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- Tasks: Ensure high-quality Paraplanning through analysis, feedback, and process improvements.
- Company: Join a diverse and inclusive team at Succession, focused on client care.
- Benefits: Opportunity for professional growth and development in a supportive environment.
- Why this job: Make a real impact by enhancing quality standards and coaching colleagues.
- Qualifications: CII Level 4 qualified Paraplanner with strong analytical and relationship-building skills.
- Other info: Dynamic role with opportunities to travel and collaborate across the UK.
The predicted salary is between 36000 - 60000 £ per year.
Field based aligned to any Succession office. We’re looking for an analytical and quality focussed individual with substantial Paraplanning experience to join our Quality Assurance (QA) & Process team. Reporting into the QA & Process Manager, the focus of the role will be to ensure report quality through checking, monitoring and working with Paraplanning teams to drive improvements that support high quality standards and great client outcomes.
This is an excellent opportunity if you are an experienced Paraplanner looking to broaden your experience whilst also enhancing your analytical skills and playing a key role in supporting the development of colleagues. The Quality Assurance and Process team gives confidence that high standards are consistently met across Paraplanning. The team supports Paraplanners by setting clear quality expectations and embedding practical processes, tools, and guidance that enable great advice to be delivered every time.
With a strong focus on continuous improvement, QA works closely with the wider team to learn from feedback, insights, and outcomes—making thoughtful enhancements that strengthen quality, efficiency, and ultimately deliver the best possible results for our clients.
The role: Key responsibilities will be to:
- Own and embed clear quality expectations through consistent, impactful QA feedback.
- Assess and strengthen Paraplanning capability through risk‑based, prioritised QA checks.
- Agree and drive targeted action plans with the QA & Process Manager to close quality and process gaps.
- Calibrate regularly to ensure fair, consistent QA outcomes across Paraplanning.
- Apply and uphold the agreed QA framework and scoring methodology.
- Evaluate attention to detail across process, reporting, product and tax knowledge, championing improvements to ways of working.
- Analyse QA data and file‑check outcomes to identify trends, risks and development needs at individual and team level.
- Maintain accurate file‑check records to ensure a robust audit trail.
- Produce clear, actionable MI for leadership, highlighting quality risks, root causes and improvement recommendations.
- Lead thematic reviews to surface systemic issues and recurring knowledge gaps.
- Partner with stakeholders to embed strong quality culture aligned to Succession values and FCA Individual Conduct Rules.
- Identify training and procedural needs, working closely with Training and Change teams.
- Escalate material quality issues where required.
- Deliver timely, supportive and developmental feedback, including coaching alongside Team Leads and Senior Paraplanners.
- Act as a recognised subject matter expert in quality standards.
- Contribute to governance forums and quality committees, influencing process design and regulatory interpretation.
You: This role will suit you if you are a qualified and experienced Paraplanner with a brilliant eye for detail and a passion for coaching and driving improvement. The successful candidate will be:
- CII Level 4 Qualified in Paraplanning (Level 6 is highly desirable).
- Well versed in Succession’s proposition, systems and processes.
- Highly experienced in delivering a compliant, highly technical, well‑researched and quality paraplanning service.
- Analytical with strong skills in interpreting data and drawing meaningful insights.
- Confident and a natural at influencing and building relationships across all levels.
- Proactive in keeping up to date with industry issues and developments.
- Self‑motivated, resilient and able to withstand pressure and meet deadlines.
- Willing and able to travel to Succession locations across the UK when required.
If you would like more information about this role prior to applying then please contact the Recruitment Team. 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.
Paraplanning QA Assessor - INTERNAL ONLY in Birmingham employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning QA Assessor - INTERNAL ONLY in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for a new role. You never know who might have the inside scoop on opportunities that aren't advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to Paraplanning. Think about how you can showcase your analytical skills and attention to detail, as these are key in the QA role.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression and showing your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance of landing the job. We love seeing candidates who take the initiative to engage directly with us!
We think you need these skills to ace Paraplanning QA Assessor - INTERNAL ONLY in Birmingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight your Paraplanning experience and how it aligns with the role. We want to see how your skills can contribute to our Quality Assurance team, so don’t hold back on showcasing your analytical prowess!
Showcase Your Attention to Detail: Since this role is all about quality assurance, it’s crucial to demonstrate your eye for detail in your application. Use clear examples from your past work that illustrate how you’ve maintained high standards and driven improvements.
Be Authentic: Let your personality shine through! We’re looking for someone who is not just qualified but also passionate about coaching and improvement. Share your motivations and what excites you about the opportunity to join our team.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Successionwealth
✨Know Your Stuff
Make sure you brush up on your Paraplanning knowledge and Succession’s processes. Be ready to discuss specific examples of how you've ensured quality in your previous roles, as this will show your analytical skills and attention to detail.
✨Showcase Your Coaching Skills
Since the role involves supporting and developing colleagues, think about times when you've successfully coached or mentored others. Prepare to share these experiences during the interview to demonstrate your passion for driving improvement.
✨Be Data Savvy
Familiarise yourself with QA data analysis and be prepared to discuss how you've used data to identify trends or risks in your past work. This will highlight your analytical abilities and your understanding of how to enhance quality standards.
✨Build Relationships
The role requires influencing and building relationships across all levels. Think of examples where you've successfully collaborated with stakeholders or teams to achieve a common goal, and be ready to share these stories to showcase your interpersonal skills.