Senior Client Support Professional

1 month ago


Plymouth, Plymouth, United Kingdom Successionwealth Full time
  1. Role Overview

We are seeking an organised and competent Senior Client Support Professional to join our Client Delivery team in Plymouth. The successful candidate will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.

Key Responsibilities
  • Liaising with policy providers for policy details and obtaining policy illustrations.
  • Ensuring all data entry is completed accurately and within specified timelines.
  • Experience in a fast-paced financial services administration role, preferably in client and advisor support.
  • Good working knowledge of Microsoft Word and Excel.
What We Offer
  • Competitive basic salary, annual pay reviews and performance linked increases.
  • Fantastic range of benefits including access to funded apprenticeships, 25 days annual leave a year, and excellent company pension scheme.
  • Agile and family friendly working arrangements to allow for a great work/life balance.

We are committed to building and preserving a culture of inclusion and diversity, and we are an equal opportunities employer. If you are a motivated and organised individual with a passion for delivering high-quality client service, we would love to hear from you.



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