RemotevilleRemote Wealth Planner - Lincoln Job in Lincoln, UK Succession Wealth
Wealth Planner - Lincoln Succession Wealth
£ -
Customer-Focused SellingFinanceFinancial AdvisoryFinancial PlanningGrief CounselingInvestment Advisory ServicesInvestmentsSuccession PlanningTeam ManagementWealth Management Services
Mid-level (3-4 years) - Expert (9+ years)
LincolnUK
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 a Level 4 Diploma in Regulated Financial Planning or equivalent qualification
- Deliver compliant and tailored financial advice
- Demonstrate knowledge of the UK regulatory system and industry issues
- Committed to professional development and CPD
- Possess self-discipline, resilience, and commercial focus
What the job involves
- Provide holistic financial planning to clients
- Use a wide range of fund solutions
- Support the growth plans of the Aviva Financial Advice team
Company
Company mission
To provide tailored, high-quality financial planning services that empower clients to achieve financial security and independence.Company benefits
- Competitive salary & up to 10% performance-related annual bonus
- 25 days annual leave increasing with service
- Excellent pension scheme with 8% employer contribution
- Family-friendly working arrangements
- Company sick pay
- Group Income Protection
- Enhanced maternity, paternity, and adoption pay
Company values
- Client-focused
- Relationship building
- Professionalism
- Continuous learning