Job Title: Trainee Administrator - Wealth Management
Benefits: Excellent benefits package (see below for full details)
Location: Office based, Amersham
Are you looking for an entry-level position to break into the Financial Services industry? Do you want to work with an industry-leading business offering great benefits and progression opportunities?
About Us: Succession Wealth, established in 2009, is now one of the UK’s leading independent financial planning and wealth management firms, part of the Aviva Group, with over 800 employees and 200 Wealth Planners across the UK.
The Role: Supporting our Client Delivery team, you will assist Wealth Planners by processing applications, maintaining accurate client records, and supporting administrative tasks such as postal duties and reception cover.
Daily Responsibilities:
1. Coordinating diaries and arranging client meetings.
2. Using investment platforms and IT systems for wealth management administration.
3. Ensuring accurate data entry within deadlines.
4. Maintaining correct client records and supporting postal duties and reception when needed.
Candidate Requirements:
1. Minimum 1 year experience in a fast-paced administration role.
2. Good literacy and numeracy skills with high accuracy.
3. Excellent interpersonal and organizational skills.
4. Proficiency in Microsoft Word and Excel.
5. Desirable: NVQ Level 3 in Business Administration.
6. Behaviors aligned with our Values: Client Focus, Sustainability, Integrity, Efficiency, Nimbleness, and Teamwork.
What We Offer:
* Competitive salary, annual reviews, and performance increases.
* 25 days holiday plus bank holidays and Christmas closure days.
* Company pension with employer contributions.
* Flexible working arrangements for work/life balance.
* Additional benefits including sick pay, enhanced parental leave, discounts, health benefits, professional development support, and more.
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