Overview
Join to apply for the Paraplanner role at Succession Wealth.
Hybrid working - home working blended with office working from any of our national office bases (Belfast preferred, Amersham, Birmingham, Bristol, Chester, Edinburgh, Glasgow, Leeds, London, Oxford, Plymouth, Rugby, Sheffield).
18 month fixed term contract with the potential to be made permanent.
Excellent benefits package (see below for full details).
What you’ll be doing
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 maintain and develop a portfolio of high net worth clients. You will research and prepare suitable suitability reports that align with our investment philosophy and client values.
Responsibilities
* Undertaking research and analysis of suitable products in line with the Financial Planner’s recommendations.
* Drafting recommendations that articulate the Financial Planner’s requirements, in line with the client’s needs, circumstances and objectives.
* Utilising research tools for technical and tax calculations.
* Acting as the initial point of contact for Planner queries.
Qualifications
* A minimum of 2 years Paraplanning experience.
* 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, plus a fantastic range of benefits including:
* 25 days annual leave 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 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 more.
* Health benefits including eye care vouchers, flu vaccinations, annual health screening, Digital GP, mental health and nutrition support, and Employee Assistance Programme.
* Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
* Support with the cost of professional exams / study days.
* Charity days and company events.
Wellbeing and career development
* Wellbeing committee to support colleagues, including an Employee Assistance Programme with 24/7 support.
* Access to mental health first aiders, parental and compassionate leave, wellbeing resources.
* Career support including sponsorship for relevant professional exams, funded apprenticeships, Insights Discovery psychometric tool, clear career pathways and extensive training courses.
Our commitment to DEI
Succession is committed to inclusion and diversity. We welcome contributions from all candidates and aim to ensure fair and equitable recruitment.
Seniority level
* Mid-Senior level
Employment type
* Temporary
Job function
* Finance, Administrative, and Analyst
Industries
* Financial Services and Investment Management
We do not accept unsolicited CV submissions from agencies; any such submissions will be considered a direct application from the candidate.
Location
Belfast, Northern Ireland, United Kingdom
This description reflects the role and its requirements as of now. For the most accurate information, refer to the official posting.
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