Paraplanner

Succession Wealth; Greater London; Hybrid; GBP 60,000 - 70,000; Full time

Job summary

An innovative financial services firm is seeking a skilled Paraplanner to join their dynamic team. This role offers a unique opportunity to support Financial Planners by conducting in-depth research, drafting compliant recommendations, and ensuring a seamless client experience. With a commitment to professional development, the company provides a competitive salary, a range of benefits, and a hybrid working model that promotes work-life balance. Join a forward-thinking organization that values your expertise and supports your career growth in the financial planning sector.

Benefits

25 days annual leave

Excellent pension scheme

Company sick pay

Enhanced maternity/paternity pay

Discounts on Aviva products

Home office equipment allowance

Health benefits including eye care

Support for professional exams

Charity days

Company events

Qualifications

• Minimum 2 years Paraplanning experience required.
• Detailed knowledge of pensions, investments, and estate planning essential.

Responsibilities

• Research and analyze suitable products for Financial Planner recommendations.
• Draft recommendations based on client needs and Financial Planner's requirements.

Skills

Paraplanning

Pensions Knowledge

Investment Knowledge

Estate Planning

Verbal Communication

Written Communication

Education

Level 4 Qualification

Tools

Research Tools

Job description

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This range is provided by Succession Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Succession Wealth

Recruitment Coordinator at Succession Wealth

Paraplanner

Hybrid working - home working blended with office working from any of our UK office bases

12 month fixed-term contract, with the potential to be made permanent

Excellent benefits package (see below for full details)

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 Advisors providing wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

Our commitment to delivering excellent client outcomes is at our core and is what our reputation is built on, our continued planned growth will allow a larger and more diverse client base to benefit from our outstanding service.

The role…

Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients. Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to maintain and develop a portfolio of high net worth clients. As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values.

Key aspects of the role will include:

• Undertaking research and analysis of suitable products in line with the Financial Planner’s recommendations.
• Drafting recommendations that articulate the Financial Planner’s requirements, in line with the client’s needs, circumstances and objectives.
• Utilising research tools for technical and tax calculations.
• Acting as the initial point of contact for Planner queries.

To be successful in the role you will need:

• A minimum of 2 years Paraplanning experience
• To be qualified to Level 4 or above.
• Have a detailed knowledge of pensions, investments and estate planning.
• Be articulate in both verbal and written communication.

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.
• 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 we offer includes:

• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Temporary

Job function

• Job function

  Finance, Administrative, and Analyst

• Industries

  Financial Services and Investment Management

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