Wealth Management Paraplanners

Founded in 2009, Succession Wealth is the fastest growing Wealth Planning brand in the UK with 600 employees and 170 advisors, we provide wealth management and financial planning services to individuals and corporate clients across the UK through our network of acquired firms. By operating our own open architecture platform, we have a fully integrated wealth management process.

From “start-up” in 2009, Succession Wealth is now one of the leading privately owned, independent financial planning and wealth management business’ in the UK.

Succession now has a number of opportunities across the UK in our Paraplanning Unit, for experienced and highly motivated Paraplanners.

Our Paraplanners are integral to our business – they provide vital technical support to our Financial Planners and a positive experience for our clients. They are highly qualified individuals that contribute to our advisory service by reviewing, analysing and preparing compliant recommendations for our 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.

The successful candidates will also be required to keep up-to-date with product knowledge, ensure they maintain positive working relationships with internal and external stakeholders and communicate in a confident and friendly way. A client-focused approach is essential as our clients are at the centre of everything we do.

But it’s not just what you bring to us….

You will receive a competitive salary and benefits package including pension scheme, the opportunity for flexible working to ensure a greater work life balance, access to our Employee Assistance Programme, enhanced maternity and paternity benefit, Death in Service Benefit and contributions towards relevant exams. In addition, we offer opportunities for career progression to match your career aims and ambitions.

To be successful in this role, candidates must…

  • Have 3+ years financial services experience.
  • Be qualified to level 4.
  • Have detailed knowledge of pensions, investments and estate planning.
  • Be articulate in both verbal and written communication.
  • Show the ability to demonstrate our vision and values: Client Focus, Long-Term and Sustainable, Efficiency, Integrity, Nimble, Team Working.

To discuss this role further, please contact Charlotte Evans on 01752 968498 or alternatively you can email charlotte.evans@successionwealth.co.uk

Click here to complete an online application form