Director of Paraplanning

1 week ago

Birmingham, Birmingham, United Kingdom Succession Wealth Full time

About the Role

Succession 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 Responsibilities

  • Lead the Paraplanning function, driving excellence and efficiency in client service delivery.
  • Champion Succession's Vision and Values across Paraplanning and the wider organisation.
  • Grow and develop your team, working with Managers and Learning & Development to identify and address development needs.
  • Operational management of the Paraplanning function, continuously reviewing and improving processes to meet client needs and expectations.
  • Line manage, motivate, and develop Paraplanning Managers.
  • Collaborate with key stakeholders and leaders across the business to ensure commercial objectives and quality standards are met.

Requirements

  • Minimum of 5 years' experience within the financial planning industry.
  • Experience of managing a Paraplanning function or team.
  • CII Level 4 qualified as a minimum, Chartered status preferred.
  • Strong technical knowledge of financial planning/paraplanning.
  • Excellent communication and interpersonal skills, with a passion for knowledge sharing and commitment to professional development.
  • High degree of professional ethics and integrity.

What We Offer

  • A highly competitive basic salary, annual pay reviews, and performance-linked increases.
  • A fantastic range of benefits, including 25 days' annual leave, excellent company pension scheme, agile and family-friendly working arrangements, company sick pay, and more.
  • A supportive work environment, with a Wellbeing committee dedicated to ensuring the wellbeing of our colleagues.
  • Opportunities for career growth and development, including sponsorship for relevant professional exams and access to funded apprenticeships.

About Us

Succession Wealth is a leading Financial Advisory firm, proud to have grown to over 800 colleagues since our formation in 2009. We offer a high-quality, holistic financial advice service to our clients, with ambitious strategic goals in place to grow our business further.

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