12-Month Fixed Term Contract - however as a fast-growing business there is high potential for a permanent role
Remote Working Role.
We are Succession Wealth, established in 2009, we have grown to become one of the UK's leading, financial planning and wealth management business’ and recently became part of the Aviva group. We have a national network of office locations with Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services to a wide range of private and commercial clients right across the UK.
Due to our continued growth Succession now have a fantastic opportunity for an organised and competent individual to join our Client Delivery team. In this fast paced and varied 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 role…
The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and develop a portfolio of high-net-worth clients. This is achieved through liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients. 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:
- Co-ordinating Wealth Planners diaries and arranging client meetings.
- Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Sending prepared investment information and reports to clients.
- Ensuring all data entry is completed accurately and within specified timelines.
- Taking ownership and accountability for administration including ensuring the maintenance of correct client records.
To be successful in the role you will need:
- Knowledge of relevant Financial Services areas such as Pensions, Defined Benefit, Annuities, Equity Release etc.
- Good literacy and numeracy skills with a high degree of accuracy
- Excellent interpersonal and organisational skills
- Working knowledge of Microsoft Word and Excel packages essential
- Desirable: Experience of working in an Administration role
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, plus bank holi days 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
- £450 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
Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:
- 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 & management, and accounting & finance
- Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams
- Clear career pathways and endless internal job opportunities
- Access to a huge range of free courses via our Learning Management system
We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.
Our commitment to DE&I
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.