Job Description

Associate Paraplanner – INTERNAL ONLY


Hybrid role based from any of Succession Wealth's South Region office bases (Plymouth, Bristol, Salisbury, Amersham, Hitchin, Oxford, London)

12-month fixed term contract / Secondment

Application Deadline: 3rd February 2026 at 3pm

Due to our continuing growth, Succession now has an exciting opportunity for an ambitious, enthusiastic and technically minded professional to join our Paraplanning Unit.

In this role you will work as part of our South Financial Advice team. You will be closely supported by the Paraplanner Team Leader along with our Paraplanning Training Team, to work towards your goal of becoming a fully competent, qualified and signed off Paraplanner.

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

  • Answering process queries and providing day-to-day support for the Wealth Planners.
  • Undertaking research and analysis of suitable products in line...
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