Client Delivery Executive

Succession Wealth; Amersham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial planning firm in the UK seeks a Client Delivery Executive in Amersham. This role offers a hybrid working model and involves supporting Wealth Planners to ensure high-quality service delivery. Applicants should have at least 3 years of Financial Services administration experience, NVQ level 3 or equivalent, and strong communication skills. The company provides competitive salary, benefits, and professional development opportunities.

Benefits

25 days Annual leave

Generous company pension scheme

Flexible working arrangements

Up to 40% discount on Aviva products

Access to various health benefits

Support for professional exams

Qualifications

• 3 years of Financial Services administration experience.
• Knowledge of the UK regulatory system.
• Level 4 qualified or studying toward completion.

Responsibilities

• Support Wealth Planners in delivering premium service.
• Manage diary and arrange client meetings.
• Ensure client records are updated and accurate.

Skills

Financial Services administration experience

Excellent IT skills

Strong communication skills

Highly organized and able to prioritize

Education

NVQ level 3 / Diploma in Business Administration

Tools

Connect

XPlan

Job description

Client Delivery Executive

Hybrid working - home working blended with office working from Amersham

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 900 employees and 200 Wealth Advisors providing wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

Our commitment to delivering excellent client outcomes is at our core and is what our reputation is built on, our continued planned growth will allow a larger and more diverse client base to benefit from our outstanding service.

The role…

This is a fantastic opportunity to play a key role in the success of some of the Wealth Management sector’s leading Advice professionals at the very top their game. The purpose of this role is to provide a more intensive level of support to our highest performing Planners, enabling them to further bolster their commercial success.

The role will entail supporting 1 or2 Wealth Planners, working with them effectively and intuitively to ensure all their clients receive a premium service. This may involve accompanying your assigned Planners on client visits, taking detailed notes and providing actions as well as ensuring client records are completely up to date and accurate. You will also act as a conduit with your Client Delivery and Paraplanning colleagues, prioritising tasks and liaising on your Planner’s behalf to ensure required work is carried out promptly, processes run smoothly and any issues or hold-ups are quickly resolved.

Alongside this you will also deliver a highly efficient executive service to your Planners, which alongside day-to-day administrative support will also include diary management; arranging and preparing for client meetings; coordinating and ensuring the smooth running of other meetings and events; taking a highly proactive approach in developing strong relationships with clients, drawing on your emotional intelligence and business knowledge to respond to clients in the most appropriate way.

To be successful in the role you will need :

• 3 years Financial Services administration experience.
• NVQ level 3 / Diploma in Business Administration or other relevant qualification.
• Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services.
• Level 4 qualified or studying toward completion
• Excellent IT skills and a good working knowledge of Connect and XPlan.
• Highly organised and able to prioritise and meet deadlines whilst under pressure.
• Professional and confident with first class communication skills.

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, 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

We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.

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.

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.