from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role… The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Co-ordinating the Planners diaries and the arranging of client meetings. Using a variety of investment platforms and IT systems to administer the wealth management process. Ensuring all data entry is completed accurately and within specified timelines. Taking ownership and accountability for administration including ensuring the maintenance of correct client records. To be successful in the role you will need: A minimum of 2 years experience in a fast-paced Administration role Good literacy and numeracy skills with a high degree of accuracy Excellent interpersonal and organisational skills Working knowledge of Microsoft Word and Excel packages essential Desirable NVQ Level 3 in Business Administration The ability to demonstrate behaviours in line with Succession’s Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork What you can expect from us… A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals … Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice. #J-18808-Ljbffr
Client Delivery Lead employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Delivery Lead
✨Tip Number 1
Familiarise yourself with the financial planning and wealth management industry. Understanding the key concepts and terminology will help you engage in meaningful conversations during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with current or former employees of Succession Wealth. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach and show that you're a great fit for the team.
✨Tip Number 3
Brush up on your organisational skills and tools. Since the role involves coordinating diaries and managing client meetings, being able to showcase your proficiency in time management and scheduling software will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss how you embody Succession's values during your interview. Think of specific examples from your past experiences that highlight your client focus, integrity, and teamwork, as these are crucial for success in this role.
We think you need these skills to ace Client Delivery Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly in fast-paced environments. Emphasise your organisational skills and any experience with client management or financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Succession Wealth's values and how your skills align with their needs. Mention specific examples from your past roles that demonstrate your ability to support wealth planners and manage client relationships.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Word and Excel, as well as your literacy and numeracy skills. If you have an NVQ Level 3 in Business Administration, be sure to mention it.
Showcase Your Interpersonal Skills: Since the role requires excellent interpersonal skills, include examples of how you've successfully worked within a team or communicated effectively with clients in previous positions. This will help demonstrate your fit for the Client Delivery Lead role.
How to prepare for a job interview at Successionwealth
✨Know the Company Inside Out
Before your interview, make sure to research Succession Wealth thoroughly. Understand their values, services, and recent developments in the financial planning sector. This will help you demonstrate your genuine interest in the company and align your answers with their mission.
✨Showcase Your Organisational Skills
As a Client Delivery Lead, you'll need to manage multiple tasks efficiently. Prepare examples from your past experience that highlight your organisational skills, such as how you've successfully coordinated schedules or managed client communications in a fast-paced environment.
✨Demonstrate Client Focus
Succession Wealth places a strong emphasis on client care. Be ready to discuss how you've prioritised client needs in previous roles. Share specific instances where you went above and beyond to ensure client satisfaction, as this will resonate well with the interviewers.
✨Prepare for Behavioural Questions
Expect questions that assess your alignment with Succession's values, such as teamwork and integrity. Use the STAR method (Situation, Task, Action, Result) to structure your responses, ensuring you provide clear and concise examples that reflect these behaviours.
