About the company
London Wall Partners LLP is a private investment office that provides properly independent financial advice. Advice and assistance broadly consists of seven inextricably linked areas: strategic financial planning (including estate, inheritance / succession and retirement / cashflow planning); global investment advice; tax planning, including pension administration; risk management / protection planning; implementation; performance evaluation; and regular reporting. The firm is owned, funded and managed by the Partners who, together with the Senior Advisory Board and Investment Committee, have over 250 years of collective experience in financial services, and profitable business / asset management.
About the role
What you’ll be doing:
- Administrative:
- Ensuring client files are up to date and in order
- Updating back office systems (Adviser Office)
- Assisting financial planners:
- 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
- Preparing for and minute taking for client and prospect meetings
- Gaining exposure to the full investment advice process
- Completing 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)
- Acquiring knowledge of company procedures and ensuring regulatory compliance
Requirements
- demonstrate a strong academic background;
- have an interest in investment, economics and business; and
- be expecting or achieved a 2:1 or First at a Russell Group University.
How to apply
Click here to apply (Ref ID: 3JNM3).