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Client Review Administrator - Remote working
Excellent benefits (see below)
Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent Client Review Administrator to join our Client Delivery team. You will be working as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.
We’re proud to provide opportunities for people with the energy and skills to drive their careers and contribute to team success. If that’s you, we’d be delighted to talk to you!
The role
The main purpose of the role is to work within the Annual Planning Meeting (APM) Team for the achievement of client delivery standards through the production of APM and Client Review Packs.
Responsibilities of the role include to:
You will need:
Who are Succession Wealth?
Established in 2009 and recently acquired by Aviva, we are a leading financial planning and wealth management firm of more than 200 Wealth Planners nationwide, delivering high-quality independent financial advice to more than 20,000 clients.
Our Wealth Planners along with their Support Teams are committed to forming long-lasting relationships with both our private and commercial clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege.
Why join our Team?
We offer a competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits (see below).
The successful candidate will also have the opportunity to be supported through their financial exams, if they wish to do so.
To help you achieve your career goals, we offer:
Our core benefits include:
We also provide an excellent IT package so that you can work effectively from home, as well as funding for bigger items to enable safe and ergonomic working from home.
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.
We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.
Great News! We've discovered an exciting live job opportunity for a Client Review Administrator position in United Kingdom. This job is currently open for hiring/recruiting by Succession Wealth, exclusively for you at UK Jobs. Feel free to download the job details here.
The work culture at Succession Wealth must adhere to the Ethics of Work Culture as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs Succession Wealth and also by visiting their official website through Google.
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Yes, we found live job(s) for Succession Wealth in United Kingdom.
Client Review Administrator jobs are available in United Kingdom.
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The average salary range for Client Review Administrator in United Kingdom varies, but the standard pay scale is rated "Standard" in United Kingdom. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively.
To apply for a job at Succession Wealth follow the application process following the "Apply Now" button at UK Jobs and also you can visit Succession Wealth official career page and follow their application process.
Key qualifications for Client Review Administrator typically include a list of qualifications and expertise as outlined in Bureau of Labor. Be sure to check the specific job listing for detailed requirements and qualifications.
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Benefits for Client Review Administrator positions may include a list of benefits. These can vary from company to company, so it's important to review the specific job listing for details on benefits offered by the employer.
Not all jobs have remote job opportunities available. However, nowadays, many companies offer remote work options. You can find remote job listings for Client Review Administrator on UK Jobs.
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