Overview
Financial Services Administrator - Wealth Management – Hybrid working, based partly from home and partly from our Bristol office.
We are Succession Wealth, from a startup in 2009, now 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 Planners providing wealth management and financial planning services to individuals and corporate clients across the UK.
Due to our continued growth, Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast-paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver excellent service and outstanding outcomes for our clients.
Responsibilities
* Liaising with policy providers for policy details and obtaining policy illustrations.
* Processing new business applications, tracking to completion.
* Co-ordinating wealth planner’s diaries and arranging client meetings.
* Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
* Responding to email enquiries and liaising directly with clients.
* Sending prepared investment information and reports to clients.
* Ensuring all data entry is completed accurately and within specified timelines.
What you will need
* At least a year’s experience in a fast-paced financial services administration role, preferably in client and advisor support.
* Experience of XPLAN is desirable.
* Good communication, literacy and numeracy skills with a high degree of accuracy.
* Excellent interpersonal and organisational skills.
* Good working knowledge of Microsoft Word and Excel.
What you can expect from us
* A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits.
* 25 days annual leave 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 support work/life balance.
* Company sick pay and enhanced maternity, paternity and adoption pay.
* Up to 40% discount on Aviva Insurance & Investment products.
* Financial support towards home office equipment (up to £465).
* Group Life Assurance: 8 x salary.
* Access to the Benefit Hub with discounts across various services.
* Health benefits including eye care vouchers, flu vaccinations, annual health screening, digital 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 and charity days.
* Company events.
Wellbeing
Our Wellbeing committee supports colleague wellbeing, including:
* Employee Assistance Programme with 24/7 support.
* Access to mental health first aiders.
* Menopause support and parental/compassionate leave.
* Wellbeing Library and Hub, Aviva DigiCare and Workplace resources, and a Bereavement Helpline.
Career development
* Sponsorship for relevant professional exams and study leave.
* Access to funded apprenticeships in topics such as business administration, leadership & management, and accounting & finance.
* Access to Insights Discovery psychometric tool to support high-performing teams.
* Clear career pathways and internal job opportunities, plus free courses via our Learning Management System.
We do not accept unsolicited CV submissions from agencies. Succession is committed to building and preserving a culture of inclusion and diversity. We welcome the unique contributions all candidates can bring and strive to ensure fair and equitable recruitment practice.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Management and Manufacturing
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