Job Description
Paraplanner
Hybrid working - home working blended with office working from any of our Northern office bases (Glasgow, Edinburgh, Leeds, Birmingham, Sheffield)
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, ...