Localities Assistant

Succession Wealth; Belfast; On-site; GBP 22,000 - 29,000; Full time

Job summary

Succession Wealth, une société de planification financière de premier plan, recherche un Assistant Localités à Belfast. Ce poste d'entrée de gamme implique la gestion de l'accueil et le soutien à la clientèle. Vous bénéficierez d'excellents avantages tels que 25 jours de congés annuels, un bon équilibre travail/vie personnelle, et des possibilités de progression de carrière.

Benefits

25 jours de congés annuels

Options de travail flexible et agile

Pension de groupe

Journées d'études pour examens

Réductions sur les produits d'assurance Aviva

Qualifications

• Expérience en environnement dynamique comme le retail ou service client.
• Compétences en communication et organisation requises.
• Alignement avec les valeurs de Succession.

Responsibilities

• Gérer les arrivées et départs des clients et visiteurs.
• Répondre aux appels et gérer le standard téléphonique.
• Soutenir les réservations de salle de réunion.

Skills

Interpersonal skills

Organizational skills

Literacy skills

Numeracy skills

Telecommunications skills

Tools

Microsoft Word

Microsoft Excel

Job description

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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 600 employees and 170 Wealth Advisors providing wealth management and financial planning services across the UK via our network of offices.

Due to our continued growth, Succession now offers a fantastic opportunity for an outgoing and enthusiastic individual to join our team as a Localities Assistant in Belfast. This is an excellent entry-level position for someone looking to start a career in the corporate or finance sector.

Excellent benefits include 25 days annual leave increasing with service, flexible and agile working options for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant exams, Cycle2Work Scheme, Employee Assistance Programme, Death in Service, Corporate Gym Discounts, recognition and reward schemes, flexible benefit options, and up to a 40% discount on Aviva Insurance & Investment products.

Career progression – as a fast-growing business, we offer excellent opportunities for progression and support to help you reach your career goals. You will also receive an annual pay review with performance-linked increases.

The role…

The primary purpose of this role is to provide ‘front of house’ services within the Belfast office. This includes managing visitors’ diaries, meeting arrangements, and switchboard activity. The role holder will be the main point of contact for daily central stock and ordering systems.

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

• Meet and greet clients and visitors.
• Answer and redirect calls on the switchboard.
• Manage meeting room bookings and support meetings.
• Collect, open, and distribute post.
• Maintain up-to-date telephone and email directories.

To be successful in this role, you will need:

• Experience in a fast-paced environment such as retail or customer service.
• Good literacy and numeracy skills with high accuracy.
• Excellent interpersonal and organizational skills.
• Proficiency in Microsoft Word and Excel.
• Strong telecommunications skills.
• Behaviors aligned with Succession’s Values: Client Focus, Sustainability, Integrity, Efficiency, Nimbleness, and Teamwork.

Our commitment to DE&I

Succession is dedicated to fostering an inclusive and diverse culture. Our diverse team helps us grow, innovate, and deliver excellent client care, reflecting the communities we serve. We welcome all candidates and ensure fair and equitable recruitment practices.