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For Companies At a Glance
- Tasks: Support clients by managing files, updating systems, and drafting reports.
- Company: Join a respected independent financial advice firm dedicated to client service.
- Benefits: Gain valuable training and work towards a Diploma in Financial Planning.
- Why this job: Make a real impact while learning from experienced professionals in a supportive environment.
- Qualifications: Ideal candidates have a 1st in Economics, Finance, or Accounting and a proactive attitude.
- Other info: Ongoing training and structured learning programme included.
The predicted salary is between 28800 - 48000 £ per year.
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Introduction
Have you always wanted to work for an experienced financial advice company which prides itself on delivering the very best possible service to clients? Now’s your chance to join our team.
We are an independent corporation that provides clients with unique, transparent, and comprehensive advice on all aspects of financial planning, asset allocation, and investment management. What’s more, we take pride in serving others – so whether you’re a client or an employee, you’ll be treated with the utmost respect and dignity.
If you are looking to gain exposure to the full investment advice process, and make a real impact, then London Wall Partner’s 2025 graduate intake might be for you.
What you will be doing
- Ensuring client files are up to date and in order
- Updating back office systems (Adviser Office)
- Gathering data to assist with the production of comprehensive net worth statements and investment recommendations
- Assisting with the drafting of reports to ensure they are produced to a high quality and in a timely manner
- Preparing for and minute taking for client and prospect meetings
- Acquiring knowledge of company procedures and ensuring regulatory compliance
You will also complete ongoing training following a structured learning and exam programme, with the aim of achieving a Diploma in Financial Planning with the Chartered Institute of Insurance (CII).
The ideal candidate will:
- Have an academic background in Economics, Finance, or Accounting with a 1st from a top university.
- Have strong business and commercial awareness
- Be proactive and eager to learn
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Graduate Financial Planner employer: Inspiring Interns
Contact Detail:
Inspiring Interns Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend events, webinars, or workshops where you can meet experienced financial planners and learn about their career paths. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and compliance requirements will show your commitment to the field and make you a more attractive candidate.
✨Tip Number 3
Consider seeking out internships or volunteer opportunities in financial services. Gaining practical experience will not only enhance your CV but also give you a better understanding of the day-to-day responsibilities of a financial planner.
✨Tip Number 4
Prepare thoughtful questions to ask during interviews. This demonstrates your genuine interest in the role and the company, and it gives you a chance to assess if the company culture aligns with your values.
We think you need these skills to ace Graduate Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your academic background in Economics, Finance, or Accounting. Emphasise any relevant coursework or projects that demonstrate your understanding of financial planning and investment management.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention why you are drawn to London Wall Partner and how your values align with their commitment to client service and respect.
Showcase Relevant Skills: Highlight skills that are particularly relevant to the role, such as attention to detail, organisational abilities, and strong communication skills. Provide examples of how you've demonstrated these skills in past experiences.
Research the Company: Familiarise yourself with London Wall Partner's services and values. Understanding their approach to financial advice will help you tailor your application and prepare for potential interview questions.
How to prepare for a job interview at Inspiring Interns
✨Showcase Your Academic Background
Make sure to highlight your academic achievements, especially if you have a 1st in Economics, Finance, or Accounting. Be prepared to discuss how your studies have equipped you with the skills necessary for the role.
✨Demonstrate Business Awareness
Research current trends in the financial sector and be ready to discuss them during the interview. Showing that you understand the market and its challenges will impress the interviewers.
✨Prepare for Practical Scenarios
Expect questions that may involve real-life scenarios related to client management and financial planning. Practising how you would handle these situations can help you articulate your thought process clearly.
✨Express Your Eagerness to Learn
Convey your enthusiasm for ongoing training and professional development. Discuss any relevant courses or certifications you are interested in pursuing, such as the Diploma in Financial Planning.
