At a Glance
- Tasks: Support Financial Planners by preparing compliant recommendations and suitability reports.
- Company: Join Succession Wealth, a leader in financial planning with a supportive culture.
- Benefits: Enjoy hybrid working, competitive benefits, and career development opportunities.
- Other info: Dynamic environment with a focus on professional growth and client values.
- Why this job: Make a real difference in clients' financial journeys while growing your expertise.
- Qualifications: Minimum 2 years of paraplanning experience and CII Level 4 or above required.
The predicted salary is between 40500 - 49500 £ per year.
Succession Wealth is seeking an experienced Paraplanner to support our Financial Planners and provide compliant recommendations for clients.
You will review, analyse and prepare suitability reports in line with our investment philosophy and client values.
Hybrid working from national office bases with a competitive benefits package and opportunities for career development.
A minimum of 2 years paraplanning experience and CII Level 4 or above is required.
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Hybrid Paraplanner – Research, Reports & Financial Planning 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.
