Assistant Financial Planner


Title: Assistant Financial Planner | £34K | Central London

Industry: Other

Role/Sector: Finance

Location: Central London

Placement: Graduate job (permanent)

Salary: £34,000 (per annum)

Apply for this role

Information on the company

London Wall Partners LLP is a partnership of complementary skills that brings together all that is needed for the management of personal financial assets for individuals and families.

We have considerable experience and understanding of pensions, estate and financial planning, investment strategy and fund selection, as well as a passion to give clients the best advice possible, and to serve them well. The firm sets itself apart from its competitors by doing a large number of small things in a precise and extraordinary manner, in addition to the following strategic differences:

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

 

Job Purpose

• To support the company in delivering a high quality, independent service to clients

• To gain an understanding of and adhere to the ethos, culture and purpose of the company

• To obtain experience and training with a view to becoming a qualified financial planner and long-term member of the team

Competencies

• Excellent communication sills

• Proactive approach

• Flexibility

• Drive and determination

• Attention to detail

• Ability to work under pressure and to tight timescales

• Team player and able to work under own initiative

• Planning and organisational skills

• Business and commercial awareness

• Enquiring mindset

Specific tasks/responsibilities

• Administration

o Ensuring client files are up to date, complete and tidy (and include current AML documentation)

• Assisting financial planners

o Gathering data to support the production of reports

o Providing support to ensure that reports are produced and dispatched to clients in a timely manner

o Minute taking for client and prospect meetings

o Inputting client data into AO

o Liaising with product providers

• Completing training

• Acquiring knowledge of the business procedures and ensuring regulatory compliance by adhering to company procedures and following a structured learning and exam programme

Apply for this role

applications@inspiringinterns.com