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 Finance Financial Advisory Financial Planning Grief Counseling Investment Advisory Services Investments Succession Planning Team Management Wealth 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
Role
Who you are
- Holds a Level 4 Diploma in Regulated Financial Planning or a similar qualification.
- Experienced in delivering compliant financial advice to private clients.
- Possess knowledge of UK regulatory requirements related to Financial Services.
- Committed to professional development and regular CPD.
- Self-disciplined resourceful and commercially focused.
Desirables
- Client-focused approach
- Engaging communicator
- Team player
What the job involves
- Provide holistic and affordable financial planning to clients.
- Utilize a wide range of Aviva and market products.
- Implement customized financial strategies that align with client goals.
- Collaborate with the Succession Wealth and AFA team to meet client needs.
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 increasing with service plus extra days for Christmas.
- 8% employer pension contribution.
- Flexible and family-friendly working arrangements.
- 40% discount on Aviva products.
- £450 towards home office equipment purchase.
- Access to health benefits like eye care flu shots and Digital GP.
Company values
- Client-focused
- Relationship building
- Professionalism
- Continuous learning