At a Glance
- Tasks: Support Wealth Planners by processing applications and liaising with clients in a fast-paced environment.
- Company: Join Succession Wealth, a growing firm focused on client success and teamwork.
- Benefits: Enjoy 25 days annual leave, health benefits, and discounts on various products.
- Other info: Access to professional development, flexible working, and a supportive team culture.
- Why this job: Kickstart your career in finance while making a real impact for high net worth clients.
- Qualifications: Experience in financial services administration and strong communication skills are essential.
The predicted salary is between 28800 - 43200 £ per year.
Due to our continued growth, Succession Wealth now has a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast‐paced role, you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.
The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times.
Day‐to‐day responsibilities:
- Liaising with policy providers for policy details and obtaining policy illustrations.
- Processing new business applications, tracking to completion.
- Co‐ordinating wealth planner diaries and arranging client meetings.
- Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Responding to email enquiries and liaising directly with clients.
- Sending prepared investment information and reports to clients.
- Ensuring all data entry is completed accurately and within specified timelines.
On the job you will need:
- At least a year's experience in a fast‐paced financial services administration role, preferably in client and advisor support.
- Experience with XPLAN is desirable.
- Good communication, literacy and numeracy skills with a high degree of accuracy.
- Excellent interpersonal and organisational skills.
- Good working knowledge of Microsoft Word and Excel.
What you can expect from us:
- 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.
- Wellbeing and career support.
- Employee Assistance Programme including access to a 24/7 support line.
- Access to mental health first aiders.
- Parental and compassionate leave.
- Wellbeing Library and Hub.
- Aviva DigiCare and Workplace.
- Bereavement Helpline.
- 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.
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.
Wealth Management Administrator in London employer: Succession Wealth
At Succession Wealth, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee well-being and professional growth. With generous benefits such as enhanced leave, a robust pension scheme, and access to extensive training resources, our team members are empowered to thrive in their roles while enjoying a healthy work-life balance. Join us in our vibrant office environment where your contributions will be valued, and you will have the opportunity to develop your career within a dynamic and rapidly growing organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to a hiring manager.
✨Tip Number 2
Prepare for interviews by researching Succession Wealth and understanding their values and services. Tailor your responses to show how your skills align with their mission of delivering excellent client care.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your experience in fast-paced environments and your ability to support wealth planners effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Succession Wealth.
We think you need these skills to ace Wealth Management Administrator in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Management Administrator 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 passionate about this role and how your skills align with what we’re looking for. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills:Since this role involves liaising with clients and wealth planners, make sure to demonstrate your communication skills in your application. Whether it's through clear writing or showcasing your interpersonal abilities, we want to know you can connect with people!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Before the interview, make sure you understand the role of a Wealth Management Administrator. Familiarise yourself with the responsibilities mentioned in the job description, like processing new business applications and liaising with wealth planners. This will help you answer questions confidently and show that you're genuinely interested.
✨Showcase Your Skills
Highlight your experience in financial services administration, especially if you've worked in a fast-paced environment. Be ready to discuss specific examples where your organisational skills and attention to detail made a difference. If you have experience with XPLAN or similar tools, mention it!
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and how success is measured in this role. This not only shows your interest but also helps you determine if the company is the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common interview questions related to client support and administration. Practising your responses will help you feel more at ease during the actual interview and allow you to articulate your thoughts clearly.
