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- Tasks: Join our team to support Wealth Planners and manage client portfolios effectively.
- Company: Be part of Aviva Financial Advice, aligned with Succession Wealth, a leader in financial services.
- Benefits: Enjoy flexible working, competitive salary, maternity/paternity pay, and gym discounts.
- Why this job: This role offers growth opportunities and a chance to make a real impact on clients' lives.
- Qualifications: Experience in financial services, strong literacy/numeracy skills, and knowledge of Microsoft Office required.
- Other info: Hybrid work model allows you to balance office and home life.
The predicted salary is between 36000 - 60000 £ per year.
Hybrid working – partly from a Succession office blended with home working
As a result of Aviva Financial Advice’s growth and alignment with Succession Wealth, we now have a new opportunity for a Client Delivery Lead.
The role…
The primary purpose of Client Delivery Lead is to work as part of a team to enable Succession Wealth Planners to maintain and develop a portfolio of clients. This is achieved through liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients. The role holder is also expected to ensure that our client information database is accurate at all times.
Key activities will include:
- Work within the Client Delivery Team to deliver an excellent client service
- Co-ordinate the Planners diaries and the arranging of client meetings
- Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs
- Send prepared investment information and reports to clients
- Ensure all data entry is completed accurately and within specified timelines
- Ownership and accountability for administration including ensuring the maintenance of correct client records
You…
To be successful in the role you will need:
- Experience in a fast-paced Financial Services Administration role desirable
- 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
- Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services
- Desirable NVQ Level 3 in Business Administration
- The ability to demonstrate behaviours in line with Succession’s Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork
But, it’s not just about what you bring to us…
You will receive a competitive salary and benefits package including 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 and Corporate Gym Discounts. In addition, we offer opportunities for career progression to match your career aims and ambitions.
We do not accept unsolicited CV submissions from agencies; any such will be accepted as a direct application from the candidate.
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Client Delivery Lead employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Delivery Lead
✨Tip Number 1
Familiarize yourself with the specific tools and software mentioned in the job description, especially Microsoft Word and Excel. Being proficient in these applications will not only help you in the role but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Brush up on your knowledge of the UK regulatory system related to Financial Services. Understanding these regulations will show that you are serious about compliance and can navigate the complexities of the industry.
✨Tip Number 3
Highlight any previous experience in fast-paced environments during your conversations. This will reassure the hiring team that you can handle the demands of the Client Delivery Lead role effectively.
✨Tip Number 4
Demonstrate your interpersonal skills by preparing thoughtful questions about the team dynamics and client interactions during your interview. This shows that you value teamwork and client focus, which are key aspects of the role.
We think you need these skills to ace Client Delivery Lead
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Delivery Lead position. Make sure you understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any experience you have in financial services administration or similar roles. Use specific examples to demonstrate your skills in client service, data accuracy, and organization.
Showcase Your Skills: Make sure to mention your proficiency in Microsoft Word and Excel, as well as your understanding of the UK regulatory system. Highlight any relevant qualifications, such as an NVQ Level 3 in Business Administration.
Personalize Your Application: Tailor your cover letter to reflect Succession's Visions and Values. Show how your personal values align with their focus on client service, integrity, and teamwork. This will help you stand out as a candidate who fits their culture.
How to prepare for a job interview at Successionwealth
✨Showcase Your Client Service Skills
Since the role emphasizes delivering excellent client service, be prepared to share specific examples of how you've successfully managed client relationships in the past. Highlight your interpersonal skills and any relevant experiences that demonstrate your ability to meet client needs.
✨Demonstrate Your Organizational Abilities
The position requires strong organizational skills, especially in coordinating meetings and managing documentation. Discuss your methods for staying organized and ensuring accuracy in your work, perhaps by sharing a time when you effectively managed multiple tasks or deadlines.
✨Familiarize Yourself with Financial Services Regulations
Knowledge of the UK regulatory system is important for this role. Brush up on relevant regulations and be ready to discuss how they impact client delivery and administration. This will show your commitment to compliance and understanding of the industry.
✨Align with Succession's Values
The company values client focus, integrity, and teamwork. Prepare to discuss how your personal values align with these principles. Share examples of how you've demonstrated these behaviors in previous roles, as cultural fit is crucial for success in this position.
