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- Tasks: Be the friendly face of our Hitchin office, managing visitors and supporting meetings.
- Company: Join Succession Wealth, a leading financial planning firm with over 600 employees and a vibrant culture.
- Benefits: Enjoy 25 days annual leave, flexible working, gym discounts, and study days for exams.
- Why this job: Kickstart your career in finance with growth opportunities and a supportive team environment.
- Qualifications: No specific experience needed; just bring your customer service skills and enthusiasm!
- Other info: We value diversity and inclusion, welcoming unique contributions from all backgrounds.
The predicted salary is between 28800 - 42000 £ per year.
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We are Succession Wealth, from a startup in 2009, now one of the leading independent financial planning and wealth management businesses in the UK, part of the Aviva Group. We have over 600 employees and 170 Wealth Advisors providing services across the UK.
Due to our growth, Succession offers a fantastic opportunity for an outgoing and enthusiastic individual to join as a Localities Assistant in our new Hitchin office. This entry-level role is ideal for those starting in the corporate or finance sector.
Benefits include: 25 days annual leave (increasing with service), flexible working, company maternity/paternity pay, pension scheme, study leave, Cycle2Work, Employee Assistance Programme, Death in Service, gym discounts, recognition schemes, flexible benefits, and up to 40% discount on Aviva products.
Career progression: As a growing business, we offer opportunities for advancement with support to achieve your career goals. We conduct annual pay reviews with performance-based increases.
The role
The main purpose is to provide front-of-house services at the Hitchin office, including managing visitors\’ diaries, meeting arrangements, switchboard activities, and overseeing stock and ordering systems.
Daily responsibilities include:
- Greeting clients and visitors
- Answering and redirecting phone calls
- Managing meeting room bookings and supporting meetings
- Handling post
- Maintaining up-to-date telephone and email directories
Successful candidates will need:
- Experience in fast-paced roles like retail or customer service
- Strong literacy and numeracy skills with high accuracy
- Excellent interpersonal and organizational skills
- Proficiency in Microsoft Word and Excel
- Strong telecommunications skills
- Behaviors aligned with Succession’s values: Client Focus, Sustainability, Integrity, Efficiency, Agility, Teamwork
Our commitment to DE&I
Succession is dedicated to fostering an inclusive and diverse culture. We value the unique contributions of all candidates and ensure fair recruitment practices to give everyone an equal opportunity to succeed.
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Localities Assistant employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Localities Assistant
✨Tip Number 1
Familiarise yourself with Succession Wealth's values and mission. During your interactions, whether in interviews or networking, demonstrate how your personal values align with theirs, particularly focusing on client care and teamwork.
✨Tip Number 2
Practice your communication skills, especially in a customer service context. Since the role involves greeting clients and managing calls, being articulate and friendly will help you stand out during any informal chats or interviews.
✨Tip Number 3
Get to know the local area around Hitchin. Being knowledgeable about the community can help you connect with clients and visitors, making you a more relatable and effective Localities Assistant.
✨Tip Number 4
Network with current employees or alumni from your school who work at Succession Wealth. They can provide insights into the company culture and may even refer you, increasing your chances of landing an interview.
We think you need these skills to ace Localities Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in customer service or fast-paced roles. Emphasise skills like organisation, communication, and proficiency in Microsoft Word and Excel.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the Localities Assistant role. Mention how your skills align with Succession Wealth's values and how you can contribute to their team.
Highlight Interpersonal Skills: In your application, stress your interpersonal skills and ability to work in a team. Provide examples of how you've successfully interacted with clients or colleagues in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Succession Wealth
✨Show Your Enthusiasm
As a Localities Assistant, being outgoing and enthusiastic is key. Make sure to express your excitement about the role and the company during the interview. This will demonstrate that you are genuinely interested in contributing to their team.
✨Highlight Relevant Experience
Even if you don't have direct experience in finance, emphasise any customer service or fast-paced roles you've held. Discuss how these experiences have equipped you with the skills needed for managing visitors, handling calls, and supporting meetings.
✨Demonstrate Organisational Skills
The role requires excellent organisational abilities. Be prepared to discuss how you manage your time and tasks effectively. You might even want to share specific examples of how you've successfully organised events or managed schedules in the past.
✨Familiarise Yourself with Microsoft Tools
Since a working knowledge of Microsoft Word and Excel is essential, brush up on these tools before your interview. Be ready to discuss how you've used them in previous roles, as this will show your readiness to handle the administrative aspects of the job.
