Jobs at Succession Group Ltd

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Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. You could be a part of our exciting Succession Wealth Management (SWM) proposition reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the SWM I...
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Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals and we are looking for a committed and passionate administrator to join our office team providing the highest level of service to our Planners as possible. This role will be to work as part of a team to enable our Wealth Planners ...
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Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals and we are looking for a committed and passionate administrator to join our office team providing the highest level of service to our Planners as possible. This role will be to work as part of a team to enable our Wealth Planners ...
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Succession Group Ltd - Plymouth, PL6 8BY(2 days ago)
Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve their financial goals. Due to significant growth and movement within the team we now require a part time (22.5 hours) experienced administrator to join our Learning and Development team within the HR department. The purpose of the role is to deli...
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Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. As part of Successions growth we now require a passionate and dedicated IT Systems Project Administrator. The purpose of this role is to support the IT Systems Team with IT Systems project administration to ensure there is an eff...
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Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. As part of Successions growth Localities Assistant to join our Client Services Team. The role holder will provide ‘front of house’ services within one of Succession’s Hubs. This will include managing the visitors’ diary, meeting ...
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Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. You could be a part of our exciting Succession Wealth Management (SWM) proposition reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the SWM I...
full job description
Succession Group Ltd - Plymouth, PL6 8BY(2 days ago)
Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve their financial goals. Due to significant growth and movement within the team we now require a part time (22.5 hours), experienced administrator to join our Acquisitions and Integration team within the HR department. The purpose of the role is to...
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Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals and we are looking for a committed and passionate administrator to join our office team providing the highest level of service to our Planners as possible. This role will be to work as part of our Independent Women brand to enable...
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The Revenue Administrator - SEBS will have an important role in ensuring all income received into the business is reconciled accurately to completion allowing month end reports to be completed in a timely manner and that all service levels throughout the business are met. The post holder will need to demonstrate a genuine desire for the role and deliver consistent results. They will need to be dri...
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Succession Group is an ambitious, fast-growing and Award winning group of companies, we are seeking an experienced Accountant with a ‘Can-Do’ attitude in our Plymouth office. We’re looking for a Management to prepare and oversee the preparation of accurate, relevant and timely monthly management accounts as well as manage our payroll processes across our companies. The role holder will also be res...
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Succession Group Ltd - Multiple locations(3 days ago)
The purpose of this role is to become the first point of contact for internal and external website communications and to take ownership of the organisations intranet site, SAS Website and SGL website to ensure all data is up to date at all times. Key Duties will include: Adding new people to Campus and where applicable the SGL Website Removing leavers from Campus and the SGL Website Removing and a...
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Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals and we are looking for a committed and driven Regional Compliance Manager to join our Compliance team providing the highest level of service to our Planners as possible. The purpose of the Regional Compliance Manager role is to co...
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The purpose of this role is to become the first point of contact for internal and external website communications and to take ownership of the organisations intranet site, SAS Website and SGL website to ensure all data is up to date at all times. Key Duties will include: Adding new people to Campus and where applicable the SGL Website Removing leavers from Campus and the SGL Website Removing and a...
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Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. Due to one of the IT team moving onto pastures new, Succession Group now require an IT Support Technician to join the busy IT Team. The successful candidate will be working with the IT Infrastructure and Support Manager, to provi...
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Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. We require a temporary Trade Desk Administrator on a 12 month basis to cover a period of maternity leave. The purpose of this role is to work as part of a team to enable the planners to maintain a portfolio of high net worth clie...
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Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals and we are looking for a committed and passionate temporary administrator to cover a period of 12 months maternity leave. This role will be to work as part of a team to enable our Wealth Planners to maintain a portfolio of clients...
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