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Hybrid working from our London officeCompetitive basic salary (negotiable dependant on experience) and excellent benefits packageLondon 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 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 InstituteA minimum of 2 years’ experience within a Paraplanning or Adviser roleA graduate with a strong academic backgroundA strong client ethos and passion for delivering outstanding client outcomesExcellent communication skills, both written and verbalA positive attitude of competence, confidence and proactivityA keen interest in investments, economics and businessThe ability to meet deadlines and be commercially astuteStrong attention to detail and time management skillsWhat You Can Expect From Us…Sponsorship for relevant professional exams and study leaveOn the job and structured training in various disciplines33 days annual leave (inc bank holidays) plus additional days at ChristmasCompany pension scheme with a 8% employer contributionGroup Life Assurance Scheme: 8 x salaryGroup Income ProtectionCompany sick pay.Enhanced maternity, paternity and adoption pay.A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial 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 platformDiscounts on Aviva Insurance & Investment products£450 towards the purchase of home office equipment
