Succession Wealth

About the Company

Since 2009, our teams of independent financial advisers have delivered high-quality advice to thousands of clients throughout the UK. We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations. At Succession Wealth, we know that the path to financial wellbeing is different for everyone. That’s why we tailor our services around your needs, aspirations and dreams. Wherever you are in your journey, we’ll work with you to help you gain clarity on what’s important to you, build your individual financial plan, and provide you with the ongoing peace of mind and confidence that you’re on the right track. Our clients rely on us to help them feel financially secure, confident and independent. Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number 07882611. The content is for general information only and does not constitute advice. The content was accurate at the time of writing. Whilst information is considered to be true and correct at the date of publication, changes in circumstances, regulation and legislation after the time of publication may impact on the accuracy of the articles mentioned.

Listed Jobs

Company Name

Succession Wealth

Job Title

Data Protection Assistant

Job Description

**Job Title:** Data Protection Assistant **Role Summary:** Provide day‑to‑day administrative and practical support to the Data Protection Team, ensuring the organisation meets UK GDPR and Data Protection Act 2018 obligations. Work closely with Legal, IT Security, Risk & Compliance, HR and other stakeholders to maintain records, respond to data subject rights requests and support breach investigations. **Expectations:** - Deliver accurate, timely assistance to the Data Protection Manager and Executive. - Maintain confidentiality and integrity of all personal data handled. - Communicate clearly with internal teams, ensuring consistent data protection practices. - Demonstrate independence in routine tasks while seeking guidance on complex issues. **Key Responsibilities:** - Administer and update the Record of Processing Activities (ROPA) using Microsoft Lists. - Assist with data subject access requests (DSARs), rectification, erasure and related processes. - Support third‑party processor analysis and documentation. - Aid in breach identification, assessment and reporting. - Manage data protection registers, templates and internal tools. - Monitor the data protection inbox and internal reporting channels; respond or flag issues appropriately. - Liaise with stakeholders to gather and log information, ensuring accurate records. **Required Skills:** - Prior experience in a Data Protection or privacy support role. - Working knowledge of UK GDPR and the Data Protection Act 2018. - Strong attention to detail and organisational abilities. - Proficiency in Microsoft 365 (Excel, Word, SharePoint, Lists). - Ability to handle confidential or sensitive information with discretion. - Excellent written and verbal communication skills. - Team‑oriented mindset, collaborative and adaptable. **Required Education & Certifications:** - Minimum of a high‑school diploma or equivalent. - Working knowledge of data protection law (no formal certification required). - Desirable: Current pursuit or interest in a data protection qualification (e.g., CIPP/E). - Experience in financial services is an advantage but not mandatory.

Portsmouth, United kingdom

Hybrid

05-11-2025