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- Tasks: Conduct research and analysis to support financial planners in delivering tailored advice.
- Company: Join Succession Wealth, a leading UK Financial Advisory firm backed by Aviva.
- Benefits: Enjoy competitive salary, flexible working, and a fantastic benefits package.
- Why this job: Be part of a growing team making financial planning accessible to more clients.
- Qualifications: Level 4 qualification in finance and strong communication skills required.
- Other info: Great career growth opportunities and a supportive work environment.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Paraplanner - Aviva Financial Advice role at Succession Wealth. This range is provided by Succession Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Hybrid working - home working blended with office working from any of our national office bases (Amersham, Birmingham, Bristol, Chester, Edinburgh, Glasgow, Leeds, London, Oxford, Plymouth, Rugby, Sheffield). 12 month fixed term contract with the potential to be made permanent.
Excellent benefits package:
- 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.
- 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. 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 - Aviva Financial Advice in London employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Aviva Financial Advice in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Succession Wealth and their values. Understand their approach to financial planning and be ready to discuss how your skills align with their goals. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you'll need to articulate complex ideas clearly. Try mock interviews with friends or use online resources to refine your pitch and responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at Succession Wealth.
We think you need these skills to ace Paraplanner - Aviva Financial Advice in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience with pensions, investments, and estate planning, as these are key areas for us at Succession Wealth.
Show Off Your Communication Skills: Since being articulate in both verbal and written communication is crucial, use clear and concise language in your application. We want to see how well you can express complex ideas simply!
Research the Company: Take some time to understand Succession Wealth and our recent acquisition by Aviva. Mentioning this in your application shows that you're genuinely interested in joining our team and contributing to our growth.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and helps us keep track of all applicants efficiently.
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and estate planning. Being able to discuss these topics confidently will show that you're serious about the Paraplanner role and understand what it entails.
✨Practice Your Communication Skills
Since the job requires articulate verbal and written communication, practice explaining complex financial concepts in simple terms. You could even do a mock interview with a friend to get comfortable with articulating your thoughts.
✨Research Succession Wealth and Aviva
Familiarise yourself with Succession Wealth's mission and values, as well as their recent acquisition by Aviva. This will help you tailor your answers to align with their goals and demonstrate your genuine interest in the company.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This shows your enthusiasm for the role and gives you a chance to learn more about the team dynamics and growth opportunities within the company.