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    • Associate Client Delivery Lead - Chesham Bois, England, United Kingdom - Succession Wealth

    Succession Wealth
    Succession Wealth Chesham Bois, England, United Kingdom

    2 weeks ago

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    Description

    Job Title:

    Trainee Administrator - Wealth Management

    About Us:

    We are Succession Wealth, a leading independent financial planning and wealth management business in the UK and part of the Aviva Group.

    Job Summary:

    As a Trainee Administrator, you will support our Wealth Planners to deliver an excellent service and outstanding outcomes for our clients.

    Key Responsibilities:

    • Coordinate Planners diaries and arrange client meetings
    • Administer the wealth management process using investment platforms and IT systems
    • Ensure accurate data entry within specified timelines
    • Take ownership and accountability for administration, including client record maintenance

    Requirements:

    • 1 year's experience in a fast-paced Administration role
    • Good literacy and numeracy skills with high accuracy
    • Excellent interpersonal and organisational skills
    • Working knowledge of Microsoft Word and Excel packages essential

    What We Offer:

    • Competitive basic salary
    • Annual pay reviews and performance linked increases
    • Fantastic range of benefits, including 25 days annual leave, company pension scheme, agile working arrangements, and more

    Why Choose Us?

    Our Wellbeing committee supports colleagues' wellbeing, offering services like Employee Assistance Programme, mental health first aiders, parental and compassionate leave, and more.

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Chesham Bois