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Associate Planner: Path to Wealth Planner; Hybrid
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-06-15
Listing for:
Successionwealth
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Successionwealth is seeking an Associate Planner to work in a hybrid setting across UK offices. The role involves supporting experienced Wealth Planners and gaining hands-on exposure to client meetings and financial planning, helping you progress towards becoming an authorized Wealth Planner.
The ideal candidate should possess a Level 4 Diploma in Financial Planning, with previous Financial Services experience and strong communication skills. This position focuses on developing technical expertise while contributing to high-quality client outcomes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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