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Home Based Opportunity
Succession Wealth are one of the UK’s leading Financial Advisory firms, since our formation in 2009 we have built a reputation based on delivering exceptional outcomes for our clients. In 2022 Succession Wealth was acquired by Aviva, one of the UK's leading Insurance, Wealth and Retirement businesses.
Our goal is to bring high-quality financial planning to a wider client base, which is why, alongside Succession Wealth’s highly successful unrestricted offering, we now also offer restricted financial planning via our Aviva Financial Advice ‘AFA’ team.
Our AFA Wealth Planners provide holistic and affordable financial planning to clients on a fantastic range of Aviva (and certain whole of market) products, using a wide range of fund solutions.
Right now is a very exciting time within AFA as we begin to see our ambitious growth plans coming to fruition and as we establish ourselves as the go-to provider of financial planning for Aviva’s extensive customer base.
To ensure we are poised to meet the needs of our growing client base, we now have a number of opportunities for qualified and experienced Wealth Planners to join our fantastic Aviva Financial Advice team!
You…
Our Wealth Planners are what our reputation is built upon and to join our award-winning team you will need to bring a highly professional, trustworthy and client focused approach.
We are seeking individuals with a genuine enthusiasm for great client outcomes, 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:
What you can expect from us…
A highly competitive basic salary and performance related annual bonus of up to 10%.
You will also receive a fantastic range of benefits including:
Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:
Support in achieving your career goals…
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 check. This role is also subject to ongoing checks in line with Succession’s Fit & Proper Policy.
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.
We do not accept unsolicited CV submissions from agencies, any such will be accepted as a direct application from the candidate.
Great News! We've discovered an exciting live job opportunity for a Wealth Planner position in United Kingdom. This job is currently open for hiring/recruiting by Succession Wealth, exclusively for you at UK Jobs. Feel free to download the job details here.
The work culture at Succession Wealth must adhere to the Ethics of Work Culture as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs Succession Wealth and also by visiting their official website through Google.
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Yes, we found live job(s) for Succession Wealth in United Kingdom.
Wealth Planner jobs are available in United Kingdom.
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The average salary range for Wealth Planner in United Kingdom varies, but the standard pay scale is rated "Standard" in United Kingdom. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively.
To apply for a job at Succession Wealth follow the application process following the "Apply Now" button at UK Jobs and also you can visit Succession Wealth official career page and follow their application process.
Key qualifications for Wealth Planner typically include a list of qualifications and expertise as outlined in Bureau of Labor. Be sure to check the specific job listing for detailed requirements and qualifications.
You can set up job alerts for Wealth Planner in United Kingdom by creating a free job alerts on UK Jobs. Our Ai system will automatically notify you when new job listings matching your criteria become available.
Benefits for Wealth Planner positions may include a list of benefits. These can vary from company to company, so it's important to review the specific job listing for details on benefits offered by the employer.
Not all jobs have remote job opportunities available. However, nowadays, many companies offer remote work options. You can find remote job listings for Wealth Planner on UK Jobs.
To improve your chances of getting hired for Wealth Planner, consider improving your skills. Also, make sure to check your Resume/CV Score with our free Resume Scoring Tool. Additionally, it is worth noting that UK Jobs has an in-built Ai Resume Scoring tool that will give you the matching score for each job based on your Resume/CV once it is uploaded. This can also help you align your Resume/CV according to the job requirements and enhance your skills if you fall short of them.