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For Companies At a Glance
- Tasks: Research and analyse financial products, draft recommendations, and support Financial Planners.
- Company: Join Succession Wealth, a leading UK Financial Advisory firm, now part of Aviva.
- Benefits: Enjoy hybrid working, 25 days annual leave, and discounts on Aviva products.
- Why this job: Be part of a growing team making financial planning accessible to more clients.
- Qualifications: Level 4 qualification in finance with knowledge of pensions and investments required.
- Other info: Opportunities for professional development and a commitment to diversity and inclusion.
The predicted salary is between 28800 - 42000 ÂŁ per year.
Overview
Join to apply for the Paraplanner – Aviva Financial Advice role at Succession Wealth
Base pay range: Direct message the job poster from Succession Wealth
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 (see below for full details)
Succession Wealth are one of the UK’s leading Financial Advisory firms. Since our formation in 2009 we have built a reputation based on delivering exceptional outcomes for our clients. In 2022 Succession Wealth was acquired by Aviva, one of the UK\\\’s leading Insurance, Wealth and Retirement businesses.
Our goal is to bring high-quality financial planning to a wider client base, which is why, alongside Succession Wealth’s highly successful unrestricted offering, we now also offer restricted financial planning via our Aviva Financial Advice “AFA” team. Our AFA Paraplanners are integral in providing holistic and affordable financial planning to clients on a fantastic range of Aviva (and certain whole of market) products, using a wide range of fund solutions.
Right now is a very exciting time within AFA as we begin to see our ambitious growth plans coming to fruition and as we establish ourselves as the go-to provider of financial planning for Aviva’s extensive customer base.
On a day-to-day basis
- 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
- 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.
- ÂŁ450 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.
We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.
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.
Seniority level
- Mid-Senior level
Employment type
- Temporary
Job function
- Finance, Administrative, and Analyst
- Industries
- Financial Services and Investment Management
Edinburgh, Scotland, United Kingdom
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Paraplanner - Aviva Financial Advice employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Aviva Financial Advice
✨Tip Number 1
Familiarise yourself with Aviva's products and services. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the role and the company.
✨Tip Number 2
Network with current or former employees of Succession Wealth or Aviva. Engaging with them can provide valuable insights into the company culture and expectations, which can be a great advantage during the interview process.
✨Tip Number 3
Brush up on your knowledge of financial planning, particularly in pensions, investments, and estate planning. Being well-versed in these areas will allow you to speak confidently about relevant topics during discussions with recruiters.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. This shows your enthusiasm for the role and helps you assess if the company aligns with your career goals and values.
We think you need these skills to ace Paraplanner - Aviva Financial Advice
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner at Succession Wealth. Familiarise yourself with the key tasks such as research and analysis of financial products, drafting recommendations, and being the point of contact for Planner queries.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications that align with the job description. Emphasise your Level 4 qualification and any specific knowledge in pensions, investments, and estate planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and articulates why you are a great fit for the role. Mention your understanding of the financial planning process and how you can contribute to the team at Succession Wealth.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are clear and professional. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Succession Wealth
✨Know Your Financial Products
As a Paraplanner, you'll need to demonstrate a solid understanding of pensions, investments, and estate planning. Brush up on the latest products offered by Aviva and other market options to show your expertise during the interview.
✨Prepare for Technical Questions
Expect questions that test your knowledge of financial regulations and tax calculations. Familiarise yourself with relevant legislation and be ready to discuss how you would apply this knowledge in real-world scenarios.
✨Showcase Your Communication Skills
Articulate communication is key in this role. Practice explaining complex financial concepts in simple terms, as you may need to convey information to clients or colleagues who aren't as familiar with the jargon.
✨Demonstrate Your Research Abilities
Highlight your experience with research tools and methodologies. Be prepared to discuss how you approach product analysis and how you ensure that recommendations align with client needs and objectives.
