At a Glance
- Tasks: Support Financial Planners by researching products and drafting compliant recommendations.
- Company: Join Succession Wealth, a leader in financial planning with a supportive culture.
- Benefits: Enjoy hybrid working, extensive benefits, and a great work-life balance.
- Other info: Opportunity for growth in a dynamic and rewarding environment.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Minimum 2 years paraplanning experience and strong communication skills.
The predicted salary is between 40000 - 45000 £ per year.
Succession Wealth is seeking a Paraplanner to support our Financial Planners by researching suitable products, drafting compliant recommendations and preparing suitability reports in line with our investment philosophy and client values.
The role requires a minimum of 2 years paraplanning experience, knowledge of pensions, investments and estate planning, and strong verbal and written communication skills.
We offer hybrid working and an extensive benefits package.
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Hybrid Paraplanner - Research, Reports & Client Advice employer: Succession Wealth
At Succession Wealth, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and client engagement. Our Plymouth office provides a welcoming environment with on-site parking, ensuring convenience for our staff. We are committed to employee growth, providing opportunities for professional development while fostering a meaningful and rewarding workplace experience.
