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For Companies At a Glance
- Tasks: Support Wealth Planners in delivering exceptional service to high-net-worth clients.
- Company: Join Succession Wealth, a leading independent financial planning firm.
- Benefits: Enjoy competitive salary, generous leave, and flexible working arrangements.
- Why this job: Make a real impact in financial services while developing your career.
- Qualifications: Experience in financial services administration and strong communication skills.
- Other info: Access to professional development and a supportive work environment.
The predicted salary is between 28800 - 43200 £ per year.
12 Month Fixed‑Term Contract – December start. Hybrid – Home + Glasgow office. Succession Wealth, part of the Aviva Group, is a leading independent financial planning and wealth‑management firm with over 900 employees. We are looking for an organised and competent Administrator to join the Client Delivery team for 12 months. The role supports Wealth Planners to deliver excellent service and outstanding outcomes for clients.
Role Overview
The primary purpose is to enable Wealth Planners to maintain and assess a portfolio of high‑net‑worth clients. Duties include processing new business applications, tracking to completion, liaising with Wealth Planners and Paraplanners, and ensuring the client information database is accurate.
Day‑to‑Day Responsibilities
- Liaise with policy providers for policy details and policy illustrations
- Process new business applications and track outcomes to completion
- Coordinate Wealth Planner diaries and arrange client meetings
- Prepare documentation for client appointments, including annual planning meeting packs
- Respond to email enquiries and communicate directly with clients
- Send prepared investment information and reports to clients
- Ensure all data entry is accurate and within specified timelines
Qualifications
- At least one year’s experience in a fast‑paced financial services administration role, preferably in client and advisor support
- Experience of XPLAN desirable
- Good communication, literacy and numeracy skills with a high degree of accuracy
- Excellent interpersonal and organisational skills
- Proficient in Microsoft Word and Excel
What We Offer
- Competitive basic salary, annual pay reviews, and performance‑linked increases
- 25 days annual leave, rapidly increasing with service, plus bank holidays and additional days for Christmas closure
- Excellent company pension scheme with generous employer contribution
- Agile and family‑friendly working arrangements for work/life balance
- Company sick pay
- Enhanced maternity, paternity and adoption pay
- Up to 40 % discount on Aviva Insurance & Investment products
- £465 towards purchase of home office equipment
- Group Life Assurance Scheme: 8 × salary
- Access to the Benefit Hub – discounts on shopping, dining, holidays, etc.
- Health benefits: eye‑care vouchers, flu vaccinations, annual health screening, digital GP, mental‑health and nutrition sessions, and employee assistance programme
- Voluntary flexible benefits platform: 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 & Development
- 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 programmes
- Bereavement helpline
Career Support
- Sponsorship for relevant professional exams and study leave
- Access to funded apprenticeships in business administration, leadership & management, and accounting & finance
- Access to Insights Discovery, a psychometric tool for team development
- Clear career pathways and internal job opportunities
- Access to a wide range of free courses via the 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.
Client Delivery Lead in Glasgow employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Delivery Lead in Glasgow
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at Succession Wealth. A friendly chat can open doors and give you insider info about the role.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Succession Wealth, their values, and how they support their clients. This will show you're genuinely interested and ready to contribute.
✨Tip Number 3
Practice your communication skills. As a Client Delivery Lead, you'll need to liaise with various stakeholders. Role-play common scenarios with a friend to boost your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re keen on joining our team at Succession Wealth.
We think you need these skills to ace Client Delivery Lead in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Delivery Lead role. Highlight your experience in financial services administration and any relevant skills that match the job description. We want to see how you can support our Wealth Planners!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with our values at Succession Wealth. Keep it concise but impactful!
Showcase Your Communication Skills: Since this role involves liaising with clients and Wealth Planners, make sure to demonstrate your excellent communication skills in your application. We love candidates who can convey information clearly and effectively!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Make sure you understand the role of a Client Delivery Lead and the financial services industry. Brush up on your knowledge of XPLAN and be ready to discuss how your previous experience aligns with the responsibilities outlined in the job description.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past work where you successfully managed multiple tasks or projects. Highlight how you coordinated schedules or maintained accurate client information.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. Be prepared to answer questions about how you would handle client inquiries or liaise with Wealth Planners and Paraplanners.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about the team dynamics, the tools they use for client management, or how success is measured in this position.
