Operations Team Coordinator

Hybrid from our Birmingham or London office

Succession Wealth is one of the UK's leading, independent financial planning and wealth management businesses with a national network of Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services. Now is a fantastic time for Succession as we enter an exciting new phase of planned growth which will see our workforce and business develop and flourish even further.

The Opportunity

We’re looking for an organized and proactive Operations Team Coordinator to provide high‑quality administrative support to our Operations Leadership Team. This is a varied and people‑focused role, ideal for someone who enjoys coordinating activity, managing competing priorities, and working closely with senior stakeholders.

Reporting into the Executive Assistant, you’ll play a key role in ensuring the smooth day‑to‑day operation of the leadership team, supporting meetings, travel, events, and communications.

Key aspects of the role will include:

• Providing comprehensive administrative support to the Operations Leadership Team
• Coordinating meetings, including room bookings, catering, agendas, papers and minutes
• Managing diaries, communications, action logs and follow‑ups to ensure key actions are delivered
• Organising domestic and occasional overnight travel, producing clear and detailed itineraries
• Supporting the EA to the Chief Operating Officer with joint executive activity coordination
• Assisting with team events, including on‑site support and note‑taking where required
• Processing expense claims and supporting reporting deadlines
• Managing and prioritising workloads effectively, adapting to changing demands
• Supporting ad‑hoc administrative tasks as required

You…

• At least 3 years’ administrative experience
• Strong working knowledge of Microsoft Outlook, Word, Excel and PowerPoint
• Excellent organisational and interpersonal skills
• Confident communicating with stakeholders at all levels, both written and verbal
• High attention to detail with a forward‑thinking approach
• Ability to manage pressure, meet deadlines and prioritise workloads effectively
• Professional, discreet and ethical approach to work
• A collaborative team player

What You Can Expect From Us…

• 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.
• £450 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 × 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, Digital 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.
• Group Income Protection

Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs.

• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• Menopause support.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.

Support in achieving your career goals…

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high‑performing teams.
• Clear career pathways and endless internal job opportunities.
• Access to a huge range of free courses via our Learning Management system.

Our commitment to DE&I

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.

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