Financial Services Administrator

5 days ago

Plymouth, Plymouth, United Kingdom Succession Wealth Full time

We are seeking an organized and competent IFA Administrator to join our Client Delivery team on a hybrid arrangement, working from our Plymouth office.

The primary purpose of the 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

• Liaise with policy providers for policy details and obtain policy illustrations.

• Process new business applications, tracking to completion.

• Coordinate wealth planner's diaries and arrange client meetings.

• Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.

• Respond to email enquiries and liaise directly with clients.

• Send prepared investment information and reports to clients.

• Ensure 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.

About Succession Wealth

Established in 2009 and recently acquired by Aviva, we are a leading financial planning and wealth management firm of more than 200 Wealth Planners nationwide, delivering high-quality independent financial advice to more than 20,000 clients.

Our Wealth Planners along with their Support Teams are committed to forming long-lasting relationships with both our private and commercial clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege.

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.

What We Offer

• Sponsorship for relevant professional exams and study leave.

• Access to funded apprenticeships in a range of topics.

• Clear career pathways and endless internal job opportunities.

Our Benefits

• 25 days annual leave a year, plus bank holidays and additional days off at Christmas.

• Excellent company pension scheme with a generous employer contribution.

• Agile and family friendly working arrangements.

• 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.

We also provide an excellent IT package so that you can work effectively from home, as well as funding for bigger items to enable safe and ergonomic working from home.

Our Commitment to DE&I

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.

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