Operations Quality Assurance Administrator
Salary of up to £12,500 (£29,166 FTE)
Part time – 15 hours per week
Excellent benefits package (see below for full details)
Hybrid working - partly from either our Birmingham or Edinburgh office blended with home working
Open to remote working for the right candidate
We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.
The role…
Operating as part of a dynamic Operations Quality Assurance team, the post holder will work through a variety of projects to ensure the accuracy of our data and the efficiency of our processes are improved and maintained.
These projects will involve restoring data, ensuring it is accurately reflected in Succession Wealth’s systems, evaluating and developing current processes and assisting in ongoing quality assurance maintenance across the business.
This role would suit someone with a keen eye for detail, who enjoys data analysis and is excited about growing their career as part of a fast paced, expanding firm.
Key activities will include:
- Processing data as directed by the Operations Quality Assurance Manager and highlighting any issues such as time constraints or system blockers.
- Assisting in the identification and development of new processes and procedures to support improvements.
- Working with the team for achievement of national client delivery service standards.
- Attending and contributing to regular training and development team sessions including those on lessons learned from errors.
- Escalating errors and breaches in line with the risk event reporting process and ensuring any corrections are made in a timely and accurate manner, seeking assistance from line manager or colleagues where necessary.
- Daily management of own workflow to ensure deadlines are met in line with over all team strategy.
You will also need:
- Strong interpersonal and communication skills.
- A passion for excellence, including a strong desire for minimising errors and re-work.
- Meticulous attention to detail.
- Highly numerate with good Excel skills.
- Ability to work independently with minimal guidance.
What you can expect from us…
A 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 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.
- Group Income Protection.
- Up to 40% discount on Aviva Insurance & Investment products.
- £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, Digitial 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
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 Management system.
We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.