Remote Wealth Planner Job in Inverness, Scotland, UK Succession Wealth

Who you are

• Level 4 Diploma in Regulated Financial Planning or appropriate qualification of Wealth Management or Investment Advice and Management of FCA Regulated Qualifications Framework (RQF)
• Experience of delivering compliant, tailored financial advice to private clients
• Knowledge of the UK regulatory system relevant to Financial Services
• Good working knowledge of industry issues and developments
• Committed to professional development and CPD
• Self-disciplined and resilient
• Commercially focused
• Buy-in of the corporate objectives and sharing of Succession Wealth's client-centric cultural values
• Effective team player

Desirables

• professional
• trustworthy
• client focused
• enthusiastic
• relationship building
• articulate
• engaging communication self-disciplined
• resilient
• commercially focused
• team player

What the job involves

• Provide holistic and affordable financial planning to clients on Aviva and certain whole of market products, using a wide range of fund solutions
• Deliver tailored financial advice to private clients
• Build and maintain client relationships through an articulate and engaging communication style
• Meet the needs of a growing client base and contribute to the success of the Aviva Financial Advice team

Application process

• Pre-employment checks
• Criminal record check
• Adverse financial check
• Ongoing checks