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) - Senior (5-8 years)
HerefordUK
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
- Experience in delivering compliant financial advice to private clients
- Knowledge of UK regulatory system and industry developments
- Committed to continuous professional development and CPD
- Self-disciplined, resilient, and commercially focused
- Strong team player aligned with corporate objectives and values
What the job involves
- Delivering holistic and affordable financial planning to clients on a range of financial products
- Building relationships with clients and providing tailored financial advice
- Supporting the team to ensure great client outcomes
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 performance-related annual bonus
- 25 days annual leave increasing with service, plus bank holidays
- Company pension scheme with 8% employer contribution
- Agile and family-friendly working arrangements
- Range of health benefits including Employee Assistance Programme
- Career development support including sponsorship for professional exams and funded apprenticeships
- Access to free courses via Learning hub
Company values
- Client-focused
- Relationship building
- Professionalism
- Continuous learning