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Hybrid working - home working blended with office working from any of our South region office bases (Oxford, Amersham, London)
12 month fixed-term contract, with the potential to be made permanent
Excellent benefits package (see below for full details)
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 provide an outstanding level of service. We expect our paraplanners to research and prepare excellent suitability reports aligned with our investment philosophy and client values.
On a day-to-day basis, you can expect to:
* Undertake research and analysis of suitable products in line with the Financial Planner’s recommendations.
* Draft recommendations that articulate the Financial Planner’s requirements, tailored to the client’s needs, circumstances, and objectives.
* Utilise research tools for technical and tax calculations.
* Act 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.
* Detailed knowledge of pensions, investments, and estate planning.
* Strong verbal and written communication skills.
What you can expect from us:
A competitive basic salary, annual pay reviews, and performance-linked increases, along with a fantastic range of benefits including:
* 25 days annual leave, increasing with service, plus bank holidays and additional days for Christmas closure.
* Excellent company pension scheme with a generous employer contribution.
* Flexible and family-friendly working arrangements for a great work/life balance.
* Company sick pay.
* Enhanced maternity, paternity, and adoption pay.
* Up to 40% discount on Aviva Insurance & Investment products.
* £465 towards home office equipment.
* Group Life Assurance: 8x salary.
* Access to the Benefit Hub for discounts on shopping, dining, holidays, and more.
* Health benefits including eye care vouchers, flu vaccinations, annual health screening, Digital GP, mental health and nutrition sessions, and Employee Assistance Programme.
* Voluntary benefits such as Private Medical Insurance, Dental Insurance, Critical Illness, and Health Screening.
* Support for professional exams and study days.
* Charity Days.
* Company Events.
* Group Income Protection.
Our Wellbeing Committee offers support through:
* Employee Assistance Programme with 24/7 support line.
* Access to mental health first aiders.
* Parental and compassionate leave.
* Wellbeing Library and Hub.
* Aviva DigiCare and Workplace services.
* Bereavement Helpline.
Support for your career development includes:
* Sponsorship for relevant professional exams and study leave.
* Access to funded apprenticeships in various topics.
* Insights Discovery psychometric tool for team development.
* Clear career pathways and internal job opportunities.
* Access to a wide range of free courses via our Learning Management System.
We do not accept unsolicited CV submissions from agencies; any such applications will be considered as direct applications from candidates.
Our commitment to DE&I
Succession is dedicated to fostering an inclusive and diverse culture. We value the unique contributions of all candidates, regardless of background, and aim to provide fair and equitable recruitment practices to ensure every candidate has the best chance of success.
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