Hybrid with links to any of our UK offices

Competitive salary (negotiable dependant on experience) + excellent benefits

Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial aspirations. We can confidently say we have achieved this and are now market leaders both commercially and reputationally, with a large network of Wealth Planners right across the UK.

Our journey doesn’t stop here though… we are now entering an exciting new phase of planned growth which will see our business flourish even further as we strengthen our proposition and take the outstanding service which we are known for, to a wider and more diverse client base.

The Opportunity…

The Planner Training Business Partner will play a key role in delivering high quality training and development for planners, ensuring alignment with business objectives and regulatory requirements. 

Working closely with core key departments this role will support the design, implementation, and continuous improvement of planner training programmes. 

The role will be instrumental in leading on the design and delivery of change projects across the business and acquisitions, as well as developing learning to support our existing planners.

The role will involve networking and building key business relationships, ensuring collaboration with between departments and embedding future training to the Wealth Planner teams.

You…

To be successful in this role you will need a high degree of confidence and presence in delivering training to Planners at all levels. We are looking for an engaging and collaborative individual, comfortable operating at a senior level within a fast paced and agile environment.

You will need to have a deep understanding of Financial Planning gained from a successful Planning career. Neither the job title or seniority level of this role are fixed, and we’d love to see applications from a range of candidates.

You will also need to be:

Qualified to Level 4 or above and ideally working towards Level 6 Chartered Status.
Experience within a fast paced financial planning/wealth management firm.
Experience of training and developing Wealth Planners at various experience levels.
Excellent networking and relationship building skills.
Motivated to understand and engage with Succession’s corporate objectives and cultural values.
An effective team player and leader and able to recognise the value of support teams in delivering great client outcomes.
Knowledgeable regarding the UK regulatory system, particularly those aspects relevant to Financial Services.
Committed to your own professional development and regularly undertaking CPD and keeping up to date with industry issues and developments.

What You Can Expect From Us…

A highly competitive basic salary and 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.
Enhanced maternity, paternity and adoption pay.
Discounts 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, Digitial 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

Our 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 Management system.

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

Succession Wealth

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Planner Training Business Partner