Wealth Planner - Scotland

Successionwealth; Scotland; On-site; 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 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.

The Opportunity…

We now have an opportunity 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 are looking for highly motivated and ambitious Wealth Planners who thrive in a fast-paced, entrepreneurial environment and are passionate about building new business. As a Wealth Planner, you’ll be a key part of our advice team, focused on developing new client relationships and delivering high-quality, regulated financial advice. This role is ideal for someone who is commercially minded, self-motivated, and experienced in growing their own client base and is looking to continue that success within the support of a leading national wealth management firm.

We appreciate the importance of a happy workforce, and our agile and flexible working policies support our colleagues in enjoying a great work / life balance, meaning that you can carry out your role from home whilst also being linked to a local office and part of a close-knit team including Paraplanners and Client Delivery specialists all working towards the same objective of delivering an exceptional client experience.

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…

• Qualified to Level 4 or above in providing financial advice and ideally working towards Level 6 Chartered Status
• A 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.
• Self-disciplined and focused with the resilience, motivation and tenacity to respond to challenges in a positive way.
• Motivated to understand and engage with Succession’s corporate objectives and cultural values.
• An effective team player and leader and able to recognise the value of support teams in delivering great client outcomes.
• Knowledgeable regarding the UK regulatory system, particularly those aspects relevant to Financial Services.
• 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…

Ahighly competitive basic salary and bonus structure, annual pay reviews and performance linked increases as well as 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.
• Enhanced maternity, paternity and adoption pay.
• Discounts 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, Digitial 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.
• Support with cost of professional exams /study days.
• Charity Days.
• Company Events

OurWellbeing committeeworks 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.
• Menopause support.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.

Support in achieving yourcareer 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 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.