Client Delivery Manager

Succession Wealth; Bristol; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

Succession Wealth is seeking a passionate Client Delivery Manager to lead a team providing outstanding administrative support for financial planning services. The successful candidate will have significant experience in financial services and excellent interpersonal skills, driving team success while ensuring high client satisfaction. This role offers great career growth, a competitive salary, and a supportive work environment.

Benefits

25 days Annual leave plus bank holidays

Excellent company pension scheme

Agile working arrangements

Group Life Assurance Scheme

Health benefits including vaccinations and screenings

Sponsorship for professional exams

Qualifications

• Minimum 3 years in Financial Services Administration.
• Desirable supervisory experience.
• High degree of professional ethics.

Responsibilities

• Lead administrative support for Wealth Planners.
• Ensure exceptional service delivery.
• Maintain accurate client database.

Skills

Team Management

Financial Services Knowledge

Client Focus

Organizational Skills

Interpersonal Skills

Education

NVQ Level 3 in Business Administration

Tools

Microsoft Word

Microsoft Excel

Job description

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Hybrid working, based from our Bristol office blended with home working

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. 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.

We now have a fantastic opportunity for a Client Delivery Manager to lead a team in delivering a highly efficient and professional administrative support service to our Wealth Planners.

As a Client Delivery Team Manager you will lead your team from the front in providing support to our Wealth Planners with all administration aspects of client delivery, working to deliver excellent client outcomes. On a day to day basis your team will be liaising with policy providers, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients.

On a day to day basis you can expect to be:

• Ensuring that your team deliver an exceptional service and meet set expectations and deadlines.

• Ensuring that our client database is kept accurate and up to date.

• Having a flexible and hands on approach in carrying out all aspects of client delivery.

• Embedding Succession's Vision and Values within the Team as well as driving the desired culture across all members of the Team

• Supporting the ongoing development of your team members

We are looking for someone who is passionate about delivering an exceptional service and motivated by driving the success of a team.

To be successful in the role you will need:

· A minimum of 3 years’ experience in a fast-paced Financial Services Administration role

· A years’ supervisory or team management experience is highly desirable but not essential

· Resilience and the ability to withstand pressure and meet tight deadlines

· High degree of professional ethics and integrity

· Ability to keep your team engaged and create ownership

· 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

· Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services.

· NVQ Level 3 in Business Administration is desirable

· 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...

Acompetitive 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, 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

OurWellbeing committeeworks 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 yourcareer 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.