Paraplanning Professional

1 week ago

Weston on the Green, Oxfordshire, United Kingdom Successionwealth Full time
About Successionwealth

We are a dynamic organization committed to delivering exceptional financial services to our clients. Our mission is to provide tailored solutions that meet their unique needs.


Job Description

This is an exciting opportunity for a skilled Paraplanning Professional - Pensions and Investments to join our team on a part-time basis. As a key member, you will assist our Financial Planners in creating customized pension and investment plans for our clients.


Responsibilities
  • Research and prepare high-quality suitability reports aligned with our investment philosophy and client values.
  • Liaise with policy providers to obtain policy details, illustrations, and process new business applications.
  • Maintain accurate client information and develop a deep understanding of pensions, investments, and estate planning.

Benefits

As a valued member of our team, you can expect:

  • A competitive salary of £**£35,000-£45,000 per annum**, annual pay reviews, and performance-linked increases.
  • An excellent company pension scheme with generous employer contribution.
  • Agile and family-friendly working arrangements for a great work-life balance.
  • Enhanced maternity, paternity, and adoption pay.
  • Discounts on Aviva Insurance & Investment products, up to 40%.
  • Group Life Assurance Scheme: 8 x salary.
  • Access to the Benefit Hub, including discounts on shopping, dining out, holidays, and 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.
  • Flexible benefits platform, including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness, and Health Screening.
  • Company Events and access to funded apprenticeships in various topics.

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