Client Delivery Lead

Succession Wealth; Amersham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm in Amersham is looking for an organized Administrator to support Wealth Planners. You will manage client portfolios, process applications, and ensure accurate client information. Ideal candidates have experience in financial services administration and strong communication skills. This role offers a dynamic environment and extensive employee benefits including professional development opportunities.

Benefits

25 days Annual leave

Excellent company pension scheme

Agile working arrangements

Company sick pay

Enhanced maternity and paternity pay

Group Life Assurance Scheme

Health benefits including eye care vouchers

Support for professional exams

Qualifications

• At least a year's experience in financial services administration.
• Fast-paced environment experience preferred.
• High degree of accuracy in work.

Responsibilities

• Liaise with policy providers for policy details.
• Process new business applications and track to completion.
• Coordinate wealth planner's diaries and arrange client meetings.
• Prepare documentation for client appointments.
• Respond to email inquiries and liaise directly with clients.

Skills

Communication skills

Organizational skills

Numeracy skills

Interpersonal skills

Attention to detail

Tools

Microsoft Word

Microsoft Excel

XPLAN

Job description

Due to our continued growth, Succession now has 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 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.

Responsibilities

• Liaising with policy providers for policy details and obtaining policy illustrations.
• Processing new business applications, tracking to completion.
• Co‑ordinating wealth planner's diaries and arranging client meetings.
• Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
• Responding to email enquiries and liaising directly with clients.
• Sending prepared investment information and reports to clients.

Requirements

• At least a year's experience in a fast‑paced financial services administration role, preferably in client and advisor support.
• Experience of XPLAN is desirable.
• Good communication, literacy and numeracy skills with a high degree of accuracy.
• Excellent interpersonal and organisational skills.
• Good working knowledge of Microsoft Word and Excel.

Benefits

• 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.
• £465 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 × 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.

Wellbeing & Support

• 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.

Professional Development

• 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 considered as a direct application from the candidate. 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. 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.