Client Delivery Lead

Successionwealth; Plymouth; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a competent Administrator to join their Client Delivery team. This role involves supporting Wealth Planners in managing high net worth clients and ensuring accurate client information. You will coordinate meetings, utilize various investment platforms, and maintain detailed client records. With a focus on delivering exceptional service, this position offers a hybrid work environment and a comprehensive benefits package. Join a dynamic team where your contributions will significantly impact client outcomes and help shape financial futures.

Benefits

25 days Annual Leave

Excellent Company Pension Scheme

Agile and Family-Friendly Working Arrangements

Company Sick Pay

Enhanced Parental Leave

Discounts on Aviva Products

Home Office Equipment Contribution

Access to Health Benefits

Support for Professional Exams

Company Events

Qualifications

• Minimum 2 years experience in a fast-paced Administration role.
• Good literacy and numeracy skills with a high degree of accuracy.

Responsibilities

• Co-ordinate Planners' diaries and arrange client meetings.
• Ensure accurate data entry and maintain client records.

Skills

Organizational Skills

Interpersonal Skills

Literacy Skills

Numeracy Skills

Attention to Detail

Education

NVQ Level 3 in Business Administration

Tools

Microsoft Word

Microsoft Excel

Various Investment Platforms

Job description

12-Month Fixed-Term contract with a possibility of becoming permanent.

Excellent benefits package (see below for full details)

Hybrid working, based partly from home and partly from our Plymouth or Bristol office.

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

Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes:

• 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.

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.

We do not accept unsolicited CV submissions from agencies; any such will be accepted 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. 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.