Financial Planning Administrator
3 days ago
We are seeking an organised and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will work closely with our Wealth Planners to ensure the delivery of an excellent service and outstanding outcomes for our clients.
Key Responsibilities- Liaise with policy providers to obtain policy details and illustrations
- Process new business applications and track to completion
- Liaise directly with clients to ensure accurate and timely data entry
- Ensure the accuracy of our client information database at all times
- Working knowledge of Microsoft Word and Excel packages
- Desirable NVQ Level 3 in Business Administration
- Ability to demonstrate behaviours in line with Succession's Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork
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. We are committed to building and preserving a culture of inclusion and diversity, with a diverse team of employees who help us grow, innovate and deliver excellent client care.
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