Paraplanner
Hybrid working - home working blended with office working from any of our North region office bases (Birmingham, Rugby, Chester, Harrogate, York, Leeds, Sheffield, Edinburgh, Glasgow)
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 be:
1. Undertaking research and analysis of suitable products in line with the Financial Planner’s recommendations.
2. Drafting recommendations that articulate the Financial Planner’s requirements, in line with the client’s needs, circumstances, and objectives.
3. Utilising research tools for technical and tax calculations.
4. Acting 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.
* Articulate in both verbal and written communication.
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.
* Agile 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.
* £450 towards home office equipment.
* Group Life Assurance: 8 x salary.
* Access to the Benefit Hub; discounts on shopping, dining out, holidays, and more!
* A range of health benefits including eye care vouchers, flu vaccinations, annual health screening, Digital 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 professional exam/study costs.
* Charity Days.
* Company Events.
* Group Income Protection.
Our Wellbeing committee works to support colleagues' wellbeing through initiatives like:
* Employee Assistance Programme with 24/7 support.
* Access to mental health first aiders.
* Menopause support.
* Parental and compassionate leave.
* Wellbeing Library and Hub.
* Aviva DigiCare and Workplace.
* Bereavement Helpline.
Support in achieving your career goals includes:
* Sponsorship for relevant professional exams and study leave.
* Funding for apprenticeships in various topics such as business administration, leadership & management, and accounting & finance.
* Access to Insights Discovery psychometric tool for team development.
* Clear career pathways and internal 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 from candidates.
Our commitment to DE&I
Succession is dedicated to fostering an inclusive and diverse culture. Our diverse team helps us grow, innovate, and deliver excellent client care, reflecting the communities we serve and the topics we cover. We welcome candidates from all backgrounds and ensure fair recruitment practices to give everyone a fair chance of success.
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