Hybrid working - partly from a Succession office blended with home working
As a result of Aviva Financial Advice’s growth and alignment with Succession Wealth, we now have a new opportunity for a Client Delivery Lead.
The role…
The primary purpose of Client Delivery Lead is to work as part of a team to enable Succession Wealth Planners to maintain and develop a portfolio of clients. This is achieved through liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients. The role holder is also expected to ensure that our client information database is accurate at all times.
Key activities will include:
1. Work within the Client Delivery Team to deliver an excellent client service
2. Co-ordinate the Planners diaries and the arranging of client meetings
3. Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs
4. Send prepared investment information and reports to clients
5. Ensure all data entry is completed accurately and within specified timelines
6. Ownership and accountability for administration including ensuring the maintenance of correct client records
You…
To be successful in the role you will need:
1. Experience in a fast-paced Financial Services Administration role desirable
2. Good literacy and numeracy skills with a high degree of accuracy
3. Excellent interpersonal and organisational skills
4. Working knowledge of Microsoft Word and Excel packages essential
5. Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services
6. Desirable NVQ Level 3 in Business Administration
7. The ability to demonstrate behaviours in line with Succession’s Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork
But, it’s not just about what you bring to us…
You will receive a competitive salary and benefits package including Flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations, Cycle2Work Scheme, Employee Assistance Programme, Death in Service and Corporate Gym Discounts. In addition, we offer opportunities for career progression to match your career aims and ambitions.
We do not accept unsolicited CV submissions from agencies; any such will be accepted as a direct application from the candidate.
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