Client Delivery Lead

Succession Wealth; Salisbury; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading financial planning firm in Salisbury is seeking an organised Administrator to join their Client Delivery team. The role involves supporting Wealth Planners to deliver excellent service to high-net-worth clients. Ideal candidates will have solid experience in financial services administration, with good communication and organisation skills. This position offers a competitive salary and benefits such as annual leave and a pension scheme.

Benefits

25 days Annual leave plus bank holidays

Excellent company pension scheme

Agile and family friendly working arrangements

Variety of health benefits

Charity Days

Qualifications

• Minimum of one year experience in a fast-paced financial services administration role.
• Experience liaising with clients and advisors.
• High degree of accuracy in processing information.

Responsibilities

• Liaise with policy providers for details and illustrations.
• Process new business applications and track to completion.
• Coordinate wealth planner diaries and arrange client meetings.

Skills

Financial services administration experience

Communication skills

Organisational skills

Interpersonal skills

Proficient in Microsoft Word and Excel

Tools

XPLAN

Job description

Hybrid working - Home+ Salisbury Office

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 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 have 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 :

• 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.
• Ensuring all data entry is completed accurately and within specified timelines.

To be successful in the role you will need :

• 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.

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.
• £465towards 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

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