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| Job Location | Derriford |
| Education | Not Mentioned |
| Salary | 45,000 per annum, inc benefits |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
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 networkof 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.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, analysingand 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 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 manner. A client-focused approachis essential as our clients are at the centre of everything we do.But its not just what you bring to us.Company Benefits: Holiday: 25 days + 8 bank holidays, increasing by 1 day for each year of service up to 27 days + 8 bank holidays Death in Service: 3 x annual salary Employee Assistance Programme Benefits hub offering a range of discounts and money off incentives WOW Awards - £200 and £100 vouchers won each month per office Additional Paid time off for Christmas leave Succession Be Active SchemeMoney off Gyms and online fitness subscriptions Company Sick Pay Succession Rewardsan online benefits platform offering exclusive rates for: Health cash plans, Health Screening and Critical Illness cover. Group Pension: 3% ER contributions in the first year, increasing to 4% in the second year of Service Study days and contributions for relevant qualifications. Company Maternity and Paternity Pay Social eventsTo 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.