Client Delivery Lead

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

Job summary

An established industry player is looking for a proactive Administrator to join their Client Delivery team on a 12-month fixed-term contract. This role offers a unique opportunity to support high net worth client portfolios, ensuring accurate data management and exceptional service delivery. With a focus on client satisfaction, the position allows for hybrid working arrangements, combining the flexibility of remote work with the benefits of office collaboration in Plymouth or Bristol. The company values integrity, sustainability, and teamwork, providing a comprehensive benefits package and support for professional development, making it an exciting prospect for career growth.

Benefits

25+ days’ annual leave

Company pension with generous contributions

Flexible working arrangements

Sick pay

Enhanced maternity/paternity/adoption leave

Discounts on Aviva products

Health benefits

Career development sponsorships

Employee Assistance Programme

Access to health initiatives

Qualifications

• At least 2 years of experience in a fast-paced administrative role.
• Strong literacy and numeracy skills with high accuracy.

Responsibilities

• Coordinating diaries and arranging client meetings.
• Using investment platforms and IT systems to manage wealth processes.

Skills

Organizational Skills

Interpersonal Skills

Literacy Skills

Numeracy Skills

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Education

NVQ Level 3 in Business Administration

Tools

Investment Platforms

IT Systems

Job description

12-Month Fixed-Term Contract Administrator Role

We offer a 12-month fixed-term contract with the possibility of permanence, along with an excellent benefits package (see below). The role features hybrid working, combining remote work and office presence in Plymouth or Bristol.

About Succession Wealth: Since our start-up in 2009, we have grown into one of the UK’s leading independent financial planning and wealth management firms, now part of the Aviva Group. With over 800 employees and 200 Wealth Planners, we serve clients nationwide through our network of offices.

Due to ongoing growth, we are seeking an organized and competent Administrator to join our Client Delivery team. This fast-paced role involves supporting our Wealth Planners to deliver excellent service and outcomes for our clients.

The Role

The primary purpose is to support the management and assessment of high net worth client portfolios by processing new business applications, tracking progress, liaising with planners and paraplanners, and maintaining accurate client data.

Daily Responsibilities

1. Coordinating diaries and arranging client meetings.
2. Using investment platforms and IT systems to manage wealth processes.
3. Ensuring accurate data entry within deadlines.
4. Maintaining correct client records and taking ownership of administrative tasks.

Candidate Requirements

• At least 2 years of experience in a fast-paced administrative role.
• Strong literacy and numeracy skills with high accuracy.
• Excellent interpersonal and organizational skills.
• Proficiency in Microsoft Word and Excel.
• NVQ Level 3 in Business Administration (desirable).
• Alignment with Succession’s values: Client Focus, Sustainability, Integrity, Efficiency, Agility, and Teamwork.

What We Offer

A competitive salary, annual reviews, performance-based increases, and a comprehensive benefits package, including:

• 25+ days’ annual leave, bank holidays, and additional Christmas days.
• Company pension with generous employer contributions.
• Flexible working arrangements.
• Sick pay, enhanced maternity/paternity/adoption leave.
• Discounts on Aviva products, home office support, life assurance, health benefits, and more.
• Support for professional development and career progression.

Wellbeing & Support

• Employee Assistance Programme, mental health support, menopause, parental leave, and a wellbeing library.
• Access to health initiatives, voluntary benefits, and charity days.
• Career development sponsorships, funded apprenticeships, psychometric tools, and internal opportunities.

We do not accept unsolicited CVs from agencies. We are committed to diversity and inclusion, welcoming candidates from all backgrounds to apply.