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For Companies At a Glance
- Tasks: Support Financial Planners by researching and preparing compliant recommendations for clients.
- Company: Join Succession, a company that values its Paraplanners and prioritises client experience.
- Benefits: Enjoy flexible working, 25 days annual leave, and a fantastic benefits package.
- Why this job: Be part of a supportive culture with opportunities for career growth and professional development.
- Qualifications: Must have 2 years Paraplanning experience and Level 4 qualification or above.
- Other info: Hybrid working available from various South region office bases.
The predicted salary is between 28800 - 43200 £ per year.
Paraplanner
Hybrid working – home working blended with office working from any of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol)
18-month fixed-term contract, with the potential to be made permanent
Excellent benefits package (see below for full details)
Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients. Our Paraplanners play a key role within our advisory service by reviewing, analysing, and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service. We expect our paraplanners to research and prepare excellent suitability reports aligned with our investment philosophy and client values.
On a day-to-day basis, you can expect to:
- Undertake research and analysis of suitable products in line with the Financial Planner’s recommendations.
- Draft recommendations that articulate the Financial Planner’s requirements, considering the client’s needs, circumstances, and objectives.
- Utilise research tools for technical and tax calculations.
- Act as the initial point of contact for Planner queries.
To be successful in this role, you will need:
- A minimum of 2 years Paraplanning experience.
- To be qualified to Level 4 or above.
- Detailed knowledge of pensions, investments, and estate planning.
- Excellent verbal and written communication skills.
What you can expect from us…
A competitive basic salary , annual pay reviews, performance-linked increases, and a fantastic range of benefits including:
- 25 days of annual leave, increasing with service, plus bank holidays and additional days for Christmas closure.
- Excellent company pension scheme with a generous employer contribution.
- Flexible and family-friendly working arrangements 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 home office equipment.
- Group Life Assurance: 8 x salary.
- Access to the Benefit Hub with discounts on shopping, dining, holidays, and 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 benefits such as Private Medical Insurance, Dental Insurance, Critical Illness, and Health Screening.
- Support with professional exam costs and study days.
- Charity Days, Company Events, and Group Income Protection.
Our Wellbeing Committee supports colleagues with initiatives like:
- Employee Assistance Programme with 24/7 support line.
- Access to mental health first aiders.
- Menopause support.
- Parental and compassionate leave.
- Wellbeing Library and Hub.
- Digital Care and Workplace services.
- Bereavement Helpline.
Support for your career goals includes:
- Sponsorship for relevant professional exams and study leave.
- Access to funded apprenticeships in various topics.
- Insights Discovery psychometric tool for team development.
- Clear career pathways and internal job opportunities.
- Access to a wide range of free courses via our Learning Management System.
We do not accept unsolicited CV submissions from agencies; any such applications will be considered as direct applications from candidates.
Our commitment to DE&I
Succession is dedicated to fostering an inclusive and diverse culture. We believe diverse teams enhance our growth, innovation, and client service. We welcome candidates from all backgrounds and ensure fair, equitable recruitment practices.
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Paraplanner employer: Successionwealth
Contact Detail:
Successionwealth 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 commonly used in paraplanning. Being able to demonstrate your proficiency in these tools during the interview can set you apart from other candidates.
✨Tip Number 2
Network with current or former paraplanners in the industry. They can provide valuable insights into the role and may even refer you to opportunities within their organisations, including ours at StudySmarter.
✨Tip Number 3
Stay updated on the latest regulations and trends in financial planning. Showing that you are knowledgeable about current events in the industry can impress interviewers and demonstrate your commitment to the field.
✨Tip Number 4
Prepare thoughtful questions for your interview that reflect your understanding of the role and the company. This not only shows your interest but also helps you assess if the company aligns with your career goals.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements for the Paraplanner position. Tailor your application to highlight how your experience aligns with these expectations.
Highlight Relevant Experience: Emphasise your Paraplanning experience, particularly any specific projects or tasks that demonstrate your ability to conduct research, draft recommendations, and communicate effectively. Use concrete examples to illustrate your skills.
Showcase Qualifications: Make sure to mention your qualifications, especially if you are Level 4 qualified or above. Include any relevant certifications or training that relate to pensions, investments, and estate planning.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are passionate about the role and how you can contribute to the company’s success. Be sure to reflect on their commitment to DE&I and how you align with those values.
How to prepare for a job interview at Successionwealth
✨Showcase Your Paraplanning Experience
Make sure to highlight your minimum of 2 years of paraplanning experience during the interview. Be prepared to discuss specific examples of how you've successfully supported financial planners and contributed to client satisfaction.
✨Demonstrate Technical Knowledge
Since detailed knowledge of pensions, investments, and estate planning is crucial for this role, brush up on these topics. Be ready to answer technical questions and explain how you would approach research and analysis for suitable products.
✨Communicate Clearly
Excellent verbal and written communication skills are essential. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts or drafting recommendations.
✨Align with Company Values
Research Succession's investment philosophy and client values before the interview. Be prepared to discuss how your approach to paraplanning aligns with their goals and how you can contribute to their advisory service.
