Wealth Planner

Job Description

Wealth Planner – London

Home based with links to our London office

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.

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…

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:

• Qualified to Level 4 or above in providing financial advice and 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.

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

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