Wealth Planner - Hybrid Role for High-Net-Worth Clients

  • Successionwealth
  • Oct 07, 2026
Full time Banking

Job Description

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