Client Delivery Lead

Succession Wealth; Chesham Bois; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Succession Wealth is seeking an organised Administrator to join our Client Delivery team. In this dynamic role, you will support Wealth Planners by managing high net worth client portfolios, ensuring accurate data entry, and coordinating meetings. This position offers an excellent opportunity for professional growth within a leading financial planning and wealth management firm, alongside a competitive benefits package.

Benefits

25 days annual leave

Excellent company pension scheme

Flexible working arrangements

Company sick pay

Enhanced maternity and paternity pay

£450 for home office equipment

Employee Assistance Programme

Charity Days

Qualifications

• Minimum of 2 years experience in a fast-paced Administration role.
• Excellent interpersonal and organisational skills.
• Working knowledge of Microsoft Word and Excel is essential.

Responsibilities

• Co-ordinating Planners' diaries and arranging client meetings.
• Ensuring data entry is completed accurately and within specified timelines.
• Maintaining correct client records.

Skills

Organisational skills

Interpersonal skills

Literacy

Numeracy

Accuracy

Education

NVQ Level 3 in Business Administration

Tools

Microsoft Word

Microsoft Excel

Job description

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Excellent benefits package (see below for full details)

Hybrid working - partly from our Amersham office blended with home working (Office based for the first month of training)

We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth 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 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 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.

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

• Co-ordinating the Planners' diaries and arranging 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 maintaining correct client records.

To be successful in the role you will need:

• A minimum of 2 years 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 is 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…

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 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 the cost of professional exams/study days.
• Charity Days.
• Company Events.

Our Wellbeing committee works hard to support colleagues' wellbeing. Current support includes:

• Employee Assistance Programme with 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 your career goals includes:

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in topics like business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool to enhance team connection and performance.
• Clear career pathways and internal job opportunities.
• Access to a wide range of free courses via our Learning Management System.

We do not accept unsolicited CV submissions from agencies; any such submissions will be considered a direct application from the candidate.