Wealth Planner - Hereford, Herefordshire
Client:
Succession Wealth
Location:
Herefordshire, United Kingdom
Job Category:
Logistics
EU work permit required:
Yes
Job Reference:
0e42524ddd3d
Job Description:
Home Based Opportunity
Succession Wealth are one of the UK’s leading Financial Advisory firms, since our formation in 2009 we have built a reputation based on delivering exceptional outcomes for our clients. In 2022 Succession Wealth was acquired by Aviva, one of the UK's leading Insurance, Wealth and Retirement businesses.
Our AFA Wealth Planners provide holistic and affordable financial planning to clients on a fantastic range of Aviva (and certain whole of market) products, using a wide range of fund solutions.
To ensure we are poised to meet the needs of our growing client base, we now have a number of opportunities for qualified and experienced Wealth Planners to join our fantastic Aviva Financial Advice team!
Our Wealth Planners are what our reputation is built upon and to join our award-winning team you will need to bring a highly professional, trustworthy and client focused approach.
You will also need to be:
* Level 4 Diploma in Regulated Financial Planning or appropriate qualification of Wealth Management or Investment Advice and Management of FCA Regulated Qualifications Framework (RQF).
* Experience of delivering compliant, tailored financial advice to private clients.
* Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services coupled with a good working knowledge of industry issues and developments.
* Committed to your own professional development and regularly undertaking CPD.
* Self-disciplined, resilient, and commercially focused.
* Effective team player, recognising the value of the support team in delivery of great client outcomes.
What you can expect from us…
A highly competitive basic salary and performance related annual bonus of up to 10%.
You will also receive 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.
* Group Income Protection
* Enhanced maternity, paternity and adoption pay.
* Up to 40% discount on Aviva Insurance & Investment products.
* £450 towards the purchase of home office equipment.
* Group Life Assurance Scheme: 8 x salary.
* A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
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.
* Clear career pathways and endless internal job opportunities.
* Access to a huge range of free courses via our Learning hub.
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 check. This role is also subject to ongoing checks in line with Succession’s Fit & Proper Policy.
Succession Wealth is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business.
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