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Posted 1 day ago, 7 Jul
Job ref: d3d9bda27d9445b2852472637e8d8791
Full Job Description
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
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.
Excellent benefits package (see below for full details), 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
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