Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) 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.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. 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. 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. 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. 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.
Dec 10, 2025
Full time
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) 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.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. 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. 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. 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. 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.
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) 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.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. 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. 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. 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. 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.
Dec 10, 2025
Full time
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) 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.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. 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. 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. 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. 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.
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) 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.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. 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. 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. 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. 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.
Dec 10, 2025
Full time
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) 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.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. 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. 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. 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. 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.
Hybrid working -Home+ Birminghamoffice 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 continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team.In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive 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. £465towards 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 OurWellbeing committeeworks 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 yourcareer 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 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.
Dec 10, 2025
Full time
Hybrid working -Home+ Birminghamoffice 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 continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team.In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive 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. £465towards 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 OurWellbeing committeeworks 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 yourcareer 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 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.
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) 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.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. 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. 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. 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. 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.
Dec 10, 2025
Full time
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) 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.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. 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. 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. 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. 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.
About the Church Commissioners Established in 1948, The Church Commissioners works to support the Church of England's ministry. The main aspects to the work of the Church Commissioners are as follows: Managing the endowment fund The Investments team of c. 85 colleagues manages the Church's permanent endowment fund. This £11.1 billion fund (as at 31st December 2024) is one of the largest in the country and has its origins in Queen Anne's Bounty, which was established in 1704. The fund represents a diverse investments portfolio, which is managed with a strong focus on responsible and ethical investments that enable the funding support for the Church of England to grow in line with agreed investment return targets. Church-Facing Commissioner Teams There are three Church-facing Commissioner Teams: The Church Buildings team of c. 35 colleagues supports dioceses and parishes with the care, conservation and development of historic church buildings, advises on permissions for changes to church buildings and provides guidance on architectural and heritage matters. It helps churches adapt for worship and community use and works with government to advise on policies that affect church buildings; The Mission & Pastoral Services team of c. 10 colleagues supports the creation, merger and closure of parishes and benefices. It oversees the adjustment of parish boundaries, supports dioceses on the legal framework for pastoral change, and handles the legal steps when a church building is no longer required for public worship, including finding suitable alternative uses or disposal; The Bishoprics & Cathedrals team of c. 40 colleagues advises on the provision of suitable housing and office accommodation for diocesan bishops and archbishops, funding bishops' working costs, and supporting cathedrals in their governance and sustainability. It also oversees Lambeth Palace Library, the historic library and record office of the Archbishops of Canterbury and the main archive for the documentary history of the Church of England. Central Support and Governance Overall, there are c. 10 colleagues in the Central support and governance team: The Commissioners' Secretariat team supports the Chief Executive, senior trustees and Board in all aspects of their governance; The Engagement Manager is responsible for working closely with a wide variety of Commissioners' teams to help ensure that the Church Commissioners has effective engagement with a wide variety of Stakeholders; The Strategic Programme management team varies in size depending on the strategic projects currently underway (see below for further details). Church of England Central Services (ChECS) The Church Commissioners is supported by a number of key enabling teams which are part of the Church of England Central Services. This NCI consists of Finance, Assurance, Technology, Data, Project Management, Communications and Legal