Investment Operations Administrator

Overview

As an Investment Operations Administrator, you\'ll be a key part of our Investment Operations team, ensuring trades are executed accurately and efficiently across multiple platforms. Your work will directly support our Wealth Planners in delivering exceptional service to our clients.

Responsibilities

• Maintaining trading workflow by carrying out trades on clients\' accounts in line with Succession Wealth\'s procedures & SLA\'s.
• Becoming a pro in platforms like IFDL, 7IM, Transact, Abrdn & Aviva.
• Managing your diary and workflow to meet time-sensitive goals.
• Keeping our trading processes sharp, secure, and continuously improving.
• Conducting quality control reviews and spotting opportunities to do things better.
• \\u2014 You\\\'re someone who thrives on structure, accuracy, and collaboration. You bring a sharp eye for detail and a proactive mindset to everything you do.

Qualifications

• Solid understanding of UK financial services regulations, especially within wealth management.
• Hands-on experience with Investment Platforms and transaction processes.
• Familiarity with quality assurance and control practices.
• Strong IT skills - Word, Excel, and ideally IRESS/Xplan.
• High numeracy and accuracy skills.
• Excellent communication, time management, and planning abilities.
• A self-starter attitude with the ability to work independently and as part of a team.

Company & Benefits

• At Succession Wealth, we\\\'re proud to be one of the UK\\\'s leading independent financial planning and wealth management firms. With over 900 employees and 200 Wealth Planners across the UK, we\\\'re on a mission to deliver outstanding financial advice and service to individuals and businesses nationwide.
• 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.
• £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
• Our Wellbeing Committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently 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.

Recruitment & Diversity

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.