Wealth Planner
Skills
Customer-Focused SellingFinanceFinancial AdvisoryFinancial PlanningGrief CounselingInvestment Advisory ServicesInvestments
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 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.
Nice to have
- Client-focused approach
- Engaging communicator
- Team player
Day to day
- 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.