Client Delivery Lead, Mortgage & Wealth Admin

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

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.