Client Delivery Lead

TN United Kingdom; Sheffield; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in financial services is seeking a motivated Financial Services Administrator to join their dynamic team. This role offers the opportunity to support Wealth Planners in delivering exceptional service to clients. You will engage in various administrative tasks, including liaising with policy providers and preparing documentation for client meetings. The company prides itself on providing a supportive environment with ample opportunities for career progression and a comprehensive benefits package, ensuring a balanced work-life experience. If you are eager to develop your skills in a collaborative atmosphere, this is the perfect opportunity for you.

Benefits

25 days Annual Leave

Excellent Pension Scheme

Agile Working Arrangements

Company Sick Pay

Enhanced Maternity and Paternity Pay

Discount on Aviva Products

Home Office Equipment Contribution

Health Benefits

Support for Professional Exams

Company Events

Qualifications

• Background in financial services administration, preferably in client and advisor support.
• Good communication, literacy and numeracy skills with accuracy.

Responsibilities

• Liaising with policy providers and processing new business applications.
• Preparing documentation for client appointments and ensuring data accuracy.

Skills

Financial Services Administration

Communication Skills

Organizational Skills

Numeracy Skills

Education

Relevant Professional Qualifications

Tools

XPLAN

Microsoft Word

Microsoft Excel

Job description

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Would you like to develop your experience in financial services administration with one of the UK’s top advice firms?

Since our formation in 2009, Succession Wealth has grown to be one of the UK's leading financial advisory firms, with a reputation built on delivering excellent outcomes for our clients.

Our goal now is to bring our high-quality financial advice and an outstanding level of service to an even wider client base and to achieve this we recently welcomed Aviva Financial Advice (‘AFA’) to the Succession team to complement our highly successful unrestricted proposition.

AFA provides holistic and affordable financial planning to clients on a fantastic range of Aviva and wider market products using an array of fund solutions.

We now have a fantastic opportunity for an organised and competent Financial Services Administrator. Working as part of a highly effective administration team supporting our Wealth Planners, you will help ensure we deliver an excellent service and outstanding outcomes for our clients.

The Role

You will work as part of a client focussed support team ensuring that Succession’s Wealth Planners are able to maintain and develop their portfolios of clients.

If you can bring energy, enthusiasm and motivation then we will give you all the tools, support and opportunities you need to drive your career forward. If that’s you, we’d be delighted to talk to you!

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.
• 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 you will need:

• A good background in financial services administration, preferably in client and advisor support.
• Experience of XPLAN is desirable but not essential.
• 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.

We offer a competitive basic salary, annual pay reviews and performance linked pay increases, a fantastic range of benefits and endless opportunities for career progression!

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 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
• 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.