Client Review Administrator

3 weeks ago

United Kingdom Successionwealth Full time

Client Review Administrator

Excellent benefits package (see below for full details)

Remote Working

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 800 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 Wealth now have a fantastic opportunity for an organised and competent Client Review Administrator to join our Client Delivery team. You will be working as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.

The role

The main purpose of the role is to work within the Annual Planning Meeting (APM) Team for the achievement of client delivery standards through the production of APM and Client Review Packs.

Responsibilities of the role include to:

  • Complete client APM Checks and APM Packs in a timely manner. 
  • Maintain the integrity of office processes, procedures and databases.
  • Liaise with service providers as necessary and communicate accordingly with colleagues.
  • Assist with the retention and retention of client relationships.
  • Ensure all data entry is completed accurately and within specified timescales.
  • Maintain a high quality of support to the Client Delivery Lead and Wealth Planner

You will need:

  • At least a year’s experience in a financial services administration role, preferably in client and advisor support.
  • Excellent organisational skills.
  • The ability to engage and create ownership.
  • Excellent attention to detail.
  • A high degree of professional ethics and integrity.
  • Proficient use of Microsoft word and excel packages essential.
  • Confident use of industry back-office systems to analyse and report on data.

Why join our Team?

We offer a competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits (see below).

The successful candidate will also have the opportunity to be supported through their financial exams, if they wish to do so.

To help you achieve your career goals , we offer:

  • Sponsorship for relevant professional exams and study leave.
  • Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, accounting & finance. 
  • Clear career pathways and endless internal job opportunities.

Our core benefits include:

  • 25 days annual leave a year (increasing every year for 3 years), plus bank holidays and additional days off at Christmas.
  • 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
  • Group Life Assurance Scheme: 8 x salary
  • Group Income Protection (financial support during long term illness)
  • Benefit Hub; discounts on shopping, dining out, holidays and lots more
  • A range of health benefits including eye care vouchers and flu vaccinations
  • Voluntary flexible benefits platform including Private Medical Insurance, MediCash Plan, Dental Insurance and Critical Illness.
  • Community Days and Company Events.
  • Wellbeing Support including: mental health first aid, menopause support, parental and compassionate leave.

We also provide an excellent IT package so that you can work effectively from home, as well as funding for bigger items to enable safe and ergonomic working from home.

Our commitment to DE&I

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.

In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.

We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.

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