Director of Paraplanning
7 months ago
Director of Paraplanning
Remote or Hybrid from any of Succession’s UK locations
Highly competitive Basic salary + Excellent benefits package
Since our formation in 2009 Succession Wealth has grown to be one of the UK's leading Financial Advisory firms and now has over 800 colleagues, working toegther to provide our clients with high quality, holistic financial advice.
In 2022 Succession became a wholly owned subsidiary of Aviva and with the backing of our parent company, we have ambitious, strategic goals in place to grow our business further, developing our client proposition and bringing our service to a wider and more diverse client base.
This newly created role of 'Director of Paraplanning' will take the lead in ensuring that our Paraplanning teams provide a high quality, efficient service that continues to meet the needs of our clients as our business grows.
The Opportunity…
Reporting directly into the Group Operations Director, this newly created role, will take responsibility for all aspects of Paraplanning across Succession Wealth, giving you the opportunity to make a significant impact in driving excellent outcomes for our clients.
Therefore, if you are looking for a role that will enable you to apply your substantial experience and knowledge within financial advisory, whilst contributing to the overall success of a leading UK business, then this may be the perfect opportunity for you.
Key focus area's will include:
Having Leadership, Management & Accountability responsibilities for the Paraplanning function. Championing Succession’s Vision & Values across Paraplanning and the wider organisation. Growing and developing your team in line with business needs, working with Managers and Learning & Development to identify and address development needs. Operational management of the Paraplanning function and continuous review and improvement of processes to ensure client needs and expectations are met. Line managing, motivating and developing Paraplanning Managers. Working in collaboration with key stakeholders and leaders across the business to ensure commercial objectives and set quality standards are met.You…
To be successful in this role you will need to have experience and confidence in operating at senior management level and adept at using your strong leadership and influencing skills to drive a high-performance team culture.
You will need to have a deep understanding of Financial Planning gained from a successful career within either Paraplanning or Financial Planning along with a proven background in successfully leading Paraplanning teams.
The essentials you will need…
A 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. A passion for knowledge sharing and a commitment to professional development. High degree of professional ethics and integrity.What you can expect from us…
A highly competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:
25 days Annual leave rapidly 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 allow for a great work/life balance. Company sick pay. Group Income Protection Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots 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. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company EventsOur Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:
Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline.Support in achieving your career goals…
Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning hub.-
Paraplanning Trainee
3 weeks ago
Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeNJR Recruitment Job DescriptionWe are partnered with a well-established Chartered Financial planning firm that is looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This role is ideal for a Senior IFA Administrator or Trainee Paraplanner looking for the next step in their career.Key...
-
Personal Assistant to Director of Send
8 months ago
Birmingham, United Kingdom Bridge of Hope Full timeWe have an exciting opportunity, for a Personal Assistant to provide high level support to a Director of SEND & Inclusion, within the Children & Families Directorate at a local authority. You would also be supporting the SEND Commissioner., - Complex diary management - Forward planning to ensure the Director is appropriately briefed and prepared for...
-
Associate Financial Planner
6 months ago
Birmingham, United Kingdom Idex Full timeTake your career to new heights by joining this award-winning top tier integrated Financial Planning and Wealth practice as an Associate Financial Planner. As one of the largest UK's largest Financial Planning and Professional Services firms, my client offers an industry leading client-centric services and proven development framework. This is an excellent...
-
Program Director
2 days ago
Birmingham, Birmingham, United Kingdom University of Alabama, Birmingham Full timeJob SummaryThe University of Alabama, Birmingham is seeking a highly skilled Program Director to lead the Southern All of Us Network (SAoUN) operations and reporting. This is a critical role in managing the logistical support for a large and complex program, coordinating with other Regional Medical Centers (RMCs) and the national program.Main...
-
Store Assistant Director
2 weeks ago
Birmingham, Birmingham, United Kingdom Goodwill of Southwestern Pennsylvania Full timePosition Summary: We are seeking a motivated and experienced leader to join our team as a Store Assistant Director - Community at Goodwill of Southwestern Pennsylvania.The successful candidate will be responsible for managing daily operations, providing customer-focused service, and achieving sales goals.A strong understanding of retail operations, excellent...
-
Director of Organizational Development
2 days ago
Birmingham, Birmingham, United Kingdom Society of Workforce Planning Professionals Full timeOrganizational Development OpportunityWe are seeking a Director of Organizational Development to join our team at Society of Workforce Planning Professionals. As a key member of our organization, you will be responsible for establishing global networks for resourcing talent and maintaining relationships across Deloitte Firms.The ideal candidate will have 5+...
-
Capital Projects Director
2 days ago
Birmingham, Birmingham, United Kingdom University of Alabama, Birmingham Full timeJob SummaryThe University of Alabama, Birmingham is seeking a highly skilled Capital Projects Director to join our team. As a key member of our facilities management department, you will be responsible for overseeing the development of building programs, communicating project requirements, and monitoring project design, development, and construction.About...
