Wealth Planner

Successionwealth; Lincoln; Hybrid; GBP 35,000 - 75,000; Full time

Job summary

An established industry player is seeking passionate Wealth Planners to join their award-winning team. This role offers the chance to provide independent financial advice to high-net-worth clients while working in a supportive environment that prioritizes professional development and client outcomes. With a focus on building strong relationships and a growth mindset, you will have the opportunity to thrive in a high-performance culture. Enjoy a competitive salary, uncapped bonuses, and a range of benefits designed to support your work-life balance and career aspirations. If you are dedicated to delivering exceptional client service and are eager to contribute to a growing firm, this opportunity is perfect for you.

Benefits

25 days Annual Leave

8% Employer Pension Contribution

Agile Working Arrangements

Company Sick Pay

Enhanced Parental Leave

Home Office Equipment Allowance

Health Benefits

Support for Professional Exams

Charity Days

Employee Assistance Programme

Qualifications

• Minimum 1 year experience managing clients and delivering financial advice.
• Committed to ongoing professional development and CPD.

Responsibilities

• Provide independent financial advice to high-net-worth clients.
• Develop professional networks and achieve business plans.

Skills

Financial Advice

Client Management

Networking

Regulatory Knowledge

Team Leadership

Education

Level 4 Qualification in Financial Advice

Level 6 Chartered Status (in progress)

Tools

Client Management Software

Financial Planning Tools

Job description

Wealth Planner

Home based with links to any of our UK offices

Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus

Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial aspirations. We can confidently say we have achieved this and are now market leaders both commercially and reputationally, with a large network of Wealth Planners right across the UK.

Our journey doesn’t stop here though… we are now entering an exciting new phase of planned growth which will see our business flourish even further as we strengthen our proposition and take the outstanding service which we are known for, to a wider and more diverse client base.

The Opportunity…

Due to growth, we now have a number of opportunities for Wealth Planners to join our business providing independent financial advice to high-net-worth clients. If you are driven by delivering exceptional client outcomes, have a growth mindset and thrive within a high-performance culture then we will give you all the tools you need to reach your career goals and beyond as well as the recognition and financial rewards you deserve!

We will provide you with a high-quality client bank, however we are looking for individuals with a flair for networking, who, with the support of a Regional Business Development Manager will develop and achieve a business plan to build professional networks, gain referrals and ultimately grow and retain a strong and profitable client base.

You will also have the support of many in-house specialist teams who are there to provide the support, resources and stable foundations for our Wealth Planners to deliver the desired client outcomes as well as working behind the scenes to continuously improve our offering and keep us ahead of our competitors.

You…

Succession’s Wealth Planners are what our reputation is built on and to join our award-winning team you will need to bring a highly professional, trustworthy and client focused approach, genuine enthusiasm for 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:

1. Qualified to Level 4 or above in providing financial advice and ideally working towards Level 6 Chartered Status
2. A Wealth/Financial Planner with a minimum of 1 years’ experience of managing your own clients.
3. Experienced at delivering compliant, tailored financial advice to high-net-worth clients.
4. Self-disciplined and focused with the resilience, motivation and tenacity to respond to challenges in a positive way.
5. Motivated to understand and engage with Succession’s corporate objectives and cultural values.
6. An effective team player and leader and able to recognise the value of support teams in delivering great client outcomes.
7. Knowledgeable regarding the UK regulatory system, particularly those aspects relevant to Financial Services.
8. Committed to your own professional development and regularly undertaking CPD and keeping up to date with industry issues and developments.

What you can expect from us…

A highly competitive basic salary and bonus structure, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:

1. 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
2. Excellent company pension scheme with an 8% employer contribution.
3. Agile and family friendly working arrangements to allow for a great work/life balance.
4. Company sick pay.
5. Enhanced maternity, paternity and adoption pay.
6. Discounts on Aviva Insurance & Investment products.
7. £450 towards the purchase of home office equipment.
8. Group Life Assurance Scheme: 8 x salary.
9. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
10. 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.
11. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
12. Support with cost of professional exams/study days.
13. Charity Days.
14. Company Events.

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

1. Employee Assistance Programme including access to a 24/7 support line.
2. Access to mental health first aiders.
3. Menopause support.
4. Parental and compassionate leave.
5. Wellbeing Library and Hub.
6. Aviva DigiCare and Workplace.
7. Bereavement Helpline.

Support in achieving your career goals…

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

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 history check. This role is also subject to ongoing checks in line with the Succession Fit & Proper Policy.

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