Visionary Leader | Paraplanning Excellence

3 weeks ago


Birmingham, Birmingham, United Kingdom Succession Wealth Full time

About the Role:

We are seeking an exceptional Paraplanning Director to join our team at Succession Wealth. The successful candidate will lead our Paraplanning function, ensuring it operates at the highest level and drives business growth.

Key Responsibilities:

  • Provide strategic leadership to the Paraplanning function, driving excellence and efficiency.
  • Champion Succession Wealth's vision and values, promoting a culture of excellence and teamwork.
  • Develop and manage a high-performing Paraplanning team, ensuring they have the skills and support needed to succeed.
  • Collaborate with stakeholders across the business to ensure commercial objectives are met and quality standards are maintained.
  • Line manage and motivate Paraplanning Managers, providing guidance and support to help them grow in their roles.

Requirements:

  • A minimum of 5 years' experience in financial planning, with a proven track record of success in leadership roles.
  • Experience of managing a Paraplanning function or team, with a deep understanding of financial planning and paraplanning principles.
  • CII Level 4 qualified as a minimum, with Chartered status preferred.
  • Strong technical knowledge of financial planning and paraplanning, with excellent communication and interpersonal skills.
  • A passion for knowledge sharing and a commitment to professional development.

What We Offer:

A highly competitive basic salary, annual pay reviews, and performance-linked increases, as well as a range of benefits including:

  • 25 days annual leave, increasing with service, plus bank holidays and additional days for Christmas closure.
  • Excellent company pension scheme with an 8% employer contribution.
  • Agile and family-friendly working arrangements to support a great work-life balance.
  • Company sick pay, Group Income Protection, and Enhanced maternity, paternity, and adoption pay.
  • Up to 40% discount on Aviva Insurance & Investment products, £450 towards home office equipment, and Group Life Assurance Scheme: 8 x salary.
  • Access to the Benefit Hub, discounts on shopping, dining out, holidays, and more, as well as a range of health benefits.

About Us:

Succession Wealth is a leading Financial Advisory firm, with over 800 colleagues working together to provide high-quality, holistic financial advice to our clients. We are committed to supporting the wellbeing of our colleagues, with a range of benefits and initiatives in place to promote health, happiness, and success.



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