RemotevilleRemote Wealth Planner Job in Hereford, UK Succession Wealth
Wealth Planner Succession Wealth
£ -
Customer-Focused SellingFinanceFinancial AdvisoryFinancial PlanningGrief CounselingInvestment Advisory ServicesInvestmentsPrivate ClientsSuccession PlanningWealth Management Services
Mid-level (3-4 years) -
HerefordUK
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 equivalent in Wealth Management.
- Experienced in providing compliant financial advice to private clients.
- Highly knowledgeable of the UK regulatory system in financial services.
- Committed to ongoing professional development through CPD.
- Able to communicate effectively and adapt style depending on the situation.
- Shares Succession Wealth's client-centric cultural values and corporate objectives.
What the job involves
- Offer holistic and affordable financial planning to clients using Aviva and certain whole of market products.
- Deliver compliant and tailored financial advice to private clients.
- Work closely with a support team to achieve excellent client outcomes.
- Participate actively in personal and professional development to maintain high industry standards.
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
- 8% employer pension contribution
- Agile and family friendly working arrangements
- Up to 40% discount on Aviva products
- £450 towards home office equipment
- Health benefits like eye care vouchers Annual Health Screening Digital GP
- Access to a Benefit Hub for discounts on shopping dining out and holidays
- Voluntary flexible benefits platform including various insurances and medical plans
Company values
- Client-focused
- Relationship building
- Professionalism
- Continuous learning