Senior Paraplanner

Senior Paraplanner

Hybrid working from either our Salisbury or Bristol office locations

Succession Wealth, part of the Aviva Group, is one of the UK’s leading independent financial planning and wealth management organisations. With around 1,000 colleagues across the UK, we’re proud to support individuals, families and businesses in building long‑term confidence in their financial wellbeing.

As an FCA‑regulated firm, we’re united by a shared commitment to integrity, collaboration and exceptional client service. Our people are central to everything we do – working together to deliver trusted advice, positive client outcomes and a supportive, high‑performing culture.

The role…

As a Senior Paraplanner you will deliver excellent paraplanning support to our Planners and clients through research and report writing, while also playing a key role in the day‑to‑day operation and development of the team. This includes sharing technical expertise and practical insight through informal mentoring, knowledge‑sharing and leading sessions to build capability, confidence and consistency.

You will act as a subject matter expert, promoting high standards and professionalism, contributing actively to team discussions, and identifying opportunities to improve processes and ways of working. Senior Paraplanners are expected to positively influence change, supporting the team to embrace improvements that enhance quality and efficiency.

You will lead by example, role‑modelling Succession’s values and behaviours, setting high standards in risk management and reporting, and fostering a culture of openness and transparency.

Working closely with fellow team members and Planners, you will help shape improvements to paraplanning systems and processes, with a clear focus on delivering excellent client outcomes and increasing overall team effectiveness.

To be successful in the role you will need:

• To be Level 4 qualified (Level 6 or working towards desirable).
• To be highly experienced in providing Paraplanning support to Financial Planners.
• Strong evidence of delivering a compliant, highly technical, well-researched and quality paraplanning service.
• Detailed knowledge of pensions, investments and estate planning.
• Excellent interpersonal skills and to be articulate in both verbal and written communication.
• High degree of professional ethics and integrity.
• The ability to engage others and create ownership

What you can expect from us…

A competitive 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.
• £465 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

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 recruitment practice.

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