Delivery Lead

1 week ago

Amersham Buckinghamshire, United Kingdom Succession Wealth Full time

Client Delivery Lead (Financial Services Administrator)
Hybrid working – Succession Wealth Amersham
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 Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.
Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. 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. The role holder is also expected to ensure that our client information database is accurate at all times.
Liaising with policy providers for policy details and obtaining policy illustrations.
Ensuring all data entry is completed accurately and within specified timelines.
At least a year’s experience in a fast-paced financial services administration role, preferably in client and advisor support.
Good working knowledge of Microsoft Word and Excel.
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.
~£465 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.

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