Client Delivery Lead

1 month ago

Amersham, Buckinghamshire, United Kingdom Succession Wealth Full time
Job Title: Client Delivery Lead

About the Role:

We are seeking an organized and competent Client Delivery Lead to join our Client Delivery team at Succession Wealth. As a key member of our team, you will play a crucial role in supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for our clients.

Key Responsibilities:

  • Coordinating the Planners' diaries and arranging client meetings.
  • Using various investment platforms and IT systems to administer the wealth management process.
  • Ensuring accurate data entry and timely completion of tasks.
  • Taking ownership and accountability for administration, including maintaining correct client records.

Requirements:

  • A minimum of 2 years' experience in a fast-paced Administration role.
  • Good literacy and numeracy skills with a high degree of accuracy.
  • Excellent interpersonal and organizational skills.
  • Working knowledge of Microsoft Word and Excel packages essential.
  • Desirable NVQ Level 3 in Business Administration.

What We Offer:

  • A competitive basic salary, annual pay reviews, and performance-linked increases.
  • A fantastic range of benefits, including 25 days' annual leave, excellent company pension scheme, agile working arrangements, and more.

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 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK.

Why Join Us:

  • Supporting our team to deliver an excellent service and outstanding outcomes for our clients.
  • Opportunities for career growth and development.
  • A collaborative and supportive work environment.

How to Apply:

Please submit your application, including your CV and a cover letter, to [insert contact information].

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