RRemoteville
Succession Wealth logoSuccession Wealth

Wealth Planner

Skills
Customer-Focused SellingFinanceFinancial AdvisoryFinancial PlanningGrief CounselingInvestment Advisory ServicesInvestments
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Hold a Level 4 Diploma in Regulated Financial Planning or other relevant qualifications
  • Experience delivering compliant and tailored financial advice to private clients
  • Knowledge of the UK regulatory system, especially aspects pertinent to financial services
  • Committed to professional development with regular CPD
  • Self-disciplined, resilient, and commercially focused
  • Understand and align with corporate objectives and client-centric values
  • Effective team player recognizing the support teams' value in delivering great client outcomes

Day to day

  • Provide holistic and affordable financial planning to clients using Aviva and select whole-market products with a variety of fund solutions
  • Participate in growth initiatives to position AFA as a go-to provider for financial planning within Aviva’s customer base
  • Build relationships with clients using engaging communication to deliver trustworthy and client-focused advice