Financial Services Administrator (Business Growth)

Fully Remote or Hybrid from any Succession office location

Salary of up to £25,000 (DOE)

Excellent benefits package (see below for full details)

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 800 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 the continued success and development, we now have a fantastic opportunity to expand our Business Growth Team. We are seeking an enthusiastic and hard-working administrator who is excited about either starting or developing a new career in the Wealth Management sector.

The role…

The Business Growth Team is a new, fast-growing and successful department within which you will have the opportunity to learn, shape and progress.

You will be working closely with the existing team to provide support in the allocation of leads arriving from various sources, use our triage system for incoming new business leads, and build accurate Management Information.

This role will include the potential for suitably qualified and capable individuals to be involved in other exciting projects within Succession Wealth over time.

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

Prioritising, sorting, and ordering leads so that they can be correctly distributed across our network of Wealth Planners and propositions.
Assisting in tracking leads, following up with team members on lead progression and feeding back outcomes to the Business Growth Analyst.
Involved in the creation and delivery of PowerPoint Presentations with the purpose of communicating statistics and data to stakeholders throughout Succession Wealth.
Supporting the Business Growth Analyst in their daily workload.

To be successful in the role you will need:

Some knowledge of the Wealth Management Industry (preferred, but not essential).
An eagerness to learn, develop and grow into a fast-producing team.
Excellent interpersonal skills: the ability and confidence to communicate with customers by phone, actively listening and eliciting conversation to understand the client’s needs.
Strong organisational skills; gathering customer information and relaying to team members.
The ability to proactively take ownership and initiative of your work and manage your time.
Excellent IT skills using Microsoft Office, specifically Excel, Word, and Outlook.
A high degree of professionalism.

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, 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 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.

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 Types: Full-time, Permanent

Pay: Up to £25,000.00 per year

Benefits:

Additional leave
Company pension
Cycle to work scheme
Employee discount
Enhanced maternity leave
Enhanced paternity leave
Free flu jabs
Gym membership
Health & wellbeing programme
Private medical insurance
Referral programme
Work from home

Schedule:

Monday to Friday

Work Location: Remote

Succession Wealth

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Financial Services Administrator