Client Delivery Manager

Hybrid working, based from our Bristol office blended with home working.

We are Succession Wealth, one of the leading independent financial planning and wealth management businesses in the UK. We have over 800 employees and 200 Wealth Planners providing wealth management and financial planning services across the UK via our network of offices.

We have a fantastic opportunity for a Client Delivery Manager to lead a team in delivering an efficient and professional administrative support service to our Wealth Planners. As a Client Delivery Team Manager, you will lead your team to support our Wealth Planners with all administrative aspects of client delivery, aiming for excellent client outcomes. Your team will liaise with policy providers, obtain policy illustrations, process new business applications, track progress, and communicate directly with clients.

On a day-to-day basis, you can expect to:

• Ensure your team delivers exceptional service, meeting expectations and deadlines.
• Maintain accurate and up-to-date client database records.
• Adopt a flexible, hands-on approach in all aspects of client delivery.
• Embed Succession's Vision and Values within the team, fostering the desired culture.
• Support the ongoing development of your team members.

We are looking for someone passionate about delivering exceptional service and motivated to drive team success. To be successful in this role, you will need:

• At least 3 years’ experience in a fast-paced Financial Services Administration role.
• Supervisory or team management experience is highly desirable but not essential.
• Resilience and ability to work under pressure and meet tight deadlines.
• High professional ethics and integrity.
• Ability to engage your team and foster ownership.
• Strong literacy and numeracy skills with high accuracy.
• Excellent interpersonal and organizational skills.
• Proficiency in Microsoft Word and Excel.
• Knowledge of the UK regulatory system relevant to Financial Services.
• NVQ Level 3 in Business Administration is desirable.

Behaviors aligned with Succession’s Visions and Values: Client Focus, Long-term Sustainability, Integrity, Efficiency, Nimbleness, and Teamwork.

What you can expect from us:

• A competitive salary, annual reviews, performance-based increases, and a comprehensive benefits package including: 25 days’ annual leave plus bank holidays and additional days at Christmas, increasing with service.
• Generous employer pension contributions.
• Flexible, family-friendly working arrangements.
• Company sick pay, enhanced maternity, paternity, and adoption pay.
• Up to 40% discount on Aviva Insurance & Investment products.
• £450 contribution for home office equipment.
• Group Life Assurance: 8x salary.
• Access to the Benefit Hub for discounts on shopping, dining, holidays, and more.
• Health benefits including eye care vouchers, flu vaccinations, annual health screening, digital GP, mental health and nutrition support, and Employee Assistance Programme.
• Voluntary benefits such as Private Medical Insurance, Dental Insurance, Critical Illness, and Health Screening.
• Support for professional development and exams.
• Charity days and company events.

Wellbeing and Career Support:

• Our Wellbeing committee offers support including: Employee Assistance Programme with a 24/7 support line.
• Access to mental health first aiders.
• Menopause support, parental and compassionate leave.
• Wellbeing Library and Hub, DigiCare, and Workplace support.
• Bereavement Helpline.

We support your career goals through:

• Sponsorship for relevant exams and study leave.
• Funding for apprenticeships in various topics.
• Insights Discovery psychometric tools.
• Clear career pathways and internal opportunities.
• Access to free courses via our Learning Management System.

We do not accept unsolicited CVs from agencies; such applications will be considered as direct from the candidate. Succession is committed to diversity and inclusion, reflecting the communities we serve. We welcome candidates from all backgrounds and ensure fair and equitable recruitment practices.