Wealth Planner - Hybrid Role for High-Net-Worth Clients

Successionwealth; Scotland; Hybrid; GBP 40,000 - 68,000; Full time

Benefits offered by this job

25 days annual leave

8% employer pension contribution

Flexible working

Sick pay

Enhanced maternity/paternity/adoption

Aviva discounts

Home office allowance £450

Group Life Assurance 8x salary

Benefits Hub access

Health benefits

Job summary

Succession Wealth is seeking Wealth Planners to provide independent financial advice to high-net-worth clients. You will develop new client relationships, deliver tailored, compliant advice, and work with in-house specialists to exceed client outcomes.

The role supports flexible, home-based working with local office links, aiming for growth within a leading national wealth firm. Applicants should be Level 4+ advisers, with at least 1 year of client management experience, and a drive to

Qualifications

• Qualified to Level 4 or above in providing financial advice.
• Minimum 1 year experience managing your own clients.
• Experienced delivering compliant, tailored financial advice to high-net-worth clients.
• Self-disciplined with resilience and tenacity.

Responsibilities

• Develop new client relationships and deliver high-quality regulated financial advice.
• Work within a fast-paced, entrepreneurial environment while supporting corporate objectives.

Skills

Financial planning

Client management

Regulatory knowledge

CPD commitment

Team player

Self-motivated

High-net-worth advisory

Education

Level 4 financial advice qualification

Job description

Succession Wealth is seeking Wealth Planners to provide independent financial advice to high-net-worth clients. You will develop new client relationships, deliver tailored, compliant advice, and work with in-house specialists to exceed client outcomes.

The role supports flexible, home-based working with local office links, aiming for growth within a leading national wealth firm. Applicants should be Level 4+ advisers, with at least 1 year of client management experience, and a drive to