Wealth Planner - Exeter

TN United Kingdom; Exeter; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player in financial advisory is seeking qualified Wealth Planners to join their dynamic team. This exciting role offers the chance to provide holistic financial planning to a diverse client base, utilizing a range of market-leading products. With a strong commitment to client outcomes and professional development, you will thrive in a supportive environment that values your contributions. The company offers a competitive salary, performance-related bonuses, and an extensive benefits package, ensuring a great work-life balance and opportunities for career growth. If you're passionate about making a difference in clients' lives, this is the perfect opportunity for you.

Benefits

25 days Annual Leave

8% Employer Pension Contribution

Agile Working Arrangements

Group Income Protection

Enhanced Parental Leave

Employee Assistance Programme

Health Benefits

Discounts on Aviva Products

Funding for Professional Exams

Access to Free Courses

Qualifications

• Experience in delivering compliant financial advice to private clients.
• Knowledge of the UK regulatory system relevant to financial services.

Responsibilities

• Provide tailored financial advice to clients based on their needs.
• Build and maintain strong client relationships to ensure satisfaction.

Skills

Client Relationship Management

Financial Planning

Regulatory Knowledge

Communication Skills

Self-discipline

Education

Level 4 Diploma in Regulated Financial Planning

FCA Regulated Qualifications Framework (RQF)

Job description

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Succession Wealth are one of the UK’s leading Financial Advisory firms, since our formation in 2009 we have built a reputation based on delivering exceptional outcomes for our clients. In 2022 Succession Wealth was acquired by Aviva, one of the UK's leading Insurance, Wealth and Retirement businesses.

Our goal is to bring high-quality financial planning to a wider client base, which is why, alongside Succession Wealth’s highly successful unrestricted offering, we now also offer restricted financial planning via our Aviva Financial Advice ‘AFA’ team.

Our AFA Wealth Planners provide holistic and affordable financial planning to clients on a fantastic range of Aviva (and certain whole of market) products, using a wide range of fund solutions.

Right now is a very exciting time within AFA as we begin to see our ambitious growth plans coming to fruition and as we establish ourselves as the go-to provider of financial planning for Aviva’s extensive customer base.

To ensure we are poised to meet the needs of our growing client base, we now have a number of opportunities for qualified and experienced Wealth Planners to join our fantastic Aviva Financial Advice team!

Our Wealth Planners are what our reputation is built upon and to join our award-winning team you will need to bring a highly professional, trustworthy and client focused approach.

We are seeking individuals with a genuine enthusiasm for great client outcomes, relationship building and an articulate and engaging communication style which can be flexed to bring value and understanding to every conversation.

You will also need to be:

• 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, particularly those aspects relevant to Financial Services coupled with a good working knowledge of industry issues and developments.
• Committed to your own professional development and regularly undertaking CPD.
• Self-disciplined, resilient, and commercially focused.
• Innate understanding and buy-in of the corporate objectives and a deep sharing of Succession Wealth’s client-centric cultural values.
• Effective team player, recognising the value of the support team in delivery of great client outcomes.

What you can expect from us…

A highly competitive basic salary and performance related annual bonus of up to 10%.

You will also receive a fantastic range of benefits including:

• 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
• Excellent company pension scheme with an 8% employer contribution.
• Agile and family friendly working arrangements to allow for a great work/life balance.
• Company sick pay.
• Group Income Protection
• Enhanced maternity, paternity and adoption pay.
• Up to 40% discount on Aviva Insurance & Investment products.
• £450 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 x salary.
• Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.

Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:

• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.

Support in achieving your career goals…

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
• Clear career pathways and endless internal job opportunities.
• Access to a huge range of free courses via our Learning hub.

Please note, this role is certified as required by the FCA SM&CR and is therefore subject to relevant pre-employment checks, including a criminal record check and adverse financial check. This role is also subject to ongoing checks in line with Succession’s Fit & Proper Policy.

Succession Wealth is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

We do not accept unsolicited CV submissions from agencies, any such will be accepted as a direct application from the candidate.