Graduate Financial Planner

Successionwealth; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A financial advisory firm in Central London is seeking an Assistant Financial Adviser to join their advice team. The role involves understanding clients' needs and providing recommendations based on thorough analysis. The ideal candidate will have a strong academic background and excellent communication skills. This position offers generous training sponsorship, benefits, and a supportive work environment.

Benefits

Sponsorship for professional exams

Generous annual leave

Company pension with 10% contribution

Health benefits

Home office equipment allowance

Agile working arrangements

Qualifications

• Graduate background with strong academic performance.
• Interest in investments, economics, and business.

Responsibilities

• Understand clients' personal contexts and priorities.
• Provide recommended courses of action based on analysis.
• Work closely with Financial Planners.

Skills

Client-focused attitude

Excellent written and verbal communication

Proactivity

Attention to detail

Ability to meet deadlines

Education

Graduate degree

Job description

Overview

Central London office

Competitive basic salary (negotiable dependant on experience) and generous bonus scheme

London Wall Partners (LWP) was founded in 2012 and became part of Succession Wealth on 30 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 highly motivated and ambitious graduates who are commercially minded, self-motivated and seeking a role with progression opportunities.

The Assistant Financial Adviser role will be a key part of our advice team and will focus on understanding the personal context of clients, their priorities and providing recommended courses of action based on sound analysis. Within this role, the Assistant Financial Adviser will have the opportunity of working closely with some of the top Financial Planners in the country.

You will be professional, trustworthy, client focused, enthusiastic, articulate, engaging and a strong communicator. Our ideal candidate will have:

• A graduate strong / academic background
• A strong client ethos both for existing clients and colleagues
• 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

The successful candidate would be expected to study for the Chartered Financial Planner qualification.

What You Can Expect From Us

• Sponsorship for relevant professional exams and study leave
• On the job and structured training in various disciplines
• Generous annual leave (increasing with service) and additional days for Christmas
• Company pension scheme with a 10% employer contribution
• Group Life Assurance Scheme: 8 x salary
• Discounts on Aviva Insurance & Investment products
• £450 towards the purchase of home office equipment
• Agile and family friendly working arrangements to allow for a great work/life balance
• A wide range of health benefits