Founded in 2009, Succession Wealth is the fastest growing Wealth Planning brand in the UK with 600 employees and 170 advisors, we provide wealth management and financial planning services to individuals and corporate clients across the UK through our network of acquired firms. By operating our own open architecture platform, we have a fully integrated wealth management process.
From “start-up” in 2009, Succession Wealth is now one of the leading privately owned, independent financial planning and wealth management business’ in the UK.
Succession now has an excellent opportunity to join our Client Services team as a Financial Services Administrator, working alongside a team of Paraplanners, Financial Advisors and other Administrators. The role of the Financial Services Administrator in integral for ensuring Succession delivers unrivalled service to our valued clients and enabling our Wealth Planners to maintain a portfolio of clients.
The role of the Financial Services Administrator will involve providing administration support to our Financial Planners and Paraplanners, liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking tasks to completion.
Our Financial Services Administrators need to have high attention to detail, ensuring that our client information database is accurate at all times, possess excellent interpersonal and communication skills and the ability to communicate with both service providers and clients.
But, it’s not just about what you bring to us…
You will receive a competitive salary and benefits package including 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. In addition, we offer opportunities for career progression to match your career aims and ambitions.
To be successful in the role you will need:
·Experience in a fast-paced Financial Services Administration role desirable
·Good literacy and numeracy skills with a high degree of accuracy
·Excellent interpersonal and organisationalskills
·Working knowledge of Microsoft Word and Excel packages essential
·Desirable experience in a regulated environment
·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