Financial Services Administrator

6 months ago


Sheffield, United Kingdom Succession Wealth Full time

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_

**Basic salary of £25,000 plus a fantastic range of benefits - full details below.**

**Remote or Hybrid from a Succession office**

Since our formation in 2009, Succession Wealth has grown to be one of the UK's leading financial advisory firms, with a reputation built on delivering excellent outcomes for our clients.

Our goal now is to bring our high-quality financial advice and an outstanding level of service to an even wider client base and to achieve this we recently welcomed Aviva Financial Advice (‘AFA’) to the Succession team to complement our highly successful unrestricted proposition.

AFA provides holistic and affordable financial planning to clients on a fantastic range of Aviva and wider market products using an array of fund solutions.

We now have a fantastic opportunity for an organised and competent **Financial Services Administrator. **Working as part of a highly effective administration team supporting our Wealth Planners, you will help ensure we deliver an excellent service and outstanding outcomes for our clients.

**The Role**

You will work as part of a client focussed support team ensuring that Succession’s Wealth Planners are able to maintain and develop their portfolios of clients.

If you can bring energy, enthusiasm and motivation then we will give you all the tools, support and opportunities you need to drive your career forward. If that’s you, we’d be delighted to talk to you

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

- Liaising with policy providers for policy details and obtaining policy illustrations.
- Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Sending prepared investment information and reports to clients.
- Ensuring all data entry is completed accurately and within specified timelines.

**You will need**:

- A good background in financial services administration, preferably in client and advisor support.
- Experience of XPLAN is desirable but not essential.
- Good communication, literacy and numeracy skills with a high degree of accuracy.
- Excellent interpersonal and organisational skills.
- Good working knowledge of Microsoft Word and Excel.

**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 and endless opportunities for career progression

**The Benefits**
- 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**

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

**Salary**: £25,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Flexitime
- Free parking
- On-site parking
- Referral programme
- Sick pay
- Store discount
- Work from home

Schedule:

- Monday to Friday
- No weekends

**Experience**:

- Financial Services Administration: 1 year (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

Reference ID: AFA CDL 1294



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