At a Glance
- Tasks: Join our advice team to help clients with personal financial planning and investment management.
- Company: London Wall Partners, part of Succession Wealth, dedicated to world-class client service.
- Benefits: Competitive salary, study leave, generous annual leave, and health benefits.
- Other info: Agile working arrangements for a great work/life balance and career progression.
- Why this job: Work closely with top Financial Planners and gain valuable experience in finance.
- Qualifications: Graduate with strong communication skills and a keen interest in investments.
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 has 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 in London 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 in London
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Succession Wealth.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Succession Wealth's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Graduate Financial Planner in London
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Succession Wealth
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
