At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Join a leading national wealth firm with a focus on high-net-worth clients.
- Benefits: Flexible hybrid working, competitive salary, and professional growth opportunities.
- Other info: Collaborate with in-house specialists to exceed client expectations.
- Why this job: Make a real difference in clients' financial futures while enjoying work-life balance.
- Qualifications: Level 4+ adviser with at least 1 year of client management experience.
The predicted salary is between 49500 - 60500 £ per year.
Succession Wealth is seeking Wealth Planners to provide independent financial advice to high-net-worth clients.
You will develop new client relationships, deliver tailored, compliant advice, and work with in-house specialists to exceed client outcomes.
The role supports flexible, home-based working with local office links, aiming for growth within a leading national wealth firm.
Applicants should be Level 4+ advisers, with at least 1 year of client management experience, and a drive to
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Wealth Planner - Hybrid Role for High-Net-Worth Clients employer: Successionwealth
Successionwealth is an excellent employer, offering a vibrant work culture in the heart of Plymouth where employees are valued for their contributions. With a competitive salary and a robust benefits package, team members enjoy opportunities for personal and professional growth while being part of a supportive environment that prioritises outstanding service and collaboration.
