Paraplanner

Paraplanner / Associate Financial Planner

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, 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.

Key aspects of the role will include:

• Participating in the management of client relationships.
• Preparing recommendations covering all advice scenarios.
• Undertaking research and analysis of suitable products in line with the Financial Planner’s recommendations.
• Preparing for and attending client meetings, where necessary, and dealing with any related follow up on a timely basis including the meeting notes.
• Ensuring technical and industry knowledge is up-to-date and disseminated more widely throughout the firm.
  
  
  

To be successful in the role you will need:

• Level 4 Diploma in Regulated Financial Planning / Chartered Insurance Institute
• 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…

A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:

• 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
• Excellent company pension scheme with a generous employer contribution.
• Agile and family friendly working arrangements to allow for a great work/life balance.
• Company sick pay.
• Enhanced maternity, paternity and adoption pay.
• Up to 40% discount on Aviva Insurance & Investment products.
• £450 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 x salary.
• Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
• 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.
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
• Support with cost of professional exams /study days.
• Charity Days.
• Company Events
  
  
  

Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes:

• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• Menopause support.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.
  
  
  

Support in achieving your career goals…

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
• Clear career pathways and endless internal job opportunities.
• Access to a huge range of free courses via our Learning Management system.
  
  
  

We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.

Our commitment to DE&I

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.