Head of Central Services

Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals and we are looking for a committed and passionate Head of Central Services to join our office team.

This role will be to oversee a number of client related systems, processes and team members ensuring the delivery of an outstanding support service to the Central Services Director. The role is office based and will provide MI data to the Central Services Director, ensure that client information database is accurate at all times and all data input is in line with SGL procedures. This role will also ensure that all ongoing activities within Client Services are managed in a timely manner.

With recent awards for Best UK Wealth Management Platform of the Year and South West Company of the Year, you could be joining a fast growing company with lots of opportunities for your own career growth and development by applying today.

But, it’s not just about what you bring to us…

You will receive a competitive salary and benefits package including Death in Service, a Pension, a Share Option Scheme as well as opportunities for career progression to match your career aims and ambitions.

To be successful in the role you will need:

Or click here to complete an online application form