RemotevilleRemote Wealth Planner - Lake District Job in Lancashire, UK Succession Wealth
Wealth Planner - Lake District Succession Wealth
£ -
Customer-Focused SellingFinanceFinancial AdvisoryFinancial PlanningGrief CounselingInvestment Advisory ServicesInvestmentsSuccession PlanningTeam ManagementWealth Management Services
Mid-level (3-4 years) - Senior (5-8 years)
LancashireUK
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
- Possess a Level 4 Diploma in Regulated Financial Planning or equivalent qualification.
- Experience in delivering compliant tailored financial advice to private clients.
- Excellent communication skills in engaging and building client relationships.
- Commitment to ongoing professional development and understanding of UK regulatory framework.
Desirables
- Self-disciplined
- Commercially focused
- Client-centric
- Team player
What the job involves
- Provide holistic and affordable financial planning to a wide variety of clients.
- Utilize Aviva and whole-market products to craft tailored financial solutions.
- Collaborate with the support team to ensure superior client outcomes.
- Stay continually updated on industry developments and regulatory requirements.
Company
Company mission
To provide tailored, high-quality financial planning services that empower clients to achieve financial security and independence.Company benefits
- Annual bonus up to 10%
- 25 days annual leave plus bank holidays and extra days at Christmas
- 8% employer pension contribution
- Agile and family friendly working arrangements
- Up to 40% discount on Aviva products
- £450 towards home office setup
- Access to health and wellness benefits and discounts
Company values
- Client-focused
- Relationship building
- Professionalism
- Continuous learning