Financial Services Administrator

Jooble; Salisbury; Hybrid; GBP 23,000 - 28,000; Full time

Job summary

A leading independent financial planning firm in the UK is seeking an organized Administrator to join their wealth management team. This role supports Wealth Planners in delivering outstanding service to high net worth clients. The ideal candidate will have strong administrative experience and interpersonal skills, alongside a commitment to the company's values.

Benefits

25 days Annual leave

Excellent company pension scheme

Agile working arrangements

Enhanced maternity and paternity pay

Up to 40% discount on insurance products

£450 towards home office equipment

Access to health benefits

Support with professional development

Qualifications

• Minimum of 2 years experience in a fast-paced Administration role.
• High degree of accuracy in literacy and numeracy.
• Ability to demonstrate Succession's Values.

Responsibilities

• Coordinate planners' diaries and arrange client meetings.
• Ensure customer data is accurate and processes run smoothly.
• Support the wealth planning team with administrative tasks.

Skills

Interpersonal skills

Organisational skills

Numeracy skills

Literacy skills

Education

NVQ Level 3 in Business Administration

Tools

Microsoft Word

Microsoft Excel

Job description

Jooble Salisbury, England, United Kingdom

Jooble Salisbury, England, United Kingdom

20 hours ago Be among the first 25 applicants

PLEASE NOTE: We are promoting this job opportunity as provided by a third party, the employer. In case of your interest in this job opportunity and for more details please click on "Apply" button below, which will take you to the employer's website

Administrator - Wealth Management

Excellent benefits package (see below for full details)

Hybrid working, based partly from home and partly from our Salisbury office.

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 and part of the Aviva Group. 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.

Due to our continued growth Succession now have 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 an 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 is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times.

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

Co-ordinating the Planners diaries and the arranging of client meetings.

Using a variety of 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 ensuring the maintenance of 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 packages essential

Desirable NVQ Level 3 in Business Administration

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

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, 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._

Job Types: Full-time, Permanent

Pay: Up to £28,000.00 per year

Benefits:

Additional leave

Company events

Company pension

Employee discount

Enhanced maternity leave

Enhanced paternity leave

Flexitime

Referral programme

Sick pay

Work from home

Schedule:

Monday to Friday

No weekends

Experience:

Financial Services Administration: 1 year (required)

Work Location: Hybrid remote in Salisbury SP1 2BP

Reference ID: 97584

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Software Development

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