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- Tasks: Support Wealth Planners by managing client portfolios and ensuring accurate data entry.
- Company: Join Succession Wealth, a leading independent financial planning firm in the UK since 2009.
- Benefits: Enjoy hybrid working, competitive salary, generous leave, and wellness support.
- Why this job: Be part of a dynamic team that values client focus and teamwork while making a real impact.
- Qualifications: 2 years of admin experience, strong literacy and numeracy skills, and proficiency in Microsoft Office.
- Other info: Diversity and inclusion are at our core; we welcome unique contributions from all candidates.
The predicted salary is between 28800 - 48000 £ per year.
Overview
Financial Services Administrator – Wealth Management – Hybrid working, based partly from home and partly from our Bristol office.
We are Succession Wealth, from a startup in 2009, now one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners providing wealth management and financial planning services to individuals and corporate clients across the UK.
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 excellent service and outstanding outcomes for our clients.
Responsibilities
- Liaising with policy providers for policy details and obtaining policy illustrations.
- Processing new business applications, tracking to completion.
- Co-ordinating wealth planner’s diaries and arranging client meetings.
- Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Responding to email enquiries and liaising directly with clients.
- Sending prepared investment information and reports to clients.
- Ensuring all data entry is completed accurately and within specified timelines.
What you will need
- At least a year’s experience in a fast-paced financial services administration role, preferably in client and advisor support.
- Experience of XPLAN is desirable.
- Good communication, literacy and numeracy skills with a high degree of accuracy.
- Excellent interpersonal and organisational skills.
- Good working knowledge of Microsoft Word and Excel.
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.
- 25 days annual leave 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 support work/life balance.
- Company sick pay and enhanced maternity, paternity and adoption pay.
- Up to 40% discount on Aviva Insurance & Investment products.
- Financial support towards home office equipment (up to £465).
- Group Life Assurance: 8 x salary.
- Access to the Benefit Hub with discounts across various services.
- Health benefits including eye care vouchers, flu vaccinations, annual health screening, digital 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 and charity days.
- Company events.
Wellbeing
Our Wellbeing committee supports colleague wellbeing, including:
- Employee Assistance Programme with 24/7 support.
- Access to mental health first aiders.
- Menopause support and parental/compassionate leave.
- Wellbeing Library and Hub, Aviva DigiCare and Workplace resources, and a Bereavement Helpline.
Career development
- Sponsorship for relevant professional exams and study leave.
- Access to funded apprenticeships in topics such as business administration, leadership & management, and accounting & finance.
- Access to Insights Discovery psychometric tool to support high-performing teams.
- Clear career pathways and internal job opportunities, plus free courses via our Learning Management System.
We do not accept unsolicited CV submissions from agencies. Succession is committed to building and preserving a culture of inclusion and diversity. We welcome the unique contributions all candidates can bring and strive to ensure fair and equitable recruitment practice.
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Management and Manufacturing
We’re unlocking community knowledge in a new way. Experts provide insights directly into articles with the help of AI.
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Client Delivery Lead employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Delivery Lead
✨Tip Number 1
Familiarise yourself with Succession Wealth's values and mission. During your interactions, whether in interviews or networking, demonstrate how your personal values align with theirs, particularly focusing on client focus and teamwork.
✨Tip Number 2
Network with current employees or alumni from your school who work at Succession Wealth. They can provide valuable insights into the company culture and may even refer you internally, which can significantly boost your chances of landing the job.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your organisational skills and ability to work in a fast-paced environment. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Tip Number 4
Stay updated on industry trends in financial planning and wealth management. Being knowledgeable about current events and changes in regulations can help you stand out as a candidate who is proactive and well-informed.
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 and client management. Emphasise your organisational skills and any experience you have with financial services or wealth management.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Succession Wealth that resonate with you, such as their commitment to client care and diversity.
Highlight Relevant Skills: Clearly outline your literacy and numeracy skills, as well as your proficiency in Microsoft Word and Excel. Provide examples of how you've used these skills in previous roles to achieve positive outcomes.
Showcase Teamwork and Client Focus: Demonstrate your ability to work effectively in a team and your commitment to client satisfaction. Use specific examples from your past experiences where you contributed to team success or improved client relationships.
How to prepare for a job interview at Succession Wealth
✨Know the Company Inside Out
Before your interview, take some time to research Succession Wealth. Understand their values, mission, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Demonstrate Your Organisational Skills
As a Client Delivery Lead, you'll need to showcase your organisational abilities. Prepare examples from your past experience where you successfully managed multiple tasks or projects simultaneously. Highlight how you prioritised and ensured timely completion.
✨Prepare for Behavioural Questions
Expect questions that assess your alignment with Succession's values, such as teamwork and client focus. Use the STAR method (Situation, Task, Action, Result) to structure your responses, providing clear examples of how you've demonstrated these behaviours in previous roles.
✨Showcase Your Technical Proficiency
Since the role requires familiarity with Microsoft Word and Excel, be ready to discuss your experience with these tools. You might even want to mention specific functions or features you are comfortable using, which can set you apart from other candidates.
