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Financial Advisor

2 months ago

Lancaster, Lancashire, United Kingdom Succession Wealth Full time
About the Role

We are seeking a highly skilled and experienced Wealth Planner to join our award-winning team at Succession Wealth. As a key member of our Aviva Financial Advice team, you will play a vital role in delivering exceptional financial planning services to our clients.

Key Responsibilities
  • Deliver compliant, tailored financial advice to private clients, utilizing your expertise in wealth management and investment advice.
  • Develop and maintain strong relationships with clients, providing holistic and affordable financial planning solutions.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with FCA regulations.
  • Collaborate with the support team to deliver great client outcomes, recognizing the value of teamwork in achieving success.
Requirements
  • Level 4 Diploma in Regulated Financial Planning or equivalent qualification in wealth management or investment advice.
  • Proven experience in delivering financial advice to private clients, with a strong understanding of the UK regulatory system.
  • Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts to clients.
  • Self-disciplined, resilient, and commercially focused, with a commitment to ongoing professional development.
What We Offer
  • A highly competitive basic salary and performance-related annual bonus.
  • A range of benefits, including 25 days annual leave, excellent company pension scheme, and agile working arrangements.
  • Opportunities for professional growth and development, including sponsorship for relevant exams and study leave.
  • A supportive and inclusive work environment, with a focus on employee wellbeing and career progression.
About Us

Succession Wealth is a leading financial advisory firm, committed to delivering exceptional outcomes for our clients. We are part of the Aviva group, one of the UK's leading insurance, wealth, and retirement businesses. Our team is dedicated to providing high-quality financial planning services, and we are seeking like-minded individuals to join us on this journey.