teams. The ChECS team is c. 150 colleagues. The Church Commissioners is accountable to Parliament, General Synod and, as a registered charity, to the Charity Commission. The Archbishop of Canterbury is the Commissioners' Chair and the current Deputy Chair is the Bishop of Salisbury. Three of the Commissioners' trustees are known as Church Estates Commissioners (CECs), who will be key stakeholders for this role. The First CEC chairs the Assets (investment) Committee and the Second CEC is an MP who helps exercise accountability to Parliament. Both are appointed by HM The King on the advice of the Prime Minister. The Third CEC chairs committees that oversee the work of the Church-facing Commissioner Teams and is appointed by the Archbishop of Canterbury. About the role The Director of Strategy and Engagement has direct responsibility for Central Support and Governance, comprising the Commissioners' Secretariat (4 colleagues), the Engagement Manager and the Strategic Programme Management team (c. 5 colleagues). Additional Strategic Programme team members may be added as further strategic projects are commissioned. What you'll be doing Strategic focus: Support the Chief Executive and Board with the development, articulation and delivery of the Commissioners' strategic business plan to enable it to support the mission and ministry of the Church of England, engaging widely and authentically in so doing; Act as a close adviser and sounding board for the Chief Executive and leadership team, ensuring the provision of accurate and timely advice, briefings and presentations; Assist in developing and delivering plans and projects to give life to the business plan. Communications and stakeholder engagement: Advise on, and support, stakeholder engagement. Develop and implement engagement and communications strategies for key stakeholders and leaders, e.g., bishops, parliamentarians, dioceses and General Synod (the Church's legislative and deliberative body). This includes major projects and programmes of work and liaison with the Communications team; Champion the views of key stakeholders and beneficiaries within the Commissioners, helping to ensure that business plans and projects reflect the perspectives of the wider Church. Project support: Manage complex or sensitive strategic projects and issues, thinking through the consequences of those projects, decisions and communications, including considering reputation matters. Facilitate the implementation of change plans, working closely with the Commissioners' leadership team and other NCI executive team colleagues. Support the implementation of cross-NCI programmes from the Commissioners' perspective; Use the Project and Programme Methodology adopted by the Church Commissioners and participate in current project governance structures - working with the PMO to continue to improve this. Provide leadership and support to project teams, including: the Programme Spire team (which is managing a multi-year research programme to understand and respond to the charity's historic links to African chattel enslavement); any changes to the organisational structure for the Church Commissioners, ensuring they are provided with appropriate performance targets and support. This should be done working closely with the appropriate Finance and People teams. Leadership and wider context: Keep up to date with current events, trends and concerns which might affect the work of the Commissioners, NCIs and the wider Church; Support the wider Church as a senior leader, contributing to the development of the NCIs. Draw connections between operational activities in different teams, and with other NCI activities where appropriate. About You The Church of England is for everyone and we want to reflect the diversity of the community the Church serves across the whole country. Therefore, while of course we welcome all applications from interested and suitably experienced people, we would particularly welcome applicants from UK Minoritised Ethnicities (UKME)/Global Majority Heritage (GMH) and other under-represented groups. As a Disability Confident employer, we are committed to recruiting disabled people. We offer interviews to disabled people who meet the minimum criteria for the role. Please refer to the Job Description for more information about the role and person specification. What we offer Your Salary: A salary of c.£95,000 plus age-related pension contributions between 8-15% of salary. We will also match any pension contributions you make up to an additional 3% of your salary. Your Benefits: 30 days annual leave plus eight bank holidays three additional days (pro-rated if working part-time). We welcome all flexible working arrangement requests. This is looked at in a case-by-case scenario and if this fits within the department's needs. We try to be as flexible as we can in your work pattern to support you with other commitments, and to give a good work-life balance. We offer many services and initiatives under our Family Friendly Programme, some of these include enhanced Maternity Leave initiative, Adoption Leave, Paternity Leave, & Shared Parental Leave. Structured induction programme and access to a range of development opportunities including apprenticeships. Automatic enrolment and access to Medicash (one of the UK's leading health cash plan providers), providing you with many services including reimbursements of routine dental treatment, optical, specialist consultations, and therapy treatments. Unlimited access to virtual GP & Private prescription service and health & Stress related helplines. Access to Occupational Health, and an Employee Assistance Programme Access to the Department of Education Restaurant and Westminster Abbey with a plus-one guest. Apply for eligibility for an Eyecare voucher. Opportunity to join the Civil Service Sports & Social Club, and get involved in a range of staff networks, groups and societies. ABOUT NATIONAL CHURCH INSTITUTIONS The National Church Institutions comprises a wide variety of teams, professions and functions that support the mission and ministries of the Church of England in its vision to be a church, centred on Jesus Christ, for the whole nation - a church that is simpler, humbler, bolder. We Include. You Belong. . click apply for full job details
Dec 10, 2025
Full time
