The Opportunity…
We are looking for highly motivated and ambitious individuals 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…
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 Level 4 Diploma in Regulated Financial Planningqualification.
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Assistant Associate - Internal Applications in City of London employer: Succession Wealth
Succession Wealth is an exceptional employer, offering a dynamic and supportive work culture that prioritises employee growth and development. With a focus on hybrid working in the vibrant city of London, employees benefit from structured training, sponsorship for professional exams, and the opportunity to collaborate closely with experienced advisers, ensuring a fulfilling career path in financial planning.
