Financial Services Administrator

Administrator – Wealth Management*12-Month Fixed-Term contract with a possibility of becoming permanent.**Excellent benefits package (see below for full details)**Hybrid working, based partly from home and partly from our Leeds office.**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.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. The role holder is also expected to ensure that our client information database is accurate at all times.*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.* 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*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.* Company EventsEmployee Assistance Programme including access to a 24/7 support line.* Parental and compassionate leave.* Wellbeing Library and Hub.* 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.* 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.__Job Types: Full-time, Temporary, Fixed term contractAdditional leave* Company events* Company pension* Employee discount* Enhanced maternity leave* Free parking* On-site parking* Referral programme* Sick pay* Store discount* Work from homeMonday to Friday* Financial Services Administration: 1 year (required)Work Location: Hybrid remote in Leeds LS4 2EW…