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- Tasks: Lead the training of financial planners and develop technical guidance on key planning scenarios.
- Company: Join Succession Wealth, a leading independent financial planning firm in the UK since 2009.
- Benefits: Enjoy 25 days annual leave, flexible working, and discounts on Aviva products.
- Why this job: Be part of a supportive team that values diversity and offers clear career pathways.
- Qualifications: Extensive experience in financial services and strong facilitation skills required.
- Other info: Access to funded apprenticeships and a range of health benefits.
The predicted salary is between 36000 - 60000 £ per year.
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Direct message the job poster from Succession Wealth
Recruitment Coordinator at Succession Wealth
Excellent Benefits Package (see Below For Full Details)
We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.
As part of Succession Wealth’s continued dedication to supporting its Financial Planners, we are now seeking an experienced and technically established professional to join our Financial Planner Training Team.
The role…
The Planner Training Technical Lead will be a financial planning technical specialist, who can lead and galvanise a variety of key stakeholders (including: planners, paraplanners, TCSMs, proposition specialists) to create, maintain and embed standardised views and guidance around core planning life scenarios – estate planning, accumulation options, de-cumulation options, etc.
On a day to day basis you can expect to be:
- Creating house views and guidance around core planning life scenarios – estate planning, accumulation options, de-cumulation options, etc
- Developing product specific scenarios around more nuanced offerings – VCTs, EIS, Offshore Bonds
- Developing technical competency framework for planners & paraplanners based on proposition and role requirements
- Taking responsibility for technical training requirements and assisting in the planner training agenda – including elements in the induction, ongoing technical upskilling, leveraging third party providers / CISI / CII
To be successful in the role you will need:
- Extensive Financial Services industry experience
- Significant Financial Advisory experience
- To be a credible and compelling facilitator, with an ability to read the room
- To be a talented planner that can look ahead to plan strategically to achieve team and company goals and objectives
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 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, Digitial 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.
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Planner Training Technical Lead employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planner Training Technical Lead
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and regulatory changes will help you stand out as a candidate who is not only experienced but also proactive in your field.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in training or development roles. Attend relevant events or webinars to connect with potential colleagues and learn more about the company culture at Succession Wealth.
✨Tip Number 3
Prepare to demonstrate your facilitation skills during the interview process. Think of examples where you've successfully led training sessions or workshops, as this role requires strong leadership and communication abilities.
✨Tip Number 4
Research Succession Wealth's approach to financial planning and their specific products. Understanding their unique offerings will allow you to tailor your discussions and show how your expertise aligns with their needs.
We think you need these skills to ace Planner Training Technical Lead
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Planner Training Technical Lead position. Tailor your application to highlight your relevant experience in financial planning and training.
Craft a Compelling CV: Your CV should clearly showcase your extensive Financial Services industry experience and significant Financial Advisory experience. Use bullet points to outline your achievements and responsibilities in previous roles, focusing on those that align with the job description.
Write a Strong Cover Letter: In your cover letter, express your passion for financial planning and your ability to lead and galvanise stakeholders. Provide specific examples of how you've successfully developed training programmes or frameworks in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services sector.
How to prepare for a job interview at Succession Wealth
✨Understand the Role Thoroughly
Before your interview, make sure you have a solid grasp of what the Planner Training Technical Lead role entails. Familiarise yourself with the key responsibilities, such as creating house views and developing technical competency frameworks. This will help you articulate how your experience aligns with their needs.
✨Showcase Your Technical Expertise
As a financial planning technical specialist, it's crucial to demonstrate your extensive knowledge in areas like estate planning and accumulation options. Prepare examples from your past experiences that highlight your ability to lead discussions and provide guidance on these topics.
✨Engage with Stakeholders
The role involves working with various stakeholders, including planners and paraplanners. Be ready to discuss how you've successfully collaborated with different teams in the past. Highlight your communication skills and your ability to read the room during discussions.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about Succession Wealth's training agenda and how they support their Financial Planners. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
