Central London office
Competitive basic salary (negotiable dependant on experience) and generous bonus scheme
London Wall Partners (LWP) was founded in 2012 and became part of Succession Wealth on 30 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 highly motivated and ambitious individuals who are commercially minded, self-motivated and seeking a role with progression opportunities.
The Client Operations Adviser role will be a key part of our advice team and will focus on providing first class administration support to the client services team to assist in delivering high quality, advice to clients. Within this role, the Client Operations Adviser will have the opportunity of working closely with some of the top Financial Planners in the country.
You…
You will be professional, trustworthy, client focused, enthusiastic, articulate, engaging and a strong communicator. Our ideal candidate will have:
1. A strong client ethos both for existing clients and colleagues
2. Excellent communication skills, both written and verbal
3. A positive attitude of competence, confidence and proactivity
4. The ability to meet deadlines and be commercially astute
5. Strong attention to detail and time management skills
6. Flexible, driven and determined
7. Proactive and highly organised
8. IT Skills (Outlook, Word, Excel, Xplan)
What You Can Expect From Us…
9. Sponsorship for relevant professional exams and study leave
10. On the job and structured training in various disciplines
11. Generous annual leave (increasing with service) and additional days for Christmas
12. Company pension scheme with a 10% employer contribution
13. Group Life Assurance Scheme: 8 x salary
14. Discounts on Aviva Insurance & Investment products
15. £450 towards the purchase of home office equipment
16. Agile and family friendly working arrangements to allow for a great work/life balance
17. A wide range of health benefits