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- Tasks: Be the friendly face of our Belfast office, managing visitors and supporting meetings.
- Company: Join Succession Wealth, a top independent financial planning firm in the UK, part of Aviva Group.
- Benefits: Enjoy 25 days annual leave, flexible working, gym discounts, and more perks!
- Why this job: Kickstart your career in finance with growth opportunities and a supportive team culture.
- Qualifications: Experience in retail or customer service, strong communication skills, and proficiency in Microsoft Office.
- Other info: We value diversity and are committed to inclusive recruitment practices.
The predicted salary is between 28800 - 43200 £ per year.
Based from our Belfast office.
We are Succession Wealth, a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. Since our start-up in 2009, we have grown to over 600 employees and 170 Wealth Advisors, serving individuals and corporate clients across the UK through our network of offices.
Due to our continued growth, Succession now offers a fantastic opportunity for an outgoing and enthusiastic individual to join our team as a Localities Assistant in Belfast. This is an excellent entry-level position for someone looking to start a career in the corporate or finance sector.
Excellent benefits include 25 days of annual leave (increasing with service), flexible and agile working options for a good work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant exams, Cycle2Work Scheme, Employee Assistance Programme, Death in Service benefits, Corporate Gym Discounts, recognition and reward schemes, flexible benefit options, and up to a 40% discount on Aviva Insurance & Investment products.
Career progression – as a fast-growing business, we offer many opportunities for advancement and will support you in reaching your career goals. You will also receive an annual pay review with performance-based increases.
The role…
The primary purpose of this role is to provide ‘front of house’ services at the Belfast office. This includes managing the visitors’ diary, arranging meetings, and handling switchboard activity. The role holder will be the main point of contact for daily central stock and ordering systems.
On a day-to-day basis, you can expect to:
- Meet and greet clients and visitors.
- Answer the phone and redirect calls appropriately.
- Manage meeting room bookings and support meetings.
- Handle post including collecting, opening, and distributing.
- Keep telephone and email directories up to date.
To be successful, you will need:
- Experience in a fast-paced environment such as retail or customer service.
- Good literacy and numeracy skills with high accuracy.
- Excellent interpersonal and organizational skills.
- Proficiency in Microsoft Word and Excel.
- Strong telecommunications skills.
- Behaviors aligned with Succession’s Visions and Values: Client Focus, Long-term and Sustainable, Integrity, Efficiency, Nimbleness, and Teamwork.
Our commitment to DE&I
Succession is dedicated to fostering an inclusive and diverse culture. Our diverse team helps us grow, innovate, and deliver excellent client service. We value the unique contributions of all candidates and ensure fair and equitable recruitment practices.
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Localities Assistant employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Localities Assistant
✨Tip Number 1
Familiarise yourself with Succession Wealth's values and mission. During your interactions, whether in interviews or networking, demonstrate how your personal values align with theirs, particularly focusing on client focus and teamwork.
✨Tip Number 2
Showcase your customer service experience by preparing specific examples of how you've successfully managed client interactions in previous roles. This will highlight your suitability for the front-of-house responsibilities.
✨Tip Number 3
Network with current employees at Succession Wealth through platforms like LinkedIn. Engaging with them can provide insights into the company culture and may even lead to referrals, which can significantly boost your chances of landing the job.
✨Tip Number 4
Prepare to discuss your proficiency in Microsoft Word and Excel during interviews. Consider brushing up on these skills if needed, as demonstrating your technical abilities can set you apart from other candidates.
We think you need these skills to ace Localities Assistant
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Localities Assistant position. Tailor your application to highlight relevant skills and experiences that align with the role.
Craft a Strong CV: Create a CV that showcases your experience in customer service or fast-paced environments. Emphasise your organisational skills, proficiency in Microsoft Word and Excel, and any relevant achievements that demonstrate your suitability for the role.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific reasons why you want to work at Succession Wealth and how your values align with theirs. Use examples from your past experiences to illustrate your skills.
Proofread Your Application: Before submitting your application, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Successionwealth
✨Research the Company
Before your interview, take some time to learn about Succession Wealth and its values. Understanding their commitment to client focus and teamwork will help you align your answers with what they are looking for.
✨Showcase Your Customer Service Skills
Since the role involves front-of-house services, be prepared to discuss your experience in customer service or fast-paced environments. Share specific examples of how you've successfully managed client interactions in the past.
✨Demonstrate Organisational Abilities
The position requires strong organisational skills. Be ready to talk about how you manage tasks, prioritise responsibilities, and keep things running smoothly, especially in a busy setting.
✨Prepare Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful queries about the company culture, career progression opportunities, and what a typical day looks like for a Localities Assistant.
