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- Tasks: Support Wealth Planners by processing applications and coordinating client meetings.
- Company: Join Succession Wealth, a leading financial planning firm in the UK.
- Benefits: Competitive salary, annual leave, and performance-linked pay increases.
- Other info: Hybrid working environment with opportunities for career growth.
- Why this job: Be part of a dynamic team making a real difference for high net worth clients.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Hybrid working – Succession Wealth Salisbury
We are Succession Wealth, one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.
Due to our continued growth, Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast-paced role, you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.
The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times.
On a day-to-day basis you can expect to be:
- Liaising with policy providers for policy details and obtaining policy illustrations.
- Processing new business applications, tracking to completion.
- Co-ordinating wealth planner’s diaries and arranging client meetings.
- Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Responding to email enquiries and liaising directly with clients.
- Sending prepared investment information and reports to clients.
- Ensuring all data entry is completed accurately and within specified timelines.
To be successful in the role you will need:
- At least a year’s experience in a fast-paced financial services administration role, preferably in client and advisor support.
- Experience of XPLAN is desirable.
- Good communication, literacy and numeracy skills with a high degree of accuracy.
- Excellent interpersonal and organisational skills.
- Good working knowledge of Microsoft Word and Excel.
What you can expect from us:
A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service.
Client Delivery Lead in London employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Delivery Lead in London
✨Tip Number 1
Network like a pro! Reach out to current employees at Succession Wealth on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Succession Wealth’s values and recent news. This shows you’re genuinely interested and helps you connect your experience to their needs.
✨Tip Number 3
Practice makes perfect! Get a friend to do a mock interview with you. Focus on common questions for financial services roles and how your skills align with what they’re looking for.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email. It’s a nice touch that keeps you on their radar and shows your enthusiasm for the role.
We think you need these skills to ace Client Delivery Lead in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Delivery Lead role. Highlight your experience in financial services administration and any relevant skills that match what we're looking for. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about joining Succession Wealth and how your background makes you a great fit for the role. Keep it concise but engaging – we love a good story!
Show Off Your Skills: Don’t forget to showcase your communication, organisational, and technical skills in your application. Mention your experience with tools like XPLAN and Microsoft Office, as these are key to succeeding in this fast-paced environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your details!
How to prepare for a job interview at Successionwealth
✨Know Your Stuff
Make sure you understand the role of a Client Delivery Lead and the financial services industry. Brush up on key terms and processes related to wealth management, as well as the specific responsibilities mentioned in the job description. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Experience
Prepare examples from your past roles that highlight your organisational skills and ability to work in a fast-paced environment. Think about times when you successfully supported clients or advisors, and be ready to discuss how you managed multiple tasks effectively.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the tools they use (like XPLAN), or how success is measured in the role. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Be Personable
Since this role involves liaising with clients and wealth planners, demonstrate your interpersonal skills during the interview. Be friendly, approachable, and professional. A positive attitude can go a long way in making a great impression!