Client Operations Adviser

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Hybrid working, 2 days from home and 3 days from our Central 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 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.

• Experience with in a fast paced administration role (ideally within financial services)
• A strong client ethos both for existing clients and colleagues
• Excellent communication skills, both written and verbal
• A positive attitude of competence, confidence and proactivity
• The ability to meet deadlines and be commercially astute
• Strong attention to detail and time management skills
• Flexible, driven and determined
• Proactive and highly organised
• IT Skills (Outlook, Word, Excel, Xplan)

• Sponsorship for relevant professional exams and study leave
• On the job and structured training in various disciplines
• Generous annual leave (increasing with service) and additional days for Christmas
• Company pension scheme with a 8% employer contribution
• Group Life Assurance Scheme: 8 x salary
• Discounts on Aviva Insurance & Investment products
• £450 towards the purchase of home office equipment
• Agile and family friendly working arrangements to allow for a great work/life balance
• A wide range of health benefits

Entry level

Full-time

Project Management and Information Technology

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