Localities Assistant

Based from our Hitchin 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. We are part of the Aviva Group and have over 600 employees and 170 Wealth Advisors providing services to 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 our new Hitchin office. This is an excellent entry-level position for someone looking to start their career in the corporate world or the finance sector.

Excellent benefits include 25 days of annual leave increasing with service, flexible and agile working options to support 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 benefit, 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 great opportunities for progression 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 Hitchin 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 and redirect phone calls appropriately.
• Manage meeting room bookings and support meetings.
• Collect, open, and distribute post.
• Keep telephone and email directories up to date.

To be successful in this role, 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.
• Working knowledge of Microsoft Word and Excel.
• Excellent telecommunications skills.
• The ability to demonstrate 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 a culture of inclusion and diversity. With a diverse team, we can grow, innovate, and provide excellent client care. Our diversity helps us reflect and understand the communities we serve and the topics we cover daily.

We welcome all candidates regardless of background and aim to ensure fair and equitable recruitment practices to give everyone the best chance of success.

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