Financial Services Administrator

3 days ago

Leeds, United Kingdom Succession Wealth Full time

**Administrator - Wealth Management**

**Salary of up to £30,000 (DOE)**

**Hybrid working - partly from our Leeds office blended with home working**

Excellent benefits including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations, Cycle2Work Scheme, Employee Assistance Programme, Death in Service and Corporate Gym Discounts.

Career progression - as a growing business we have amazing opportunities for progression and we’ll give you all the support you need to reach your career goals including sponsorship for qualifications. You will also receive a pay review annually with performance linked pay increases.

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 600 employees and 170 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 Amersham. In this fast paced and varied 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**:

- Co-ordinating the Planners diaries and the arranging of 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.
- Taking ownership and accountability for administration including ensuring the maintenance of correct client records.

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

- 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
- The ability to demonstrate behaviours in line with Succession’s Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork

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

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Employee discount
- Flexitime
- Free parking
- On-site parking
- Referral programme
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Leeds, LS1: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have experience working within an Investments and Pensions environment?

**Experience**:

- Financial services: 1 year (required)

Work Location: Hybrid remote in Leeds, LS1

  • Financial Planning Administrator

    1 week ago

    Leeds, United Kingdom PJG Financial Services Limited Full time

    Are you an experienced **Financial Planning Administrator**, local to Headingley and looking for a new opportunity? **Benefits**: - Salary 25-30K depending on experience - Company pension - Group Life Assurance Scheme - 4x salary - Private medical insurance - Discretionary Bonus scheme - Training and development programme - 20 days holiday, increasing to...

  • Financial Services Administrator

    3 days ago

    Leeds, United Kingdom Marshall Wealth Management Ltd Full time

    **Overview** **Duties**: - Communicate with clients and colleagues in a professional manner - Utilise Microsoft Word and Outlook for documentation and correspondence - Deliver excellent customer service to clients - Maintain organisational systems for financial records - Analyse financial data and reports - Utilise IT systems effectively for financial...

  • Financial Services Administrator

    1 week ago

    Leeds, United Kingdom mbf. Full time

    **Financial Services Administrator - Operations Team - National Wealth Management Organisation - Leeds - up to £23,000 plus Benefits** Are you an experienced Financial Services Administrator looking to use your experience in a new role? MBF. are working with a National Wealth Management Organisation who are recruiting an Administrator for their Operations...

  • Financial Services Administrator

    7 days ago

    Leeds, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: Leeds **Benefits**: Competitive salary, PMI, DIS, Staff Bonus Scheme. **Salary**: £25k ~ £30k Depending on experience. **About the Company**: This prestigious and excellent reputable firm has a lot to offer the right...

  • Financial Services Administrator

    1 week ago

    Leeds, United Kingdom Huntress Full time

    Are you an experienced Administrator who is wanting to work in Financial Services? This is an excellent opportunity to join one of Leeds most prestigious financial organisations who are in Leeds City Centre. They have various Administration roles in the Operations team and you must have previous Administration experience ideally from Financial Services or a...

  • Financial Services Administrator

    1 week ago

    Leeds, United Kingdom Huntress Full time

    Are you an experienced Administrator who is wanting to work in Financial Services? They have various Administration roles in the Operations team and you must have previous Administration experience ideally from Financial Services or a regulated environment or a degree in Maths, Economics or any Finance related degree. The role; - Opening and maintaining...

  • Financial Services Administrator

    3 days ago

    Leeds, United Kingdom Huntress Full time

    Are you an experienced Administrator who is wanting to work in Financial Services or a recent Graduate? This rapidly expanding, employee centric company have various Administration roles in the Operations team and you must have previous Administration experience ideally from Financial Services or a regulated environment or a degree in Maths, Economics or...

  • Financial Services Administrator

    2 weeks ago

    Leeds, United Kingdom Huntress Full time

    A Financial Services start up based in the City Centre require a Financial Services Administrator to join their fun and lively team. They are not your usual Financial Service environment - they are one big family who all really get along and the role has a great social side. While some daily tasks may be the same, no day will ever be like the last - due to...

  • Financial Services Administrator

    3 days ago

    Leeds, United Kingdom Huntress Full time

    An excellent opportunity for an experienced Administrator to join a prestigious Financial Services organisation based in Leeds City Centre with 2 days WFH. This role will involve supporting a team of three Investment Managers, you must have excellent attention to detail and confident communication skills. The role is working alongside a team of 4 Team...

  • Financial Services Administrator

    1 week ago

    Leeds, United Kingdom Succession Wealth Full time

    **Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from our Leeds office blended with home working** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management...