Associate Financial Planner

Succession Wealth; Greater London; Hybrid; GBP 38,000 - 60,000; Full time

Benefits offered by this job

Sponsorship for exams and study leave

Structured on-the-job training

33 days annual leave (incl bank)

Company pension with 8% employer

Group Life Assurance 8x salary

Group Income Protection

Sick pay

Enhanced maternity/paternity/adoption

Private medical insurance options

Dental/Critical Illness/HealthScreen

Employee Assistance Programme

Private medical insurance access

Home office allowance £450

Job summary

Succession Wealth is seeking an Associate Financial Adviser to join our London-based advisory team. This role focuses on understanding clients’ personal context, priorities, and delivering thoughtful courses of action based on careful analysis.

You will work closely with leading advisers in a supportive, professional environment to develop your skills and experience. You will be professional, client-focused, and an excellent communicator, with a strong drive to deliver outstanding client

Qualifications

• Level 4 Diploma in Regulated Financial Planning / Chartered Insurance Institute.
• Minimum of 2 years’ experience within a paraplanning or adviser role.
• Graduate with a strong academic background.
• Strong client ethos and passion for delivering outstanding client outcomes.

Responsibilities

• Understand the personal context of clients and provide recommended actions based on sound analysis.
• Work closely with top Financial Advisers to develop client solutions.

Skills

Communication skills

Attention to detail

Time management

Client focus

Proactivity

Investments interest

Education

Level 4 Diploma in Regulated Financial Planning

Graduate with strong academic background

Job description

Hybrid working from our 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, focussing 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 profesional 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, Digitial 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