Administrator - Wealth Management Excellent benefits package (see below for full details) Hybrid working, based partly from home and partly from our Salisbury 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.Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role 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. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Co-ordinating the Planners diaries and the arranging of client meetings. Using a variety of investment platforms and IT systems to admi