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- Tasks: Join our team as a Wealth Planner, building client relationships and delivering top-notch financial advice.
- Company: Succession Wealth is a leading firm providing independent financial advice since 2009.
- Benefits: Enjoy flexible working, generous annual leave, and a fantastic pension scheme with 8% employer contribution.
- Why this job: Be part of a supportive culture that values growth, client success, and professional development.
- Qualifications: Must be Level 4 qualified in financial advice with at least 1 year of client management experience.
- Other info: Access to extensive training, wellbeing initiatives, and opportunities for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
Home based with links to a Succession office. Competitive Basic salary (negotiable depending on experience) + generous annual 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 are now market leaders both commercially and reputationally, with a large network of Wealth Planners across the UK.
The Opportunity
We are seeking highly motivated and ambitious Wealth Planners who thrive in a fast-paced, entrepreneurial environment and are passionate about building new business. As a Wealth Planner, you will be a key part of our advice team, focused on developing new client relationships and delivering high-quality, regulated financial advice. This role is ideal for someone who is commercially minded, self-motivated, and eager to grow their own client base within a supportive, leading national wealth management firm. Due to growth, we have multiple opportunities for Wealth Planners to provide independent financial advice to high-net-worth clients.
If you are driven to deliver exceptional client outcomes, possess a growth mindset, and thrive in a high-performance culture, we will equip you with the tools to reach your career goals, along with the recognition and financial rewards you deserve. We value a happy workforce; our flexible working policies support work/life balance, allowing you to work from home while being linked to a local office and part of a close-knit team including Paraplanners and Client Delivery specialists, all committed to delivering exceptional client experiences.
You
Our Wealth Planners are the cornerstone of our reputation. To join our award-winning team, you should demonstrate a highly professional, trustworthy, and client-focused approach, with genuine enthusiasm for relationship building and excellent communication skills that can adapt to bring value and understanding to every conversation.
- Qualified to Level 4 or above in providing financial advice, ideally working towards Level 6 Chartered Status.
- A Wealth/Financial Planner with at least 1 year of managing your own clients.
- Experienced in delivering compliant, tailored financial advice to high-net-worth clients.
- Proactive in sourcing and securing new client opportunities through networking, referrals, partnerships, and self-generated activity.
- Skilled at converting warm and cold leads into long-term client relationships.
- Capable of building and managing a growing book of business, focusing on long-term value and client retention.
- Self-disciplined, resilient, motivated, and tenacious in facing challenges.
- Committed to understanding and engaging with Succession’s corporate objectives and values.
- An effective team player and leader, recognizing the support team's role in delivering great client outcomes.
- Knowledgeable about the UK regulatory system, especially aspects relevant to Financial Services.
- Dedicated to professional development, regularly undertaking CPD and staying updated with industry developments.
What You Can Expect From Us
- 25 days annual leave, increasing with service, plus bank holidays and additional days for Christmas closure.
- Excellent pension scheme with 8% employer contribution.
- Flexible, family-friendly working arrangements for a healthy work/life balance.
- Company sick pay.
- Enhanced maternity, paternity, and adoption pay.
- Discounts on Aviva Insurance & Investment products.
- £450 towards home office equipment.
- Group Life Assurance: 8x salary.
- Access to the Benefit Hub for discounts on shopping, dining, holidays, and more.
- Health benefits including eye care vouchers, flu vaccinations, annual health screening, digital GP, mental health and nutrition sessions, and Employee Assistance Programme.
- Voluntary benefits like Private Medical Insurance, Dental, Critical Illness, and Health Screening.
- Support for professional exams and study days.
- Charity days and company events.
Our Wellbeing Committee supports colleagues' wellbeing through initiatives like:
- Employee Assistance Programme with 24/7 support line.
- Access to mental health first aiders.
- Menopause support.
- Parental and compassionate leave.
- Wellbeing Library and Hub.
- Additional health and support services.
Support for your career goals includes:
- Sponsorship for relevant professional exams and study leave.
- Funding for apprenticeships in various topics.
- Insights Discovery psychometric tool for team development.
- Clear career pathways and internal opportunities.
- Access to extensive free courses via our Learning Management System.
Wealth Planner - Manchester employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner - Manchester
✨Tip Number 1
Network actively within the financial services community in Manchester. Attend local events, seminars, and workshops to meet potential clients and industry peers. Building relationships in person can significantly enhance your chances of securing new client opportunities.
✨Tip Number 2
Familiarise yourself with Succession Wealth's corporate objectives and values. Understanding their mission will help you align your approach when discussing how you can contribute to their goals during interviews or networking conversations.
✨Tip Number 3
Stay updated on the latest trends and regulations in the UK financial services sector. This knowledge will not only boost your confidence but also demonstrate your commitment to professional development, which is highly valued by employers like us.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully built and managed client relationships in the past. Highlighting your proactive approach to sourcing new clients and converting leads will showcase your suitability for the Wealth Planner role.
We think you need these skills to ace Wealth Planner - Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and client management. Emphasise your qualifications, especially if you are Level 4 qualified or working towards Level 6 Chartered Status.
Craft a Compelling Cover Letter: In your cover letter, express your passion for building client relationships and delivering high-quality financial advice. Mention specific examples of how you've successfully managed clients or sourced new business opportunities.
Showcase Your Skills: Highlight your communication skills and ability to adapt to different client needs. Provide examples of how you've converted leads into long-term relationships, demonstrating your proactive approach to client acquisition.
Research Succession Wealth: Familiarise yourself with Succession Wealth's values and corporate objectives. Mention in your application how your personal goals align with their mission to provide exceptional client experiences and support for professional development.
How to prepare for a job interview at Successionwealth
✨Showcase Your Client Relationship Skills
As a Wealth Planner, your ability to build and maintain client relationships is crucial. Prepare examples of how you've successfully developed client connections in the past, focusing on your communication skills and trust-building techniques.
✨Demonstrate Your Knowledge of Financial Regulations
Familiarise yourself with the UK regulatory system relevant to financial services. Be ready to discuss how you ensure compliance in your advice and how you stay updated with industry changes, as this will show your commitment to professionalism.
✨Highlight Your Proactive Approach
Succession Wealth values self-motivated individuals who can source new clients. Prepare to share specific strategies you've used to generate leads, whether through networking or referrals, and how these have contributed to your success.
✨Emphasise Your Growth Mindset
The role requires a growth mindset and resilience. Be prepared to discuss challenges you've faced in your career and how you've overcome them, showcasing your determination to grow both personally and professionally within the wealth management sector.
