RemotevilleRemote Wealth Planner Job in Bournemouth, UK Succession Wealth
Wealth Planner Succession Wealth
£ -
Customer-Focused SellingFinanceFinancial AdvisoryFinancial PlanningGrief CounselingInvestment Advisory ServicesInvestmentsSuccession PlanningTeam ManagementWealth Management Services
Mid-level (3-4 years) - Senior (5-8 years)
BournemouthUK
Our teams of independent Wealth Planners deliver high-quality advice to thousands of clients across the UK.
625+ employees
Financial Services
Open for applications
Role
Who you are
- Hold Level 4 Diploma in Regulated Financial Planning or equivalent qualification
- Have experience in delivering compliant and tailored financial advice
- Possess knowledge of the UK regulatory system and industry developments
- Demonstrate commitment to professional development and CPD
- Show resilience, commercial focus, and a client-centric approach
- Be an effective team player aligned with corporate objectives and cultural values
What the job involves
- Provide holistic and affordable financial planning to clients on a range of Aviva products
- Deliver tailored financial advice to private clients while ensuring compliance
- Support clients with wealth management, investment advice, and succession planning
Company
Company mission
To provide tailored, high-quality financial planning services that empower clients to achieve financial security and independence.Company benefits
- Competitive salary with up to 10% annual bonus
- 25 days annual leave, bank holidays, and increased leave with service
- Company pension scheme with 8% employer contribution
- Flexible and family-friendly working arrangements
- Various insurance benefits and discounts on Aviva products
- Wellbeing support including Employee Assistance Programme and health benefits
- Career development opportunities with funded apprenticeships and professional exams sponsorship
- Access to free courses via Learning hub
Company values
- Client-focused
- Relationship building
- Professionalism
- Continuous learning