Wealth Planner for High-Net-Worth (Remote)

Succession Wealth; Glasgow; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Annual leave

Pension scheme

Flexible working

Sick pay

Maternity/Paternity pay

Discounts on Aviva products

Home office allowance £450

Group Life Assurance 8x

Employee discounts

Wellbeing support

Job summary

Succession Wealth is seeking highly motivated Wealth Planners to provide independent financial advice to high-net-worth clients. You will focus on developing new client relationships and delivering high-quality, regulated financial advice, within a supportive national firm.

This role offers a highly competitive base salary with a bonus structure, along with flexible working arrangements enabling home-based work linked to a local office and a collaborative team environment.

Qualifications

• Qualified to Level 4 or above in providing financial advice and ideally working towards Level 6 Chartered Status.
• Wealth/Financial Planner with a minimum of 1 years’ experience of managing your own clients.
• Experienced at delivering compliant, tailored financial advice to high-net-worth clients.
• Knowledgeable regarding the UK regulatory system, particularly aspects relevant to Financial Services.
• Committed to your own professional development and regular CPD.

Responsibilities

• Develop new client relationships and deliver high-quality, regulated financial advice.
• Grow own client base and contribute to the team delivering client outcomes.
• Collaborate with in-house specialist teams to support client delivery and business growth.

Skills

Financial advice

Client management

Regulatory knowledge

CPD

Education

Level 4 Financial Advice

Job description

Succession Wealth is seeking highly motivated Wealth Planners to provide independent financial advice to high-net-worth clients. You will focus on developing new client relationships and delivering high-quality, regulated financial advice, within a supportive national firm.

This role offers a highly competitive base salary with a bonus structure, along with flexible working arrangements enabling home-based work linked to a local office and a collaborative team environment.