Director of Paraplanning

1 month ago


Birmingham, Birmingham, United Kingdom Succession Wealth Full time
Director of Paraplanning

Join Succession Wealth, a leading Financial Advisory firm, in a newly created role that will drive excellence in Paraplanning. As Director of Paraplanning, you will lead a high-performing team to deliver exceptional client experiences and contribute to the company's growth strategy.

About the Role

This is a senior leadership position that requires a deep understanding of Financial Planning and Paraplanning. You will be responsible for:

  • Leading the Paraplanning function to achieve business objectives and deliver high-quality services to clients.
  • Developing and implementing strategies to improve Paraplanning processes and efficiency.
  • Mentoring and coaching Paraplanning Managers to enhance their skills and performance.
  • Collaborating with cross-functional teams to drive business growth and client satisfaction.
Requirements

To succeed in this role, you will need:

  • A minimum of 5 years' experience in Paraplanning or Financial Planning.
  • Proven leadership and management skills, with a track record of delivering high-performance teams.
  • Strong technical knowledge of financial planning and paraplanning.
  • Excellent communication and interpersonal skills, with the ability to influence and motivate others.
What We Offer

Succession Wealth offers a competitive basic salary, annual pay reviews, and performance-linked increases. You will also enjoy 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 work-life balance.
  • Access to the Benefit Hub, offering discounts on shopping, dining out, and more.
About Us

Succession Wealth is a leading Financial Advisory firm, with over 800 colleagues working together to provide high-quality, holistic financial advice to clients. We are committed to excellence and innovation, with a strong focus on employee development and well-being.



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