Senior Financial Services Administrator

Succession Group; Chesham Bois; Hybrid; GBP 30,000 - 36,000; Full time

Job summary

A leading financial services firm in Chesham Bois seeks a Senior Financial Services Administrator to support Wealth Planners. The candidate will provide extensive administrative support, including meeting coordination, diary management, and client interaction while maintaining high organizational standards. Ideal applicants will have at least 3 years of experience in financial services and excellent IT skills. This role offers up to £36,000 salary and a comprehensive benefits package.

Benefits

25 days annual leave

Excellent pension scheme

Agile work arrangements

Company sick pay

Enhanced family leave benefits

£450 for home office equipment

Access to mental health benefits

Support for professional exams

Qualifications

• 3 years Financial Services administration experience.
• Knowledge of the UK regulatory system, particularly relevant to Financial Services.
• Excellent IT skills and a good working knowledge of Connect and XPlan.

Responsibilities

• Support 1 or 2 Wealth Planners and ensure clients receive premium service.
• Manage administrative support, diary management, and client meetings.
• Act as a liaison with Client Delivery and Paraplanning colleagues.

Skills

Financial Services administration experience

Knowledge of UK regulatory system

Excellent IT skills

Highly organised

First class communication skills

Education

Level 4 qualified or studying toward completion

Tools

Connect

XPlan

Job description

Senior Financial Services Administrator – Succession Wealth

Join to apply for the Senior Financial Services Administrator role at Succession Wealth.

We are an independent financial planning and wealth management business, part of the Aviva Group, with over 900 employees and 200 Wealth Advisors across the UK. We are looking for a highly organised, efficient, and client‑focused administrator to support our top Wealth Planners.

Base pay range

Senior IFA Administrator / Client Delivery Executive

Salary of up to £36,000 (DOE)

Excellent benefits package (see below for full details)

Hybrid working – blend of home and office working from our Amersham office

Responsibilities

This is a fantastic opportunity to play a key role in the success of some of the Wealth Management sector’s leading Advice professionals at the very top their game. The purpose of this role is to provide a more intensive level of support to our highest performing Planners, enabling them to further bolster their commercial success.

The role will entail supporting 1 or 2 Wealth Planners, working with them effectively and intuitively to ensure all their clients receive a premium service. This may involve accompanying your assigned Planners on client visits, taking detailed notes and providing actions as well as ensuring client records are completely up to date and accurate. You will also act as a conduit with your Client Delivery and Paraplanning colleagues, prioritising tasks and liaising on your Planner’s behalf to ensure required work is carried out promptly, processes run smoothly and any issues or hold‑ups are quickly resolved.

Alongside this you will also deliver a highly efficient executive service to your Planners, which alongside day‑to‑day administrative support will also include diary management; arranging and preparing for client meetings; coordinating and ensuring the smooth running of other meetings and events; taking a highly proactive approach in developing strong relationships with clients, drawing on your emotional intelligence and business knowledge to respond to clients in the most appropriate way.

Qualifications

• 3 years Financial Services administration experience.
• Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services.
• Level 4 qualified or studying toward completion.
• Excellent IT skills and a good working knowledge of Connect and XPlan.
• Highly organised and able to prioritise and meet deadlines whilst under pressure.
• Professional and confident with first class communication skills.

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.
• £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, 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

• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement helpline.

Career development

• 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.

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.