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For Companies At a Glance
- Tasks: Provide top-notch admin support to the Operations Leadership Team and coordinate activities.
- Company: Join Succession Wealth, a leading independent financial planning and wealth management firm.
- Benefits: Enjoy 25 days annual leave, health benefits, and discounts on shopping and dining.
- Other info: Flexible working arrangements and excellent career development opportunities await you.
- Why this job: Be part of an exciting growth phase and make a real impact in a dynamic team.
- Qualifications: 3 years of admin experience and strong skills in Microsoft Office.
The predicted salary is between 30000 - 40000 £ per year.
Hybrid from our Birmingham or London office. Succession Wealth is one of the UK's leading, independent financial planning and wealth management businesses with a national network of Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services. Now is a fantastic time to join Succession as we enter an exciting new phase of planned growth which will see our workforce and business develop and flourish even further.
The Opportunity
We’re looking for an organised and proactive Operations Team Coordinator to provide high‑quality administrative support to our Operations Leadership Team. This is a varied and people‑focused role, ideal for someone who enjoys coordinating activity, managing competing priorities, and working closely with senior stakeholders. Reporting into the Executive Assistant, you’ll play a key role in ensuring the smooth day‑to‑day operation of the leadership team, supporting meetings, travel, events, and communications.
Key aspects of the role will include:
- Providing comprehensive administrative support to the Operations Leadership Team
- Coordinating meetings, including room bookings, catering, agendas, papers and minutes
- Managing diaries, communications, action logs and follow‑ups to ensure key actions are delivered
- Organising domestic and occasional overnight travel, producing clear and detailed itineraries
- Supporting the EA to the Chief Operating Officer with joint executive activity coordination
- Assisting with team events, including on‑site support and note‑taking where required
- Processing expense claims and supporting reporting deadlines
- Managing and prioritising workloads effectively, adapting to changing demands
- Supporting ad‑hoc administrative tasks as required
You…
- At least 3 years’ administrative experience
- Strong working knowledge of Microsoft Outlook, Word, Excel and PowerPoint
- Excellent organisational and interpersonal skills
- Confident communicating with stakeholders at all levels, both written and verbal
- High attention to detail with a forward‑thinking approach
- Ability to manage pressure, meet deadlines and prioritise workloads effectively
- Professional, discreet and ethical approach to work
- A collaborative team player
What You Can Expect From Us…
- 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
- Excellent company pension scheme with a generous employer contribution.
- Agile and family friendly working arrangements to allow for a great work/life balance.
- Company sick pay.
- Enhanced maternity, paternity and adoption pay.
- Up to 40% discount on Aviva Insurance discounts on shopping, dining out, holidays and lots more!
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
- Support with cost of professional exams/study days.
- Charity Days.
- Company Events.
- Group Income Protection.
- Our Wellbeing committee.
- Employee Assistance Programme including access to a 24/7 support line.
- Access to mental health first aiders.
- Menopause support.
- Parental and compassionate leave.
- Wellbeing Library and Hub.
- Aviva DigiCare and Workplace.
- Bereavement Helpline.
- Support in achieving your career goals…
- Sponsorship for relevant professional exams and study leave.
- Access to funded apprenticeships in a range of topics, such as business administration, leadership.
Operations Team Coordinator employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Team Coordinator
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A friendly chat can lead to opportunities you might not find on job boards.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills. Whether it’s a phone interview or face-to-face, being clear and confident can make all the difference in how you’re perceived.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Operations Team Coordinator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operations Team Coordinator role. Highlight your administrative experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your organisational skills and how you've successfully managed competing priorities in the past.
Showcase Your Communication Skills: Since this role involves working closely with senior stakeholders, it's crucial to demonstrate your excellent communication skills. Make sure your application is clear, concise, and free of errors. We love attention to detail!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we can’t wait to see what you bring to the table!
How to prepare for a job interview at Successionwealth
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the Operations Team Coordinator role. Familiarise yourself with the key responsibilities mentioned in the job description, such as managing diaries and coordinating meetings. This will help you demonstrate how your experience aligns with what they’re looking for.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past experiences where you successfully managed competing priorities or coordinated events. Be ready to discuss specific tools or methods you use to stay organised, especially with Microsoft Office applications.
✨Communicate Confidently
You’ll be interacting with senior stakeholders, so practice your communication skills. Think about how you can convey your ideas clearly and concisely. During the interview, don’t hesitate to ask clarifying questions if you need more information; it shows you’re engaged and proactive.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess how you handle pressure and manage workloads. Prepare a few examples where you had to adapt quickly to changing demands or resolve conflicts. This will showcase your ability to thrive in a dynamic environment, which is crucial for this role.