Associate Client Delivery Lead

TN United Kingdom; Chesham Bois; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Trainee Administrator to join their dynamic Wealth Management team. This entry-level role offers a fantastic opportunity to break into the Financial Services industry while providing essential support to Wealth Planners. You will be responsible for processing applications, maintaining accurate client records, and performing various administrative tasks, all within a collaborative and supportive environment. With a focus on professional development and a comprehensive benefits package, this position is perfect for those looking to grow their careers in a thriving sector.

Benefits

25 days holiday plus bank holidays

Company pension with employer contributions

Flexible working arrangements

Professional development support

Health benefits

Sick pay

Enhanced parental leave

Discounts

Qualifications

• 1+ year experience in a fast-paced administration role.
• Proficient in Microsoft Word and Excel with strong literacy and numeracy skills.

Responsibilities

• Assist Wealth Planners by processing applications and maintaining client records.
• Coordinate diaries and arrange client meetings efficiently.

Skills

Administrative Skills

Interpersonal Skills

Organizational Skills

Microsoft Word

Microsoft Excel

Literacy Skills

Numeracy Skills

Education

NVQ Level 3 in Business Administration

Tools

Investment Platforms

Job description

Job Title: Trainee Administrator - Wealth Management

Benefits: Excellent benefits package (see below for full details)

Location: Office based, Amersham

Are you looking for an entry-level position to break into the Financial Services industry? Do you want to work with an industry-leading business offering great benefits and progression opportunities?

About Us: Succession Wealth, established in 2009, is now one of the UK’s leading independent financial planning and wealth management firms, part of the Aviva Group, with over 800 employees and 200 Wealth Planners across the UK.

The Role: Supporting our Client Delivery team, you will assist Wealth Planners by processing applications, maintaining accurate client records, and supporting administrative tasks such as postal duties and reception cover.

Daily Responsibilities:

1. Coordinating diaries and arranging client meetings.
2. Using investment platforms and IT systems for wealth management administration.
3. Ensuring accurate data entry within deadlines.
4. Maintaining correct client records and supporting postal duties and reception when needed.

Candidate Requirements:

1. Minimum 1 year experience in a fast-paced administration role.
2. Good literacy and numeracy skills with high accuracy.
3. Excellent interpersonal and organizational skills.
4. Proficiency in Microsoft Word and Excel.
5. Desirable: NVQ Level 3 in Business Administration.
6. Behaviors aligned with our Values: Client Focus, Sustainability, Integrity, Efficiency, Nimbleness, and Teamwork.

What We Offer:

• Competitive salary, annual reviews, and performance increases.
• 25 days holiday plus bank holidays and Christmas closure days.
• Company pension with employer contributions.
• Flexible working arrangements for work/life balance.
• Additional benefits including sick pay, enhanced parental leave, discounts, health benefits, professional development support, and more.