Client Delivery Lead

Hybrid working - allowing you to split your time between home and the office.

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 IFA Administrator 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:

• A minimum of 2 years experience in a fast-paced financial services administration role
• 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 NVQ Level 3 in Business Administration

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 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
• £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.