Paraplanner

Overview

Join to apply for the Paraplanner role at Succession Wealth . This is an 18 month fixed-term contract with the potential to be made permanent, with hybrid working from national office bases (Belfast preferred; Amersham, Birmingham, Bristol, Chester, Edinburgh, Glasgow, Leeds, London, Oxford, Plymouth, Rugby, Sheffield).

Base pay range : This range is provided by Succession Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Excellent benefits package (see below for full details).

We are Succession Wealth : since 2009 we have become a leading independent financial planning and wealth management business in the UK and part of the Aviva Group, with over 800 employees and 200 Wealth Advisors.

The role

Our Paraplanners are highly valued and provide vital support to our Financial Planners, reviewing, analysing and preparing compliant recommendations for our clients to enable our Wealth Planners to maintain a portfolio of high net worth clients. Paraplanners research and prepare suitable suitability reports in line with our investment philosophy and client values.

Key responsibilities

• Undertaking research and analysis of suitable products in line with the Financial Planner's recommendations.
• Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives.
• Utilising research tools for technical and tax calculations.
• Acting as the initial point of contact for Planner queries.

Requirements

What you can expect from us

A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including :

Wellbeing and inclusion

Career development

DEI and recruitment

We do not accept unsolicited CV submissions from agencies; any such submissions will be treated as a direct application from the candidate.

Our commitment to DEI : Succession is committed to building and preserving a culture of inclusion and diversity. We welcome candidates from all backgrounds and strive for fair and equitable recruitment.

Seniority level

Mid-Senior level

Employment type

Temporary

Job function

Finance, Administrative, and Analyst

Industries

Financial Services and Investment Management

#J-18808-Ljbffr