Financial Services Administrator

Overview

12 month fixed-term contract

Hybrid working, based partly from home and partly from our Glasgow office.

Finance Administrator – Wealth Management

Excellent Benefits Package (see Below For Full Details)

We are Succession Wealth. From a “start-up” in 2009, we are 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 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 Wealth has a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team on a 12 month fixed term contract. 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.

Role and 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.

Qualifications and skills

• 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 including:
• 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 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.
• £465 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, 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.
• Charity Days.
• Company Events.

Wellbeing and career development

• Our Wellbeing committee works hard to support the wellbeing of our colleagues. Current support includes:
• Employee Assistance Programme with 24/7 support line.
• Access to mental health first aiders.
• Menopause support.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace benefits.
• Bereavement Helpline.
• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in various topics (e.g., business administration, leadership & management, accounting & finance).
• Access to Insights Discovery psychometric tool to support teams.
• Clear career pathways and internal job opportunities.
• Access to a wide range of free courses via our Learning Management system.

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.

We do not accept unsolicited CV submissions from agencies; any such submissions will be treated as a direct application from the candidate.