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- Tasks: Provide top-notch admin support to our Operations Leadership Team and coordinate activities.
- Company: Join Succession Wealth, a leading independent financial planning and wealth management firm.
- Benefits: Enjoy 25 days annual leave, excellent pension, and health benefits.
- Why this job: Be part of an exciting growth phase and make a real impact in a dynamic environment.
- Qualifications: 3 years admin experience and strong skills in Microsoft Office required.
- Other info: Access to professional development, wellbeing support, and a diverse, inclusive culture.
The predicted salary is between 30000 - 40000 £ per year.
Hybrid from our Birmingham or London office.
Succession Wealth is one of the UK's leading, independent financial planning and wealth management businesses with a national network of Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services. Now is a fantastic time to Succession as we enter an exciting new phase of planned growth which will see our workforce and business develop and flourish even further.
The Opportunity
We’re looking for an organised and proactive Operations Team Coordinator to provide high-quality administrative support to our Operations Leadership Team. This is a varied and people-focused role, ideal for someone who enjoys coordinating activity, managing competing priorities, and working closely with senior stakeholders. Reporting into the Executive Assistant, you’ll play a key role in ensuring the smooth day-to-day operation of the leadership team, supporting meetings, travel, events, and communications.
Key aspects of the role:
- Providing comprehensive administrative support to the Operations Leadership Team
- Coordinating meetings, including room bookings, catering, agendas, papers and minutes
- Managing diaries, communications, action logs and follow-ups to ensure key actions are delivered
- Organising domestic and occasional overnight travel, producing clear and detailed itineraries
- Supporting the EA to the Chief Operating Officer with joint executive activity coordination
- Assisting with team events, including on-site support and note-taking where required
- Processing expense claims and supporting reporting deadlines
- Managing and prioritising workloads effectively, adapting to changing demands
- Supporting ad-hoc administrative tasks as required
You…
- At least 3 years’ administrative experience
- Strong working knowledge of Microsoft Outlook, Word, Excel and PowerPoint
- Excellent organisational and interpersonal skills
- Confident communicating with stakeholders at all levels, both written and verbal
- High attention to detail with a forward-thinking approach
- Ability to manage pressure, meet deadlines and prioritise workloads effectively
- Professional, discreet and ethical approach to work
- A collaborative team player
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.
- £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.
- Group Income Protection.
Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs.
Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline.
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.
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.
Operations Team Coordinator in Birmingham employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Team Coordinator in Birmingham
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in what they do!
✨Tip Number 3
Practice your answers to common interview questions, but keep it natural. We want you to sound confident, not rehearsed!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role.
We think you need these skills to ace Operations Team Coordinator in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operations Team Coordinator role. Highlight your administrative experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your organisational skills and how you've successfully managed competing priorities in the past.
Showcase Your Communication Skills: Since this role involves working closely with senior stakeholders, make sure to demonstrate your excellent written communication skills. Keep your application clear, concise, and professional – we love a good communicator!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Successionwealth
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Operations Team Coordinator role. Familiarise yourself with the key responsibilities like managing diaries, coordinating meetings, and supporting senior stakeholders. This will help you demonstrate your knowledge and enthusiasm for the position.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past experience where you've successfully managed competing priorities or coordinated events. Be ready to discuss how you handle pressure and adapt to changing demands, as these are crucial for success in this position.
✨Communicate Confidently
Practice your communication skills, both written and verbal. You’ll need to interact with stakeholders at all levels, so be prepared to articulate your thoughts clearly. Consider preparing a few questions to ask during the interview to show your interest and engagement.
✨Highlight Your Attention to Detail
Attention to detail is key for an Operations Team Coordinator. Bring examples of how you've ensured accuracy in your work, whether it’s through managing action logs or processing expense claims. This will help illustrate your forward-thinking approach and professionalism.