Your new company

This very successful Wealth Management / Investment and Financial Services provider prides themselves on their loyal, ever-growing client base.

Due to continued business growth, they now have an exciting opportunity for a Finance Graduate to join them, supporting the Director as an Associate with a clear, long-term career path provided.

Your new role

Full study support is provided as part of the role.

Dealing with and responding to inbound queries from clients and third parties.

Arranging client meetings and confirmations.

Preparing all the company's standard documents for client meetings, including opening of new client files.

Accurately maintain client records in accordance with internal compliance requirements, updating personal details and policy information on various back-office software systems.

Conducting research support for finance products and funds.

Audit of client files.

Assisting with general compliance duties to include updating policies when changes are introduced by the Financial Conduct Authority.

Maintaining financial records and data entry using SAGE Accounts.

Financial administration.

Supporting the Directors with ad-hoc duties.

What you'll need to succeed

A professional manner, with excellent interpersonal skills to engage with clients.

Strong Excel reporting skills.

Highly numerical and organised with a good eye for detail.
Due to location, you must be able to drive and have access to your own vehicle.

What you'll get in return

This is a fantastic long-term career development opportunity with full study support and the chance to progress within the business in the long term.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.