Financial Services Administrator (Wealth Management)

Financial Services Administrator - Wealth Management

Hybrid working from our office at Derriford with free parking.

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

Competitive Salary + Excellent benefits (see below)

Due to our continued growth, Succession Wealth now has a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery team on a hybrid arrangement working from our Plymouth office.

You will be working 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

The primary purpose of the role is to work as part of a team who enable our Wealth Planners to maintain and develop their portfolios of high-net-worth clients.

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

1. Liaising with policy providers for policy details and obtaining policy illustrations.
2. Processing new business applications, tracking to completion.
3. Co-ordinating wealth planner’s diaries and arranging client meetings.
4. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
5. Responding to email enquiries and liaising directly with clients.
6. Sending prepared investment information and reports to clients.
7. Ensuring all data entry is completed accurately and within specified timelines.

You will need:

1. At least a year’s experience in a fast-paced financial services administration role, preferably in client and advisor support.
2. Experience of XPLAN is desirable.
3. Good communication, literacy and numeracy skills with a high degree of accuracy.
4. Excellent interpersonal and organisational skills.
5. Good working knowledge of Microsoft Word and Excel.

Who are Succession Wealth?

Established in 2009 and recently acquired by Aviva, we are a leading financial planning and wealth management firm of more than 200 Wealth Planners nationwide, delivering high-quality independent financial advice to more than 20,000 clients.

Our Wealth Planners along with their Support Teams are committed to forming long-lasting relationships with both our private and commercial clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege.

Why join our Team?

We offer a competitive basic salary, annual pay reviews, and performance linked increases as well as a fantastic range of benefits (see below).

The successful candidate will also have the opportunity to be supported through their financial exams, if they wish to do so.

To help you achieve your career goals, we offer:

1. Sponsorship for relevant professional exams and study leave.
2. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, accounting & finance.
3. Clear career pathways and endless internal job opportunities.

Our core benefits include:

1. 25 days annual leave a year (increasing every year for 3 years), plus bank holidays and additional days off at Christmas.
2. Excellent company pension scheme with a generous employer contribution.
3. Agile and family-friendly working arrangements to allow for a great work/life balance.
4. Company sick pay.
5. Enhanced maternity, paternity and adoption pay.
6. Up to 40% discount on Aviva Insurance & Investment products.
7. Group Life Assurance Scheme: 8 x salary.
8. Group Income Protection (financial support during long term illness).
9. Benefit Hub; discounts on shopping, dining out, holidays and lots more!
10. A range of health benefits including eye care vouchers and flu vaccinations.
11. Voluntary flexible benefits platform including Private Medical Insurance, MediCash Plan, Dental Insurance and Critical Illness.
12. Community Volunteering Days and Company Events.
13. Wellbeing Support including: mental health first aid, menopause support, parental and compassionate leave.

We also provide an excellent IT package so that you can work effectively from home, as well as funding for bigger items to enable safe and ergonomic working from home.

Our commitment to DE&I

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.

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

Job Type: Full-time

Pay: From £25,000.00 per year

Benefits:

• Additional leave
• Company events
• Company pension
• Cycle to work scheme
• Gym membership
• Health & wellbeing programme
• On-site parking
• Private dental insurance
• Referral programme
• Sick pay
• Store discount
• Work from home

Schedule:

• Monday to Friday

Experience:

• Financial services: 2 years (required)

Work Location: Hybrid remote in Plymouth

Reference ID: CDL 1468a