Client Delivery Lead

7 months ago


Sheffield, United Kingdom Succession Wealth Full time

Would you like to develop your experience in financial services administration with one of the UK’s top advice firms?

Remote working

Since our formation in 2009, Succession Wealth has grown to be one of the UK's leading financial advisory firms, with a reputation built on delivering excellent outcomes for our clients.

Our goal now is to bring our high-quality financial advice and an outstanding level of service to an even wider client base and to achieve this we recently welcomed Aviva Financial Advice (‘AFA’) to the Succession team to complement our highly successful unrestricted proposition.

AFA provides holistic and affordable financial planning to clients on a fantastic range of Aviva and wider market products using an array of fund solutions.

We now have a fantastic opportunity for an organised and competent Financial Services Administrator. Working as part of a highly effective administration team supporting our Wealth Planners, you will help ensure we deliver an excellent service and outstanding outcomes for our clients.

The Role

You will work as part of a client focussed support team ensuring that Succession’s Wealth Planners are able to maintain and develop their portfolios of clients.

If you can bring energy, enthusiasm and motivation then we will give you all the tools, support and opportunities you need to drive your career forward. If that’s you, we’d be delighted to talk to you

On a day-to-day basis you can expect to be:

Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines.

To be successful you will need:

A good background in financial services administration, preferably in client and advisor support. Experience of XPLAN is desirable but not essential. 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.

Why join our Team?

We offer a competitive basic salary, annual pay reviews and performance linked pay increases, a fantastic range of benefits and endless opportunities for career progression

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 £450 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, Digital 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

We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.



  • Sheffield, Sheffield, United Kingdom DX Delivery Full time

    Company OverviewAbout DX Freight, a leading independent parcel and logistics services company in the UK and Ireland. Our mission is to deliver important things in life with next-day or scheduled delivery services.Job DescriptionWe are seeking a skilled Delivery Route Driver to join our team. As a driver, you will be responsible for transporting products...

  • HGV Delivery Driver

    1 week ago


    Sheffield, Sheffield, United Kingdom DX Delivery Full time

    About DX DeliveryWe are a leading independent parcel, mail and logistics services company operating throughout the UK and Ireland. Our brand is built on delivering exceptional customer service and making sure that customers receive their deliveries exactly as promised.Salary and BenefitsThe salary for this role is approximately £25,000 - £35,000 per annum,...


  • Sheffield, United Kingdom Succession Wealth Full time

    **Hybrid working - blend of home and office working from our Sheffield office** This is a fantastic opportunity to play a key role in the success of some of the Wealth Management sector’s leading Advice professionals at the very top their game. The purpose of the this role is to provide a more intensive level of support to our highest performing Planners,...

  • Project Delivery Lead

    1 month ago


    Sheffield, Sheffield, United Kingdom TIGER RESOURCING SOLUTIONS LIMITED Full time

    At Tiger Resourcing Solutions Limited, we are seeking an experienced and skilled Project Delivery Lead to support us with the successful delivery of new and exciting projects.This role requires a strong leader who can manage project teams to deliver projects on time, within budget, and to the expected quality. The ideal candidate will have excellent...

  • Logistics Driver

    1 week ago


    Sheffield, Sheffield, United Kingdom DX Delivery Full time

    As a Freight Transportation Specialist at DX Delivery, you will be responsible for delivering exceptional customer service to our valued clients. To achieve this, you will need to ensure that all products are transported safely and efficiently to the required premises.Key Responsibilities:Drive vehicles in a safe and legal manner, adhering to all legal and...


  • Sheffield, United Kingdom SmartResilience Full time

    Job Title: Climate Resilience Delivery LeadLocation: United Kingdom (Remote with occasional travel as required)Reporting to: CEOSalary: £50K - £70K + Stock OptionsAbout SmartResilienceSmartResilience is not just another climate adaptation company — we are a dynamic, fast-growing startup at the forefront of resilience innovation. As a trusted partner to...

  • Delivery Lead

    1 week ago


    Sheffield, Sheffield, United Kingdom Harrington Starr Full time

    Job Summary: We are looking for a skilled Delivery Lead to manage and deliver high-impact projects for our dynamic organization.The ideal candidate will have a proven track record of managing complex projects and influencing stakeholders at all levels.Responsibilities:Manage end-to-end project delivery, ensuring alignment with business objectives.Collaborate...


  • Sheffield, Sheffield, United Kingdom DX Delivery Full time

    About DX DeliveryWe're a leading independent parcel, mail and logistics services company operating throughout the UK and Ireland. Our mission is to deliver exceptional customer service and make sure that customers receive their deliveries exactly as promised.Salary and BenefitsThe estimated annual salary for this role is around £32,000, depending on...


