Wealth Management Administrator

Succession Wealth; United Kingdom; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

25 days Annual leave plus bank holidays

Excellent company pension scheme

Up to 40% discount on insurance products

Support with cost of professional exams

Job summary

Succession Wealth, located in the UK, is hiring a Wealth Management Administrator (Client Delivery Lead) on a 12-month maternity cover contract. This hybrid role allows you to work from home two days a week and from any UK office three days a week.

The primary purpose is to support Wealth Planners in managing a portfolio of high net worth clients by processing applications and maintaining accurate client data. This role offers a range of excellent benefits including annual leave, pension scheme, and professional development opportunities.

Qualifications

• At least a year’s experience in financial services administration.
• Experience of XPLAN is desirable.
• Good communication, literacy, and numeracy skills.

Responsibilities

• Process new business applications and track them to completion.
• Coordinate wealth planner’s diaries and arrange client meetings.
• Ensure client information database is accurate.

Skills

Client and advisor support experience

Communication skills

Interpersonal skills

Organizational skills

Microsoft Word and Excel proficiency

Tools

XPLAN

Job description

Wealth Management Administrator (Client Delivery Lead)

12 Month maternity cover contract

Hybrid, working 2 days per week from home and 3 days from any of our UK office locations.

Succession Wealth, part of the Aviva Group, is one of the UK’s leading independent financial planning and wealth management organisations.

We’re dedicated to empowering people to take control of their financial future. Through personalised advice, long‑term relationships and a commitment to exceptional client service, we help individuals, families and businesses build confidence in their financial wellbeing. Our people are at the heart of this mission - working collaboratively, acting with integrity, and always putting clients first.

The role:

The primary purpose of the Client Delivery Lead 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:

• 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 all data entry is completed accurately and within specified timelines.

To be successful in the role you will need:

• At least a year’s experience in a fast‑paced financial services administration role, preferably in client and advisor support.
• Experience of XPLAN is desirable.
• 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.

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.
• £465 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

Wellbeing committee

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.
• 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.

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.