Financial Services Administrator

4 months ago

Harrogate, United Kingdom Succession Wealth Full time

**Financial Services Administrator - Projects**

**Salary of up to £28,000 (DOE)**

**Excellent benefits package (see below for full details)**

**Hybrid working -** blend of home and office working from either of our Birmingham or Harrogate offices

**12 month fixed term contract -** however as a fast-growing business there is high potential for a permanent role

**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 continuing growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery Projects team. In this role you will use your first-class administrative skills along with your knowledge of wealth management to support the delivery of a number of projects aimed at improving customer experience.

**The role**

The primary purpose of the role is to work as part of a small team responsible for undertaking the work required to successfully deliver projects aimed at enhancing the experience we provide to our clients.

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

- Collating, checking and validating data required for client contact initiatives.
- Assisting with the preparation and delivery of client communications, ensuring a high degree of accuracy, and tracking these to completion.
- Ensuring all records and databases are accurate and up to date at all times.
- Providing data and insights for MI and reporting as and when required, meeting any set deadlines.

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

- Financial Services administration experience is advantageous.
- Financial Advisory / Wealth Management experience is advantageous.
- Previous experience of working in a client facing function contributing to the delivery of high standards of service to clients.
- Excellent interpersonal and organisational skills.
- Confidence in the use of Microsoft Excel.
- 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, Temporary contract
Contract length: 12 months

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Flexitime
- Free parking
- Paid volunteer time
- Private medical insurance
- Referral programme
- Sick pay
- Store discount
- Work from home

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