Graduate Financial Planner

London Wall Partners purpose is to provide independent advice to clients on all aspects of personal financial planning and investment management.  We have considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, as well as a desire to provide world class service to private clients, charities and trustees.  The firm sets itself apart from its competitors by having the following strategic differences:

• Being truly independent
• Bringing together strategic financial planning with global investment advice
• Net worth performance reporting
• Using fixed fees and hourly rates to eliminate conflicts of interest
• Being owned by the people that operate the firm day-to-day

What you will be doing

• Ensuring client files are up to date and in order
• Data gathering to assist with the production of comprehensive net worth statements and investment recommendations
• Assist with the drafting of reports to ensure that they are produced to a high quality and in a timely manner
• Liaising with product providers
• Preparing for and attending client and prospect meetings
• Gaining exposure to the full investment advice process

What you have

The ideal candidate will: 

• Demonstrate a strong academic background, probably having graduated from a Russell Group university
• Communicate clearly and concisely, and enjoy writing
• Have an interest in investments, economics and business

The successful candidate would be expected to study for the Chartered Financial Planner qualification.

How to apply

Please send a letter, outlining your suitability for the role to careers@londonwallpartners.com, together with a copy of your CV; a CV only will not suffice.