Paraplanner in Leeds

Hybrid working – home working blended with office working from any of our Northern office bases (Glasgow, Edinburgh, Leeds, Birmingham, Sheffield). 12 month fixed‑term contract, with the potential to be made permanent.

We are Succession Wealth, one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. Our commitment to delivering excellent client outcomes is at our core and is what our reputation is built on.

The role… 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. Key aspects of the role will include:

• 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 as well as a fantastic range of benefits including:

• 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 × 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.

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.
• 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.

Our commitment to DE&I: Succession is committed to building and preserving a culture of inclusion and diversity. 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.