Wealth Planner - Manchester

Wealth Planner – Manchester 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. #J-18808-Ljbffr