Based from our Belfast office.
We are Succession Wealth, a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. Since our start-up in 2009, we have grown to over 600 employees and 170 Wealth Advisors, serving individuals and corporate clients across the UK through 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 of annual leave (increasing with service), flexible and agile working options for a good 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 benefits, 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 many opportunities for advancement and will support you in reaching your career goals. You will also receive an annual pay review with performance-based increases.
The role…
The primary purpose of this role is to provide ‘front of house’ services at the Belfast office. This includes managing the visitors’ diary, arranging meetings, and handling 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 the phone and redirect calls appropriately.
* Manage meeting room bookings and support meetings.
* Handle post including collecting, opening, and distributing.
* Keep telephone and email directories up to date.
To be successful, 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 Visions and Values: Client Focus, Long-term and Sustainable, 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 service. We value the unique contributions of all candidates and ensure fair and equitable recruitment practices.
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