Wealth Management Administrator

Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals.   Independent Women, our division offering wealth planning solutions especially tailored for women, is now looking for a committed and passionate administrator to provide the highest level of services to our planners.

You will be based in our Edinburgh office and will work as part of a team to enable our Wealth Planners to maintain a portfolio of clients by liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking to completion. You will also need to ensure that client information database is accurate at all times and that the business is supported and enabled to deliver an excellent service to its customers.

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:

To apply for this opportunity or discuss other roles with Succession Group please call 01752 968500 or email recruitment@successiongroup.co.uk

To find out more about our unique proposition please visit – www.successiongroup.co.uk

Or click here to complete an online application form