At a Glance
- Tasks: Join our advice team to help clients with personal financial planning and investment management.
- Company: London Wall Partners, part of Succession Wealth, dedicated to world-class client service.
- Benefits: Competitive salary, generous leave, health perks, and professional exam sponsorship.
- Other info: Hybrid working model with excellent career growth opportunities.
- Why this job: Develop your skills alongside top Financial Advisers in a supportive environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2 years' experience required.
The predicted salary is between 40000 - 50000 € per year.
About the Company
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 has considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, and a desire to provide world‑class service to private clients, charities and trustees.
Working Arrangements
Hybrid working from our London office.
Salary & Benefits
Competitive basic salary (negotiable dependant on experience) and excellent benefits package.
The Opportunity
As an Associate Financial Adviser, you will be a key part of our advice team, focusing on understanding the personal context of clients, their priorities and recommending 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 professional and supportive environment.
Your Profile
- 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 an 8% employer contribution
- Group Life Assurance Scheme: 8x 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, digital 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
Associate Financial Planner employer: Succession Wealth
London Wall Partners (LWP) is an exceptional employer, offering a supportive and professional environment for Associate Financial Planners to thrive. With a commitment to employee growth through sponsorship for professional exams, structured training, and a generous benefits package including 33 days of annual leave and health perks, LWP fosters a culture of excellence and client focus in the heart of London. Join a team that values your development while providing world-class service to clients.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about asking for informational interviews. The more people you know, the better your chances of landing that Associate Financial Planner role.
✨Tip Number 2
Prepare for those interviews by researching LWP inside out. Understand their values, services, and recent news. This will not only impress them but also help you tailor your answers to show how you fit into their team.
✨Tip Number 3
Showcase your skills! Bring along examples of your past work or case studies that highlight your financial planning expertise. This is your chance to demonstrate your analytical skills and client-focused approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at LWP.
We think you need these skills to ace Associate Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Associate Financial Planner role. Highlight your relevant experience, especially in Paraplanning or Adviser roles, and showcase your Level 4 Diploma in Regulated Financial Planning. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Share specific examples of how you've delivered outstanding client outcomes and your passion for investments and economics. Let us know why you’re the perfect fit!
Showcase Your Communication Skills:As a financial planner, strong communication is key. Make sure your written application reflects your ability to articulate ideas clearly and professionally. We appreciate candidates who can engage effectively, so don’t hold back on demonstrating your communication prowess!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates. Plus, it shows you're keen on joining our team at London Wall Partners!
How to prepare for a job interview at Succession Wealth
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of investment strategies, pensions, and tax planning. Being able to discuss these topics confidently will show that you're not just qualified but genuinely interested in the field.
✨Showcase Your Client-Focused Approach
Prepare examples from your past experience where you've successfully understood client needs and delivered tailored solutions. This will demonstrate your ability to put clients first, which is crucial for the role.
✨Practice Your Communication Skills
Since excellent communication is key, practice explaining complex financial concepts in simple terms. You might even want to do a mock interview with a friend to get comfortable articulating your thoughts clearly.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific client situations or challenges. Think through potential scenarios beforehand and prepare your responses to showcase your analytical and problem-solving skills.
