Offer summary

Qualifications:

Level 6 Financial Planning Qualification, Extensive Financial Services industry experience, Significant Financial Advisory experience, Strong facilitation and strategic planning skills..

Key responsabilities:

Create and maintain standardised views and guidance around core planning life scenarios.

Develop product-specific scenarios for nuanced offerings like VCTs and Offshore Bonds.

Establish a technical competency framework for planners and paraplanners.

Oversee technical training requirements and contribute to the planner training agenda.

Job description

Planner Training Technical Lead

Excellent Benefits Package (see Below For Full Details)

Remote working

Application deadline of Tuesday 22nd April at 3pm

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 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:

Level 6 Financial Planning Qualification
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

Required profile