Associate Financial Planner

Successionwealth; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Sponsorship for exams and study leave

Structured on‑the‑job training

33 days annual leave

Pension with employer contribution

Group Life Assurance

Group Income Protection

Private Medical Insurance

Home office allowance

Dental Insurance

Night health screening and EAP

Private medical insurance

Home office equipment £450

Job summary

Succession Wealth, via London Wall Partners, is hiring an Associate Financial Adviser in a hybrid role from our London office. You will focus on understanding clients’ personal context, priorities and proposing actions based on sound analysis, working closely with senior advisers.

What you can expect: progression opportunities, sponsorship for exams, on‑the‑job training, 33 days’ annual leave, pension with 8% employer contribution, group life assurance, income protection, private medical and

Qualifications

• Level 4 Diploma in Regulated Financial Planning / Chartered Insurance Institute
• A 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
• Excellent communication skills, both written and verbal
• Positive attitude of competence, confidence and proactivity
• Interest in investments, economics and business
• Ability to meet deadlines and be commercially astute
• Strong attention to detail and time management skills

Responsibilities

• Focus on understanding the personal context of clients, their priorities and providing recommended courses of action based on sound analysis
• Work closely with some of the top Financial Advisers in the country
• Develop skills and experience in a highly professional and supportive environment

Skills

Client-focused

Communication skills

Proactive

Attention to detail

Time management

Economics interest

Education

Level 4 Diploma in Regulated Financial Planning / CII

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