Associate Financial Adviser

Succession Wealth; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm is looking for an Associate Financial Adviser to join their team in London. This role offers a hybrid working model, allowing 2 days from home and 3 days in the office. Candidates should have a Level 4 Diploma in Regulated Financial Planning and at least 2 years of relevant experience. The firm provides excellent opportunities for professional development, a competitive salary, and a comprehensive benefits package, including sponsorship for professional exams and additional health benefits.

Benefits

33 days annual leave including bank holidays

Company pension scheme with 8% employer contribution

Access to private medical insurance and wellness programs

Qualifications

• Minimum of 2 years experience within a Paraplanning or Adviser role.
• Graduate with a strong academic background.
• Ability to meet deadlines and commercially astute.

Responsibilities

• Provide clients with recommended courses of action based on thorough analysis.
• Work closely with top Financial Advisers in a supportive environment.

Skills

Client-focused

Excellent communication

Proactive attitude

Attention to detail

Interest in investments

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Associate Financial Adviser

Hybrid working, 2 days from home and 3 days from our Central London office

Competitive basic salary (negotiable dependant on experience) and excellent benefits package

London Wall Partners (LWP) was founded in 2012 and became part of Succession Wealth in April 2024. LWP’s purpose is to provide independent advice to clients on all aspects of personal financial planning and investment management. LWP have considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, as well as a desire to provide a world class service to private clients, charities and trustees.

The Opportunity…

We are looking for a highly motivated and ambitious individual seeking a role with excellent progression opportunities.

As an Associate Financial Adviser, you will be a key part of our advice team, focusing on understanding the personal context of clients, their priorities and providing recommended courses of action based on sound analysis. Working closely with some of the top Financial Advisers in the country, this is a fantastic opportunity to develop your skills and experience in a highly professional and supportive environment.

You…

You will be professional, trustworthy, client focused, enthusiastic, articulate, engaging and a strong communicator. You will also need :

• Level 4 Diploma in Regulated Financial Planning / Chartered Insurance Institute
• A minimum of 2 years’ experience within a Paraplanning or Adviser role
• A graduate with a strong academic background
• A strong client ethos and passion for delivering outstanding client outcomes
• Excellent communication skills, both written and verbal
• A positive attitude of competence, confidence and proactivity
• A keen interest in investments, economics and business
• The ability to meet deadlines and be commercially astute
• Strong attention to detail and time management skills

What You Can Expect From Us…

• Sponsorship for relevant professional exams and study leave
• On the job and structured training in various disciplines
• 33 days annual leave (inc bank holidays) plus additional days at Christmas
• Company pension scheme with a 8% employer contribution
• Group Life Assurance Scheme : 8 x salary
• Group Income Protection
• Company sick pay
• Enhanced maternity, paternity and adoption pay
• 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
• Access to Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening via our flexible benefits platform
• Discounts on Aviva Insurance & Investment products
• £450 towards the purchase of home office equipment