Succession Wealth
As of 2 November 2026, Succession Wealth has 10 open roles (8 new in 30 days), its finance & accounting team is hiring most, and its postings name Power BI, Microsoft Excel and Microsoft 365 as the tools the team works in.
As of 2 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- , , United Kingdom
- Employees
- 501-1000 employees (linkedin)
- Sells to
- successful individuals and families, individuals and families, wealth management clients
- Certifications on site
- Site languages
- EN
- Career system
- Talos360
Succession Wealth in one screen
Read from successionwealth.co.uk: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Succession Wealth is a financial advice provider that offers independent wealth planning, investment advice, and estate planning for individuals and families. It provides services such as cashflow modelling, market updates, and guides on topics like wills, power of attorney, and tax year-end planning. The firm operates a nationwide network of advisers with approximately 19,000 advised clients.
Named on the site: successful individuals and families, individuals and families, wealth management clients.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 579 scored.
What Succession Wealth says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Assisting with the design and implementation of solutions (PowerBI apps).• Experience of using Office 365 suite, specifically the ability to carry out complex tasks in Excel (i.e Pivot/VLOOKUP/SUMIF statements etc).• Excellent call-handling skills and confidence using Office 365.• Aviva DigiCare and Workplace.• Experience or at least familiarity with SQL.Vendors whose code loads on successionwealth.co.uk or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
10 open roles, 11 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United Kingdom →
| open · new 30 d | |
|---|---|
| Finance & accounting | 4 · 3 |
| Human resources | 2 · 0 |
| Data & AI | 1 · 1 |
| Legal, compliance & risk | 1 · 1 |
| Quality, safety & environment | 1 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Succession Wealth to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Succession Wealth
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 579 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Succession Wealth (, United Kingdom, 501-1000 employees) has 10 open roles, 8 new in 30 days, and names 6 tools in its postings. (Breaknorm, 2 November 2026, https://breaknorm.co/company/successionwealth.co.uk)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from successionwealth.co.uk: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Talos360 career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Succession Wealth: questions
Does Succession Wealth use Power BI?
Yes, by the company's own words: 1 posting name it, first seen 2026-10-23, in the data & ai team.
Is Succession Wealth hiring?
10 open roles as of 2 November 2026, 8 opened in the last 30 days and 1 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From successionwealth.co.uk itself: we crawled it on 2026-08-02, built the profile on 2026-08-15, and read its career site (Talos360) hourly since. Headcount is from LinkedIn.
Who should I write to at Succession Wealth?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 3 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
Succession Wealth and 41.5M more,
read from the source
Look up any company by domain, with its hiring, stack and signals. Start free, no card.