Wealth Management Specialist

Trainee Administrator - Wealth ManagementExcellent benefits package Office based, from our office Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry? Do you want to step into a role with an industry leading business, with an excellent benefits package and progression opportunities? We are Succession...

Role OverviewSuccession Wealth is seeking an organized and competent Administrator to join our Client Delivery team. In this fast-paced role, you 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 ResponsibilitiesCo-ordinate the...

Administrative Role OverviewSuccession Wealth is seeking an organized and competent Administrator to join our Client Delivery team. In this fast-paced role, you 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...

Job Title: Associate Client Delivery LeadJob Summary:We are seeking an organized and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our 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...

Job Title: Associate Client Delivery LeadAbout the Role:We are seeking a highly organized and competent Administrator to join our Client Delivery team at Succession Wealth. As an Associate Client Delivery Lead, you will play a key role in supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for our clients.Key...

Job Title: Client Delivery LeadAbout the Role:We are seeking an organized and competent Client Delivery Lead to join our Client Delivery team at Succession Wealth. As a key member of our team, you will play a crucial role in supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for our clients.Key...

Job Title: Client Delivery LeadAbout the Role:We are seeking an organized and competent Client Delivery Lead to join our Client Delivery team at Succession Wealth. As a key member of our team, you will play a vital role in supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for our clients.Key Responsibilities:Coordinating...

Job Title: Client Delivery LeadAbout the Role:We are seeking an organized and competent Client Delivery Lead to join our Client Delivery team at Succession Wealth. As a key member of our team, you will play a vital role in supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for our clients.Key Responsibilities:Coordinating...

Job Title: Associate Client Delivery LeadAbout the Role:We are seeking a highly organized and competent Administrator to join our Client Delivery team at Succession Wealth. As an Associate Client Delivery Lead, you will play a key role in supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for our clients.Key...

Job Title: Client Delivery LeadJob Summary:We are seeking an organized and competent Client Delivery Lead to join our Client Delivery team at Succession Wealth. As a key member of our 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:Coordinating...

Job Title: Client Delivery LeadJob Summary:We are seeking an organized and competent Client Delivery Lead to join our Client Delivery team at Succession Wealth. As a key member of our 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:Coordinating...

Administrator - Wealth ManagementExcellent benefits package Hybrid working - partly from our office blended with home working We are Succession Wealth, a leading independent financial planning and wealth management business in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial...

Trainee Administrator - Wealth ManagementExcellent benefits package (see below for full details) Office based, from our Amersham office Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry? Do you want to step into a role with an industry leading business, with an excellent benefits package and...

We are seeking a skilled Technical Paraplanner to support our Wealth Management team in Amersham. As a company, we offer ethical and honest solutions to help our clients achieve their financial goals.The ideal candidate will be a qualified Paraplanner with a Diploma Level 4 qualification and working towards Chartered status. Advanced level exams in...

About the RoleWe are seeking an organised and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will work closely with our Wealth Planners to ensure the delivery of an excellent service and outstanding outcomes for our clients.Key ResponsibilitiesCo-ordinate the Planners' diaries and arrange...

Job Title: Associate Client Delivery LeadAbout the Role:We are seeking an organized and competent Administrator to join our Client Delivery team at Succession Wealth. As an Associate Client Delivery Lead, you will work as part of a highly effective administration team supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for...

Job Title: Associate Client Delivery LeadAbout the Role:We are seeking an organized and competent Administrator to join our Client Delivery team at Succession Wealth. As an Associate Client Delivery Lead, you will work as part of a highly effective administration team supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for...

Administrator RoleAbout the JobWe are seeking an organised 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 we deliver an excellent service and outstanding outcomes for our clients.Key ResponsibilitiesCo-ordinate Planners...

Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will have a strong technical knowledge of the financial services industry, including investments and pensions. They will be...

Technical Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our client's team in Amersham. As a company, they offer ethical and honest solutions to help their clients achieve financial goals.The ideal candidate will have a strong technical knowledge of the financial services industry, including investments and pensions. They will be...