Client Delivery Executive in Leeds

Hybrid working - a blend of home and office working from our Leeds office.

We are Succession Wealth, one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. Our commitment to delivering excellent client outcomes is at our core and is what our reputation is built on.

The role is a fantastic opportunity to play a key role in the success of some of the Wealth Management sector’s leading Advice professionals. The purpose of this role is to provide a more intensive level of support to our highest performing Planners, enabling them to further bolster their commercial success.

The role will entail supporting 1 or 2 Wealth Planners, ensuring all their clients receive a premium service. This may involve accompanying your assigned Planners on client visits, taking detailed notes and providing actions, as well as ensuring client records are completely up to date and accurate. You will also act as a conduit with your Client Delivery and Paraplanning colleagues, prioritising tasks and liaising on your Planner’s behalf to ensure required work is carried out promptly.

Alongside this, you will deliver a highly efficient executive service to your Planners, which includes day-to-day administrative support, diary management, arranging and preparing for client meetings, coordinating and ensuring the smooth running of other meetings and events, and developing strong relationships with clients.

Qualifications:

• 3 years Financial Services administration experience.
• Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services.
• CII Level 4 qualified or studying toward completion.
• Excellent IT skills and a good working knowledge of Connect and XPlan.
• Highly organised and able to prioritise and meet deadlines whilst under pressure.
• Professional and confident with first class communication skills.

Benefits:

• A 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 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.
• £450 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.

Career Development:

• 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.

DE&I Commitment:

Succession is committed to building and preserving a culture of inclusion and diversity. 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.