Client Operations Specialist

2 weeks ago


Amersham, Buckinghamshire, United Kingdom Succession Wealth Full time

About Succession Wealth

Succession Wealth is a leading independent financial planning and wealth management firm in the UK, part of the Aviva Group. With over 800 employees and 200 Wealth Planners, we provide comprehensive services to individuals and corporate clients across the nation.

The Role: Client Operations Specialist

We are seeking a highly organized and competent Client Operations Specialist to join our dynamic Client Delivery team. In this fast-paced role, you will play a vital part in ensuring seamless operations and exceptional client experiences.

Your Responsibilities:

  • Coordinate the schedules of Wealth Planners and arrange client meetings efficiently.
  • Utilize various investment platforms and IT systems to manage the wealth management process effectively.
  • Ensure accurate data entry and timely completion of administrative tasks.
  • Maintain meticulous client records and ensure data integrity within our information database.

Your Skills and Qualifications:

  • Minimum 2 years of experience in a fast-paced administrative role.
  • Excellent written and verbal communication skills with a high degree of accuracy.
  • Strong interpersonal and organizational abilities.
  • Proficiency in Microsoft Word and Excel is essential.
  • A relevant NVQ Level 3 in Business Administration is desirable.

What We Offer:

At Succession Wealth, we are committed to providing a rewarding and supportive work environment. Our comprehensive benefits package includes:

  • Competitive salary with performance-based increases.
  • Generous pension scheme with employer contributions.
  • Flexible working arrangements to promote work-life balance.
  • Comprehensive health benefits, including eye care vouchers, flu vaccinations, and access to a digital GP.
  • Employee Assistance Programme for mental well-being support.
  • Opportunities for professional development and career advancement.


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