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- Tasks: Support Financial Planners by researching and preparing compliant recommendations for clients.
- Company: Join Succession, a company that values diversity and innovation in financial services.
- Benefits: Enjoy flexible working, competitive salary, generous leave, and health perks.
- Why this job: Be part of a supportive team with clear career pathways and opportunities for growth.
- Qualifications: Must have 2 years of Paraplanning experience and Level 4 qualification or above.
- Other info: Hybrid working model available across various office locations.
The predicted salary is between 28800 - 48000 £ per year.
Hybrid working - home working blended with office working from any of our South office bases (Bristol, Plymouth, Salisbury, Amersham, Oxford, London).
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 to clients.
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.
- Have a detailed knowledge of pensions, investments and estate planning.
- Be articulate in both verbal and written communication.
What you can expect from us…
- A competitive basic salary, annual pay reviews and performance linked increases.
- 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.
- £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 lots 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 cost of professional exams / study days.
- Charity Days.
- Company Events.
- Group Income Protection.
Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes:
- Employee Assistance Programme including access to a 24/7 support line.
- 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 …
- 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.
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 financial products and services that Succession offers. Understanding their investment philosophy and client values will help you tailor your discussions and demonstrate your alignment with their approach during interviews.
✨Tip Number 2
Network with current or former employees of Succession, especially those in paraplanning roles. They can provide valuable insights into the company culture and expectations, which can help you prepare for potential interview questions.
✨Tip Number 3
Stay updated on industry trends and regulatory changes in financial planning. Being knowledgeable about recent developments will not only enhance your expertise but also show your commitment to the profession during discussions with the hiring team.
✨Tip Number 4
Prepare to discuss your previous paraplanning experiences in detail, focusing on how you've successfully supported financial planners and contributed to client satisfaction. Use specific examples to illustrate your skills in research, analysis, and report drafting.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience, particularly the two years required. Emphasise your qualifications, especially if you are Level 4 or above, and detail your knowledge of pensions, investments, and estate planning.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities outlined in the job description, such as researching and preparing suitability reports.
Showcase Communication Skills: Since articulate communication is key for this role, provide examples in your application that demonstrate your verbal and written communication skills. This could include previous experiences where you effectively communicated complex information.
Highlight Relevant Tools and Techniques: Mention any specific research tools or techniques you have used for technical and tax calculations in your application. This will show that you are well-prepared to meet the expectations of the role.
How to prepare for a job interview at Successionwealth
✨Know Your Stuff
Make sure you have a solid understanding of pensions, investments, and estate planning. Brush up on your technical knowledge and be ready to discuss how you've applied it in your previous roles.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to articulate complex information clearly. Prepare examples of how you've effectively communicated with Financial Planners and clients in the past, both verbally and in writing.
✨Research the Company
Familiarise yourself with Succession's investment philosophy and client values. This will help you tailor your responses and demonstrate that you're aligned with their approach to client care.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to draft recommendations. Think of specific scenarios from your experience where you successfully researched and prepared suitability reports.
