At a Glance
- Tasks: Provide top-notch paraplanning support and mentor team members to enhance skills.
- Company: Join Succession Wealth, a leading financial planning firm with a collaborative culture.
- Benefits: Enjoy 25 days annual leave, flexible working, and a generous pension scheme.
- Other info: Diverse and inclusive workplace with opportunities for professional growth and community engagement.
- Why this job: Make a real impact in financial wellbeing while developing your career in a supportive environment.
- Qualifications: Level 4 qualified with strong paraplanning experience and excellent communication skills.
The predicted salary is between 45000 - 55000 £ per year.
Hybrid working from either our Salisbury or Bristol office locations. Succession Wealth, part of the Aviva Group, is one of the UK’s leading independent financial planning and wealth management organisations. With around 1,000 colleagues across the UK, we’re proud to support individuals, families and businesses in building long‑term confidence in their financial wellbeing. As an FCA‑regulated firm, we’re united by a shared commitment to integrity, collaboration and exceptional client service. Our people are central to everything we do – working together to deliver trusted advice, positive client outcomes and a supportive, high‑performing culture.
About the Role
As a Senior Paraplanner you will deliver excellent paraplanning support to our Planners and clients through research and report writing, while also playing a key role in the day‑to‑day operation and development of the team. You will share technical expertise, provide informal mentoring and lead knowledge‑sharing sessions to build capability, confidence and consistency. You will act as a subject matter expert, promoting high standards and professionalism, contributing actively to team discussions, and identifying opportunities to improve processes and ways of working. Senior Paraplanners are expected to positively influence change, supporting the team to embrace improvements that enhance quality and efficiency. You will lead by example, role‑model Succession’s values and behaviours, set high standards in risk management and reporting, and foster a culture of openness and transparency. Working closely with team members and Planners, you will help shape improvements to paraplanning systems and processes, with a clear focus on delivering excellent client outcomes and increasing overall team effectiveness.
Requirements
- Level 4 qualified (Level 6 or working towards desirable).
- Highly experienced in providing Paraplanning support to Financial Planners.
- Strong evidence of delivering a compliant, highly technical, well‑researched and quality paraplanning service.
- Detailed knowledge of pensions, investments and estate planning.
- Excellent interpersonal skills and articulate in both verbal and written communication.
- High degree of professional ethics and integrity.
- The ability to engage others and create ownership.
Benefits
- 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.
- £465 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 more.
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, mental health, 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.
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 recruitment practice.
Senior Paraplanner in Salisbury employer: Succession Wealth
At Succession Wealth, we pride ourselves on being an exceptional employer, offering a supportive and high-performing culture that prioritises integrity and collaboration. With hybrid working options from our Salisbury or Bristol offices, we provide generous benefits including an excellent pension scheme, enhanced family leave, and a commitment to employee growth through professional development support. Our inclusive environment fosters diversity and innovation, ensuring that every team member can thrive while delivering outstanding financial planning services to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Salisbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at Succession Wealth. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and estate planning confidently. We want to see that you’re not just knowledgeable but also passionate about delivering excellent client outcomes.
✨Tip Number 3
Show us your collaborative spirit! During interviews, highlight examples of how you’ve worked with teams to improve processes or deliver exceptional service. We love candidates who can demonstrate their ability to foster a culture of openness and transparency.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Succession Wealth.
We think you need these skills to ace Senior Paraplanner in Salisbury
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Paraplanner role. Highlight your experience in paraplanning support, especially your knowledge of pensions, investments, and estate planning. We want to see how your skills align with our values and the specific requirements of the job.
Showcase Your Communication Skills:Since excellent written communication is key for this role, ensure your application is clear, concise, and free of jargon. Use professional language but keep it friendly. We love seeing candidates who can articulate their thoughts well, so let your personality shine through!
Demonstrate Your Team Spirit:We value collaboration and teamwork at Succession Wealth. In your application, share examples of how you've worked effectively within a team, mentored others, or contributed to improving processes. This will show us that you’re not just a great individual contributor but also a team player.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to track your application and ensure it reaches the right people. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
As a Senior Paraplanner, you’ll need to demonstrate your expertise in pensions, investments, and estate planning. Brush up on the latest regulations and trends in financial planning so you can confidently discuss how your knowledge can benefit the team and clients.
✨Showcase Your Communication Skills
Excellent interpersonal skills are key for this role. Practice articulating complex financial concepts clearly and concisely. Consider preparing examples of how you've effectively communicated with clients or colleagues in the past to illustrate your ability.
✨Emphasise Team Collaboration
This position requires a collaborative spirit. Be ready to share examples of how you’ve worked with others to improve processes or outcomes. Highlight any mentoring experiences you have, as Succession values knowledge-sharing and team development.
✨Align with Company Values
Succession Wealth is all about integrity, collaboration, and exceptional client service. Familiarise yourself with their values and think about how your personal values align. Be prepared to discuss how you embody these principles in your work.
