work with us careers at succession
Our people join us because they want to be part of our success story, and a thriving, collaborative environment. The determination to help people grow and achieve more is at the heart of our business. Just as we encourage and support our clients, we do the same for our people, helping you to achieve more with your skills, talent and potential.
We’re proud to provide opportunities across the UK for people with the motivation and skills to drive their future careers and contribute to team success. If that’s you, we’d be delighted to talk to you.
You can find out more about the roles we have available below.
Life at Succession
Our Financial Planners and Client Delivery Teams stretch the length of the UK and are united in our shared vision of delivering exceptional service across everything we do.
At Succession, we offer our colleagues a range of generous and flexible benefit options, so everyone can build a package to suit their specific needs.
Paraplanner (National Locations)
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.
Posted 14 days ago
Wealth Management Administrator (National Locations)
Succession now has an excellent opportunity to join our Client Delivery team as a Wealth Management Administrator, working as part of a team to support Wealth Planners with all administration aspects of client delivery, working to deliver excellent client outcomes.
Posted 14 days ago
Proposition Manager (Remote/Home-based blended with some office working – Location flexible within the UK)
In this newly created role, you will need to have your finger on the pulse, ensuring our Planners have access to the latest technologies and tools and ensuring our policies and pricing enable us to secure outstanding client outcomes. You will build and manage strong relationships both internally and externally to ensure strong oversight of our platform, products and investment partners.
Posted 5 days ago