Associate Client Delivery Lead

Succession Wealth; Chesham Bois; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading financial planning and wealth management business seeks an organised Trainee Administrator for their team in Amersham. The role involves supporting Wealth Planners by managing client portfolios, coordinating meetings, and ensuring data accuracy. This entry-level position offers a competitive salary, excellent benefits, and opportunities for progression within a rapidly growing company.

Benefits

25 days Annual leave plus bank holidays

Excellent company pension scheme

Agile and family-friendly working arrangements

Company sick pay

Enhanced parental leave pay

Up to 40% discount on Aviva products

Access to health benefits including eye care vouchers

Sponsorship for relevant professional exams

Access to a huge range of free courses

Qualifications

• 1+ years in a fast-paced Administration role is ideal.
• Strong accuracy in data entry is required.
• Ability to manage diaries and arrange meetings.

Responsibilities

• Coordinate planners' diaries and arrange client meetings.
• Administer wealth management processes using various platforms.
• Maintain accurate client records and perform postal duties.

Skills

Interpersonal skills

Organizational skills

Literacy and numeracy

Education

NVQ Level 3 in Business Administration

Tools

Microsoft Word

Microsoft Excel

Job description

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Associate Client Delivery Lead, Amersham

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Client:

Succession Wealth

Location:

Amersham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

27201b4a3af1

Job Views:

7

Posted:

17.06.2025

Expiry Date:

01.08.2025

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Job Description:

Trainee Administrator - Wealth Management

Excellent benefits package (see below for full details)

Office based, from our Amershamoffice

Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry?

Do you want to step into a role with an industry leading business, with an excellent benefits package and progression opportunities?

We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 800employees and 200Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced 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 assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times and to support with postal duties in office and reception cover when required.

On a day to day basis you can expect to be:

• Co-ordinating the Planners diaries and the arranging of client meetings.
• Using a variety of investment platforms and IT systems to administer the wealth management process.
• 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.
• Postal duties and reception cover when required.

To be successful in the role you will need:

• Ideally a minimum of 1years experience in a fast-paced 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
• The ability to demonstrate behaviours in line with Succession’s Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork

What you can expect from us…

Acompetitive 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, Digitial 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

OurWellbeing committeeworks 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.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.

Support in achieving yourcareer 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.