Gourock-based financial firm and ICC Member, Succession Wealth is advertising for a Wealth Management Administrator.

Founded in 2009, Succession Wealth is the fastest growing Wealth Planning brand in the UK with 600 employees and 170 advisors, providing wealth management and financial planning services to individuals and corporate clients across the UK through its network of acquired firms.

By operating its own open-architecture platform, Succession has 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 businesses in the UK.

Succession now has an excellent opportunity to join its Gourock Client Delivery team as a Wealth Management Administrator, working as part of a team to support Wealth Planners with all administration aspects of client delivery, working to deliver excellent client outcomes.

The primary purpose of Client Delivery Lead is to work as part of a team to enable Succession Wealth Planners to maintain and develop a portfolio of high net worth clients. This is achieved through liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients.

The role holder will also be expected to ensure that the client information database is accurate at all times.

Responsibilities Include:

• Work within the Client Delivery Team to deliver excellent client service.
• Coordinate the Planners diaries and the arranging of client meetings.
• Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
• Send prepared investment information and reports to clients.
• Ensure all data entry is completed accurately and within specified timelines.
• Ownership and accountability for administration including ensuring the maintenance of correct client records.

In return, the successful candidate 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, Succession Wealth offers 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 organisational skills
• Working knowledge of Microsoft Word and Excel packages essential
• Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services.
• 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

To apply for this opportunity or discuss other roles with Succession Group please contact Hannah Giles on 07833 207 173 or email.