RemotevilleRemote Wealth Planner Job in Exeter, 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)
ExeterUK
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.
- Experience in delivering compliant, tailored financial advice to private clients.
- Knowledge of the UK regulatory system relevant to financial services.
- Committed to ongoing professional development and CPD.
- Self-disciplined, resilient, and commercially focused.
Desirables
- Excellent communicator
- Team player
- Client-focused
What the job involves
- Provide holistic and affordable financial planning to a diverse client base.
- Utilize a range of Aviva and whole market products to meet clients' financial goals.
- Participate in the growth and development of Aviva’s financial planning services.
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
- Performance-related bonus up to 10%
- Excellent pension scheme (8% employer contribution)
- Agile work arrangements
- Up to 40% discount on Aviva products
- £450 for home office setup
- Group Life Assurance (8x salary)
- Access to health benefits and wellness programs
Company values
- Client-focused
- Relationship building
- Professionalism
- Continuous learning