Successionwealth

Administrator - Wealth Management Excellent benefits package (see below for full details) Hybrid working, based partly from home and partly from our Salisburyoffice. We are Succession Wealth , from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work 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. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Co-ordinating the Planners diaries and the arranging of client meetings. Using a variety of investment platforms and IT systems to administer the wealth management process. Ensuring all data entry is completed accurately and within specified timelines. Taking ownership and accountability for administration including ensuring the maintenance of correct client records. To be successful in the role you will need: A minimum of 2 years experience in a fast-paced Administration role 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 NVQ Level 3 in Business Administration The ability to demonstrate behaviours in line with Succession's Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork 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, Digitial 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 we 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. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. 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.

Head of External Communications Excellent Benefits Package (See Below For Full Details) Hybrid working, aligned to any Succession office hub (preferably London or Birmingham) Role Overview Succession Wealth is one of the UK's largest privately-owned national wealth management businesses. We are currently seeking an experienced Media and PR professional to lead strategies that align with Succession's client proposition and corporate strategy, highlighting our commitment to helping clients manage and preserve wealth. The role will also involve handling reactive media issues and leading crisis communications when needed. The ideal candidate will be highly creative with a flair for storytelling, and comfortable analysing and interpreting complex data and insights. With strong negotiation and influencing skills, you'll be confident engaging senior stakeholders. Using your network of external contacts, you will also have a proven track record in building relationships with key trade and consumer media, protecting corporate reputation, and driving corporate storytelling. As Succession grows under Aviva's ownership, expanding our brand presence will be a key focus. Experience in either financial services, professional services, or another regulated sector, along with strong PR and media skills, is essential. Key responsibilities include: Maintain and drive our Media and PR strategy across Succession Group (Succession Wealth, Succession Employee Benefit Solutions, and Succession Independent Schools) Develop excellent relationships with key trade and consumer media journalists Facilitate Media Coaching Leading a busy press office Manage corporate relations and reputation Work with our Internal Communications Team to deliver integrated and coordinated campaigns Horizon scanning for issues of relevance and potential impact. Key requirements include: Bachelor's degree in Communications, Marketing, Media, or equivalent work experience. An outgoing, driven individual with great enthusiasm and a can-do attitude. Comfortable working in a flexible way outside of the normal 9-5, to deliver to tight timescales and support colleagues. Strategic thinker with excellent judgement. Skilled at coordinating multi-channel activity while collaborating with multiple internal teams. Excellent planning and organisational skills and ability to manage budgets and multiple competing priorities and deliverables. Experience in developing and reporting on clear Key Performance Indicators (KPIs) and Objectives for all communications. 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. 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. Group Income Protection. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 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 the cost of professional exams/study days. Charity Days. Company Events. 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.