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Succession Wealth

Localities Assistant

Leeds Full-Time 28800 - 43200 £ / year (est.) No home office possible

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At a Glance

Tasks: Be the friendly face of our Leeds office, managing visitors and supporting meetings.
Company: Join Succession Wealth, a leading independent financial planning firm in the UK since 2009.
Benefits: Enjoy 25 days leave, flexible working, gym discounts, and up to 40% off Aviva products.
Why this job: Kickstart your career in finance with growth opportunities and a supportive team culture.
Qualifications: Experience in retail or customer service, strong communication skills, and proficiency in Microsoft Office.
Other info: We celebrate diversity and inclusion, welcoming applicants from all backgrounds.

The predicted salary is between 28800 - 43200 £ per year.

Join to apply for the Localities Assistant role at Succession Wealth

Based from our Leeds office.

We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 600 employees and 170 Wealth Advisors providing 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 now have a fantastic opportunity for an outgoing and enthusiastic individual to join our team as Localities Assistant in our brand new office in Leeds. This is an excellent entry-level position for someone wanting to make a start within the corporate world or the Finance sector in particular.

Excellent benefits including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations, Cycle2Work Scheme, Employee Assistance Programme, Death in Service, Corporate Gym Discounts, recognition and reward schemes plus flexible benefit options, and up to a 40% discount on Aviva Insurance & Investment products.

Career progression – as a fast growing business, we have amazing opportunities for progression and we’ll give you all the support you need to reach your career goals. You will also receive a pay review annually with performance linked pay increases.

The role…

The primary purpose of the role is to provide ‘front of house’ services within the Leeds office. This will include managing the visitors’ diary, meeting arrangements and switchboard activity. The role holder will be the main point of contact for the day to day central stock and ordering systems.

On a day to day basis you can expect to be:

Meeting and greeting clients and visitors to the company.
Answering the phone and redirecting callers to the appropriate recipient.
Managing meeting room bookings and providing support to meetings.
Collecting, opening and distributing post.
Ensuring that the telephone and email directories are kept up to date.

To be successful in the role you will need:

Experience in a fast-paced role such as retail or customer service
Good literacy and numeracy skills with a high degree of accuracy
Excellent interpersonal and organisational skills
Working knowledge of Microsoft Word and Excel packages essential
Excellent telecommunications skills.
The ability to demonstrate behaviours in line with Succession’s Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork.

Our commitment to DE&I

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.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time