Wealth Management Administrator

Succession Wealth is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve their financial goals.  We are now looking for a dedicated and experienced administrator to join our Client Services Team.

The successful candidate will work as part of a team to enable our Wealth Planners to maintain a portfolio of clients by liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking completion. You will also need to ensure that our client information database is accurate at all times and that the business is supported and enabled to deliver an excellent service to our clients.

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 any 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:

  • Experience in a fast paced Administration role
  • 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
  • Desirable experience in a regulated environment
  • Desirable NVQ Level 3 in Business Administration

To discuss this opportunity further please contact Charlotte Evans on 01752 968498 or via email Charlotte.Evans@successionwealth.co.uk


Or click here to complete an online application form