At a Glance
- Tasks: Provide independent financial advice to high-net-worth clients and build new client relationships.
- Company: Join a market-leading wealth management firm with a supportive culture.
- Benefits: Competitive salary, generous leave, flexible working, and extensive health benefits.
- Other info: Enjoy a dynamic work environment with opportunities for professional development.
- Why this job: Make a real impact in clients' lives while achieving your career goals.
- Qualifications: Level 4 qualified with at least 1 year of experience in financial planning.
The predicted salary is between 49500 - 60500 £ per year.
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 now have an opportunity 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 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 experienced in growing their own client base and is looking to continue that success within the support of a leading national wealth management firm.
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 will also have the support of many in-house specialist teams who are there to provide the support, resources and stable foundations for our Wealth Planners to deliver the desired client outcomes as well as working behind the scenes to continuously improve our offering and keep us ahead of our competitors.
- You…
- 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.
- 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…
A highly competitive basic salary and bonus structure , annual pay reviews and performance linked increases as well as a fantastic range of benefits including:
- 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. Some of the support we currently we offer includes:
- 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 Digi Care 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.
Please note, this role is certified as required by the FCA SM&CR and is therefore subject to relevant pre-employment checks, including a criminal record check and adverse financial history check.
This role is also subject to ongoing checks in line with the Succession Fit & Proper Policy.
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Wealth Planner - Scotland 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.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planner - Scotland
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Successionwealth. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Planner - Scotland
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Successionwealth.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Successionwealth's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Successionwealth
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Successionwealth.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Successionwealth will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Successionwealth employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
