Find a job 
Featured Companies 
Featured Universities 
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, dedicated to independent financial advice.
- Benefits: Competitive salary, 33 days leave, health benefits, and professional exam sponsorship.
- Other info: Enjoy excellent career progression and a dynamic workplace culture.
- 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.
Hybrid working from our 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 an 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 Planner employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner
✨Network Like a Pro
Get out there and connect with people in the financial planning industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching common questions and practising your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses. Show them your passion for financial planning and how you can contribute to their team!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. We believe this small gesture can make a big difference in leaving a lasting impression.
✨Apply Through Our Website
Make sure to apply directly through our website for the best chance of landing that Associate Financial Planner role. We keep an eye on applications that come through our platform, so don’t miss out on this opportunity!
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 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 your passion for investments and financial planning. Let us know why you’re the perfect fit!
Showcase Your Communication Skills: As a key part of our advice team, strong communication is essential. Make sure your written application reflects your ability to articulate ideas clearly and professionally. We love seeing candidates who can engage effectively through their writing!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team at London Wall Partners!
How to prepare for a job interview at Successionwealth
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investment strategies, pensions, and tax. 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 put clients first in your previous roles. Whether it's through excellent communication or tailored advice, demonstrating your client-centric approach will resonate well with the interviewers.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the company and the role. Inquire about their approach to client relationships or how they support professional development. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Demonstrate Your Proactivity
Share instances where you've taken the initiative in your past roles. Whether it’s pursuing additional qualifications or improving processes, showcasing your proactive attitude will align perfectly with what they’re looking for in a candidate.