Technical Planner Trainer

Successionwealth; United Kingdom; Remote; GBP 50,000 - 70,000; Full time

Job summary

A leading independent financial planning and wealth management company in the UK is seeking a Technical Planner Trainer to join its Financial Planner Training Team. The role involves developing guidance on financial planning scenarios, creating specialized technical scenarios, and managing training needs. With excellent benefits and a commitment to employee wellbeing, this position offers a competitive salary and growth opportunities.

Benefits

25+ days holiday

Pension scheme

Flexible working

Sick pay

Enhanced parental leave

Health benefits

Professional development support

Qualifications

• Extensive experience in Financial Services and Financial Advisory roles.
• Strong facilitation skills and strategic planning ability.

Responsibilities

• Developing house views and guidance on core planning scenarios.
• Creating technical scenarios for specialized offerings like VCTs and EIS.
• Managing technical training needs, including induction and ongoing upskilling.

Skills

Facilitation skills

Strategic planning ability

Education

Level 4 Financial Planning Qualification

Job description

Technical Planner Trainer

Excellent benefits package (see below for full details)

Remote working

We are Succession Wealth, a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. Established in 2009, we have over 900 employees and 200 Wealth Planners serving clients across the UK.

We are seeking an experienced Technical Planner Trainer to join our Financial Planner Training Team, supporting our Financial Planners with technical expertise.

The role…

The Planner Training Technical Lead will be a technical specialist in financial planning, leading stakeholders to create and embed guidance on core planning scenarios such as estate planning, accumulation, and decumulation.

Key responsibilities include:

• Developing house views and guidance on core planning scenarios
• Creating technical scenarios for specialized offerings like VCTs, EIS, Offshore Bonds
• Building a technical competency framework for planners and paraplanners
• Managing technical training needs, including induction and ongoing upskilling, utilizing third-party providers

Requirements:

• Level 4 Financial Planning Qualification
• Extensive experience in Financial Services and Financial Advisory roles
• Strong facilitation skills and strategic planning ability

What we offer:

• Competitive salary with annual reviews and performance bonuses
• Benefits including 25+ days holiday, pension scheme, flexible working, sick pay, enhanced parental leave, discounts, health benefits, professional development support, and more

We are committed to supporting our colleagues' wellbeing through various programs and initiatives, including mental health support, parental leave, and career development opportunities.

We value diversity and inclusion, striving to create a fair recruitment process and a supportive workplace culture.

Note: We do not accept unsolicited CVs from agencies; all applications should be direct from candidates.