Senior IFA 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 Amersham 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 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.
This is a fantastic opportunity to play a key role in the success of some of the Wealth Management sector’s leading Advice professionals at the very top their game. 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.
Alongside this you will also deliver a highly efficient executive service to your Planners, which alongside day-to-day administrative support will also include diary management; taking a highly proactive approach in developing strong relationships with clients, drawing on your emotional intelligence and business knowledge to respond to clients in the most appropriate way.
3 years Financial Services administration experience.
~ Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services.
~ 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.
~ Company Events
Employee Assistance Programme including access to a 24/7 support line.
Parental and compassionate leave.
Wellbeing Library and Hub.
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.
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.