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- Tasks: Support Financial Planners by researching and preparing compliant recommendations for clients.
- Company: Join Succession, a company that values its Paraplanners and prioritises client experience.
- Benefits: Enjoy 25 days annual leave, flexible working, and a fantastic pension scheme.
- Why this job: Be part of a supportive culture with clear career pathways and professional development opportunities.
- Qualifications: Must have 2 years Paraplanning experience and Level 4 qualification or above.
- Other info: We embrace diversity and welcome candidates from all backgrounds.
The predicted salary is between 28800 - 48000 £ per year.
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: 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. 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. #J-18808-Ljbffr
Paraplanner employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific tools and software commonly used in paraplanning. Being well-versed in these can give you an edge during interviews, as it shows your readiness to hit the ground running.
✨Tip Number 2
Network with current or former paraplanners in the industry. They can provide insights into the role and company culture, which can be invaluable when preparing for your interview.
✨Tip Number 3
Stay updated on the latest regulations and trends in financial planning. Demonstrating your knowledge of current events in the industry can impress interviewers and show your commitment to professional development.
✨Tip Number 4
Prepare to discuss real-life scenarios where you've successfully supported financial planners. Having concrete examples ready can help illustrate your experience and problem-solving skills during the interview process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Paraplanner. Familiarise yourself with the key tasks such as drafting recommendations and conducting research, as well as the qualifications needed.
Tailor Your CV: Customise your CV to highlight your relevant experience in paraplanning, particularly your knowledge of pensions, investments, and estate planning. Use specific examples that demonstrate your skills in research and analysis.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your experience aligns with their values and how you can contribute to their advisory service. Be sure to articulate your communication skills.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that your documents are clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Successionwealth
✨Showcase Your Paraplanning Experience
Make sure to highlight your minimum of 2 years of paraplanning experience during the interview. Be prepared to discuss specific examples of how you've supported financial planners and contributed to client satisfaction.
✨Demonstrate Technical Knowledge
Since detailed knowledge of pensions, investments, and estate planning is crucial, brush up on these topics before the interview. Be ready to answer technical questions and possibly provide insights on recent changes in regulations or market trends.
✨Communicate Clearly and Articulately
As the role requires strong verbal and written communication skills, practice articulating your thoughts clearly. You might be asked to explain complex concepts simply, so think about how you would present your ideas to clients or colleagues.
✨Research the Company Culture
Familiarise yourself with Succession's commitment to diversity, equity, and inclusion. Understanding their values will help you align your answers with their culture and demonstrate that you're a good fit for their team.
