RemotevilleRemote Wealth Planner Job in Falmouth, UK Succession Wealth
Wealth Planner Succession Wealth
£ -
Customer-Focused SellingFinanceFinancial AdvisoryFinancial PlanningGrief CounselingInvestment Advisory ServicesInvestmentsPrivate ClientsSuccession PlanningWealth Management Services
Mid-level (3-4 years) - Senior (5-8 years)
FalmouthUK
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
- Demonstrate experience in delivering compliant financial advice to private clients
- Possess in-depth knowledge of UK regulatory system and financial services industry
- Committed to continuous professional development and CPD activities
- Show self-discipline, resilience, and commercial focus
- Understand and align with corporate objectives and client-centric values
- Collaborate effectively in a team to achieve great client outcomes
What the job involves
- Delivering holistic and affordable financial planning to clients on a range of products
- Building relationships and providing tailored financial advice to private clients
- Adhering to UK regulatory system and industry developments
Company
Company mission
To provide tailored, high-quality financial planning services that empower clients to achieve financial security and independence.Company benefits
- Competitive salary and up to 10% performance-related annual bonus
- 25 days annual leave with increases based on service, plus bank holidays and extra days for Christmas closure
- 8% employer contribution to pension scheme
- Flexible working arrangements for work-life balance
- Range of employee benefits including insurance discounts, home office equipment allowance, health benefits, and discounts on shopping and holidays
- Support for wellbeing, career development, and professional exams
Company values
- Client-focused
- Relationship building
- Professionalism
- Continuous learning