Wealth Management Coordinator

Succession Wealth

Hitchin

Hybrid

GBP 32,400 - 39,600

Full time

14 days+

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Benefits offered by this job

25 days annual leave

Excellent pension scheme

Company sick pay

Health benefits

Cost support for professional exams

Job summary

A leading financial services firm in Hitchin is seeking a Senior Financial Services Administrator. This role involves providing extensive support to Wealth Planners and requires at least 3 years of experience in Financial Services. The position offers a hybrid working model and an excellent benefits package, including competitive salary and wellbeing programs.

Qualifications

Minimum 3 years of experience in Financial Services.
Excellent communication skills with clients.
Ability to prioritise and meet deadlines.

Responsibilities

Support Wealth Planners with administrative tasks.
Attend client visits and take notes.
Manage diaries and coordinate meetings.

Skills

Financial Services administration experience

Knowledge of UK regulatory system

Excellent IT skills

Highly organised

Education

Level 4 qualified or studying

Tools

Connect

XPlan

Job description

Overview

Senior Financial Services Administrator / Client Delivery Executive

Salary of up to £36,000 (DOE)

Excellent benefits package (see below for full details)

Hybrid working – blend of home and office working from our Hitchin office

We are Succession Wealth, from “start-up” in 2009, one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Advisors providing wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

Our commitment to delivering excellent client outcomes is at our core and guides our growth strategy to benefit a larger and more diverse client base.

The role

This is a fantastic opportunity to support some of the Wealth Management sector’s leading Advice professionals. The purpose of this role is to provide a more intensive level of support to our highest performing Planners, enabling them to further bolster their commercial success.

The role will entail supporting 1 or 2 Wealth Planners, working with them effectively to ensure all their clients receive a premium service. This may involve accompanying your assigned Planners on client visits, taking detailed notes and providing actions, and ensuring client records are up to date and accurate. You will also act as a conduit with your Client Delivery and Paraplanning colleagues, prioritising tasks and liaising on your Planner’s behalf to ensure required work is carried out promptly and processes run smoothly.

Alongside this you will deliver an efficient executive service to your Planners, including diary management; arranging and preparing for client meetings; coordinating and ensuring the smooth running of other meetings and events; developing strong client relationships using emotional intelligence and business knowledge to respond appropriately.

Responsibilities

Support 1 or 2 Wealth Planners with daily administrative tasks and client service.
Attend client visits, take notes, and provide follow-up actions.
Keep client records up to date and accurate.
Coordinate with Client Delivery and Paraplanning teams to prioritise and complete tasks promptly.
Manage diaries and prepare for meetings; arrange and coordinate meetings and events.
Build strong relationships with clients and respond professionally to queries.

Qualifications

3 years Financial Services administration experience.
Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services.
Level 4 qualified or studying toward completion
Excellent IT skills and working knowledge of Connect and XPlan.
Highly organised and able to prioritise and meet deadlines under pressure.
Professional and confident with first-class communication skills.

What you can expect from us

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

25 days annual leave increasing with service, plus bank holidays and Christmas closure.
Excellent company pension scheme with generous employer contribution.
Agile and family-friendly working arrangements.
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: 8 x salary.
Benefit Hub discounts on shopping, dining, holidays and more.
Health benefits including eye care vouchers, flu vaccinations, annual health screening, digital GP, mental health and nutrition sessions, and an 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 and company events.

Wellbeing and career development

We have a Wellbeing Committee that supports colleagues through:

Employee Assistance Programme with 24/7 support.
Access to mental health first aiders.
Parental and compassionate leave.
Wellbeing Library and Hub.
Aviva DigiCare and Workplace resources.
Bereavement helpline.

Support in achieving your career goals includes sponsorship for relevant professional exams, study leave, funded apprenticeships, and access to various courses and development tools.

Additional information

We do not accept unsolicited CV submissions from agencies, any such submissions will be treated as direct applications from the candidate.

Our commitment to DE&I

Succession is committed to building an inclusive, diverse culture. Our diverse teams reflect the communities we serve and help us deliver excellent client care.

We welcome candidates from all backgrounds and strive for fair and equitable recruitment.

Employment details