RRemoteville
Succession Wealth logoSuccession Wealth

Wealth Planner - Cumbria

Skills
Customer-Focused SellingFinanceFinancial AdvisoryFinancial PlanningGrief CounselingInvestment Advisory ServicesInvestments
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 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.

Nice to have

  • Self-disciplined
  • Client-focused
  • Resilient
  • Commercially savvy

Day to day

  • 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.

Hiring process

  • Subject to FCA SM&CR pre-employment checks
  • Ongoing checks in line with Fit & Proper Policy