Wealth Management Coordinator

7 days ago

Birmingham, Birmingham, United Kingdom Succession Wealth Full time

About Us

Succession Wealth is a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. We have over 600 employees and 170 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK.

Job Summary

We are seeking an experienced and confident financial services professional to join our Client Delivery Projects team. The ideal candidate will have experience within wealth management and will understand the process of providing financial advisory services.

Key Responsibilities

  • Collate, check, and validate data required for client contact initiatives.
  • Ensure all records and databases are accurate and up-to-date at all times.
  • Provide data and insights for management information and reporting as and when required, meeting any set deadlines.

Requirements

  • A minimum of 2 years' experience in financial services administration.
  • Previous experience within financial advisory or wealth management.
  • Confidence in using industry back-office systems such as Xplan to analyze and report on data.
  • The ability to demonstrate behaviors in line with Succession's Vision and Values: Client Focus, Long-term and Sustainable, Integrity, Efficiency, Nimble, and Teamwork.

What We Offer

  • A competitive basic salary.
  • Annual pay reviews and performance-linked increases.
  • A fantastic range of benefits, including:
    • 25 days' annual leave, rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
    • An 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.
    • A 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, Digital GP, Mental health, and Nutrition Sessions, and Employee Assistance Programme.
    • A Voluntary flexible benefits platform, including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness, and Health Screening.
    • Company Events.
    • Employee Assistance Programme, including access to a 24/7 support line.
    • Parental and compassionate leave.
    • Wellbeing Library and Hub.
    • 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.

Succession's Commitment to Diversity and Inclusion

We are committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees, we are able to grow, innovate, and deliver excellent client care to help us reach our goals as a business.

Job Type

Full-time, Fixed-term contract

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