Paraplanner

Successionwealth; Birmingham; Hybrid; GBP 30,000 - GBP 45,000; Full time

Job summary

A financial services company is seeking a Paraplanner to provide essential support to Financial Planners, ensuring an excellent client experience. The role involves conducting research and preparing compliant recommendations, requiring a minimum of 2 years of Paraplanning experience and a Level 4 qualification or higher. Applicants should have a strong knowledge of pensions, investments, and estate planning, along with excellent communication skills. This position offers a competitive salary, hybrid working options, and a comprehensive benefits package.

Benefits

25 days Annual leave plus bank holidays

Excellent company pension scheme

Agile and family-friendly working arrangements

Company sick pay

Enhanced parental pay

Discounts on insurance products

Funding for home office equipment

Group Life Assurance Scheme

Access to health benefits

Flexible benefits platform

Support for professional exams

Charity Days

Company events

Group Income Protection

Qualifications

• Minimum of 2 years Paraplanning experience required.
• Qualified to Level 4 or above is essential.
• Detailed knowledge of pensions, investments and estate planning is critical.
• Strong verbal and written communication skills are necessary.

Responsibilities

• Undertake research and analysis of suitable products.
• Draft recommendations based on client needs.
• Act as initial point of contact for Planner queries.

Skills

Paraplanning experience

Knowledge of pensions

Knowledge of investments

Knowledge of estate planning

Verbal communication

Written communication

Education

Level 4 qualification or above

Tools

Research tools for technical calculations

Job description

Paraplanner

Hybrid working -home working blended with office workingfromany of our Northern office bases (Glasgow, Edinburgh, Leeds, Birmingham, Sheffield)

12 month fixed-term contract, with the potential to be made permanent

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 to clients. As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values.

On a day-to-day basis you can expect to be:

• 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.

To be successful in the role you will need:

• A minimum of 2 years Paraplanning experience
• To be qualified to Level 4 or above.
• Have a detailed knowledge of pensions, investments and estate planning.
• Be articulate in both verbal and written communication.

What you can expect from us…

Acompetitive basic 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.
• £450 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, Digitial 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.
• Group Income Protection

Our Wellbeing committee

works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes:

• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• Menopause support.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.

Support in achieving yourcareer goals…

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
• Clear career pathways and endless internal job opportunities.
• Access to a huge range of free courses via our Learning Management system.

We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.

Our commitment to DE&I

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.