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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 an award-winning team that values your growth and offers tools to achieve your career goals.
- Qualifications: Level 4 qualified in financial advice with at least 1 year of client management experience required.
- Other info: Access to funded apprenticeships and a range of health benefits to support your wellbeing.
The predicted salary is between 42000 - 84000 £ per year.
2 weeks ago Be among the first 25 applicants
Home based with links to a Succession office
Competitive Basic salary (negotiable dependant 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 can confidently say we have achieved this and are now market leaders both commercially and reputationally, with a large network of Wealth Planners right across the UK.
The Opportunity…
We are looking for 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’ll 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 excited by the opportunity to build and grow their own client base within the support structure of a leading national wealth management firm.
Due to growth, we now have a number of opportunities for Wealth Planners to join our business providing independent financial advice to high-net-worth clients. If you are driven by delivering exceptional client outcomes, have a growth mindset and thrive within a high-performance culture then we will give you all the tools you need to reach your career goals and beyond as well as the recognition and financial rewards you deserve!
We appreciate the importance of a happy workforce, and our agile and flexible working policies support our colleagues in enjoying a great work / life balance, meaning that you can carry out your role from home whilst also being linked to a local office and part of a close-knit team including Paraplanners and Client Delivery specialists all working towards the same objective of delivering an exceptional client experience.
You…
Succession’s Wealth Planners are what our reputation is built on and to join our award-winning team you will need to bring a highly professional, trustworthy and client focused approach, genuine enthusiasm for relationship building and an articulate and engaging communication style which can be flexed to bring value and understanding to every conversation.
- Qualified to Level 4 or above in providing financial advice and ideally working towards Level 6 Chartered Status
- A Wealth/Financial Planner with a minimum of 1 years’ experience of managing your own clients.
- Experienced at 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.
- Experienced in converting warm and cold leads into long-term client relationships.
- Building and managing a growing book of business, with a focus on long-term value and client retention.
- Self-disciplined and focused with the resilience, motivation and tenacity to respond to challenges in a positive way.
- Motivated to understand and engage with Succession’s corporate objectives and cultural values.
- An effective team player and leader and able to recognise the value of support teams in delivering great client outcomes.
- Knowledgeable regarding the UK regulatory system, particularly those aspects relevant to Financial Services.
- Committed to your own professional development and regularly undertaking CPD and keeping up to date with industry issues and developments.
What You Can Expect From Us…
- 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
- Excellent company pension scheme with an 8% employer contribution.
- Agile and family friendly working arrangements to allow for a great work/life balance.
- Company sick pay.
- Enhanced maternity, paternity and adoption pay.
- Discounts on Aviva Insurance & Investment products.
- £450 towards the purchase of home office equipment.
- Group Life Assurance Scheme: 8 x salary.
- Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
- Support with cost of professional exams /study days.
- Charity Days.
- Company Events
Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs.
- Employee Assistance Programme including access to a 24/7 support line.
- Access to mental health first aiders.
- Menopause support.
- Parental and compassionate leave.
- Wellbeing Library and Hub.
- Aviva DigiCare and Workplace.
- Bereavement Helpline.
Support in achieving your career goals…
- Sponsorship for relevant professional exams and study leave.
- Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
- Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
- Clear career pathways and endless internal job opportunities.
- Access to a huge range of free courses via our Learning Management system.
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Wealth Planner - Hampshire employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner - Hampshire
✨Tip Number 1
Network actively within the financial services community in Hampshire. Attend local events, seminars, and workshops to meet potential clients and industry peers. Building relationships can lead to referrals and opportunities that are crucial for a Wealth Planner.
✨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
Showcase your knowledge of the UK regulatory system relevant to financial services. Being well-versed in compliance will not only boost your confidence but also demonstrate your professionalism and readiness to handle high-net-worth clients.
✨Tip Number 4
Engage with current employees of Succession Wealth on platforms like LinkedIn. Ask them about their experiences and insights into the company culture. This can provide you with valuable information to tailor your approach and make a strong impression.
We think you need these skills to ace Wealth Planner - Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and client management. Emphasise your qualifications, particularly if you have Level 4 or above in providing financial advice, and any experience with high-net-worth clients.
Craft a Compelling Cover Letter: Your cover letter should reflect your passion for building client relationships and your proactive approach to sourcing new opportunities. Mention specific examples of how you've successfully managed client portfolios or converted leads into long-term relationships.
Showcase Your Communication Skills: Since the role requires an articulate and engaging communication style, consider including examples in your application that demonstrate your ability to communicate complex financial concepts clearly and effectively.
Highlight Your Professional Development: Mention any ongoing professional development activities, such as CPD courses or relevant certifications. This shows your commitment to staying updated with industry trends and regulations, which is crucial for a Wealth Planner.
How to prepare for a job interview at Succession Wealth
✨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 style and how you tailor your approach to meet individual client needs.
✨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 generate new business. Prepare to share specific strategies you've used to source clients, whether through networking or referrals, and how these have contributed to your success.
✨Emphasise Your Growth Mindset
The company is looking for candidates who are driven by personal and professional development. Discuss any recent training, certifications, or CPD activities you've undertaken, and express your enthusiasm for continuous learning and career advancement.
