Remote Wealth Planner for High-Net-Worth Clients

Succession Wealth; Glasgow; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

25 days leave

8% pension

Flexible working

Sick pay

Job summary

Succession Wealth is hiring Wealth Planners to deliver independent financial advice to high-net-worth clients. You will focus on developing new client relationships and providing high-quality, regulated advice within a supportive, growth-minded team.

The role offers a hybrid working model with home-based work and an office link, backed by in-house specialists to ensure excellent client outcomes and ongoing professional development.

Qualifications

• Qualified to Level 4 or above in providing financial advice.
• Ideally working towards Level 6 Chartered Status.
• Minimum 1 year of experience managing your own clients.
• Experience delivering compliant, tailored financial advice to high-net-worth clients.

Responsibilities

• Develop new client relationships and grow the book of clients.
• Deliver regulated financial advice to high-net-worth clients.
• Collaborate with in-house specialist teams to deliver client outcomes.
• Support Succession’s corporate objectives and culture while meeting regulatory requirements.

Skills

Wealth planning

Regulatory knowledge

Client management

CPD commitment

Team leadership

Education

Level 4+ financial advice qualification

Level 6 Chartered status (in progress)

Job description

Succession Wealth is hiring Wealth Planners to deliver independent financial advice to high-net-worth clients. You will focus on developing new client relationships and providing high-quality, regulated advice within a supportive, growth-minded team.

The role offers a hybrid working model with home-based work and an office link, backed by in-house specialists to ensure excellent client outcomes and ongoing professional development.