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- Tasks: As a Paraplanner, you'll support Financial Planners by researching and preparing compliant recommendations.
- Company: Join Succession Wealth, a company that values its Paraplanners and prioritises client experience.
- Benefits: Enjoy flexible working, 25 days annual leave, and a comprehensive benefits package.
- Why this job: Be part of a supportive team with opportunities for professional growth and a positive work culture.
- Qualifications: You need at least 2 years of Paraplanning experience and Level 4 qualifications.
- Other info: We celebrate diversity and are committed to inclusive recruitment practices.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Paraplanner role at Succession Wealth.
Position Details:
- Hybrid working: Home working blended with office work from any of our South office bases (Bristol, Plymouth, Salisbury, Amersham, Oxford, London).
Benefits:
- Excellent Benefits Package (see below for full details).
Role Overview:
Our Paraplanners are highly valued at Succession and are crucial to our business, providing vital support to our Financial Planners and ensuring a positive client experience. They review, analyze, and prepare compliant recommendations, enabling our Wealth Planners to deliver outstanding service. We expect our paraplanners to research and prepare excellent suitability reports aligned with our investment philosophy and client values.
Daily Responsibilities:
- Undertaking research and analysis of suitable products in line with Financial Planner recommendations.
- Drafting recommendations that meet the Financial Planner’s requirements and align with client needs, circumstances, and objectives.
- Utilizing research tools for technical and tax calculations.
- Acting as the initial point of contact for Planner queries.
Candidate Requirements:
- Minimum of 2 years Paraplanning experience.
- Qualified to Level 4 or above.
- Detailed knowledge of pensions, investments, and estate planning.
- Excellent verbal and written communication skills.
What We Offer:
- A competitive salary, annual pay reviews, performance-based increases, and a comprehensive benefits package including:
- 25 days annual leave plus bank holidays and additional days for Christmas closure.
- Company pension scheme with a generous employer contribution.
- Flexible working arrangements for work/life balance.
- Company sick pay, enhanced maternity/paternity/adoption pay.
- Up to 40% discount on Aviva Insurance & Investment products.
- £450 towards home office equipment.
- Group Life Assurance: 8x salary.
- Access to various discounts, health benefits, and wellbeing support.
- Support for professional development, including sponsorship for exams and study leave.
- Internal career growth opportunities and free courses via our Learning Management System.
Our Commitment to Diversity & Inclusion:
We are dedicated to fostering an inclusive culture and welcome candidates from diverse backgrounds. We ensure fair and equitable recruitment practices to give every candidate the best chance of success.
Paraplanner employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific tools and software used in paraplanning. Being well-versed in these can give you an edge during interviews, as it shows your readiness to hit the ground running.
✨Tip Number 2
Network with current or former employees of Succession Wealth. They can provide insights into the company culture and expectations, which can help you tailor your approach when discussing your fit for the role.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning, pensions, and investments. This knowledge will not only impress during interviews but also demonstrate your commitment to the field.
✨Tip Number 4
Prepare thoughtful questions about the role and the company during your interview. This shows your genuine interest in the position and helps you assess if Succession Wealth is the right fit for you.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Paraplanner position at Succession Wealth. Tailor your application to highlight relevant experience and skills that align with their expectations.
Highlight Relevant Experience: In your CV and cover letter, emphasise your minimum of 2 years of Paraplanning experience. Provide specific examples of how you've successfully supported Financial Planners and contributed to positive client experiences.
Showcase Communication Skills: Since excellent verbal and written communication skills are crucial for this role, ensure your application reflects your ability to communicate complex information clearly. Use concise language and professional formatting in your documents.
Tailor Your Application: Customise your cover letter to reflect your understanding of Succession Wealth's values and investment philosophy. Mention how your approach aligns with their commitment to providing outstanding service and support to clients.
How to prepare for a job interview at Succession Wealth
✨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 this in your previous roles.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need excellent verbal and written communication skills. Prepare to demonstrate these during the interview by articulating your thoughts clearly and concisely.
✨Research the Company
Familiarise yourself with Succession Wealth's values and investment philosophy. This will help you tailor your responses and show that you're genuinely interested in the role and the company.
✨Prepare for Scenario Questions
Expect to be asked about specific scenarios related to paraplanning tasks. Think of examples from your past experience where you successfully handled similar situations, and be ready to explain your thought process.