-
Compliance Oversight Director
3 weeks ago
Birmingham, Birmingham, United Kingdom Department of Business and Trade Full timeJob DescriptionWe are currently seeking a Compliance Oversight Director to join our team at the Department for Business and Trade. As a senior leader, you will be responsible for ensuring that all aspects of product safety compliance are met within the Office for Product Safety and Standards.The successful candidate will possess extensive experience in...
-
Business Development Director
2 months ago
Birmingham, United Kingdom Cognitive Group | Part of the Focus Cloud Group Full timeBusiness Development Director - Microsoft Business ApplicationsHybrid (UK)£85k - £100k + OTE (DOE)Do you want to drive growth for a Microsoft Consultancy?We're looking for a talented Business Development Director focusing on Microsoft Business Applications (D365 F&O/CE & Power Platform) who is passionate about New Business Development to join a highly...
-
Head of Adults Commissioning
8 months ago
Birmingham, United Kingdom Bridge of Hope Full timeOur client is looking for an experienced Head of/Assistant Director of Adults Commissioning to join them on an interim basis for the next six months initially. Please see below for further details, - Provide a leading role in supporting the development and implementation of strategic and tactical/operational commissioning arrangements - Support innovative...
-
Finance Business Partner
6 months ago
Birmingham, United Kingdom Ministry of Justice Full timeSalary 1 - £39,868 - £43,535 Number of jobs available 1 - 2 Detail of reserve list 1 - 12 Months Region 1 - West Midlands City/Town 1 - Birmingham Building/Site 1 - OPG BIRMINGHAM, B1 1TF **Please note**: Some of our MoJ Office locations, such as our Liverpool Justice Collaboration Centre, require higher levels of National Security Vetting. The MoJ...
-
Senior Development Strategist
4 weeks ago
Birmingham, Birmingham, United Kingdom University of Alabama, Birmingham Full timeAssociate Director of DevelopmentThe University of Alabama at Birmingham seeks a highly skilled Associate Director of Development for the College of Arts and Sciences. This position involves developing and implementing strategies to solicit major/mid-level gifts within a specified timeframe.This role requires building relationships with high net-worth...
-
Local Authority Designated Officer
6 months ago
Birmingham, United Kingdom Bridge of Hope Full timeOur client is seeking a Local Authority Designated Officer (LADO) to act as a system leader for safeguarding children and young people. This is a full time interim contract for an initial period of 3 months, with a very high likelihood of extension., - Manage the Position of Trust process in respect of adults in all sectors where there are concerns that they...
-
Head of Service
8 months ago
Birmingham, United Kingdom Bridge of Hope Full timeYou will be the lead officer working with the Service Director for Early Help, Quality Assurance and Partnerships for the oversight and implementation of the Children's Improvement Plan, working closely with the Children's Commissioner, Senior and Executive Officers, Children's Improvement Board and the Children's Improvement Partner. - You will provide...
-
University Operations Director
5 days ago
Birmingham, Birmingham, United Kingdom University of Birmingham Full timeEmbracing its position as a comprehensive research-intensive institution, the University of Birmingham seeks an exceptional Senior Leader to spearhead its operations. As a leader in higher education, you will contribute to shaping the university's strategic direction and foster a culture of excellence.This role requires a proven track record of driving...
-
Guild Voice and Community Lead
1 day ago
Birmingham, United Kingdom Guild of Students Full time**Job Description:**The Student Voice & Representation Manager plays a vital role in supporting students to make positive change in issues that matter to them. As part of the Community & Representation Directorate, you will lead and develop the Student Voice department to manage the Guild's democratic and representation activity, policy, and campaigns...
-
Birmingham, Birmingham, United Kingdom University of Birmingham Full timeWe are seeking an exceptional individual to take on the role of Registrar, Secretary and Chief Operating Officer at the University of Birmingham. As a member of our Executive Board, you will play a pivotal role in shaping our future and driving our organisational success.Our five research themes focus on a thriving planet, life-changing technologies,...
-
City Campus Director
4 weeks ago
Birmingham, Birmingham, United Kingdom Elizabeth School of London Full timeAbout the Role:We are seeking a highly motivated and experienced Academic Manager to join our team at Elizabeth School of London. As a City Academic Manager, you will be responsible for overseeing all academic aspects of our campuses, ensuring smooth operations and fostering a conducive learning environment.Key Responsibilities:Manage the day-to-day academic...
-
Director of Languages and Culture
4 weeks ago
Birmingham, Birmingham, United Kingdom The Society of Heads Full timeAbout The Society of HeadsWe are a leading educational institution seeking an exceptional professional to lead our languages department. With a strong commitment to academic excellence, we strive to create a dynamic and inclusive learning environment.Job SummaryWe are looking for a highly skilled and experienced Head of Languages to join our team. As the...
-
Employee Benefits Administrator
6 months ago
Birmingham, United Kingdom Bridge of Hope Full time**Description** Are you an experienced **Employee Benefits Administrator** looking for a new opportunity? Do you want to work for a highly successful wealth management company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! My client, based in Edgbaston, is currently recruiting an...