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Senior Financial Services Coordinator

1 month ago

Plymouth, Plymouth, United Kingdom Succession Wealth Full time
Financial Services Administrator - Wealth Management

We are seeking a highly organized and detail-focused IFA Administrator to join our Client Delivery team at Succession Wealth.

Job Summary:

This role offers an excellent opportunity for a motivated individual to develop their skills in financial services administration with the UK's top advice firms.

Key Responsibilities:
  • Liaise with policy providers to obtain policy details and illustrations.
  • Prepare and send investment information and reports to clients.
  • Ensure accurate and timely data entry.
Requirements:

To be successful in this role, you will require:

  • A minimum of one year's experience in a fast-paced financial services administration role.
  • Good working knowledge of Microsoft Word and Excel.
Benefits:

We offer a competitive package that includes:

  • A salary of approximately £25,000 per annum.
  • Annual pay reviews and performance-linked increases.
  • Access to funded apprenticeships.
  • 25 days annual leave plus bank holidays and additional days off at Christmas.
  • An excellent company pension scheme.
  • 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 more.
  • A range of health benefits including eye care vouchers and flu vaccinations.
  • Voluntary flexible benefits platform.
  • Community Volunteering Days and Company Events.
  • Wellbeing Support including mental health first aid, menopause support, parental, and compassionate leave.