Financial Services Administrator

**Financial Services Administrator - Wealth Management**

**Excellent benefits package (see below for full details)**

**Hybrid working, based partly from home and partly from our Edinburgh office.**

**We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

Due to our continued growth Succession now have a fantastic opportunity for an organised 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.

**The role**:
**On a day to day basis you can expect to be**:

- Liaising with policy providers for policy details and obtaining policy illustrations.
- Co-ordinating wealth planner’s diaries and arranging client meetings.
- Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Sending prepared investment information and reports to clients.
- Ensuring all data entry is completed accurately and within specified timelines.

**To be successful in the role you will need**:

- 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.

**What you can expect from us**:
A **competitive basic salary**, annual pay reviews and performance linked increases as well as 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.
- £465 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, Digitial 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 cost of professional exams /study days.
- Charity Days.
- Company Events

Our **Wellbeing committee** works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:

- 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.

**Job Types**: Full-time, Permanent

Pay: £25,000.00-£28,000.00 per year

Work Location: Hybrid remote in Edinburgh EH8 8JQ