Succession Wealth is a Nationwide Wealth Management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve their financial goals. Due to Growth, we are opening a new office in Birmingham and are looking for a highly professional, passionate and experienced Receptionist to join our Client Services Team.

With an excellent telephone manner and superb customer service, the successful candidate would be responsible for looking after our very valued clients. This role is busy and varied, involving everything from meet and greet, diary management, some typing, record keeping, assisting with data input and general administration duties including management of stationary stock and supporting the office manager, co-ordinating deliveries and assisting with events, therefore attention to detail is a pre-requisite of the role. This is a fantastic opportunity to join a leading Wealth Management firm.

The successful candidate will be very well presented, have fantastic attention to detail with a positive, friendly attitude. They will be a confident communicator with experience of providing a high-class service, ensuring that meeting rooms are kept to the highest standard and the needs of our clients are met.

But, it’s not just about what you bring to us…

You will receive a competitive salary and benefits package including pension scheme, the opportunity for flexible working to ensure a greater work life balance, access to our Employee Assistance Programme, Death in Service Benefit and contributions towards relevant exams. In addition, we offer opportunities for career progression to match your career aims and ambitions.

To be successful in the role you will need:

  • Good level of Secondary Education
  • Previous Receptionist Experience
  • Good written and spoken English language skills
  • Good ICT skills
  • Experience of diary and event management
  • Excellent telecommunications skills.
  • The ability to demonstrate behaviours in line with Succession’s Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Team Work

To discuss this opportunity, please call Charlotte Evans on

01752 968498 or email

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