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Financial Services Administrator

1 month ago

Plymouth, Plymouth, United Kingdom Succession Wealth Full time
Job Title: Financial Services Administrator - Wealth Management Specialist

Succession Wealth is seeking a highly organized and competent Financial Services Administrator to join our Client Delivery team on a hybrid arrangement working from our Plymouth office.

The primary purpose of this role is to work as part of a team who enable our Wealth Planners to maintain and develop their portfolios of high-net-worth clients.

Key Responsibilities:

  • Liaising with policy providers for policy details and obtaining policy illustrations.
  • Processing new business applications, tracking to completion.
  • Co-ordinating wealth planner's diaries and arranging client meetings.
  • Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
  • Responding to email enquiries and liaising directly with clients.
  • Sending prepared investment information and reports to clients.
  • Ensuring all data entry is completed accurately and within specified timelines.

Requirements:

  • At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support.
  • Experience of XPLAN is desirable.
  • Good communication, literacy and numeracy skills with a high degree of accuracy.
  • Excellent interpersonal and organisational skills.
  • Good working knowledge of Microsoft Word and Excel.

Why Succession Wealth?

We offer a competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits. The successful candidate will also have the opportunity to be supported through their financial exams, if they wish to do so.

Benefits:

  • 25 days annual leave a year (increasing every year for 3 years), plus bank holidays and additional days off at Christmas.
  • 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.
  • Group Life Assurance Scheme: 8 x salary.
  • Group Income Protection (financial support during long term illness).
  • Benefit Hub; discounts on shopping, dining out, holidays and lots more.
  • A range of health benefits including eye care vouchers and flu vaccinations.
  • Voluntary flexible benefits platform including Private Medical Insurance, MediCash Plan, Dental Insurance and Critical Illness.
  • Community Volunteering Days and Company Events.
  • Wellbeing Support including: mental health first aid, menopause support, parental and compassionate leave.