About the Church Commissioners Established in 1948, The Church Commissioners works to support the Church of England's ministry. The main aspects to the work of the Church Commissioners are as follows: Managing the endowment fund The Investments team of c. 85 colleagues manages the Church's permanent endowment fund. This £11.1 billion fund (as at 31st December 2024) is one of the largest in the country and has its origins in Queen Anne's Bounty, which was established in 1704. The fund represents a diverse investments portfolio, which is managed with a strong focus on responsible and ethical investments that enable the funding support for the Church of England to grow in line with agreed investment return targets. Church-Facing Commissioner Teams There are three Church-facing Commissioner Teams: The Church Buildings team of c. 35 colleagues supports dioceses and parishes with the care, conservation and development of historic church buildings, advises on permissions for changes to church buildings and provides guidance on architectural and heritage matters. It helps churches adapt for worship and community use and works with government to advise on policies that affect church buildings; The Mission & Pastoral Services team of c. 10 colleagues supports the creation, merger and closure of parishes and benefices. It oversees the adjustment of parish boundaries, supports dioceses on the legal framework for pastoral change, and handles the legal steps when a church building is no longer required for public worship, including finding suitable alternative uses or disposal; The Bishoprics & Cathedrals team of c. 40 colleagues advises on the provision of suitable housing and office accommodation for diocesan bishops and archbishops, funding bishops' working costs, and supporting cathedrals in their governance and sustainability. It also oversees Lambeth Palace Library, the historic library and record office of the Archbishops of Canterbury and the main archive for the documentary history of the Church of England. Central Support and Governance Overall, there are c. 10 colleagues in the Central support and governance team: The Commissioners' Secretariat team supports the Chief Executive, senior trustees and Board in all aspects of their governance; The Engagement Manager is responsible for working closely with a wide variety of Commissioners' teams to help ensure that the Church Commissioners has effective engagement with a wide variety of Stakeholders; The Strategic Programme management team varies in size depending on the strategic projects currently underway (see below for further details). Church of England Central Services (ChECS) The Church Commissioners is supported by a number of key enabling teams which are part of the Church of England Central Services. This NCI consists of Finance, Assurance, Technology, Data, Project Management, Communications and Legal teams. The ChECS team is c. 150 colleagues. The Church Commissioners is accountable to Parliament, General Synod and, as a registered charity, to the Charity Commission. The Archbishop of Canterbury is the Commissioners' Chair and the current Deputy Chair is the Bishop of Salisbury. Three of the Commissioners' trustees are known as Church Estates Commissioners (CECs), who will be key stakeholders for this role. The First CEC chairs the Assets (investment) Committee and the Second CEC is an MP who helps exercise accountability to Parliament. Both are appointed by HM The King on the advice of the Prime Minister. The Third CEC chairs committees that oversee the work of the Church-facing Commissioner Teams and is appointed by the Archbishop of Canterbury. About the role The Director of Strategy and Engagement has direct responsibility for Central Support and Governance, comprising the Commissioners' Secretariat (4 colleagues), the Engagement Manager and the Strategic Programme Management team (c. 5 colleagues). Additional Strategic Programme team members may be added as further strategic projects are commissioned. What you'll be doing Strategic focus: Support the Chief Executive and Board with the development, articulation and delivery of the Commissioners' strategic business plan to enable it to support the mission and ministry of the Church of England, engaging widely and authentically in so doing; Act as a close adviser and sounding board for the Chief Executive and leadership team, ensuring the provision of accurate and timely advice, briefings and presentations; Assist in developing and delivering plans and projects to give life to the business plan. Communications and stakeholder engagement: Advise on, and support, stakeholder engagement. Develop and implement engagement and communications strategies for key stakeholders and leaders, e.g., bishops, parliamentarians, dioceses and General Synod (the Church's legislative and deliberative body). This includes major projects and programmes of work and liaison with the Communications team; Champion the views of key stakeholders and beneficiaries within the Commissioners, helping to ensure that business plans and projects reflect the perspectives of the wider Church. Project support: Manage complex or sensitive strategic projects and issues, thinking through the consequences of those projects, decisions and communications, including considering reputation matters. Facilitate the implementation of change plans, working closely with the Commissioners' leadership team and other NCI executive team colleagues. Support the implementation of cross-NCI programmes from the Commissioners' perspective; Use the Project and Programme Methodology adopted by the Church Commissioners and participate in current project governance structures - working with the PMO to continue to improve this. Provide leadership and support to project teams, including: the Programme Spire team (which is managing a multi-year research programme to understand and respond to the charity's historic links to African chattel enslavement); any changes to the organisational structure for the Church Commissioners, ensuring they are provided with appropriate performance targets and support. This should be done working closely with the appropriate Finance and People teams. Leadership and wider context: Keep up to date with current events, trends and concerns which might affect the work of the Commissioners, NCIs and the wider Church; Support the wider Church as a senior leader, contributing to the development of the NCIs. Draw connections between operational activities in different teams, and with other NCI activities where appropriate. About You The Church of England is for everyone and we want to reflect the diversity of the community the Church serves across the whole country. Therefore, while of course we welcome all applications from interested and suitably experienced people, we would particularly welcome applicants from UK Minoritised Ethnicities (UKME)/Global Majority Heritage (GMH) and other under-represented groups. As a Disability Confident employer, we are committed to recruiting disabled people. We offer interviews to disabled people who meet the minimum criteria for the role. Please refer to the Job Description for more information about the role and person specification. What we offer Your Salary: A salary of c.