Director of Paraplanning
1 month ago
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 RoleThis 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.
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.
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.
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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Director of Paraplanning
4 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningJoin 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 RoleThis is a senior leadership position...
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Director of Paraplanning
4 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningJoin 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 RoleThis is a senior leadership position...
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Director of Paraplanning
1 month ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningSuccession Wealth is seeking an experienced and visionary leader to drive the growth and development of our Paraplanning function. As Director of Paraplanning, you will be responsible for leading a high-performing team to deliver exceptional client service and support the business's strategic objectives.Key Responsibilities:Lead and...
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Director of Paraplanning
1 month ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningSuccession Wealth is seeking an experienced and visionary leader to drive the growth and development of our Paraplanning function. As Director of Paraplanning, you will be responsible for leading a high-performing team to deliver exceptional client service and support the business's strategic objectives.Key Responsibilities:Lead and...
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Director of Paraplanning
3 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningJoin 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 the Paraplanning function, championing Succession's Vision & Values, and growing your team to meet business needs.Key Responsibilities:Lead the Paraplanning function,...
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Director of Paraplanning
3 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningJoin 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 the Paraplanning function, championing Succession's Vision & Values, and growing your team to meet business needs.Key Responsibilities:Lead the Paraplanning function,...
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Director of Paraplanning
4 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningSuccession Wealth is seeking an experienced and skilled Director of Paraplanning to lead our Paraplanning teams in delivering high-quality, efficient services to our clients.About the RoleThis newly created role will be responsible for ensuring that our Paraplanning teams meet the evolving needs of our clients as our business grows....
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Director of Paraplanning
4 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningSuccession Wealth is seeking an experienced and skilled Director of Paraplanning to lead our Paraplanning teams in delivering high-quality, efficient services to our clients.About the RoleThis newly created role will be responsible for ensuring that our Paraplanning teams meet the evolving needs of our clients as our business grows....
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Director of Paraplanning
2 months ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningSuccession Wealth is seeking a highly experienced and skilled Director of Paraplanning to lead our Paraplanning teams in delivering exceptional client service and driving business growth.About the RoleThis is a newly created role that will be responsible for overseeing all aspects of Paraplanning across the organization, ensuring that...
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Director of Paraplanning
2 months ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningSuccession Wealth is seeking a highly experienced and skilled Director of Paraplanning to lead our Paraplanning teams in delivering exceptional client service and driving business growth.About the RoleThis is a newly created role that will be responsible for overseeing all aspects of Paraplanning across the organization, ensuring that...
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Director of Paraplanning
2 months ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeAbout the RoleWe are seeking a highly experienced and skilled Paraplanning Director to join our team at Succession Wealth. As a key member of our leadership team, you will be responsible for leading our Paraplanning function and ensuring that our clients receive exceptional service.Key ResponsibilitiesLead and manage the Paraplanning function, ensuring that...
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Director of Paraplanning
2 months ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeAbout the RoleWe are seeking a highly experienced and skilled Paraplanning Director to join our team at Succession Wealth. As a key member of our leadership team, you will be responsible for leading our Paraplanning function and ensuring that our clients receive exceptional service.Key ResponsibilitiesLead and manage the Paraplanning function, ensuring that...
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Director of Paraplanning and Operations
2 months ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeAbout the RoleWe are seeking a highly experienced and skilled professional to join our team as Director of Paraplanning and Operations at Succession Wealth. This is a newly created role that will play a critical part in driving the growth and success of our business.Key ResponsibilitiesLead the Paraplanning function, ensuring high-quality, efficient service...
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Director of Paraplanning and Operations
2 months ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeAbout the RoleWe are seeking a highly experienced and skilled professional to join our team as Director of Paraplanning and Operations at Succession Wealth. This is a newly created role that will play a critical part in driving the growth and success of our business.Key ResponsibilitiesLead the Paraplanning function, ensuring high-quality, efficient service...
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Director of Paraplanning Leadership
3 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeAbout the RoleAs the newly created Director of Paraplanning, you will be responsible for leading the Paraplanning function across Succession Wealth, driving excellence in client service and ensuring the continued growth of our business.Key ResponsibilitiesLead the Paraplanning function, ensuring high-quality, efficient service delivery that meets client...
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Director of Paraplanning
1 week ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeAbout the RoleSuccession Wealth, a leading Financial Advisory firm, is seeking an experienced Director of Paraplanning to lead our Paraplanning function. This newly created role will be responsible for ensuring our Paraplanning teams provide a high-quality, efficient service that meets the evolving needs of our clients.Key ResponsibilitiesLead the...
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Senior Paraplanning Manager
2 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningJoin a leading UK Financial Advisory firmHighly competitive salary + Excellent benefits packageAt Succession Wealth, we are committed to providing high-quality, holistic financial advice to our clients. As a leading Financial Advisory firm, we have grown significantly since our formation in 2009, with over 800 colleagues working...
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Senior Paraplanning Manager
2 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeAbout the RoleWe are seeking a highly experienced and skilled individual to join our team as a Director of Paraplanning at Succession Wealth.As a key member of our leadership team, you will be responsible for leading our Paraplanning function, ensuring that our clients receive high-quality, efficient service.Key ResponsibilitiesLead the Paraplanning...
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Visionary Leader | Paraplanning Excellence
3 days ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeAbout 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...
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Birmingham, Birmingham, United Kingdom Succession Wealth Full timeSuccession Wealth, a leading UK-based financial advisory firm with over 800 professionals, is seeking a highly experienced and motivated Director of Paraplanning to lead and elevate our paraplanning function. As part of the Group Operations team, you will play a pivotal role in shaping the future of our paraplanning services. This exciting opportunity...