Investment Operations Administrator

Investment Operations/Platform Administrator

Highly competitive benefits package

Hybrid from Glasgow / Salisbury / Birmingham/Leeds

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 900 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, we now have a fantastic opportunity for an Investment Operations Administrator to join us. In this role you will utilise your excellent organisational and administrative skills to enable our Planners to maintain a portfolio of high-net-worth clients.

We are looking for someone who is process orientated and has a keen eye for detail to ensure that client information is always accurate and that the business is well supported in delivering an outstanding service to our customers.

Key aspects of the role will include:

· Maintaining trading workflow by carrying out trades on clients’ accounts in line with Succession Wealth’s procedures & Service Level Agreements.

· Obtaining and maintaining competence in all primary Investment Trading Platforms, including IFDL, 7IM, Transact, Abrdn & Aviva.

· Managing your diary and trades workflow effectively to ensure time sensitive objectives are met and ensuring great customer outcomes.

· Maintaining the integrity of Trades processes and systems – identifying and escalating risks as appropriate.

· Carrying out quality control review processes, enhancing existing processes and looking for continuous improvement opportunities.

You:

We are looking for a highly organised and detail orientated individual with excellent numeracy skills and a good level of knowledge of Investment platforms.

You will also need:

· Knowledge of the UK Financial services regulatory system in general, particularly those aspects relevant to a wealth management advisory business.

· Working knowledge of investment platforms and transaction processes.

· To be highly numerate with a high degree of accuracy.

· Knowledge of Quality Assurance and Control practices.

· Strong IT skills in Word and Excel and experience of IRESS/Xplan software would be highly beneficial.

· Ability to self-manage and work under own initiative and well as part of a team.

· Excellent oral and written communication skills, relationship management, time management, analytical, project management and planning skills.

. The ability to demonstrate behaviours in line with Succession’s Visions and Values.

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.
• £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, 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.

Job Types: Full-time, Permanent

Benefits:

• Additional leave
• Company events
• Company pension
• Cycle to work scheme
• Employee discount
• Health & wellbeing programme
• Referral programme
• Sick pay
• Store discount
• Work from home

Ability to commute/relocate:

• Birmingham B3 2DJ: reliably commute or plan to relocate before starting work (required)

Experience:

• Financial services administration: 1 year (required)

Work Location: Hybrid remote in Birmingham B3 2DJ