Planner Training Technical Lead

Succession Wealth; England; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial planning and wealth management firm in the UK seeks a Planner Training Technical Lead. The individual will play a critical role in developing technical training frameworks and guiding stakeholders on effective financial planning scenarios. This position offers a competitive salary, excellent benefits, and opportunities for career growth.

Benefits

25 days Annual leave plus bank holidays

Excellent company pension scheme

Agile and family friendly working arrangements

Company sick pay

Enhanced maternity, paternity, and adoption pay

Up to 40% discount on Aviva products

£450 towards home office equipment

Group Life Assurance Scheme

Range of health benefits

Support for professional exams/study days

Qualifications

• Extensive Financial Services industry experience.
• Significant Financial Advisory experience.
• Credible facilitator with strategic planning capabilities.

Responsibilities

• Create guidance around core planning life scenarios.
• Develop product-specific scenarios and technical competency frameworks.
• Handle technical training requirements and assist in planner training agenda.

Skills

Financial Services experience

Facilitation skills

Strategic planning

Job description

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Recruitment Coordinator at Succession Wealth

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 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.

As part of Succession Wealth’s continued dedication to supporting its Financial Planners, we are now seeking an experienced and technically established professional to join our Financial Planner Training Team.

The role…

The Planner Training Technical Lead will be a financial planning technical specialist, who can lead and galvanise a variety of key stakeholders (including: planners, paraplanners, TCSMs, proposition specialists) to create, maintain and embed standardised views and guidance around core planning life scenarios – estate planning, accumulation options, de-cumulation options, etc.

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

• Creating house views and guidance around core planning life scenarios – estate planning, accumulation options, de-cumulation options, etc
• Developing product specific scenarios around more nuanced offerings – VCTs, EIS, Offshore Bonds
• Developing technical competency framework for planners & paraplanners based on proposition and role requirements
• Taking responsibility for technical training requirements and assisting in the planner training agenda – including elements in the induction, ongoing technical upskilling, leveraging third party providers / CISI / CII

To be successful in the role you will need:

• Extensive Financial Services industry experience
• Significant Financial Advisory experience
• To be a credible and compelling facilitator, with an ability to read the room
• To be a talented planner that can look ahead to plan strategically to achieve team and company goals and objectives

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.
• Group Income Protection

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

  Project Management and Information Technology

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