RemotevilleRemote Wealth Planner - Cumbria Job in Carlisle, UK Succession Wealth
Wealth Planner - Cumbria Succession Wealth
£ -
Customer-Focused SellingFinanceFinancial AdvisoryFinancial PlanningGrief CounselingInvestment Advisory ServicesInvestmentsSuccession PlanningTeam ManagementWealth Management Services
Junior (1-2 years) -
CarlisleUK
Our teams of independent Wealth Planners deliver high-quality advice to thousands of clients across the UK.
625+ employees
Financial Services
Role
Who you are
- Hold a Level 4 Diploma in Regulated Financial Planning or equivalent wealth management qualification.
- Experience in delivering compliant financial advice to private clients.
- Knowledgeable of UK regulatory system specifically in financial services.
- Committed to ongoing professional development and regular CPD.
- Resilient, self-disciplined, and commercially focused.
- Proficient in building and maintaining client relationships with a client-centered approach.
Desirables
- Self-disciplined
- Client-focused
- Resilient
- Commercially savvy
What the job involves
- Provide holistic and affordable financial planning to clients.
- Deliver compliant, tailored financial advice to private clients.
- Utilize a range of Aviva and whole market products alongside various fund solutions.
- Support the growth and client acquisition strategies of the Aviva Financial Advice team.
Application process
- Subject to FCA SM&CR pre-employment checks
- Ongoing checks in line with Fit & Proper Policy
Company
Company mission
To provide tailored, high-quality financial planning services that empower clients to achieve financial security and independence.Company benefits
- 25 days Annual leave plus bank holidays and Christmas closure days
- Excellent company pension scheme with 8% employer contribution
- Agile and family friendly working arrangements
- Company sick pay
- Group Income Protection
- Up to 40% discount on Aviva products
- £450 home office equipment allowance
- Group Life Assurance Scheme: 8× salary
- Access to Benefit Hub
- Comprehensive health benefits
- Employee Assistance Programme with mental health support
- Sponsorship for professional exams
- Access to funded apprenticeships
- Access to free courses and learning hub
Company values
- Client-focused
- Relationship building
- Professionalism
- Continuous learning