Succession Wealth Jobs in United Kingdom

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. · We expect our paraplanners to be able to research and prepare excellent suitability repor ...

We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group.We have over 900 employees and 200 Wealth Planners who provide wealth management and financial plann ...

Home based with links to one of our UK offices · Competitive Basic salary (negotiable dependant on experience) + bonus · Succession Wealth, from "start-up" in 2009, is now one of the leading independent financial planning and wealth management businesses in the UK and part of the ...

Client Delivery Lead (Financial Services Administrator) · Hybrid working - Home + Glasgow office · 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 Grou ...

We're looking for a Localities Assistant to join our team in our Glasgow office.This role is a blend of front‑of‑house reception duties and essential administrative support, ensuring the smooth running of the office each day. · No two days will be the same You'll be the first poi ...

Field based with links to a local office · Competitive Basic salary plus uncapped monthly bonus. · This is an opportunity for an experienced Employee Benefits Consultant to join our highly regarded Corporate team. · 25 days Annual leave increasing with service, plus bank holidays ...

Join to apply for the IFA Administrator role at Succession Wealth · This range is provided by Succession Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. · Base pay rangeDirect message the job poster from Succession Wea ...

The Client Operations Adviser role will provide first class administration support to the client services team to assist in delivering high quality advice to clients. · ...

A leading financial planning firm in the UK is seeking a Client Delivery Lead to join their administration team. The role involves supporting wealth planners by processing applications and liaising with clients and policy providers. Candidates should have experience in financial ...

+We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. · +Undertaking research and analysis of suitable products in line with the Financial Planner's rec ...

Field based with links to a local office Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus Succession was founded in 2009 with the vision of providing independent advice and an unrivalled level of expertise and personalised service to help cli ...

We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group.We're growing our IT Systems team and looking for a Full Stack Developer to design, build, and suppo ...

We are looking for a Paraplanner to join our team in Bristol. The successful candidate will be responsible for reviewing and analysing client data to provide recommendations and support to our Financial Planners. · ...

We are looking for an experienced Paraplanner to join our team at Succession. · You will play a key role in providing vital support to our Financial Planners and ensuring a positive experience for our clients by reviewing, analysing and preparing compliant recommendations.As such ...

+Hybrid working, providing first class administration support to the client services team to assist in delivering high quality advice to clients. · +Experience within a fast paced administration role (ideally within financial services) · A strong client ethos both for existing cl ...

We have an opportunity for an experienced Cashflow Analyst to join our Cashflow team on a 6-month contract basis, with the potential for a longer-term role. · ...

A leading financial planning firm in the UK seeks a Mortgage and Protection Adviser. The successful candidate will provide high-quality mortgage and protection advice, enhancing internal processes as well. Key responsibilities include managing cases end-to-end, educating clients ...

A leading financial planning firm in the UK seeks a Paraplanner to support Financial Planners with seamless client service. Candidates should have a minimum of 2 years of Paraplanning experience and a Level 4 qualification or higher in relevant fields. The position includes hybri ...

A leading financial services provider is seeking a Client Delivery Lead to support Wealth Planners. This 12-month fixed-term role offers a hybrid working model with an emphasis on delivering excellent client service. Responsibilities include processing applications, coordinating ...

Overview Senior Financial Services Administrator / Client Delivery ExecutiveSalary of up to £36,000 (DOE)Excellent benefits package (see below for full details)Hybrid working – blend of home and office working from our Hitchin officeWe are Succession Wealth, from "start-up" in 20 ...