Succession Wealth
Localities Assistant
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Full time, permanent role
Office based, from our Salisbury office base
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.
We’re looking for a Localities Assistant to join the team in our Salisbury office. This role is a blend of front of house reception duties and essential administrative support, ensuring the smooth running of the office each day.
This is a fantastic opportunity for someone who thrives in a busy, people focused environment and enjoys delivering outstanding service every single day.
On a day to day basis you can expect to be working in these key areas:
Front-of-House
- Warmly meeting and greeting all clients and visitors as they arrive.
- Handling incoming calls and directing them to the right people with confidence and clarity.
- Supporting meeting room bookings and ensuring everything runs like clockwork.
Office Coordination
- Sorting and distributing post efficiently.
- Managing stationery and supply orders.
- Keeping telephone and email directories up to date and managing email distribution lists.
Data & Facilities Support
- Helping collate facilities management data (phones, utilities, invoices, consumables).
- Managing inventory lists for furniture and IT equipment across all sites.
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Health & Safety Administration
- Maintaining key H&S records including training logs, accident reports and safety assessments.
To be successful in the role you will need:
- Previous experience in reception, front-of-house or customer service roles.
- Excellent call-handling skills and confidence using Office 365.
- Strong written and spoken English skills.
- Calm, organised and steady in busy or demanding situations.
- A friendly, professional manner with brilliant interpersonal abilities.
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.
- £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, Digital 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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
Our commitment to DE&I
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.
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