Hybrid Associate Financial Planner: Growth & Progression

Hybrid Associate Financial Planner: Growth & Progression

Full-Time 29700 - 36300 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support clients by analysing their financial needs and providing tailored advice.
  • Company: Join a leading advisory team at Succession Wealth in London.
  • Benefits: Hybrid working, exam sponsorship, and structured training for career growth.
  • Other info: Exciting opportunities for progression in a dynamic financial landscape.
  • Why this job: Develop your skills in a supportive environment while making a real difference for clients.
  • Qualifications: Passion for finance and eagerness to learn from experienced advisers.

The predicted salary is between 29700 - 36300 £ per year.

Succession Wealth is seeking an Associate Financial Adviser to join the London-based advisory team. You will focus on understanding clients’ personal context, priorities and delivering recommended actions based on sound analysis, working closely with senior advisers to develop your skills in a supportive, professional environment.

This hybrid role is based in London with hybrid working from our London office and offers progression opportunities, sponsorship for exams, structured training.

Hybrid Associate Financial Planner: Growth & Progression 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.

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Contact Details:

Succession Wealth Recruitment Team

We think you need these skills to ace Hybrid Associate Financial Planner: Growth & Progression

Client Relationship Management
Financial Analysis
Communication Skills
Analytical Skills
Problem-Solving Skills
Attention to Detail
Team Collaboration