Join to apply for the Planner Training Technical Lead role at Succession Wealth 4 days ago. Be among the first 25 applicants. Join to apply for the Planner Training Technical Lead role at Succession Wealth. Direct message the job poster from Succession Wealth Recruitment Coordinator at Succession Wealth.

Excellent Benefits Package (see Below For Full Details)

We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

As part of Succession Wealth’s continued dedication to supporting its Financial Planners, we are now seeking an experienced and technically established professional to join our Financial Planner Training Team.

The role…

The Planner Training Technical Lead will be a financial planning technical specialist, who can lead and galvanise a variety of key stakeholders (including: planners, paraplanners, TCSMs, proposition specialists) to create, maintain and embed standardised views and guidance around core planning life scenarios – estate planning, accumulation options, de-cumulation options, etc.

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

Creating house views and guidance around core planning life scenarios – estate planning, accumulation options, de-cumulation options, etc.
Developing product specific scenarios around more nuanced offerings – VCTs, EIS, Offshore Bonds
Developing technical competency framework for planners & paraplanners based on proposition and role requirements
Taking responsibility for technical training requirements and assisting in the planner training agenda – including elements in the induction, ongoing technical upskilling, leveraging third party providers / CISI / CII

To be successful in the role you will need:

Extensive Financial Services industry experience
Significant Financial Advisory experience
To be a credible and compelling facilitator, with an ability to read the room
To be a talented planner that can look ahead to plan strategically to achieve team and company goals and objectives

What You Can Expect From Us…

A 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 a generous employer contribution.
Agile and family friendly working arrangements to allow for a great work/life balance.
Company sick pay.
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 Events.
Group Income Protection.

Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes:

Employee Assistance Programme including access to a 24/7 support line.
Access to mental health first aiders.
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 Management system.

We do not accept unsolicited CV submissions from agencies, any such will be accepted as a direct application from the candidate.

Our commitment to DE&I

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Project Management and Information Technology

Referrals increase your chances of interviewing at Succession Wealth by 2x. Sign in to set job alerts for “Training Specialist” roles.

Gloucestershire, England, United Kingdom 1 week ago

Greater Bristol Area, United Kingdom 1 week ago

Training and Development Specialist - AI Trainer Wideopen, England, United Kingdom 5 days ago

Crawley, England, United Kingdom 1 month ago

Bournemouth, England, United Kingdom 1 month ago

Senior Learning & Development Specialist - 1 year FTC Watford, England, United Kingdom 1 week ago

Bring Your Voice to AI Training - Russian Technical Training Specialist (HVAC / Heating Systems) Reading, England, United Kingdom 1 week ago

Product Training Specialist - Shockwave Reducer Wokingham, England, United Kingdom 6 days ago

Bring Your Voice to AI Training - Russian Bournemouth, England, United Kingdom 2 weeks ago

Melbourn, England, United Kingdom 2 weeks ago

Salisbury, England, United Kingdom 2 weeks ago

Exeter, England, United Kingdom 1 week ago

London, England, United Kingdom 1 day ago

Southampton, England, United Kingdom 1 day ago

Swindon, England, United Kingdom 1 day ago

Bristol, England, United Kingdom 10 hours ago

Oxford, England, United Kingdom 1 day ago

Referral & Assessment Manager - Driver - North West & Midlands Stafford, England, United Kingdom 1 month ago

London, England, United Kingdom 1 week ago

Client Enablement Specialist (Insight Specialist) London, England, United Kingdom 7 months ago

Safety Critical Trainer - The Crown Group Member of Technical Staff, Training Performance Engineer London, England, United Kingdom 1 week ago

Watford, England, United Kingdom 2 weeks ago

Member of Technical Staff, Post training team London, England, United Kingdom 3 days ago

Volunteer Educators for environmental charity | East London Waterworks Park London, England, United Kingdom 1 week ago

Pharmacovigilance Specialist, Case Processing - 12 month Fixed term - remote based.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

JSM CONSTRUCTION LIMITED

Latest Jobs

Technical Training Lead