Associate Financial Planner
Succession Wealth
London, England, United Kingdom
Sales / Marketing, Finance / Banking / Insurance
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:
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
- 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
About the company
Company website•Financial Services
We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term. With a nationwide network of highly qualified wealth planners, we offer financial planning tailored to your ambitions, not just your assets. Whether you’re preserving wealth, planning a legacy, or seeking greater financial freedom, we help you make smart decisions and enjoy the life you’ve worked hard to build.