Financial Services Administrator – Wealth Management
Hybrid working | Excellent benefits | Career development opportunities
Are you an organised and proactive administrator looking to grow your career in financial services? Join one of the UK’s leading independent financial planning and wealth management firms – now proudly part of the Aviva Group.
At Succession Wealth, we’ve grown from a start-up in 2009 to a nationwide business with over 900 employees and 200 Wealth Planners. We’re passionate about delivering outstanding client outcomes and supporting our people to thrive.
We’re now looking for a Financial Services Administrator to join our dynamic Client Delivery team in Edinburgh. This is a fantastic opportunity to be part of a collaborative, fast-paced environment where your skills will make a real impact.
What you’ll be doing:
- Supporting Wealth Planners and Paraplanners to deliver exceptional client service.
- Processing new business applications and tracking them to completion.
- Coordinating diaries and arranging client meetings.
- Preparing documentation and reports for client appointments.
- Liaising with providers and clients to gather information and respond to queries.
- Ensuring accurate data entry and maintaining our client database.
What we’re looking for:
- At least 1 year of experience in financial services administration, ideally supporting advisors.
- Strong communication, organisation, and attention to detail.
- Confident using Microsoft Word and Excel; experience with XPLAN is a bonus.
- A team player with a proactive mindset and a passion for client service.
Why join Succession Wealth?
We offer a competitive salary, annual reviews, and a comprehensive benefits package designed to support your wellbeing and career growth:
✅ 25 days annual leave (plus bank holidays and extra days for Christmas)
✅ Generous pension scheme with excellent employer contributions
✅ Hybrid working and family-friendly policies
✅ Company sick pay and enhanced parental leave
✅ Discounts on Aviva products and access to our Benefit Hub
✅ £465 home office equipment allowance
✅ Group Life Assurance – 8x salary
✅ Health & wellbeing support including mental health, nutrition, and digital GP
✅ Inclusive culture with charity days, company events, and wellbeing initiatives
✅ Professional development including exam sponsorship, apprenticeships, and career pathways
We celebrate diversity
At Succession Wealth, we’re committed to building an inclusive workplace where everyone feels valued. We welcome applications from all backgrounds and strive to ensure a fair and equitable recruitment process.
Ready to take the next step in your career?
Apply today and become part of a team that’s shaping the future of wealth management.
#INDLP
Job Types: Full-time, Temporary
Pay: From £27,000.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Flexitime
- Referral programme
- Sick pay
- Work from home
Experience:
- Financial Services Administration: 1 year (required)
Work Location: Hybrid remote in Edinburgh EH8 8JQ
