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- Tasks: Be the friendly face of our Leeds office, managing visitors and supporting meetings.
- Company: Join Succession Wealth, a leading independent financial planning firm, part of the Aviva Group.
- Benefits: Enjoy 25 days annual leave, flexible working, gym discounts, and more awesome perks!
- Why this job: Kickstart your career in finance with growth opportunities and a supportive team culture.
- Qualifications: Experience in retail or customer service, plus good literacy, numeracy, and Microsoft skills.
- Other info: We value diversity and inclusivity, welcoming all candidates to apply.
The predicted salary is between 28800 - 43200 £ per year.
Based from our Leeds office.
We are Succession Wealth, a company that started as a “start-up” in 2009 and has grown to become one of the leading independent financial planning and wealth management businesses in the UK, now part of the Aviva Group. We employ over 600 staff and have 170 Wealth Advisors providing services 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 our new Leeds office. 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, 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 rapidly growing business, we offer great opportunities for advancement and will support you in achieving 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 our Leeds office. This includes managing the visitors’ diary, arranging meetings, and handling switchboard activity. The role holder will be the main point of contact for central stock and ordering systems.
On a day-to-day basis, you can expect to:
- Meet and greet clients and visitors.
- Answer and redirect phone calls.
- Manage meeting room bookings and support meetings.
- Handle post collection, opening, and distribution.
- Keep telephone and email directories updated.
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, Sustainability, 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 aim to reflect and understand the communities in which we operate and the topics we cover daily.
We welcome all candidates and strive to ensure fair and equitable recruitment practices, giving everyone the best chance of success regardless of background.
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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. Understanding their commitment to client focus, sustainability, and teamwork will help you align your responses during interviews and demonstrate that you're a good cultural fit.
✨Tip Number 2
Network with current employees or alumni who have worked at Succession Wealth. They can provide valuable insights into the company culture and the role of a Localities Assistant, which can help you tailor your approach when applying.
✨Tip Number 3
Prepare for potential interview questions by practising scenarios related to customer service and organisational skills. Think of examples from your past experiences that showcase your ability to handle fast-paced environments and manage multiple tasks effectively.
✨Tip Number 4
Show enthusiasm for the role and the company during your interactions. Being outgoing and enthusiastic is key for a Localities Assistant, so make sure to convey your passion for starting a career in the corporate or finance sector when you engage with the hiring team.
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 how your skills and experiences align with what Succession Wealth is looking for.
Craft a Strong CV: Create a CV that showcases your relevant experience, particularly in customer service or fast-paced environments. Emphasise your interpersonal and organisational skills, as well as your proficiency in Microsoft Word and Excel.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Succession Wealth that attract you, such as their commitment to diversity and career progression opportunities.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for the Localities Assistant role.
How to prepare for a job interview at Successionwealth
✨Show Your Enthusiasm
As a Localities Assistant, your role will involve interacting with clients and visitors. Make sure to express your enthusiasm for the position and the company during the interview. A positive attitude can go a long way in making a great first impression.
✨Demonstrate Organisational Skills
Since the role requires managing diaries and meeting room bookings, be prepared to discuss your organisational skills. Share examples from previous experiences where you successfully managed multiple tasks or projects simultaneously.
✨Highlight Customer Service Experience
Given that experience in a fast-paced environment is essential, be ready to talk about your background in customer service or retail. Discuss specific situations where you provided excellent service or resolved issues effectively.
✨Familiarise Yourself with Microsoft Tools
Proficiency in Microsoft Word and Excel is crucial for this role. Brush up on your skills and be prepared to discuss how you've used these tools in past roles. If possible, mention any specific tasks you've accomplished using these applications.
