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For Companies At a Glance
- Tasks: Research and analyse financial products, draft tailored recommendations, and assist planners with queries.
- Company: Join Succession Wealth, a top UK Financial Advisory firm now part of Aviva, a leading insurance and wealth business.
- Benefits: Enjoy flexible working, 25 days leave, a great pension scheme, and discounts on Aviva products.
- Why this job: Be part of a growing team that makes financial planning accessible and impactful for clients.
- Qualifications: Level 4 qualification or above with knowledge in pensions, investments, and estate planning required.
- Other info: We value diversity and inclusion, welcoming candidates from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner – Aviva Financial Advice
Hybrid working – home working blended with office working from any of our national office bases
Excellent benefits package (see below for full details)
Succession Wealth is 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, a leading UK Insurance, Wealth, and Retirement business.
Our goal is to bring high-quality financial planning to a wider client base. Alongside Succession Wealth’s unrestricted offering, we now also offer restricted financial planning via our Aviva Financial Advice ‘AFA’ team. Our AFA Paraplanners are essential in providing holistic and affordable financial planning to clients on a wide range of Aviva (and certain whole market) products, using diverse fund solutions.
Currently, we are experiencing an exciting phase as our growth plans materialize and we establish ourselves as the preferred provider of financial planning for Aviva’s extensive customer base.
On a day-to-day basis, you can expect to:
- Undertake research and analysis of suitable products aligned with the Financial Planner’s recommendations.
- Draft recommendations that clearly articulate the Financial Planner’s requirements, tailored to the client’s needs, circumstances, and objectives.
- Utilize research tools for technical and tax calculations.
- Serve as the initial point of contact for Planner queries.
To be successful in this role, you will need:
- Qualification at Level 4 or above.
- In-depth 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-related increases, and a comprehensive benefits package including:
- 25 days 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 healthy 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: 8x salary.
- Access to the Benefit Hub for discounts on shopping, dining, holidays, and more.
- Health benefits including eye care vouchers, flu vaccinations, annual health screening, digital GP, mental health, and nutrition sessions, Employee Assistance Programme.
- Voluntary benefits such as Private Medical Insurance, Dental Insurance, Critical Illness, and Health Screening.
- Support for professional exams and study days.
- Charity days and company events.
- Group Income Protection.
Our Wellbeing Committee offers support including:
- Employee Assistance Programme with 24/7 support.
- Mental health first aiders.
- Menopause support.
- Parental and compassionate leave.
- Wellbeing Library and Hub.
- Access to DigiCare and Workplace.
- Bereavement Helpline.
Support for your career development includes:
- Sponsorship for relevant professional exams and study leave.
- Funding for apprenticeships in various topics.
- Insights Discovery psychometric tool for team development.
- Clear career pathways and internal 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 a culture of inclusion and diversity. Our diverse team enables us to grow, innovate, and deliver excellent client care, reflecting the communities we serve. We welcome candidates from all backgrounds and ensure fair and equitable recruitment practices.
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Paraplanner - Aviva Financial Advice employer: Successionwealth
Contact Detail:
Successionwealth 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 beneficial during your application process.
✨Tip Number 3
Stay updated on industry trends and changes in financial regulations. This knowledge will not only prepare you for potential interview questions but also show that you are proactive and committed to your professional development.
✨Tip Number 4
Prepare specific examples from your past experience that highlight your skills in research, analysis, and communication. Being able to articulate these experiences clearly will set you apart during discussions with hiring managers.
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 Aviva Financial Advice. Familiarise yourself with the key tasks such as research and analysis of financial products, drafting recommendations, and serving as a point of contact for planners.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications that align with the job description. Emphasise your Level 4 qualification or above, and any in-depth knowledge of pensions, investments, and estate planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a great fit for the role. Mention specific experiences that demonstrate your ability to undertake research and analysis, and how you can contribute to the team.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a role that involves drafting recommendations and communicating effectively.
How to prepare for a job interview at Successionwealth
✨Know Your Financial Products
Make sure you have a solid understanding of pensions, investments, and estate planning. Be prepared to discuss how these products can be tailored to meet client needs, as this will demonstrate your expertise and suitability for the Paraplanner role.
✨Showcase Your Communication Skills
Since excellent verbal and written communication skills are essential, practice articulating complex financial concepts in simple terms. You might be asked to explain a financial product or strategy, so clarity is key.
✨Research the Company
Familiarise yourself with Succession Wealth and Aviva's values, mission, and recent developments. Understanding their approach to financial planning will help you align your answers with their goals during the interview.
✨Prepare for Technical Questions
Expect questions that assess your ability to conduct research and analysis. Brush up on using research tools for technical and tax calculations, as well as drafting recommendations based on hypothetical client scenarios.
