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For Companies At a Glance
- Tasks: Manage revenue data and support financial operations in a collaborative team.
- Company: Join Succession Wealth, a leading independent wealth management group.
- Benefits: Enjoy competitive salary, hybrid working, and extensive health benefits.
- Other info: Be part of a diverse team that values inclusion and personal growth.
- Why this job: Kickstart your finance career in a supportive and forward-thinking environment.
- Qualifications: Attention to detail, Excel skills, and a proactive mindset are key.
The predicted salary is between 30000 - 40000 £ per year.
6 month fixed term contract in Plymouth, Hybrid Working.
About Succession Wealth
Succession Wealth is one of the UK’s leading independent wealth management and financial planning groups. We’re committed to delivering a highly personalised service that helps clients achieve financial confidence and long‑term security. With a collaborative culture and a focus on continuous improvement, we empower our people to grow, contribute, and thrive.
Why This Role Matters
Our Revenue Team plays a vital role in ensuring that adviser remuneration and business income are processed smoothly, accurately, and efficiently. As a Revenue Lodgements Administrator, you’ll help maintain the integrity of our revenue data, support the end‑to‑end lodgement workflow, and contribute to seamless financial operations that underpin the wider business. This is an excellent opportunity for someone looking to build a career in finance or administration within a supportive, forward‑thinking environment.
What You’ll Do
- Revenue Processing & Data Management: Accurately input and update plan and fee information within our back‑office system. Work through structured task lists to ensure timely progression of all revenue lodgements. Maintain clear, well‑organised records that support financial accuracy and compliance.
- Collaboration & Stakeholder Support: Communicate regularly with Client Delivery teams to gather information and progress cases efficiently. Build positive working relationships across Finance and wider business teams. Support the Central Finance Team with project work that enhances data quality and process flow.
- Continuous Improvement & Financial Control: Contribute to the smooth management of outstanding revenue items by identifying and progressing aged balances. Uphold financial control procedures to ensure completeness and accuracy of revenue data. Share ideas for improving efficiency, strengthening processes, and optimising system use. Escalate system or data queries promptly to ensure strong workflow continuity.
What You’ll Bring
- Confidence handling numerical information with accuracy and attention to detail.
- Proficiency in Microsoft Excel and comfort working with data‑driven processes.
- Strong organisational skills, with the ability to manage multiple tasks and meet agreed timeframes.
- A collaborative approach, with clear written and verbal communication skills.
- A proactive, problem‑solving mindset and enthusiasm for learning and continuous improvement.
- Previous administrative experience is helpful but not essential — what matters most is your drive to develop and contribute.
Why Join Us
At Succession Wealth, you’ll be part of a supportive team where your development truly matters. We offer:
- A hybrid working model that supports balance and wellbeing.
- A collaborative finance community invested in your progression.
- Opportunities to get involved in improvement projects and gain exposure across the business.
- A welcoming culture built on care, integrity, and empowerment.
What you can expect from us:
- A competitive 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, 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 & Investment products.
- £465 towards the purchase of home office equipment.
- Group Life Assurance Scheme: 8 x salary.
- Access to the Benefit Hub; 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.
Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Revenue Lodgements Administrator in Plymouth employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Revenue Lodgements Administrator in Plymouth
✨Tip Number 1
Network like a pro! Reach out to people in the finance and administration sectors, especially those at Succession Wealth. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to revenue processing and data management. Show us your confidence with numbers and your knack for organisation — we love that!
✨Tip Number 3
Don’t forget to showcase your collaborative spirit! During interviews, share examples of how you've worked well with others to solve problems or improve processes. We value teamwork here at Succession Wealth.
✨Tip Number 4
Apply through our website for the best chance of landing that role! It shows you're genuinely interested in joining our team and helps us keep track of your application more efficiently.
We think you need these skills to ace Revenue Lodgements Administrator in Plymouth
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Revenue Lodgements Administrator role. Highlight your experience with data management and any relevant skills that match what we’re looking for, like attention to detail and organisational prowess.
Show Off Your Skills: Don’t be shy about showcasing your proficiency in Microsoft Excel and any other tools you’ve used. We want to see how you can handle numerical information and contribute to our financial operations smoothly.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language and structure your thoughts logically. This will help us see your communication skills right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining our team at Succession Wealth.
How to prepare for a job interview at Successionwealth
✨Know Your Numbers
As a Revenue Lodgements Administrator, you'll be handling numerical information regularly. Brush up on your numerical skills and be prepared to discuss how you ensure accuracy in data management. Consider bringing examples of how you've successfully managed data in previous roles.
✨Master Microsoft Excel
Proficiency in Microsoft Excel is key for this role. Familiarise yourself with functions, formulas, and data manipulation techniques. During the interview, you might be asked about your experience with Excel, so be ready to share specific tasks you've accomplished using the software.
✨Show Your Organisational Skills
This position requires strong organisational abilities. Prepare to discuss how you manage multiple tasks and meet deadlines. You could even create a brief outline of your typical workflow to demonstrate your approach to staying organised and efficient.
✨Emphasise Collaboration
Collaboration is crucial in this role, so think about times when you've worked effectively with others. Be ready to share examples of how you've built positive relationships with colleagues or stakeholders, and how that contributed to successful outcomes in your previous experiences.