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E.S. Walton & Co

E.S. Walton & Co, the oldest firm of independent financial advisors in Liverpool, recruits University of Liverpool English graduate Luke Nicholson as a Graduate Trainee Financial Planner.

Luke Nicholson & Jamie Phythian


Formed in 1968 E.S. Walton & Co is the oldest firm of independent financial advisors in Liverpool providing expert advice for pensions, investments, tax efficiency, business support and inheritance planning. Their aim is to devise a programme to suit your individual needs and expectations, giving you projections and plans to achieve a secure future.

 

Financial Planner Jamie Phythian deals with succession planning every day and recognised that for E.S. Walton & Co to last another 47 years they had to think long term with their recruitment, so he contacted Graduate to Merseyside for advice. Having already placed over 630 graduates, a clear role for a Graduate Trainee Financial Planner was developed alongside a tailored recruitment plan.

 

With the position requiring experience of administration, report writing and dealing with both corporate and individual clients, it needed a candidate with the drive and enthusiasm to deal with day-to-day enquires whilst studying to pass their Financial Planning exams with the Charted Insurance Institute (CII).

 

Having been provided with several excellent candidates the one that stood out was University of Liverpool English graduate Luke Nicholson who not only had the sales, customer service and marketing experience they required but the enthusiasm and attitude to succeed.

 

A month into his new job and Luke is settling in and impressing, already working on utilising his experience in marketing to expand the clientele of E.S. Walton. Jamie is delighted with the service from Graduate to Merseyside and optimistic with Luke’s future at the company:

 

“Luke has come into the firm and has been an instant hit, not only has he freed up the fee earners time for more profitable business, he is already showing his worth in a more technical role. We are tapping into his English language skillset and we have had him proof checking and amending aspects of reports which can be time consuming, but essential. Luke has also shown a propensity to be self-sufficient, he has been given tasks to discover local professionals and improve our marketing material, another skillset of his we will continue to utilise, his autonomous nature is invaluable to a small firm like ourselves."

 

Luke is also excited for his future at the companyt:

 

“Working alongside industry professionals has taught me a great deal in a short period, as well as E.S. Walton’s dedication to my study, my future career in financial services is a promising and exciting one.”

 

When your company has accumulated so much knowledge and experience it is vital that you plan for the future. Recruiting a graduate can ensure that this expertise is not wasted and is transferred to the next generation whilst also bringing fresh ideas to your company.

 

For more information on how E.S. Walton & Co can help with your financial planning needs please contact:

 

E.S. Walton & Co
 

Jamie Phythian

T: 0151 236 888
E: Jamie@eswalton.com
W: www.eswalton.co.uk/

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