Client Delivery Manager - INTERNAL APPLICANTS ONLY
Hybrid working from any Succession office location.
Since our formation in 2009, Succession Wealth has grown to be one of the UK's leading financial advisory firms, with a reputation built on delivering excellent outcomes for our clients.
Our goal now is to bring our high-quality financial advice and an outstanding level of service to an even wider client base and to achieve this we recently welcomed Aviva Financial Advice (‘AFA’) to the Succession team to complement our highly successful unrestricted proposition.
AFA provides holistic and affordable financial planning to clients on a fantastic range of Aviva and wider market products using an array of fund solutions.
We now have a fantastic opportunity for a Client Delivery Manager to lead an administrative team in delivering a highly efficient and professional support service to our Wealth Planners and Equity Release Advisers.
The role…
As a Client Delivery Team Manager you will lead your team from the front in providing support to our Wealth Planners and Equity Release Advisers with all administration aspects of client delivery, working to deliver excellent client outcomes. On a day-to-day basis your team will be liaising with policy providers, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients.
Key activities will include:
* Prioritisation of key activities daily to ensure activities across the team are completed to a high standard and in a timely manner.
* Leading weekly team update meetings, to ensure your Team deliver an exceptional service and meet set expectations and deadlines.
* Conducting 1-2-1 review with team members to support, develop and mentor.
* Using MI data to actively identify trends and issues and look to remedy any training requirements of the team.
* Responding to administrative enquiries using a range of communication methods, ensuring errors & risk events kept to a minimum.
* Embedding a strong positive team culture to support your Client Delivery Leads working hand in hand with the paraplanners & planners.
You...
We are looking for someone who is passionate about delivering an exceptional service and motivated by driving the success of a team.
You will also need:
Essential
* A minimum of 2-3 years’ experience in a fast-paced Financial Services Administration role.
* Ability to keep your team engaged and create ownership.
* Resilience and ability to withstand pressure and meet tight deadlines.
* Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services.
* High degree of professional ethics and integrity.
* 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
* A minimum of 1 years’ supervisory or team management experience.
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
Our Wellbeing Committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently 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.
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