Financial Planning Expert

1 month ago


Hereford, Herefordshire, United Kingdom Succession Wealth Full time
Unlock a Rewarding Career in Wealth Planning

Succeed in a dynamic and supportive environment with Succession Wealth, a leading Financial Advisory firm in the UK.

Become a key player in our Aviva Financial Advice team, delivering exceptional financial planning solutions to clients nationwide.

This exciting opportunity is perfect for experienced professionals looking to take their career to the next level. You will work closely with our award-winning team to provide tailored advice and guidance to clients, helping them achieve their financial goals.

We are seeking highly skilled and enthusiastic individuals who share our passion for excellent client service and outcomes. If you have a genuine enthusiasm for relationship building, a strong understanding of financial planning principles, and excellent communication skills, we want to hear from you

The ideal candidate will possess a Level 4 Diploma in Regulated Financial Planning or equivalent qualification, with experience in delivering compliant, tailored financial advice to private clients. A good working knowledge of industry issues and developments, as well as a commitment to ongoing professional development, is also essential.

A Competitive Package

We offer a highly competitive basic salary of £60,000 - £80,000 per annum, plus performance-related annual bonuses of up to 10%. You will also enjoy an excellent range of benefits, including:

  • 25 days annual leave, increasing with service, plus bank holidays and additional days for Christmas closure.
  • An employer contribution of 8% to your company pension scheme.
  • Agile and family-friendly working arrangements to ensure a great work-life balance.
  • Company sick pay, group income protection, and enhanced maternity, paternity, and adoption pay.
  • Up to 40% discount on Aviva Insurance & Investment products, as well as £450 towards home office equipment.
  • Group Life Assurance Scheme: 8 x salary.
  • Access to the Benefit Hub, offering discounts on shopping, dining out, holidays, and more.
About Us

SUCCESSION WEALTH IS COMMITTED TO BUILDING AND PRESERVING A CULTURE OF INCLUSION AND DIVERSITY. WITH A DIVERSE TEAM OF EMPLOYEES, WE ARE ABLE TO GROW, INNOVATE, AND DELIVER EXCELLENT CLIENT CARE TO HELP US REACH OUR GOALS AS A BUSINESS. OUR DIVERSE TEAMS HELP US REFLECT AND UNDERSTAND THE COMMUNITIES IN WHICH WE OPERATE AND THE SUBJECTS WE COVER IN OUR EVERYDAY WORK.



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