“What makes Succession a great company to work for, the employees of course! You can always rely on your colleagues to help you, guide you and support you when you need it. It really is a one team mentality at Succession which gives you motivation and job satisfaction, it does not matter what job you do. Everyone is there to help. At Succession you feel valued and part of the bigger team.”
Succession Wealth
Financial Services
Our teams of independent Wealth Planners deliver high-quality advice to thousands of clients across the UK.
Our Executive Team bring a wealth of experience and specialist knowledge to their roles.
Together, they share leadership of the day-to-day management of Succession, as well as the delivery of our long-term vision and goals.
Work With Us
As one of the UK's fastest growing Wealth Advisory firms, we're always looking for talented individuals to join our thriving, collaborative business. Just as we support our clients, we do the same for our people,
CareersOur People
We know that the success of our business is down to our people, so we're on a mission to create a culture where people are happy, engaged, well rewarded and where every individual is given the tools and opportunities to reach their career goals. Succession is committed to creating and maintaining an inclusive environment where diverse perspectives and voices are brought to the forefront; we know that this creates dynamic teams brimming with new ideas.
Our People, Vision and ValuesJoin us as a Wealth Planner
Our Wealth Planners are the beating heart of our business and what our reputation has been built upon. As a Wealth Planner at Succession you'll be supported by an army of professional support colleagues, there to ensure our Planners have the tools and resources they need to be successful in their roles, allowing them to fully focus on serving the needs of our clients. We have a high performance - high reward culture and are always seeking new talent to join our Wealth Planning community.
Careers