Finance Graduate

Finance Graduate role in Stokesley, Middlesbrough, Teesside

Your new company
This well-established and very successful wealth management organisation has an opportunity for a Finance Graduate to join the team with a view to progressing into a long-term career.
Your new role
We are seeking a highly organised, motivated and detail-orientated individual who can demonstrate the ability to use their own initiative within their work.
The role will involve studying the Chartered Insurance Institute Diploma in Regulated Financial Planning. The Diploma consists of 6 individual modules and takes approximately 2 - 3 years to complete. All study material and exam entry costs are covered by the client.
ROLES AND RESPONSIBILITIES
Dealing with and responding to written, telephone and electronic enquiries from colleagues, clients and third-party product providers
Arranging client meetings and meeting confirmations
Preparation of Company 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 product and funds
Carry out audit checks on new client files to ensure that all tasks are carried out and completed in line with company policy and compliance procedures
Assisting with general compliance duties to include updating policies when changes are introduced by the Financial Conduct Authority
Assistance with maintaining and updating financial records and data entry using SAGE Accounts, alongside general administrative tasks to support the finance team
Dealing with maintenance scheduling and renewal of existing business contracts for office premises, including security and health and safety
Responsibility for all company office stationery and general office supplies, including future requisition of supplies
Management of all outgoing posts, including franking and recording on the post register
General administrative duties including scanning/photocopying, filing and emailing
Assisting the Directors with ad hoc tasks and projects

What you'll need to succeed
Smart and personal with a professional attitude
Strong attention to detail
Good organisational and interpersonal skills
What you'll get in return
An attractive salary and fully funded study are offered with this role.
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.
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