Paraplanner Support Specialist

2 days ago


Sheffield, Sheffield, United Kingdom Successionwealth Full time

At Successionwealth, we are seeking a highly skilled and detail-oriented Paraplanner Support Specialist to provide vital support to our Financial Planners and ensure a positive experience for our clients.

About the Role:
  • Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients.
  • Ensuring that our client information database is accurate at all times.
  • Having a detailed knowledge of pensions, investments, and estate planning.
Key Responsibilities:

We are looking for an individual who can work effectively in a team environment, possess excellent communication skills, and have a strong attention to detail.

What We Offer:

A competitive basic salary of £35,000 per annum, plus excellent benefits package, 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, Digital 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.
• Company Events.
• Employee Assistance Programme including access to a 24/7 support line.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• 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.



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