Ifa Administrator

From "start-up" in 2009, Succession Wealth is now one of the leading, independent financial planning and wealth management business’ in the UK. We have over 600 employees and 170 Wealth Advisors providing wealth management and financial planning servicesto individuals and corporate clients across the UK via our network of offices.

Due to our continued growth Succession now have an outstanding opportunity for experienced financial services Administrator to join our Client Delivery team at our modern offices in Amersham. In this fast paced and varied role you will work as part of ahighly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.

**IFA / Wealth Management Administrator**

**Basic salary up to £25,000 (DOE)**

**Based partly from our Amerhsham office blended with some home working**

**Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevantexaminations, Cycle2Work Scheme, Employee Assistance Programme, Death in Service and Corporate Gym Discounts.

Career progression - as a growing business we have amazing opportunities for progression and we’ll give you all the support you need to reach your career goals including exam sponsorship. You will also receive a pay review annually with performance linkedpay increases.

**The role**

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

- Co-ordinating the Planners diaries and the arranging of client meetings.
- 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.
- Taking ownership and accountability for administration including ensuring the maintenance of correct client records.

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

- Experience in a fast-paced Financial Services 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
- Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services.
- 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