Graduate Financial Planner

TN United Kingdom; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking passionate graduates to join their London team. This role offers a unique opportunity to engage in the full investment advice process while gaining valuable experience in financial planning. You will be responsible for maintaining client files, updating essential back-office systems, and assisting in the preparation of high-quality reports. The company values respect and integrity, ensuring a supportive environment for both clients and employees. With ongoing training and a clear path to achieving a Diploma in Financial Planning, this position is perfect for those eager to make a meaningful impact in the financial sector.

Qualifications

• Strong academic background in Economics, Finance, or Accounting.
• Proactive and eager to learn with strong business awareness.

Responsibilities

• Ensure client files are up to date and in order.
• Assist with drafting high-quality reports and minute-taking.

Skills

Business Awareness

Proactivity

Eagerness to Learn

Education

Degree in Economics

Degree in Finance

Degree in Accounting

Tools

Adviser Office

Job description

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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

1. Ensuring client files are up to date and in order
2. Updating back office systems (Adviser Office)
3. Gathering data to assist with the production of comprehensive net worth statements and investment recommendations
4. Assisting with the drafting of reports to ensure they are produced to a high quality and in a timely manner
5. Preparing for and minute-taking for client and prospect meetings
6. 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