At a Glance
- Tasks: Deliver independent financial advice and develop relationships with high-net-worth clients.
- Company: Succession Wealth, a supportive and growth-minded team.
- Benefits: Hybrid working model, professional development, and access to in-house specialists.
- Other info: Join a dynamic team with excellent career growth opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 49500 - 60500 £ per year.
Succession Wealth is hiring Wealth Planners to deliver independent financial advice to high-net-worth clients.
You will focus on developing new client relationships and providing high-quality, regulated advice within a supportive, growth-minded team.
The role offers a hybrid working model with home-based work and an office link, backed by in-house specialists to ensure excellent client outcomes and ongoing professional development.
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Remote Wealth Planner for High-Net-Worth Clients in Glasgow employer: Succession Wealth
At Succession Wealth, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and client engagement. Our Plymouth office provides a welcoming environment with on-site parking, ensuring convenience for our staff. We are committed to employee growth, providing opportunities for professional development while fostering a meaningful and rewarding workplace experience.
