Client Delivery Lead

Successionwealth; Chesham Bois; Hybrid; GBP 35,000 - GBP 50,000; Full time

Job summary

A leading financial advisory firm in the UK is looking for a Client Delivery Lead. This hybrid role involves maintaining high net worth client portfolios, processing new applications, and collaborating with Wealth Planners. Candidates should have financial services administration experience, preferably with knowledge of XPLAN. Excellent communication and organizational skills are essential. The firm offers a competitive salary, 25 days of annual leave, a strong pension scheme, and numerous wellness benefits.

Benefits

25 days Annual leave plus bank holidays

Company pension scheme with employer contribution

Flexible working arrangements

Sick pay

Enhanced family leave

Home office equipment budget

Health benefits including vaccinations

Qualifications

• At least a year's experience in financial services administration role.
• Good communication, literacy, and numeracy skills.
• Excellent interpersonal and organisational skills.

Responsibilities

• Liaise with policy providers for details and illustrations.
• Process new business applications and track to completion.
• Prepare documentation for client appointments and meetings.

Skills

Client and advisor support experience

XPLAN experience

Communication skills

Numeracy skills

Organisational skills

Microsoft Word knowledge

Microsoft Excel knowledge

Tools

XPLAN

Job description

Overview

Client Delivery Lead - Aviva Financial Advice

Hybrid working - home working blended with office working from either of our Amersham or Sheffield office bases

Excellent benefits package (see below for full details)

Succession Wealth are one of the UK’s leading Financial Advisory firms. Since 2009 we have built a reputation based on delivering exceptional outcomes for our clients. In 2022 Succession Wealth was acquired by Aviva, one of the UK's leading Insurance, Wealth and Retirement businesses. Our goal is to bring high-quality financial planning to a wider client base. Alongside Succession Wealth’s successfully unrestricted offering, we now also offer restricted financial planning via our Aviva Financial Advice (AFA) team. Right now is an exciting time as we begin to see our ambitious growth plans coming to fruition and as we establish ourselves as the go-to provider of financial planning for Aviva’s extensive customer base.

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 and career support

Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues. Some of the support 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.