HR Business Partner

Plymouth, United Kingdom

June 2022 - Present

Succession Group is a national, wealth management advisory brand, which offers a truly differentiated advice service. We strive to deliver a richer and more rewarding experience, centered around achieving life goals for private clients and providing a bespoke solution for corporate clients. Our philosophy is to provide accessible and experienced teams of wealth management professionals that understand clients’ financial goals and objectives and build lasting relationships to secure those financial ambitions. Global best practice has consistently identified professional financial planning as the key to client value – not market timing or stock selection. Succession Group’s Wealth Planners believe in continuous professional development and strive to be the very best in their profession. We provide a service-led, fee-based approach to investment business, and offer a transparent charging structure for specific products such as protection policies where we guarantee a level playing field for all providers proving no product bias. Succession Group brings together an expert management team with long experience in UK and global financial services, backed by a global financial services institution. We are committed to a service-led philosophy, with our clients at the heart of everything we do.

Senior Human Resources Advisor

January 2021 - June 2022

HR Advisor

Plymouth, United Kingdom

January 2019 - January 2021

HR Administrator

Plymouth, United Kingdom

July 2017 - January 2019

School Administrator

July 2016 - July 2017

Patient Choice Facilitator

Plymouth, United Kingdom

June 2014 - May 2016

Human Resources Administrator

Plymouth, United Kingdom

April 2013 - June 2014