Graduate Financial Planner

Inspiring Interns; City Of London; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial advice company in the UK seeks an Analyst to support client management and reporting. Responsibilities include updating client files and preparing reports. The ideal candidate has a 1st class degree in Economics, Finance, or Accounting, is proactive, and eager to learn. Ongoing training will lead to a Diploma in Financial Planning.

Qualifications

• Strong academic background from a top university required.
• Ability to gather and interpret financial data.
• Good organizational skills and attention to detail.

Responsibilities

• Maintain and update client files.
• Assist in drafting client reports.
• Prepare for meetings and take minutes.

Skills

Business acumen

Proactivity

Eager to learn

Education

1st class degree in Economics, Finance, or Accounting

Job description

Overview

Analyst Data scientist Finance Banking and finance

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

Training and Qualification

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