Client Delivery Lead

TN United Kingdom; Chesham Bois; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in financial planning is seeking a competent Administrator to join their Client Delivery team. This dynamic role involves supporting Wealth Planners by processing business applications and maintaining accurate client databases. With a focus on excellent service, the ideal candidate will thrive in a fast-paced environment, showcasing strong organizational and interpersonal skills. The company offers a competitive salary, hybrid working arrangements, and a comprehensive benefits package designed to support your career goals and wellbeing. If you are looking to make a meaningful impact in a supportive team, this opportunity is perfect for you.

Benefits

25 days annual leave

Company pension scheme

Home office equipment allowance

Health benefits including eye care vouchers

Support for professional exams

Charity days

Company events

Qualifications

• Minimum of 2 years experience in a fast-paced administration role.
• Good literacy and numeracy skills with a high degree of accuracy.

Responsibilities

• Coordinate planners' diaries and arrange client meetings.
• Ensure accurate data entry and maintain client records.

Skills

Organizational Skills

Interpersonal Skills

Literacy Skills

Numeracy Skills

Microsoft Word

Microsoft Excel

Education

NVQ Level 3 in Business Administration

Tools

Investment Platforms

IT Systems

Job description

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Excellent benefits package (see below for full details)

Hybrid working - partly from our Amersham office blended with home working (Office based for the first month of training)

We are Succession Wealth, from "start-up" in 2009, now one of the leading independent financial planning and wealth management businesses in the UK, part of the Aviva Group. We have over 800 employees and 200 Wealth Planners providing wealth management and financial planning services across the UK via our network of offices.

Due to our continued growth, Succession now has 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 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 involves processing new business applications, tracking them to completion, and liaising with wealth planners and Paraplanners. The role holder is also expected to ensure our client information database is accurate at all times.

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

• Coordinating the Planners' diaries and arranging client meetings.
• Using various investment platforms and IT systems to administer the wealth management process.
• Ensuring all data entry is completed accurately and within specified timelines.
• Taking ownership and accountability for administration, including maintaining correct client records.

To be successful in the role, you will need:

• A minimum of 2 years experience in a fast-paced administration role.
• Good literacy and numeracy skills with a high degree of accuracy.
• Excellent interpersonal and organisational skills.
• Working knowledge of Microsoft Word and Excel.
• Desirable: NVQ Level 3 in Business Administration.
• The ability to demonstrate behaviours aligned with Succession’s Visions and Values: Client Focus, Long-term and Sustainable, Integrity, Efficiency, Nimbleness, and Teamwork.

What you can expect from us…

A competitive basic salary, annual pay reviews, performance-linked increases, and a fantastic range of benefits including:

• 25 days annual leave, 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 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 home office equipment.
• Group Life Assurance: 8x salary.
• Access to the Benefit Hub for discounts on shopping, dining, holidays, and 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 benefits platform offering Private Medical Insurance, Dental Insurance, Critical Illness, and Health Screening.
• Support for professional exams/study days.
• Charity days.
• Company events.

Our Wellbeing committee works to support colleagues' wellbeing, offering:

• Employee Assistance Programme with 24/7 support line.
• Access to mental health first aiders.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Access to DigiCare and Workplace services.
• Bereavement Helpline.

Support in achieving your career goals includes:

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in topics like business administration, leadership & management, and accounting & finance.
• Use of Insights Discovery psychometric tool to enhance team connection and performance.
• Clear career pathways and numerous internal opportunities.
• Access to a wide range of free courses via our Learning Management System.

We do not accept unsolicited CV submissions from agencies; any such submissions will be considered as direct applications from candidates.