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
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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.
