Director of Client Delivery & Operations

Director of Client Delivery and Operations Hybrid from any of Succession’s UK locations Highly competitive Basic salary + Excellent benefits package Since our formation in 2009, Succession Wealth has come a long way and we’re now positioned as one of the UK's leading Financial Advisory firms, with over 900 colleagues working together to provide a high quality, holistic financial advice service to clients from all walks of life. In 2022 we entered an exciting new chapter when we became a wholly owned subsidiary of Aviva. With the backing of our global parent company, we are now on a transformative journey to take our business to the next level, further enhancing our client proposition and bringing our service to an even wider and more diverse client base. This newly created role of 'Director of Client Delivery and Operations' will lead our operational support teams in providing a high quality, efficient service that continues to meet the needs of our clients as our business develops and grows. The Opportunity… Reporting directly into our Chief Operating Officer, this newly created role will take responsibility for all aspects of our Client Delivery and Operational functions across Succession Wealth, giving you the opportunity to make a significant impact in driving excellent outcomes for our clients. If you are looking for a role that will enable you to apply your substantial experience and knowledge within financial services, whilst contributing to the overall success of a leading UK business, then this may be the perfect opportunity for you. Key focus areas will include: Having Leadership, Management & Accountability responsibilities for regional and centralised support functions. Championing Succession’s Vision & Values across Client delivery, Operations and the wider organisation. Operational management of the Client Delivery and Operations functions and continuous review and improvement of processes to ensure client needs and expectations are met. Line managing and motivating your team of Managers, identifying and addressing development needs and supporting their professional growth. Working in collaboration with key stakeholders and leaders across the business to ensure commercial objectives and set quality standards are met. You… To be successful in this role you will need to have experience and confidence in operating at senior management level and adept at using your strong leadership and influencing skills to drive a high-performance team culture. You will need to have a good understanding around the delivery and servicing aspects of Financial advice along with a proven background in successfully leading Client delivery/servicing teams. The essentials you will need… Substantial experience within the financial services industry, preferably including financial advisory. Experience of managing a national client servicing function. Experience of line managing, coaching and developing people managers. Excellent communication and interpersonal skills. A passion for knowledge sharing and a commitment to professional development. High degree of professional ethics and integrity. What you can expect from us… A highly competitive basic 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 an 8% employer contribution. Private Medical Insurance Company sick pay. Group Income Protection Enhanced maternity, paternity and adoption pay. Agile and family friendly working arrangements to allow for a great work/life balance. £450 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, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams/study days. Charity Days. Company Events. Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: 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 hub. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees, we can 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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