Hybrid Associate Financial Planner - Sponsored Exams

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

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