Offer summary

Qualifications:

Wealth Management industry experience, Excellent communication skills, both written and verbal, Strong attention to detail and organizational skills, Prior knowledge of the Wealth Planner role is desirable.

Key responsabilities:

Coordinate Planner Training and technical training sessions for high participation rates

Act as the main point of contact for all Planner training queries

Prepare learning and development materials for trainers and learners

Manage the Planner learning and development calendar.

Job description

Excellent Benefits Package (see Below For Full Details)

Remote working, must be commutable to Birmingham Office base

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.

Due to our continuing growth, Succession is currently seeking a highly organised and capable individual to join our Wealth Planner Training Team.

The role…

The Planner Training Co-Ordinator will work as part of the Wealth Planner Training Team to support the provision and administration of training to our Wealth Planner population.

The post holder will to be an important cog in maintaining and improving the organisation, efficiency and standardisation of the planner training process to enable the business to effectively support its Wealth Planners development.

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

Coordinating Planner Training and technical training team sessions, ensuring smooth execution and high participation rates
Acting as the main point of contact for all Planner training queries
Preparing learning and development materials or programmes required by the learner/trainer
Setting up colleague engagement surveys and producing survey reports
Managing the Planner learning and development calendar

To be successful in the role you will need:

Wealth Management industry experience
Excellent communication skills both written and verbal
The ability to work accurately with attention to detail
Excellent organisational skills
Prior knowledge of the Wealth Planner role (desirable)

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, 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 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.

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