At a Glance
- Tasks: Assist clients with financial planning and investment management while learning from top professionals.
- Company: Join a leading financial advisory firm with a commitment to world-class service.
- Benefits: Competitive salary, professional exam sponsorship, generous leave, and health benefits.
- Other info: Enjoy a flexible work environment that promotes work/life balance.
- Why this job: Kickstart your career in finance with real impact and growth opportunities.
- Qualifications: Recent graduate with strong communication skills and a passion for finance.
The predicted salary is between 30000 - 40000 £ per year.
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.
We are looking for highly motivated and ambitious graduates who are commercially minded, self‑motivated and seeking a role with progression opportunities. The Assistant Financial Adviser role will be a key part of our advice team and will focus on understanding the personal context of clients, their priorities and providing recommended courses of action based on sound analysis. Within this role, the Assistant Financial Adviser will have the opportunity of working closely with some of the top Financial Planners in the country.
You will be professional, trustworthy, client focused, enthusiastic, articulate, engaging and a strong communicator.
Our ideal candidate will have:
- A graduate strong / academic background
- 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
- 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
The successful candidate would be expected to study for the Chartered Financial Planner qualification.
What You Can Expect From Us:
- 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 10% 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
Graduate Financial Planner employer: Succession Wealth
London Wall Partners offers an exceptional work environment for graduates seeking to launch their careers in financial planning. With a strong emphasis on professional development, including sponsorship for Chartered Financial Planner qualifications and structured training, employees benefit from a supportive culture that prioritises work-life balance and generous leave policies. Located in the heart of Central London, LWP provides a dynamic setting where ambitious individuals can thrive alongside some of the industry's leading professionals.
StudySmarter Expert Advice🤫
We think this is how you could land Graduate Financial Planner
✨Tip Number 1
Network like a pro! Reach out to alumni from your university or connections in the finance industry. A friendly chat can lead to valuable insights and even job referrals.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend to boost your confidence and communication skills.
✨Tip Number 3
Showcase your enthusiasm for the role! During interviews, share your passion for investments and economics. Let them see how keen you are to learn and grow within their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Graduate Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Graduate Financial Planner role. Highlight your academic background, communication skills, and any relevant experience in finance or client interaction.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Share why you're interested in financial planning and how your values align with LWP's mission.
Showcase Your Attention to Detail:In the finance world, details matter! Ensure your application is free from typos and errors. A polished application shows that you’re serious about the role and can handle the precision required in financial planning.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows your commitment to joining our team at LWP!
How to prepare for a job interview at Succession Wealth
✨Know Your Financial Stuff
Brush up on your knowledge of personal financial planning, investment strategies, and the latest trends in economics. Being able to discuss these topics confidently will show that you're genuinely interested in the field and ready to engage with clients.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to refine your ability to explain complex financial concepts in simple terms.
✨Demonstrate Your Client Focus
Prepare examples from your past experiences where you’ve successfully worked with clients or teams. Highlight how you understood their needs and provided solutions, as this will resonate well with the company’s client-focused ethos.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company culture, training opportunities, or how they support professional development. This shows your enthusiasm for the role and helps you gauge if it’s the right fit for you.
