Graduate Financial Planner

ZipRecruiter; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial advisory firm based in London is seeking a Graduate Financial Planner. The role involves managing client files, assisting in report preparation, and ensuring regulatory compliance. Ideal candidates will have an academic background in Economics, Finance, or similar, and strong skills in Excel. A genuine interest in financial services is essential.

Qualifications

• Must have a genuine interest in financial services and preferably private clients.
• Graduated from a relevant discipline.
• Strong knowledge of Excel.

Responsibilities

• Ensure client files are up to date.
• Update back office systems (Adviser Office).
• Assist with drafting reports.
• Prepare for and minute client meetings.
• Ensure regulatory compliance.

Skills

Strong business and commercial awareness

Strong knowledge of Excel and complex Excel functions

Problem-solving skills

Communication skills

Proactiveness

Interest in financial services

Education

Economics, Finance, Accounting or Engineering degree

Graduate from a Russell Group university

Job description

Job Description

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 as a Graduate Financial Planner.

About the Company:

We are a small and friendly 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 our graduate intake might be for you. For this role you must have a genuine interest in financial services and preferably private clients.

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
• Assist in the management of client relationships

The ideal candidate will:

• Must have a genuine interest in financial services and preferably private clients
• Have an academic background in Economics, Finance, Accounting or Engineering
• Graduate from a Russell Group university.
• Have strong business and commercial awareness
• Have a strong knowledge of Excel and complex Excel functions
• Are a strong problem solver with the ability to work under pressure
• Are a great communicator
• Be proactive and eager to learn