Senior Wealth Management Administrator / Client Delivery ExecutiveSalary of up to £36,000 (DOE)Excellent benefits packageHybrid working – blend of home and office working from our Belfast officeWe are Succession Wealth, one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group.The role…This is a fantastic opportunity to play a key role in the success of some of the Wealth Management sector’s leading Advice professionals.The purpose of this role is to provide a more intensive level of support to our highest performing Planners, enabling them to further bolster their commercial success.The role will entail supporting 1 or 2 Wealth Planners, working with them effectively and intuitively to ensure all their clients receive a premium service.Alongside this you will also deliver a highly efficient executive service to your Planners, which alongside day-to-day administrative support will also include diary management; arranging and preparing for client meetings; coordinating and ensuring the smooth running of other meetings and events;To be successful in the role you will need:3 years Financial Services administration experience.Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services.Level 4 qualified or studying toward completionExcellent IT skills and a good working knowledge of Connect and XPlan.Highly organised and able to prioritise and meet deadlines whilst under pressure.Professional and confident with first class communication skills.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 EventsOur Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs.Employee Assistance Programme including access to a 24/7 support line.Access to mental health first aiders.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.Our commitment to DE&ISuccession is committed to building and preserving a culture of inclusion and diversity.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. #J-18808-Ljbffr