Paraplanner - Aviva Financial Advice
Hybrid working - home working blended with office working from any of our national office bases (Amersham, Birmingham, Bristol, Chester, Edinburgh, Glasgow, Leeds, London, Oxford, Plymouth, Rugby, Sheffield)
12 month fixed-term contract with the potential to be made permanent
Excellent benefits package (see below for full details)
Succession Wealth is one of the UK’s leading Financial Advisory firms. Since 2009, we have built a reputation for delivering exceptional outcomes for our clients. In 2022, Succession Wealth was acquired by Aviva, a leading UK Insurance, Wealth, and Retirement business.
Our goal is to bring high-quality financial planning to a wider client base. We offer both unrestricted and restricted financial planning through our Aviva Financial Advice ‘AFA’ team. Our Paraplanners play a crucial role in providing holistic and affordable financial planning to clients using a wide range of Aviva and other market products.
This is an exciting time within AFA as we see our growth plans coming to fruition and establishing ourselves as the go-to provider of financial planning for Aviva’s extensive customer base.
On a day-to-day basis, you can expect to:
* Undertake research and analysis of suitable products aligned with the Financial Planner’s recommendations.
* Draft recommendations that articulate the Financial Planner’s requirements, tailored to client needs and objectives.
* Utilize research tools for technical and tax calculations.
* Act as the initial point of contact for Planner queries.
To be successful in this role, you will need:
* To be qualified to Level 4 or above.
* Detailed knowledge of pensions, investments, and estate planning.
* Excellent verbal and written communication skills.
What you can expect from us…
A competitive basic salary, annual pay reviews, performance-based increases, and a comprehensive benefits package 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.
* 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: 8x salary.
* Access to the Benefit Hub for discounts on shopping, dining, holidays, and more.
* A range of health benefits including eye care vouchers, flu vaccinations, annual health screening, digital GP, mental health, and nutrition sessions.
* Voluntary benefits like Private Medical Insurance, Dental Insurance, Critical Illness, and Health Screening.
* Support for professional exams and study days.
* Charity days, company events, and Group Income Protection.
Our Wellbeing Committee offers support such as:
* Employee Assistance Programme with 24/7 support.
* Access to mental health first aiders.
* Menopause support, parental and compassionate leave.
* Wellbeing Library and Hub, DigiCare, and Bereavement Helpline.
We support your career development with:
* Sponsorship for exams and study leave.
* Funding for apprenticeships in various topics.
* 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; all applications should be directly from candidates.
Our commitment to DE&I
Succession is dedicated to fostering an inclusive and diverse culture. We value the contributions of all candidates regardless of background and are committed to fair and equitable recruitment practices.
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