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For Companies At a Glance
- Tasks: Support top Wealth Planners and ensure clients receive premium service.
- Company: Join Succession Wealth, a leading independent financial planning firm.
- Benefits: Competitive salary, generous leave, health perks, and career development support.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: 3 years in Financial Services, Level 4 qualified or studying, excellent IT skills.
- Other info: Hybrid working, strong focus on wellbeing and career growth opportunities.
The predicted salary is between 30000 - 42000 ÂŁ per year.
Overview
Senior Wealth Management Administrator / Client Delivery Executive – Salary of up to £36,000 (DOE). Excellent benefits package. Hybrid working – blend of home and office working from our Hitchin office.
We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Advisors providing wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.
Our commitment to delivering excellent client outcomes is at our core and is what our reputation is built on. Our continued planned growth will allow a larger and more diverse client base to benefit from our outstanding service.
The role
This 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, working with them effectively and intuitively to ensure 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, processes run smoothly and any issues or hold-ups are quickly resolved.
Alongside this you will also deliver a highly efficient executive service to your Planners, which alongside day-to-day administrative support will also include diary management; arranging and preparing for client meetings; coordinating and ensuring the smooth running of other meetings and events; taking a highly proactive approach in developing strong relationships with clients, drawing on your emotional intelligence and business knowledge to respond to clients in the most appropriate way.
Qualifications
- 3 years Financial Services administration experience.
- Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services.
- 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.
What you can expect from us
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.
- ÂŁ450 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
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.
- Parental and compassionate leave.
- Wellbeing Library and Hub.
- Aviva DigiCare and Workplace.
- Bereavement Helpline.
Career development
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.
DE&I
We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.
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.
Job details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Administrative
- Industries: Financial Services and Investment Management
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Senior Wealth Management Administrator employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Management Administrator
✨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 can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Succession Wealth and understanding their values. Tailor your responses to show how your experience aligns with their commitment to excellent client outcomes. We love candidates who resonate with our mission!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your skills and experiences that relate directly to the Senior Wealth Management Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Succession Wealth.
We think you need these skills to ace Senior Wealth Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Wealth Management Administrator role. Highlight your relevant experience in financial services and any specific skills that match the job description, like your knowledge of the UK regulatory system.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your background makes you a perfect fit for our team. Don’t forget to mention your organisational skills and ability to work under pressure.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure to demonstrate your first-class communication skills in your application. Whether it's through your CV or cover letter, let us see how you can build strong relationships with clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Succession Wealth!
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK regulatory system and financial services. Being able to discuss relevant regulations confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples of how you've successfully managed multiple tasks or projects in the past. Highlight your ability to prioritise and meet deadlines, especially under pressure.
✨Demonstrate Emotional Intelligence
This position involves building strong relationships with clients. Be ready to share experiences where you've used your emotional intelligence to handle client interactions effectively. This will illustrate your capability to provide a premium service.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
