SUCCESSION WEALTH MANAGEMENT Salary

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4 reviews in total
  Plymouth
DRAKE BUILDING 15 DAVY ROAD PLYMOUTH SCIENCE PARK, DERRIFORD, PLYMOUTH PL6 8BY
Phone:  +44 7387 262571
  https://www.successionwealth.co.uk
TIN: 07882611
  Finance and Insurance
Rating of the company
based on 0 evaluations
4 reviews in total

Earnings on positions in SUCCESSION WEALTH MANAGEMENT

Estimated salary

£ 2333

Median salary at SUCCESSION WEALTH MANAGEMENT

£ 2083 Lowest salary
£ 2283 The average salary
£ 2500 Highest salary

SUCCESSION WEALTH MANAGEMENT is looking for employees for positions:

senior administrator

Working hours

  • full-time | Permanent

Salary

  • salary

Requirements

  • financial services: 2 years

paraplanner

Working hours

  • full-time

Salary

  • salary

Requirements

  • paraplanning: 2 years

Responsibility

  • liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients

facilities manager

Working hours

  • full-time | Permanent

Salary

  • salary

Responsibility

  • ensuring the safe maintenance and secure operation of the premises at each office
  • being the first point of contact for building and maintenance issues
  • building strong working relationships with suppliers to ensure they meet service level expectations
  • working collaboratively with Facilities colleagues in other locations to ensure a smooth and consistent service to the business
  • supporting with the coordination, scheduling and execution of office moves, building changes and refurbishments, engaging with external contractors and internal stakeholders to ensure a smooth process
  • providing advice and direction to on-site teams to ensure standards are met for health & safety and property & facilities management

Requirements

  • facilities management: 2 years
  • strong interpersonal and influencing skills with the confidence to engage with colleagues at all levels to ensure risks are managed

recruitment coordinator

Working hours

  • full-time | Permanent

Salary

  • salary

Requirements

  • recruiting: 2 years

hr advisor

Working hours

  • full-time | Contract

Salary

  • salary

Requirements

  • human resources: 2 years

data administrator

Working hours

  • full-time | Contract

Language

  • english

Salary

  • salary

Requirements

  • job Types: Full-time, Fixed term contract
  • contract length: 6 months

Responsibility

  • providing daily workload updates

planner

Working hours

  • full-time

Requirements

  • succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial aspirations
  • we can confidently say we have achieved this and are now market leaders both commercially and reputationally, with a large network of Wealth Planners right across the UK
  • our journey doesn’t stop here though… we are now entering an exciting new phase of planned growth which will see our business flourish even further as we strengthen our proposition and take the outstanding service which we are known for, to a wider and more diverse client base

team manager

Working hours

  • full-time | Permanent

Salary

  • salary

Responsibility

  • ensuring that your team deliver an exceptional service and meet set expectations and deadlines
  • ensuring that our client database is kept accurate and up to date
  • having a flexible and hands on approach in carrying out all aspects of client delivery
  • embedding Succession's Vision and Values within the Team as well as driving the desired culture across all members of the Team
  • supporting the ongoing development of your team members

Requirements

  • team Lead/Management: 1 year
  • financial services: 3 years

junior accountant

Working hours

  • full-time | Permanent

Salary

  • salary

Responsibility

  • preparation of accurate and timely management accounts
  • preparation of variable pay financials including analysis and insight
  • financial integration of acquired companies into Succession & subsequent management reporting of EBITDA and other metrics
  • liaising and supporting budget holders across the business to manage overheads and understand performance against budget
  • insightful KPI and performance monitoring, including monthly variance analysis
  • performing and reviewing reconciliations
  • budgeting and forecasting cycles, supporting Finance Managers, Business Partners and the Finance Group Reporting team

Requirements

  • we are looking for a motivated and proactive individual with excellent communication and interpersonal skills and an enthusiasm for learning and professional growth
  • finance or Accounting: 1 year

receptionist

Working hours

  • full-time
  • full-time | Contract

Salary

  • salary

Requirements

  • receptionist or Customer Services: 2 years
  • receptionist: 1 year

Responsibility

  • collecting, opening and distributing post
  • meeting and greeting clients and visitors to the company
  • managing meeting room bookings and providing support to meetings
  • answering the phone and redirecting callers to the appropriate recipient

Changes in earnings for the position financial services administrator

0400 £800 £1.2K £1.6K £2K £
0400 £800 £1.2K £1.6K £2K £2.4K £
2024
2025

Data based on job offers published by the company

Earnings on positions in SUCCESSION WEALTH MANAGEMENT

Average salary in this position
Average salary in this position in the country
financial services administrator
2298 £
-8%
2125 £
ifa administrator
2416 £
-10%
2185 £
payroll administrator
2083 £
10%
2281 £
personal assistant
2500 £
-2%
2469 £

National average salary

2950 £

Average salary in this company

2283 £