Wealth Management Administrator

6 days ago

Amersham, Buckinghamshire, United Kingdom Succession Wealth Full time

About Succession Wealth

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

The Role: Client Delivery Administrator

We are seeking a highly organized and competent Administrator to join our dynamic Client Delivery team. In this fast-paced role, you will play a vital part in supporting our Wealth Planners to deliver exceptional service and outstanding outcomes for our clients.

Your Responsibilities:

  • Coordinate the schedules of Wealth Planners and arrange client meetings.
  • Utilize various investment platforms and IT systems to administer the wealth management process.
  • Ensure accurate data entry within specified timeframes.
  • Maintain meticulous client records and take ownership of administrative tasks.
  • Assist with postal duties and provide reception coverage as needed.

Your Skills and Qualifications:

  • Minimum of 1 year of experience in a fast-paced administrative role.
  • Excellent literacy and numeracy skills with a high degree of accuracy.
  • Strong interpersonal and organizational skills.
  • Proficiency in Microsoft Word and Excel.
  • Desirable: NVQ Level 3 in Business Administration or related field.

What We Offer:

Succession Wealth is committed to providing a supportive and rewarding work environment. We offer competitive compensation, comprehensive benefits, and opportunities for professional development.

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