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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, 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
✨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 informational interviews. The more people you know, the better your chances of landing that Associate Financial Planner role.
✨Tip Number 2
Prepare for those interviews! Research LWP thoroughly, understand their values, and think about how your experience aligns with their mission. Practise common interview questions and have some thoughtful questions ready to show your interest.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies that highlight your analytical abilities and client-focused approach. This will help you stand out as a candidate who can deliver outstanding client outcomes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly.
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 don’t forget to showcase your Level 4 Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how your skills align with our mission at London Wall Partners. Be sure to mention your passion for client outcomes and your interest in investments.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your written application reflects that. Keep your language clear and professional, and don’t shy away from showing a bit of your personality!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with us at LWP.
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. Familiarise yourself with the latest trends in the industry and be ready to discuss how they might impact clients.
✨Showcase Your Client Focus
Prepare examples that highlight your client-centric approach. Think about times when you've gone above and beyond for a client or how you've tailored advice to meet their unique needs. This will demonstrate your commitment to outstanding client outcomes.
✨Communicate Clearly
Practice articulating complex financial concepts in simple terms. The interviewers will be looking for your ability to communicate effectively, so consider doing mock interviews with friends or family to refine your delivery.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and progression opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.