Paraplanner - Aviva Financial Advice

Paraplanner - Aviva Financial Advice

Hybrid working - home working blended with office working from any of our national office bases

Excellent benefits package (see below for full details)

Succession Wealth are one of the UK’s leading Financial Advisory firms, since our formation in 2009 we have built a reputation based on delivering exceptional outcomes for our clients. In 2022 Succession Wealth was acquired by Aviva, one of the UK's leading Insurance, Wealth and Retirement businesses.

Our goal is to bring high-quality financial planning to a wider client base, which is why, alongside Succession Wealth’s highly successful unrestricted offering, we now also offer restricted financial planning via our Aviva Financial Advice ‘AFA’ team. Our AFA Paraplanners are integral in providing holistic and affordable financial planning to clients on a fantastic range of Aviva (and certain whole of market) products, using a wide range of fund solutions.

Right now is a very exciting time within AFA as we begin to see our ambitious growth plans coming to fruition and as we establish ourselves as the go-to provider of financial planning for Aviva’s extensive customer base.

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:

• 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…

A competitive 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 your career 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.