Financial Wealth Consultant

4 weeks ago


Plymouth, Plymouth, United Kingdom Succession Wealth Full time

Exciting Career Opportunity with Succession Wealth

At Succession Wealth, a premier Financial Advisory firm in the UK, we pride ourselves on providing outstanding service and results for our clients. As we continue to grow, we are seeking skilled Financial Wealth Consultants to enhance our team.

Position Summary:

  • Deliver personalized financial guidance to clients
  • Keep abreast of market trends and regulatory changes
  • Play a key role in achieving team objectives

Qualifications:

  • Diploma in Regulated Financial Planning
  • Proven experience in offering financial advice
  • Understanding of the UK regulatory framework
  • Dedication to ongoing professional growth
  • Collaborative team member with a client-centric mindset

What We Offer:

  • Attractive salary and performance-related bonuses
  • Comprehensive annual leave and holiday entitlements
  • Company pension scheme and sick leave provisions
  • Exclusive discounts on various products and services
  • Health and wellness benefits along with support initiatives

Become Part of Our Team:

If you are driven by client success and are looking for a fulfilling career in financial consulting, we invite you to consider joining our team.

Important Note:

All candidates will undergo pre-employment checks and continuous monitoring in line with regulatory standards. We are dedicated to fostering diversity and inclusion within our workplace and encourage applications from individuals of all backgrounds.



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