Trainee Financial Services Administrator

4 months ago

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 business, with an excellent benefits package and progression opportunities?

**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 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 an excellent service and outstanding outcomes for our clients.

**The role**

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

- Co-ordinating the Planners diaries and the arranging of client meetings.
- Using a variety of investment platforms and IT systems to administer the wealth management process.
- 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.
- Postal duties and reception cover when required.

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

- Ideally a minimum of 1 years experience in a fast-paced Administration role
- Good literacy and numeracy skills with a high degree of accuracy
- Excellent interpersonal and organisational skills
- Working knowledge of Microsoft Word and Excel packages essential
- Desirable NVQ Level 3 in Business Administration
- The ability to demonstrate behaviours in line with Succession’s Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork

**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 internal job opportunities.
- Access to a huge range of free courses via our Learning Management system.

**Job Types**: Full-time, Permanent

Pay: Up to £25,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking
- On-site parking
- Paid volunteer time
- Referral programme
- Sick pay
- Store discount

Schedule:

- Flexitime
- Monday to Friday
- No weekends

Work Location: In person

Reference ID: 1420

  • Trainee Financial Services Administrator

    4 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...

  • Customer Service Administrator

    3 months ago

    Amersham, United Kingdom BRUIN Financial Full time

    Permanent - Amersham, **Ref**: 35386 Customer Service Admin Assistant - Amersham - 22k An exciting opportunity has arisen to join a leading financial consultancy based in Amersham. The Financial Services Organisation is seeking a Customer Service Admin Assistant to join on a full time permanent basis. Do you have a passion for customer service? Do you...

  • Financial Services Professional

    1 week ago

    Amersham, Buckinghamshire, United Kingdom Financial Divisions Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your career to the next level? Our client, a leading Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced professionals to join their dynamic team.Key Responsibilities:Provide personalized financial advice and solutions to...

  • Financial Services Professional

    1 week ago

    Amersham, Buckinghamshire, United Kingdom Financial Divisions Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your career to the next level? Our client, a leading Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced professionals to join their dynamic team.Key Responsibilities:Provide personalized financial advice and solutions to...

  • Financial Services Administrator

    7 hours ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Careers Full time

    IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team in Amersham. As an IFA Administrator, you will be responsible for providing administrative support to our financial advisers, including data entry, chasing suppliers, and submitting applications.Key Responsibilities:Assist financial advisers with general...

  • Financial Services Administrator

    6 hours ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Careers Full time

    IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team in Amersham. As an IFA Administrator, you will be responsible for providing administrative support to our financial advisers, including data entry, chasing suppliers, and submitting applications.Key Responsibilities:Assist financial advisers with general...

  • Financial Services Administrator

    6 hours ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Exciting Opportunity for a Senior Financial Services AdministratorWe are seeking a highly skilled and experienced Senior Financial Services Administrator to join our team at a leading IFA financial company. As a Senior Financial Services Administrator, you will play a crucial role in supporting the Financial Advisors and client banks, with a focus on...

  • Financial Services Administrator

    4 hours ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Exciting Opportunity for a Senior Financial Services AdministratorWe are seeking a highly skilled and experienced Senior Financial Services Administrator to join our team at a leading IFA financial company. As a Senior Financial Services Administrator, you will play a crucial role in supporting the Financial Advisors and client banks, with a focus on...

  • Financial Services Administrator

    4 hours ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team in Amersham. As an IFA Administrator, you will be responsible for providing administrative support to our financial advisors, including data entry, chasing suppliers, submitting applications, writing reports, and conducting research.About the RoleThis is an...

  • Financial Services Administrator

    8 hours ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisory Administrator OpportunityWe are seeking a skilled and motivated Paraplanner to join our team in Amersham. As a key member of our financial advisory team, you will play a vital role in supporting our advisers with general administration tasks.Key Responsibilities:Data entry and managementChasing suppliers and submitting applicationsWriting...

  • Financial Services Administrator

    9 hours ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisory Administrator OpportunityWe are seeking a skilled and motivated Paraplanner to join our team in Amersham. As a key member of our financial advisory team, you will play a vital role in supporting our advisers with general administration tasks.Key Responsibilities:Data entry and managementChasing suppliers and submitting applicationsWriting...

  • Financial Advisor

    1 week ago

    Amersham, United Kingdom Financial Divisions Full time

    Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team.The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.They offer...

  • Senior Financial Services Administrator

    1 week ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Financial Services Practice Manager AdministratorWe are seeking a highly skilled Financial Services Practice Manager Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and paraplanners, ensuring the smooth operation of our client bank and...

  • Senior Financial Services Administrator

    1 week ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Financial Services Practice Manager AdministratorWe are seeking a highly skilled Financial Services Practice Manager Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and paraplanners, ensuring the smooth operation of our client bank and...

  • Senior Financial Services Administrator

    2 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Financial Services Practice Manager AdministratorWe are seeking a highly skilled Financial Services Practice Manager Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and paraplanners, ensuring the smooth operation of our client bank and...

  • Senior Financial Services Administrator

    2 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Financial Services Practice Manager AdministratorWe are seeking a highly skilled Financial Services Practice Manager Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and paraplanners, ensuring the smooth operation of our client bank and...

  • Financial Services Administrator

    7 days ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full time

    Job OpportunityWe are seeking an IFA Administrator to join our team at Ernest Gordon Recruitment.Job Summary:The successful candidate will be responsible for providing administrative support to our financial advisory services team.Key Responsibilities:Assist in the development of paraplanning skillsContribute to the growth and stability of our independent...

  • Financial Services Administrator

    7 days ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full time

    Job OpportunityWe are seeking an IFA Administrator to join our team at Ernest Gordon Recruitment.Job Summary:The successful candidate will be responsible for providing administrative support to our financial advisory services team.Key Responsibilities:Assist in the development of paraplanning skillsContribute to the growth and stability of our independent...

  • Financial Advisory Services Administrator

    3 days ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisory Services AdministratorWe are seeking a highly skilled and motivated Financial Advisory Services Administrator to join our team. As a key member of our administrative team, you will provide essential support to our financial advisors, ensuring the smooth operation of our business.Key Responsibilities:General financial advisory...

  • Financial Advisory Services Administrator

    3 days ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisory Services AdministratorWe are seeking a highly skilled and motivated Financial Advisory Services Administrator to join our team. As a key member of our administrative team, you will provide essential support to our financial advisors, ensuring the smooth operation of our business.Key Responsibilities:General financial advisory...