Paraplanner

Succession Wealth; Plymouth; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading financial planning and wealth management company in the UK seeks a Paraplanner. The role involves supporting Financial Planners, preparing compliance reports, and contributing to excellent client experiences. With a strong focus on career development and a competitive benefits package, this position is ideal for candidates with prior Paraplanning experience.

Benefits

25 days Annual leave plus bank holidays

Excellent pension scheme with employer contribution

Flexible working arrangements

Enhanced maternity and paternity pay

Support for professional exams and study days

Employee assistance programme for wellbeing

Qualifications

• Minimum of 2 years Paraplanning experience.
• Detail knowledge of pensions, investments, and estate planning.
• Ability to communicate effectively in verbal and written forms.

Responsibilities

• Support Financial Planners by reviewing and preparing compliant recommendations.
• Draft recommendations aligned with client needs and circumstances.
• Conduct research and analysis to provide suitable product options.

Skills

Research

Analytical skills

Communication

Education

Level 4 qualification

Job description

Paraplanner

Hybrid working - home working blended with office working from any of our South office bases (Bristol, Plymouth, Salisbury, Amersham, Oxford, London)

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.
• 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.

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.