Planner Training Co-Ordinator

Succession Wealth; Birmingham; Remote; GBP 29,000 - 35,000; Full time

Job summary

An established industry player is seeking a Planner Training Co-Ordinator to enhance the training process for Wealth Planners. This role involves coordinating training sessions, managing development materials, and ensuring efficient communication within the team. With a strong focus on organizational skills and attention to detail, you will play a vital role in supporting the professional growth of Wealth Planners. The company offers a competitive salary, excellent benefits, and a commitment to employee wellbeing, making it an exciting opportunity for those looking to advance their careers in financial planning.

Benefits

25 days Annual leave

Excellent company pension scheme

Agile working arrangements

Company sick pay

Enhanced maternity and paternity pay

Discounts on Aviva products

£450 towards home office equipment

Access to health benefits

Support for professional exams

Charity Days

Qualifications

• Experience in the Wealth Management industry is essential.
• Strong communication skills are crucial for success.

Responsibilities

• Coordinate Planner Training sessions and ensure smooth execution.
• Act as the main point of contact for training queries.
• Manage the Planner learning and development calendar.

Skills

Wealth Management industry experience

Excellent communication skills

Attention to detail

Organizational skills

Knowledge of Wealth Planner role

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

Excellent Benefits Package (see Below For Full Details)

Up to £35,000 DOE

Remote working, must be commutable to Birmingham Office base

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 900 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.

Due to our continuing growth, Succession is currently seeking a highly organised and capable individual to join our Wealth Planner Training Team.

The role…

The Planner Training Co-Ordinator will work as part of the Wealth Planner Training Team to support the provision and administration of training to our Wealth Planner population.

The post holder will to be an important cog in maintaining and improving the organisation, efficiency and standardisation of the planner training process to enable the business to effectively support its Wealth Planners development.

On a day to day basis you can expect to be:

• Coordinating Planner Training and technical training team sessions, ensuring smooth execution and high participation rates
• Acting as the main point of contact for all Planner training queries
• Preparing learning and development materials or programmes required by the learner/trainer
• Setting up colleague engagement surveys and producing survey reports
• Managing the Planner learning and development calendar

To be successful in the role you will need:

• Wealth Management industry experience
• Excellent communication skills both written and verbal
• The ability to work accurately with attention to detail
• Excellent organisational skills
• Prior knowledge of the Wealth Planner role (desirable)

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 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.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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