Wealth Admin & Client Delivery Lead

Succession Wealth; Amersham; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Competitive salary

Pension scheme

Flexible working

Annual leave

Private medical insurance

Employee discounts

Career progression

Job summary

Succession Wealth, part of the Aviva Group, is seeking an Administrator to support Advisors in maintaining a portfolio of high-net-worth clients. You will handle new business applications, track to completion and coordinate client meetings with the wealth team.

You will liaise with policy providers, prepare planning packs, respond to enquiries and ensure client data is accurate. A year of financial services admin experience and strong Excel/Word skills are essential.

Qualifications

• At least a year’s 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 obtaining policy 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 the production of annual planning meeting packs.
• Responding to email enquiries and liaising directly with clients.
• Sending prepared investment information and reports to clients.
• Ensuring that our client information database is up to date and accurate at all times.

Skills

Financial services admin

Microsoft Word

Microsoft Excel

Attention to detail

Communication skills

Tools

MS Office Suite

Job description

Succession Wealth, part of the Aviva Group, is seeking an Administrator to support Advisors in maintaining a portfolio of high-net-worth clients. You will handle new business applications, track to completion and coordinate client meetings with the wealth team.

You will liaise with policy providers, prepare planning packs, respond to enquiries and ensure client data is accurate. A year of financial services admin experience and strong Excel/Word skills are essential.