Hybrid working – Succession Wealth Glasgow or Edinburgh
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 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.
This is a fantastic opportunity for an experienced Paraplanner and people manager to lead and drive the continued success and growth of our Paraplanning function at Succession Wealth.
As Paraplanning Team Leader, you will lead and motivate your team of Paraplanners, managing their tasks and productivity whilst implementing company goals. You will achieve this by providing guidance and instruction, and by coaching team members as needed. Team Leaders take an active role in creating a collaborative workspace, alongside making wider decisions such as recruitment and workload delegation.
On a day to day basis you can expect to be:
* Providing support and motivating Paraplanners to accomplish theirs and Succession Wealth’s goals.
* Reviewing and delegating resource and workflow.
* Managing project progress and reporting to stakeholders.
* Leading meetings and communicating goals.
* Developing Paraplanners by nurturing strengths and identifying improvements.
* Representing and advocating for team needs.
To be successful in the role you will need:
* Significant Paraplanning experience
* Experience of managing and / or mentoring Paraplanners
* To be qualified to Level 4 or above.
* Have a detailed knowledge of pensions, investments and estate planning.
* Be articulate in both verbal and written communication.
* The ability and desire to support and develop Paraplanners in a constructive way.
What you can expect from us:
A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:
* 25 days Annual leave rapidly 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 to allow 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 the purchase of home office equipment.
* Group Life Assurance Scheme: 8 x salary.
* Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
* A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial 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 cost of professional exams /study days.
* Charity Days.
* Company Events
Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:
* Employee Assistance Programme including access to a 24/7 support line.
* Access to mental health first aiders.
* Parental and compassionate leave.
* Wellbeing Library and Hub.
* Aviva DigiCare and Workplace.
* Bereavement Helpline.
Support in achieving your career goals:
* Sponsorship for relevant professional exams and study leave.
* Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
* Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
* Clear career pathways and endless internal job opportunities.
* Access to a huge range of free courses via our Learning Management system.
We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.
Our commitment to DE&I
Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.
In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
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