£95,000 plus age-related pension contributions between 8-15% of salary. We will also match any pension contributions you make up to an additional 3% of your salary. Your Benefits: 30 days annual leave plus eight bank holidays three additional days (pro-rated if working part-time). We welcome all flexible working arrangement requests. This is looked at in a case-by-case scenario and if this fits within the department's needs. We try to be as flexible as we can in your work pattern to support you with other commitments, and to give a good work-life balance. We offer many services and initiatives under our Family Friendly Programme, some of these include enhanced Maternity Leave initiative, Adoption Leave, Paternity Leave, & Shared Parental Leave. Structured induction programme and access to a range of development opportunities including apprenticeships. Automatic enrolment and access to Medicash (one of the UK's leading health cash plan providers), providing you with many services including reimbursements of routine dental treatment, optical, specialist consultations, and therapy treatments. Unlimited access to virtual GP & Private prescription service and health & Stress related helplines. Access to Occupational Health, and an Employee Assistance Programme Access to the Department of Education Restaurant and Westminster Abbey with a plus-one guest. Apply for eligibility for an Eyecare voucher. Opportunity to join the Civil Service Sports & Social Club, and get involved in a range of staff networks, groups and societies. ABOUT NATIONAL CHURCH INSTITUTIONS The National Church Institutions comprises a wide variety of teams, professions and functions that support the mission and ministries of the Church of England in its vision to be a church, centred on Jesus Christ, for the whole nation - a church that is simpler, humbler, bolder. We Include. You Belong. . click apply for full job details
Design Engineer Telford Permanent Up to £32,000 per annum (DOE) Monday Friday (Early finish on Fridays) We are delighted to be supporting a leading Telford-based manufacturer in recruiting an additional Design Engineer to join their highly skilled Design Engineering Team. This is an exciting opportunity to become part of a forward-thinking business that champions innovation across both its products and internal processes. The company is eager to integrate AI into its design workflows, and you will play a key role in shaping this transformation. Working alongside experienced design engineers, you ll gain exposure to the full product development lifecycle from concept through to production, while contributing meaningfully to live projects. This is a chance to join an industry leader with an outstanding reputation for quality and cutting-edge solutions across dynamic sectors. You ll start by managing smaller tasks and steadily progress as your skills and confidence grow. As a CAD Design Technician, you will: Assist in creating CAD models and prototypes under the guidance of senior design engineers Support the team through concept development and R&D stages Participate in design reviews and contribute ideas Stay informed on emerging technologies, materials, and methods Help build a design library leveraging AI tools Collaborate closely with commercial teams Represent the business at customer sites, internal meetings, and industry events such as trade shows and exhibitions We are looking for someone who: Has some base level experience in a design related role (Design Engineer, Design Technician, Trainee Designer) or is a recent graduate Possesses strong 3D design skills - SolidWorks preferred, but other 3D packages considered Is ambitious, eager to learn, and focused on career development Comfortable being customer-facing and providing on-site technical support Has experience using AI tools in design processes Holds an apprenticeship or degree in an engineering discipline (mechanical or product design advantageous) The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours . If you do not hear from us within this time your details won t be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you re seeking a new permanent position, temporary assignment or contract you ll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and operations recruitment. With the best jobs around we are an independent agency working hard for you. Reference: AA26772
Dec 09, 2025
Full time
Design Engineer Telford Permanent Up to £32,000 per annum (DOE) Monday Friday (Early finish on Fridays) We are delighted to be supporting a leading Telford-based manufacturer in recruiting an additional Design Engineer to join their highly skilled Design Engineering Team. This is an exciting opportunity to become part of a forward-thinking business that champions innovation across both its products and internal processes. The company is eager to integrate AI into its design workflows, and you will play a key role in shaping this transformation. Working alongside experienced design engineers, you ll gain exposure to the full product development lifecycle from concept through to production, while contributing meaningfully to live projects. This is a chance to join an industry leader with an outstanding reputation for quality and cutting-edge solutions across dynamic sectors. You ll start by managing smaller tasks and steadily progress as your skills and confidence grow. As a CAD Design Technician, you will: Assist in creating CAD models and prototypes under the guidance of senior design engineers Support the team through concept development and R&D stages Participate in design reviews and contribute ideas Stay informed on emerging technologies, materials, and methods Help build a design library leveraging AI tools Collaborate closely with commercial teams Represent the business at customer sites, internal meetings, and industry events such as trade shows and exhibitions We are looking for someone who: Has some base level experience in a design related role (Design Engineer, Design Technician, Trainee Designer) or is a recent graduate Possesses strong 3D design skills - SolidWorks preferred, but other 3D packages considered Is ambitious, eager to learn, and focused on career development Comfortable being customer-facing and providing on-site technical support Has experience using AI tools in design processes Holds an apprenticeship or degree in an engineering discipline (mechanical or product design advantageous) The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours . If you do not hear from us within this time your details won t be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you re seeking a new permanent position, temporary assignment or contract you ll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and operations recruitment. With the best jobs around we are an independent agency working hard for you. Reference: AA26772
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Bristol 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 continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive 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. £465towards 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 OurWellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. 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 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.
Dec 09, 2025
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Bristol 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 continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive 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. £465towards 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 OurWellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. 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 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.
