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For Companies 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, known for independent financial advice.
- Benefits: Competitive salary, 33 days leave, health benefits, and professional exam sponsorship.
- 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.
- Other info: Hybrid working model with excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Hybrid working, 2 days from home and 3 days from our Central 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 professional 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
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 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, 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 Adviser in London employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Adviser in London
✨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 introductions. The more people you know, the better your chances of landing that Associate Financial Adviser role.
✨Tip Number 2
Prepare for interviews by researching LWP and understanding their values and services. Tailor your responses to show how your skills align with their mission of providing top-notch financial advice. We want to see your enthusiasm for the role!
✨Tip Number 3
Practice your communication skills! As an Associate Financial Adviser, you'll need to articulate complex ideas clearly. Try mock interviews with friends or use online platforms to refine your pitch and boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at LWP and ready to take on the challenge of helping clients achieve their financial goals.
We think you need these skills to ace Associate Financial Adviser in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate Financial Adviser role. Highlight your relevant experience, especially in Paraplanning or advisory 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 demonstrate your passion for investments and financial planning. We love a good story!
Showcase Your Communication Skills: As a key part of our advice team, strong communication is essential. Make sure your written application reflects your articulate and engaging style. Pay attention to grammar and clarity – we appreciate detail-oriented candidates who can communicate effectively!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you're proactive and keen to join our team at London Wall Partners!
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investment strategies, pensions, and tax planning. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Showcase Your Client Focus
Prepare examples of how you've successfully engaged with clients in the past. Highlight your ability to understand their needs and provide tailored advice. This will demonstrate your client-centric approach, which is crucial for an Associate Financial Adviser.
✨Practice Your Communication Skills
Since strong communication is key, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend or family member to get comfortable discussing your experience and qualifications.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and progression opportunities. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
