Trainee Financial Services Administrator

6 months ago


Amersham, United Kingdom Succession Wealth Full time

**Administrator - Wealth Management**

**Salary of up to £24,000.00**

**Highly competitive and comprehensive benefits package (full list below)**

**Office-based, with flexibility for occasional Hybrid-working.**

Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry?

Do you want to step into a role with an industry leading business, with an excellent benefits package and progression opportunities?

We are Succession Wealth, established in 2009, we have grown to become one of the UK's leading, financial planning and wealth management business’ and recently became part of the Aviva group. We have a national network of office locations with Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services to a wide range of private and commercial clients right across the UK.

Due to our continued growth Succession now have a fantastic opportunity for an organised and enthusiastic person to join our Client Delivery team as an Administrator. In this fast paced and varied role you will work as part of a highly effective administration team supporting our Wealth Planning team to ensure we deliver an excellent service and outstanding outcomes for our clients.

**The role**

The primary purpose of the role is to work alongside our Client Delivery Leads to enable Succession Wealth Planners to maintain and develop a portfolio of high-net-worth clients. This is achieved through liaising with policy providers for the processing of Letters of Authority, uploading and chasing of Letters of Engagement, support with postal duties in office and reception cover when required. The role holder is also expected to ensure that our client information database is accurate at all times.

This role will require strong interpersonal and organisational skills, with full training provided on the specifics of the relevant documentation.

**On a day to day basis you can expect to be**:

- Assisting with co-ordinating Wealth Planners diaries and arranging client meetings.
- Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Postal duties and reception cover when required.
- APM valuations for a team of Planners.
- Ensuring all data entry is completed accurately and within specified timelines.
- Taking ownership and accountability for administration including ensuring the maintenance of correct client records.

**To be successful in the role you will need**:

- 1 Year working within an Administration role, ideally within Financial Services or a similar industry.
- Strong organisational and interpersonal skills
- Good literacy and numeracy skills with a high degree of accuracy
- Working knowledge of Microsoft Word and Excel packages essential
- Desirable - NVQ Level 3 in Business Administration or knowledge of the UK regulatory system

**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 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
- Support with cost of professional exams /study days
- Charity Days
- Company Events

**Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes**:

- Employee Assistance Programme including access to a 24/7 support line
- Access to mental health first aiders
- Menopause support
- Parental and compassionate leave
- Wellbeing Library and Hub
- Aviva DigiCare and Workplace
- Bereavement Helpline

**Support in achieving your career goals**
- Sponsorship for relevant professional exams and study leave
- 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
- Clear career pathways and endless int



  • Amersham, United Kingdom Succession Wealth Full time

    **Trainee Administrator - Wealth Management** **Excellent benefits package (see below for full details)** **Salary of up to £25,000 DOE** **Office based, from our Amersham office** Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry? Do you want to step into a role with an industry leading...


  • Amersham, United Kingdom Succession Wealth Full time

    **Senior Wealth Management Administrator** **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...


  • Amersham, Buckinghamshire, United Kingdom Succession Wealth Full time

    Trainee Administrator for Wealth ManagementCompetitive salary and excellent benefits package Office based, Amersham office We are seeking an Entry-Level Administrator to join our Client Delivery team at Succession Wealth, a leading independent financial planning and wealth management business in the UK and part of the Aviva Group. This role involves working...

  • Pensions Administrator

    6 months ago


    Amersham, United Kingdom Capital Resourcing Group Full time

    Our client is an established consulting firm with ambitious growth plans. The SIPP/Pension Admin team provide award winning services to trustees of pension schemes. - Relevant Financial Services experience or a background in DC or DB pension administration would be a requirement. - A strong understanding of Microsoft Office programmes, in particular Excel,...

  • Ifa Administrator

    6 months ago


    Amersham, United Kingdom Succession Wealth Full time

    **Administrator - Wealth Management** **Salary of £25,000 to £30,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from our Amersham office blended with home working (Office based for the first month of training)** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading...


  • Amersham, Buckinghamshire, United Kingdom Briggs Equipment Full time

    Career Opportunities: As an Industrial Engineering Trainee, you will have the chance to develop your skills and knowledge in a dynamic and ever-changing industrial environment. Located in Forkway - Amersham, this 4-year apprenticeship will provide you with hands-on experience in maintaining, servicing, and repairing complex industrial systems.You will work...


