Revenue Lodgements Administrator

Revenue Lodgements Administrator - 6 month fixed term contract

Plymouth, Hybrid Working

About Succession Wealth

Succession Wealth is one of the UK’s leading independent wealth management and financial planning groups. We’re committed to delivering a highly personalised service that helps clients achieve financial confidence and long‑term security. With a collaborative culture and a focus on continuous improvement, we empower our people to grow, contribute, and thrive.

Why This Role Matters

Our Revenue Team plays a vital role in ensuring that adviser remuneration and business income are processed smoothly, accurately, and efficiently. As a Revenue Lodgements Administrator, you’ll help maintain the integrity of our revenue data, support the end‑to‑end lodgement workflow, and contribute to seamless financial operations that underpin the wider business. This is an excellent opportunity for someone looking to build a career in finance or administration within a supportive, forward‑thinking environment.

What You’ll Do

Revenue Processing & Data Management

• Accurately input and update plan and fee information within our back‑office system.
• Work through structured task lists to ensure timely progression of all revenue lodgements.
• Maintain clear, well‑organised records that support financial accuracy and compliance.

Collaboration & Stakeholder Support

• Communicate regularly with Client Delivery teams to gather information and progress cases efficiently.
• Build positive working relationships across Finance and wider business teams.
• Support the Central Finance Team with project work that enhances data quality and process flow.

Continuous Improvement & Financial Control

• Contribute to the smooth management of outstanding revenue items by identifying and progressing aged balances.
• Uphold financial control procedures to ensure completeness and accuracy of revenue data.
• Share ideas for improving efficiency, strengthening processes, and optimising system use.
• Escalate system or data queries promptly to ensure strong workflow continuity.

What You’ll Bring

• Confidence handling numerical information with accuracy and attention to detail.
• Proficiency in Microsoft Excel and comfort working with data-driven processes.
• Strong organisational skills, with the ability to manage multiple tasks and meet agreed timeframes.
• A collaborative approach, with clear written and verbal communication skills.
• A proactive, problem‑solving mindset and enthusiasm for learning and continuous improvement.
• Previous administrative experience is helpful but not essential — what matters most is your drive to develop and contribute.

Why Join Us

At Succession Wealth, you’ll be part of a supportive team where your development truly matters. We offer:

• A hybrid working model that supports balance and wellbeing.
• A collaborative finance community invested in your progression.
• Opportunities to get involved in improvement projects and gain exposure across the business.
• A welcoming culture built on care, integrity, and empowerment.

What you can expect from us:

A competitive 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

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.