Graduate Financial Planner

Inspiring Interns; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Greater London is seeking eager graduates for its 2025 intake program. The role includes maintaining client files, updating back office systems, and assisting in investment recommendations. Ideal candidates should have a relevant degree and strong business awareness, with the opportunity to achieve a Diploma in Financial Planning. This position offers invaluable exposure to the investment advice process and the chance to make a real impact within a supportive team environment.

Qualifications

• Strong academic background from a top university in a relevant field.
• Must demonstrate business and commercial awareness.
• Proactive and enthusiastic about learning.

Responsibilities

• Ensure client files are maintained and organized.
• Update back office systems accurately.
• Assist in preparing comprehensive net worth statements and investment recommendations.
• Draft reports and ensure timely production.
• Prepare for and take minutes during meetings.

Skills

Business and commercial awareness

Proactivity

Education

Degree in Economics, Finance, Accounting or related field

Job description

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 corporationthat 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, Accounting or a related fieldfrom a top university.
• Have strong business and commercial awareness

Be proactive and eager to learn