  • Amersham, United Kingdom Buckinghamshire Healthcare NHS Trust Full time

    We are excited to be seeking three enthusiastic trainee medical photographers to join our busy three site department. As a trainee medical photographer you will have the opportunity to train in all aspects of the profession, developing a wide range of specialist photographic skills and being supported as you work towards a recognised professional...


  • Amersham, United Kingdom Buckinghamshire Healthcare NHS Trust Full time

    We are excited to be seeking three enthusiastic trainee medical photographers to join our busy three site department. As a trainee medical photographer you will have the opportunity to train in all aspects of the profession, developing a wide range of specialist photographic skills and being supported as you work towards a recognised professional...


  • Amersham, United Kingdom Succession Wealth Full time

    **Administrator - Wealth Management** **Salary of £25,000 to £30,500 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from our Amersham office blended with home working** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth...


  • Amersham, United Kingdom Civica Uk Ltd Full time

    Civica make software that helps deliver critical services for citizens all around the world.From local government to central government, Education and health & care, over 5000 public bodies across the globe use our software to provide critical services to over 100 million citizens.Our vision is to be a Global GovTech Champion.Building on 21 years of...


  • Amersham, United Kingdom Civica Full time

    Civica make software that helps deliver critical services for citizens all around the world. From local government to central government, Education and health & care, over 5000 public bodies across the globe use our software to provide critical services to over 100 million vision is to be a Global GovTech Champion. Building on 21 years of continuous growth...

  • Office Administrator

    2 weeks ago


    Amersham, United Kingdom CV-Library Full time

    Office Administrator I am currently recruiting on behalf of my established client, based in Amersham, for an experienced Office Administrator to join on a full-time, permanent basis. We're on the lookout for a friendly and organised Office Administrator to join a vibrant team for a valued client. In this role, you will be the backbone of our office,...


  • Amersham, Buckinghamshire, United Kingdom Civica UK Ltd Full time

    Civica UK Ltd is a software company that provides critical services to citizens worldwide. We are at a pivotal point on our journey to realize our vision, building on 21 years of continuous growth and success.This role offers the opportunity to work within our Healthcare Medical Billing Division as the main point of contact for client accounts. If you have...


  • Amersham, United Kingdom Central Staffing Solutions Ltd Full time

    Office AdministratorI am currently recruiting on behalf of my established client, based in Amersham, for an experienced Office Administrator to join on a full-time, permanent basis.We're on the lookout for a friendly and organised Office Administrator to join a vibrant team for a valued client. In this role, you will be the backbone of our office, ensuring...

  • Medical Photography

    6 months ago


    Amersham, United Kingdom Buckinghamshire Healthcare NHS Trust Full time

    The Medical Photography and Video Department have an exciting opportunity for a person to fulfil the role of Telederm Service Administrator. We are a busy dedicated team who look after the Clinical Photography and Video needs of our patients and clinicians across all three main Trust sites and within the community. The service is rapidly growing and...


  • Amersham, United Kingdom Central Staffing Solutions Ltd Full time

    Office Administrator I am currently recruiting on behalf of my established client, based in Amersham, for an experienced Office Administrator to join on a full-time, permanent basis.We're on the lookout for a friendly and organised Office Administrator to join a vibrant team for a valued client.In this role, you will be the backbone of our office, ensuring...

  • Administrator

    6 months ago


    Amersham, United Kingdom Ambient Support Full time

    **Administrator** **Service Name: The Croft Care Home** **Location: Amersham, Buckinghamshire** **Salary: £19,110.12 Per Annum** **Hours: 35 Hours PW** Do you want to make a positive difference to people’s lives, enabling them to gain greater independence and improve their well-being? If the answer is yes, read on! **Who are Ambient...


  • Amersham, United Kingdom Succession Wealth Full time

    Trainee Administrator - Wealth ManagementExcellent benefits package (see below for full details) Office based, from our Amersham office  Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry? Do you want to step into a role with an industry leading business, with an excellent benefits package and...


  • Amersham, Buckinghamshire, United Kingdom NHS Professionals Full time

    Job TitleA Medical Secretary and Administrator is required to provide a comprehensive secretarial and administrative service to the department.


  • Amersham, United Kingdom Dutton International Full time

    **Part -Time Administration Assistant - Permanent**: - We have a fantastic opportunity for a Part-Time Administration Assistant with knowledge of Sage 50. - £15 - £18 per hour (3 days per week) - Role: - Your primary responsibilities shall include, but not be limited to: - Maintaining and processing purchase invoices on Sage - Maintaining ledger...