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Position Details
Hybrid working: Home working blended with office work from any of our South office bases (Bristol, Plymouth, Salisbury, Amersham, Oxford, London)
Benefits: Excellent Benefits Package (see below for full details)
Role Overview
Our Paraplanners are highly valued at Succession and are crucial to our business, providing vital support to our Financial Planners and ensuring a positive client experience. They review, analyze, and prepare compliant recommendations, enabling our Wealth Planners to deliver outstanding service. We expect our paraplanners to research and prepare excellent suitability reports aligned with our investment philosophy and client values.
Daily Responsibilities
1. Undertaking research and analysis of suitable products in line with Financial Planner recommendations.
2. Drafting recommendations that meet the Financial Planner’s requirements and align with client needs, circumstances, and objectives.
3. Utilizing research tools for technical and tax calculations.
4. Acting as the initial point of contact for Planner queries.
Candidate Requirements
* Minimum of 2 years Paraplanning experience.
* Qualified to Level 4 or above.
* Detailed knowledge of pensions, investments, and estate planning.
* Excellent verbal and written communication skills.
What We Offer
A competitive salary, annual pay reviews, performance-based increases, and a comprehensive benefits package including:
* 25 days annual leave plus bank holidays and additional days for Christmas closure.
* Company pension scheme with a generous employer contribution.
* Flexible working arrangements for work/life balance.
* Company sick pay, enhanced maternity/paternity/adoption pay.
* Up to 40% discount on Aviva Insurance & Investment products.
* £450 towards home office equipment.
* Group Life Assurance: 8x salary.
* Access to various discounts, health benefits, and wellbeing support.
* Support for professional development, including sponsorship for exams and study leave.
* Internal career growth opportunities and free courses via our Learning Management System.
Our Commitment to Diversity & Inclusion
We are dedicated to fostering an inclusive culture and welcome candidates from diverse backgrounds. We ensure fair and equitable recruitment practices to give every candidate the best chance of success.
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