At a Glance
- Tasks: Provide expert paraplanning support and mentor team members to enhance client outcomes.
- Company: Join Succession Wealth, a leading independent financial planning firm with a collaborative culture.
- Benefits: Enjoy competitive salary, generous leave, flexible working, and health benefits.
- 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 skills in a supportive environment.
- Qualifications: Level 4 qualified with strong paraplanning experience and excellent communication skills.
The predicted salary is between 40000 - 50000 £ 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.
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. This includes sharing technical expertise and practical insight through informal mentoring, knowledge‑sharing and leading 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‑modelling Succession’s values and behaviours, setting high standards in risk management and reporting, and fostering a culture of openness and transparency. Working closely with fellow 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.
To be successful in the role you will need:
- To be Level 4 qualified (Level 6 or working towards desirable).
- To be 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 to be articulate in both verbal and written communication.
- High degree of professional ethics and integrity.
- The ability to engage others and create ownership.
What you can expect from us… A competitive 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.
- £465 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, Digital 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.
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: Successionwealth
At Succession Wealth, we pride ourselves on being an exceptional employer, offering a supportive and high-performing culture that prioritises employee wellbeing and professional growth. With hybrid working options from our Salisbury or Bristol offices, competitive salaries, and a comprehensive benefits package, including generous leave and health support, we empower our Senior Paraplanners to thrive while making a meaningful impact in the financial planning sector. Our commitment to diversity and inclusion ensures that every team member's unique contributions are valued, fostering an environment where collaboration and integrity lead to outstanding client outcomes.
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 your expertise shine through!
✨Tip Number 3
Show us your soft skills! During interviews, highlight your interpersonal skills and how you’ve mentored others. We love candidates who can engage and inspire their teams.
✨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 genuinely interested in joining our team.
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 interpersonal skills are key for this role, ensure your written application reflects your ability to communicate clearly and effectively. Use concise language and structure your application well to demonstrate your professionalism and attention to detail.
Demonstrate Your Technical Expertise:As a Senior Paraplanner, you'll need to show your technical know-how. Include examples of how you've delivered compliant and high-quality paraplanning services in the past. We love seeing evidence of your research and report writing skills!
Apply Through Our Website:We encourage you to apply directly through our website. This way, your application will be processed more efficiently, and we can get to know you better. Plus, it shows you're genuinely interested in joining our team at Succession Wealth!
How to prepare for a job interview at Successionwealth
✨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 the financial planning sector. Be ready to discuss specific cases where you've successfully provided paraplanning support.
✨Showcase Your Communication Skills
Excellent interpersonal skills are key for this role. Practice articulating complex financial concepts clearly and concisely. Consider preparing a brief presentation or report that showcases your ability to communicate effectively, as this will be crucial in your day-to-day interactions with Planners and clients.
✨Emphasise Team Collaboration
Succession Wealth values collaboration, so be prepared to discuss how you’ve worked within a team to improve processes or outcomes. Share examples of how you’ve mentored others or contributed to team discussions, highlighting your ability to foster a supportive environment.
✨Demonstrate Your Commitment to Ethics
Integrity is at the heart of Succession’s values. Be ready to talk about situations where you upheld high ethical standards in your work. This could include maintaining compliance or ensuring quality in your paraplanning services, which will show that you align with their commitment to professionalism.
