At a Glance
- Tasks: Support clients and colleagues, manage records, and conduct financial research.
- Company: Join a dynamic firm focused on investment and financial planning.
- Benefits: Enjoy fully funded professional development and a supportive work environment.
- Other info: Enrol in a structured diploma programme to enhance your financial expertise.
- