Client Delivery Lead - Mortgage Advice

Succession Wealth; Little Chalfont; Hybrid; GBP 40,000 - 52,000; Full time

Benefits offered by this job

Annual leave

Pension scheme

Flexible working

Private medical insurance

Discounts on Aviva products

Home office equipment allowance

Job summary

Succession Wealth, part of the Aviva Group, is seeking a Client Delivery Lead to support its Mortgage Advice team. You’ll coordinate administrative tasks, process new business applications and liaise with Advisors, Paraplanners and clients to keep cases moving smoothly.

With at least a year in a fast-paced financial services admin role (mortgages/equity release preferred), you’ll have strong communication, accuracy and organisational skills, plus proficiency in Word and Excel.

Qualifications

• At least a year of experience in a fast-paced financial services administration role, preferably within Mortgages and/or equity release.
• 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.

Responsibilities

• Liaising with policy providers for policy details and 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 annual planning packs.
• Responding to email enquiries and liaising directly with clients.
• Sending prepared investment information and reports to clients.
• Ensuring that client information database is up to date and accurate.

Skills

Communication

Interpersonal

Organisation

Mortgages

Equity release

Microsoft Word

Microsoft Excel

Tools

Word

Excel

Job description

Client Delivery Lead - Mortgage Advice

Hybrid working

Succession Wealth, part of the Aviva Group, is one of the UK’s leading independent financial planning and wealth management organisations.

We’re dedicated to empowering people to take control of their financial future. Through personalised advice, long‑term relationships and a commitment to exceptional client service, we help individuals, families and businesses build confidence in their financial wellbeing. Our people are at the heart of this mission - working collaboratively, acting with integrity, and always putting clients first.

The role:

As a Client Delivery Lead, you’ll work as part of a team providing a highly effective administrative service to support Succession Wealth’s Advisors in maintaining a portfolio of high-net-worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with Advisors, Paraplanners and other colleagues across the business.

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 that our client information database is up to date and accurate at all times.

To be successful in the role you will need:

• At least a year’s experience in a fast-paced financial services administration role, preferably within Mortgages and / or equity release.
• 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.