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Wealth Planner - High-Net-Worth Clients
Remote / Online - Candidates ideally in
Greenock, Inverclyde, PA16, Scotland, UK
Listed on 2026-09-03
Greenock, Inverclyde, PA16, Scotland, UK
Listing for:
Successionwealth
Full Time, Remote/Work from Home
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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
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