Client Review Administrator

Client Review Administrator - INTERNAL APPLICATIONS ONLY

12 month secondment, aligned to any Succession office location.

About Succession Wealth

Succession Wealth is a leading national wealth management business, supporting individuals and families to plan confidently for their future. Our success is built on strong values, expert people and a genuine commitment to developing talent at every stage of a career. We believe the best way to look after our clients is to invest in our people from day one.

Why This Role Matters

As a Client Review Administrator, you’ll gain hands-on experience in learning how high-quality advice is supported behind the scenes. You’ll develop a strong understanding of client servicing, data accuracy and operational excellence - skills that open the door to a wide range of future opportunities within financial advice.

What You’ll Do

• Support the production of Annual Portfolio Management (APM) checks and client review packs
• Build a strong understanding of client review processes and regulatory expectations
• Support Client Delivery Teams
• Work alongside Client Delivery Leads and Wealth Planners to ensure client reviews run smoothly
• Contribute to high-quality client experiences through accurate, timely administrative support
• Develop accuracy and professional confidence
• Maintain and update client records with care and attention to detail
• Use internal systems and Microsoft tools to manage data efficiently and responsibly
• Collaborate with colleagues across the business, learning from experienced professionals
• Take ownership of your work while being supported to build confidence and capability

What You’ll Bring

• Strong organisational skills and a keen eye for detail
• A positive, professional approach and a willingness to learn
• The ability to manage priorities and stay organised in a busy environment
• Integrity, reliability and a collaborative mindset

Apply here or contact the Recruitment Team for further information.