RemotevilleRemote Wealth Planner Job in Inverness, Scotland, 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)
InvernessScotlandUK
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
- Have experience in delivering compliant financial advice to private clients
- Demonstrate knowledge of the UK regulatory system and industry developments
- Show commitment to professional development and ongoing CPD
- Possess strong communication skills and client-centric approach
- Work well in a team and contribute to achieving great client outcomes
Desirables
- Analytical
- Detail-oriented
- Client-focused
What the job involves
- Provide holistic and affordable financial planning to clients on a range of products
- Deliver compliant, tailored financial advice to private clients
- Build and maintain client relationships through effective communication
Company
Company mission
To provide tailored, high-quality financial planning services that empower clients to achieve financial security and independence.Company benefits
- Competitive salary with up to 10% annual bonus
- 25 days Annual leave increasing with service
- Company pension scheme with 8% employer contribution
- Agile and family-friendly working arrangements
- Various health and wellbeing benefits
Company values
- Client-focused
- Relationship building
- Professionalism
- Continuous learning