Successionwealth

A leading independent financial planning firm is seeking a Client Delivery Executive in Leeds to support Wealth Planners and enhance client service. The role involves administrative support, diary management, and client meeting preparation in a hybrid work environment. Candidates should have at least 3 years of relevant experience, knowledge of the UK regulatory system, and excellent IT and communication skills. The position offers competitive salary and comprehensive benefits.

A leading financial planning firm in the UK is seeking an Operations Team Coordinator to provide high-quality administrative support to its Operations Leadership Team. This role requires at least 3 years of administrative experience, strong skills in Microsoft Office, and excellent organizational abilities. You will coordinate meetings, manage communications, and organize travel, all while ensuring smooth operations within the team. The ideal candidate will thrive in a fast-paced environment and effectively manage competing priorities.

Hybrid from our Birmingham or London office Succession Wealth is one of the UK's leading, independent financial planning and wealth management business with a national network of Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services. Now is a fantastic time to Succession as we enter an exciting new phase of planned growth which will see our workforce and business develop and flourish even further. The Opportunity We're looking for an organised and proactive Operations Team Coordinator to provide high quality administrative support to our Operations Leadership Team. This is a varied and people focused role, ideal for someone who enjoys coordinating activity, managing competing priorities, and working closely with senior stakeholders. Reporting into the Executive Assistant, you'll play a key role in ensuring the smooth day to day operation of the leadership team, supporting meetings, travel, events, and communications. Key aspects of the role will include: Providing comprehensive administrative support to the Operations Leadership Team Coordinating meetings, including room bookings, catering, agendas, papers and minutes Managing diaries, communications, action logs and follow ups to ensure key actions are delivered Organising domestic and occasional overnight travel, producing clear and detailed itineraries Supporting the EA to the Chief Operating Officer with joint executive activity coordination Assisting with team events, including on site support and note taking where required Processing expense claims and supporting reporting deadlines Managing and prioritising workloads effectively, adapting to changing demands Supporting ad hoc administrative tasks as required You At least 3 years' administrative experience Strong working knowledge of Microsoft Outlook, Word, Excel and PowerPoint Excellent organisational and interpersonal skills Confident communicating with stakeholders at all levels, both written and verbal High attention to detail with a forward thinking approach Ability to manage pressure, meet deadlines and prioritise workloads effectively Professional, discreet and ethical approach to work A collaborative team player What You Can Expect From Us 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. Group Income Protection Our Wellbeing committee 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.

Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Salisbury 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 900 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 our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work 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 to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. 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. Co-ordinating wealth planner's diaries and arranging client meetings. 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 in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. 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. 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. £465 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 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. 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.

A leading financial services firm in Salisbury seeks a Client Delivery Lead to support Wealth Planners in managing high net worth clients. This hybrid role involves liaising with policy providers, processing business applications, and ensuring data accuracy. Candidates should have at least a year of experience in a fast-paced financial services administration role, especially in client support. The position offers a competitive salary, excellent benefits, and a supportive work environment focused on staff well-being.