Wealth Planner - Lake District
Skills
Customer-Focused SellingFinanceFinancial AdvisoryFinancial PlanningGrief CounselingInvestment Advisory ServicesInvestments
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 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.
Nice to have
- Self-disciplined
- Commercially focused
- Client-centric
- Team player
Day to day
- 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.