Job Description

Paraplanner


Hybrid working - home working blended with office working from any of our national office bases

Excellent benefits package (see below for full details)

Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients. Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients. As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values.

On a day-to-day basis you can expect to be:

  • Undertaking research and analysis of suitable products in line with the Financial Planner’s recommendations.
  • Drafting recomm...

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