Client Delivery Lead

3 days ago

Amersham, Buckinghamshire, United Kingdom Succession Wealth Full time

Job Summary

We are seeking an organized and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our administration 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

  • Co-ordinate the Planners' diaries and arrange client meetings.
  • Process new business applications, track to completion, and liaise with Wealth Planners and Paraplanners.
  • Ensure the accuracy of our client information database at all times.

Requirements

  • A minimum of 2 years' experience in a fast-paced Administration role.
  • Good literacy and numeracy skills with a high degree of accuracy.
  • Excellent interpersonal and organisational skills.
  • Working knowledge of Microsoft Word and Excel packages essential.
  • Desirable NVQ Level 3 in Business Administration.

What We Offer

  • A competitive basic salary, annual pay reviews, and performance-linked increases.
  • A fantastic range of benefits, including:
    • 25 days Annual leave, rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
    • 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.
    • £450 towards the purchase of home office equipment.
    • Group Life Assurance Scheme: 8 x salary.
    • Access to the Benefit Hub; discounts on shopping, dining out, holidays, and lots more.
    • A range of health benefits, including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health, and Nutrition Sessions, and Employee Assistance Programme.
    • Voluntary flexible benefits platform, including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness, and Health Screening.
    • Support with the cost of professional exams/study days.
    • Charity Days.
    • Company Events.

Our Wellbeing Committee

  • Employee Assistance Programme, including access to a 24/7 support line.
  • Access to mental health first aiders.
  • Menopause support.
  • Parental and compassionate leave.
  • Wellbeing Library and Hub.
  • Aviva DigiCare and Workplace.
  • Bereavement Helpline.

Support in Achieving Your Career Goals

  • Sponsorship for relevant professional exams and study leave.
  • Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
  • Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high-performing teams.
  • Clear career pathways and endless internal job opportunities.
  • Access to a huge range of free courses via our Learning Management system.

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