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. As part of Successions growth we now require a passionate and dedicated Policy Manager to join our Compliance Team. The purpose of this role is to contribute to the work of the Compliance Department in the delivery of SGL Policy ...
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Succession Group Ltd - Plymouth, PL6 8BY(1 day ago)
Succession Group requires a highly organised and efficient Temporary Property Administrator to provide day-to-day support of the Property Department, provide a professional and efficient service by ensuring that facilities and operational support services are consistently of the highest standard. Succession Group requires a highly organised and efficient Property Administrator to provide day-to-da...
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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 ...
full job description
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 Quality Assurance Officer to join our Compliance Team. The purpose of this role is to contribute to the work of the Compliance Department in delivering SGL’s...
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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. Due to a period of maternity leave, we now require a temporary Localities Assistant to join our team in the Chester office for a period of 9 - 12 months. The role holder will provide ‘front of house’ services within one of Succes...
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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 a restructure of a current department, we now require an experienced Cashflow Analyst to join our busy team in Chester. The purpose of this role is to provide accurate and substantiated assessments of cashflow scenarios, b...
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You could be a part of our exciting Succession Benefit Solutions proposition enabling our Planners to maintain a portfolio of employee benefits clients by liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking to completion. You will ensure that client information database is accurate at all times and that the business i...
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