Succession Wealth, part of the Aviva Group, is seeking an Administrator to support Advisors in maintaining a portfolio of high-net-worth clients. You will handle new business applications, track to completion and coordinate client meetings with the wealth team.
You will liaise with policy providers, prepare planning packs, respond to enquiries and ensure client data is accurate. A year of financial services admin experience and strong Excel/Word skills are essential.
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Wealth Admin & Client Delivery Lead in Amersham employer: Succession Wealth
Succession Wealth is an exceptional employer, offering a dynamic and supportive work culture that prioritises employee growth and development. With a focus on hybrid working in the vibrant city of London, employees benefit from structured training, sponsorship for professional exams, and the opportunity to collaborate closely with experienced advisers, ensuring a fulfilling career path in financial planning.