  • Sheffield, Sheffield, United Kingdom DX Delivery Full time

    Job DescriptionWe are seeking an experienced Freight Transportation Specialist to join our team at DX Delivery. As a key member of our operations department, you will play a crucial role in ensuring the efficient delivery of goods to our customers.With a competitive salary of £28,000 - £35,000 per annum, depending on experience, you will have the...


  • Sheffield, Sheffield, United Kingdom Evri Full time

    Job OverviewWe're seeking an exceptional Operational Delivery Lead to spearhead our parcel logistics operations.This exciting role will be responsible for ensuring seamless delivery of parcels to customers, focusing on efficiency and customer satisfaction.In this dynamic position, you'll oversee the final mile of our parcel delivery process, working closely...


  • Sheffield, Sheffield, United Kingdom Evri Full time

    About UsAt Evri, we're always on the lookout for top talent to join our growing business. Our team is passionate about delivering exceptional results and making quick decisions to drive our ambitious goals every day.We have an exciting opportunity for a Community Delivery Manager to play a key role in ensuring that customers and clients remain our primary...


  • Sheffield, Sheffield, United Kingdom DX Delivery Full time

    About DX FreightWe are a leading independent parcel, mail and logistics services company operating throughout the UK and Ireland, delivering important items. Our mission is to provide next-day or scheduled delivery services for parcels and freight, as well as comprehensive logistics solutions, including warehouse management and customer-liveried vehicles...


  • Sheffield, Sheffield, United Kingdom Searchstone Ltd Full time

    We are seeking a highly skilled ServiceNow Cyber Programme Delivery Lead to join our team at Searchstone Ltd. This is an exciting opportunity for a professional with expertise in ServiceNow implementation and delivery of large-scale programmes.The successful candidate will work on the delivery of a major Cyber programme impacting hundreds of thousands of...


  • Sheffield, Sheffield, United Kingdom Unified Support Ltd Full time

    About This RoleAs an experienced AV Project Manager, you will lead the delivery of audiovisual systems to our customers across the UK. Reporting to the Audiovisual Operations Manager, you will work closely with various stakeholders to ensure projects are delivered on time and within budget.Main ResponsibilitiesProgress all dependencies for assigned projects,...

  • Service Delivery Lead

    6 months ago


    Sheffield, United Kingdom University of Sheffield Full time

    The University of Sheffield delivers life-enhancing research, innovation and education - come and join one of the teams that makes that possible. In IT Services, we’re dedicated to providing excellent IT systems, services and infrastructure to meet the needs of our students and colleagues. Our world is dynamic and so are we. We work closely with everyone...


  • Sheffield, Sheffield, United Kingdom Senitor Associates Full time

    Job OverviewWe are seeking a seasoned IT Service Delivery Lead to oversee the management of IT services and support for Senitor Associates. This is a full-time position that requires a strong leader to manage the Incident and Service Request processes.Key ResponsibilitiesDevelop and implement strategies to improve IT service delivery and meet business...


  • Sheffield, United Kingdom Nacro Full time

    **Supported Internship Delivery Lead** **Location - Sheffield - Based at Asda Supercentre in Sheffield** **Salary - Up to £30,326** **Hours - 35 (plus 5 paid lunch breaks) Mon-Fri 9-5** Nacro is currently looking for a Supported Internship Delivery Lead based in Sheffield for an exciting new opportunity as we partner with **ASDA **in Sheffield. **MAIN...


  • Sheffield, Sheffield, United Kingdom Searchstone Ltd Full time

    Large Scale Cyber Programme Delivery LeadWe are looking for a highly skilled ServiceNow Architect to lead the delivery of a large-scale Cyber programme for one of our Global Banking clients.This position is based in the GRC function and requires strong experience in TPRM or VRM, preferably with TA Certification. You will be responsible for managing a team...


  • Sheffield, Sheffield, United Kingdom Aviva Full time

    Claims Services Delivery LeadIn this critical role, you will lead the delivery of claims services at Aviva, ensuring that claims are resolved efficiently and effectively. If you have expertise in property claims and surveying services, along with strong leadership skills, we encourage you to apply.Key Deliverables:Develop and implement strategies to improve...

  • Program Delivery Lead

    3 weeks ago


    Sheffield, Sheffield, United Kingdom CV-Library Full time

    About ReCon Advisory PartnersWe are a dynamic business based in the South of England, operating in the Power/HV sector and working on OHL and Transmission projects across the UK.Job SummaryWe are seeking an experienced Project Manager to lead our Energy Transmission business strategy and objectives. The successful candidate will have previous experience of...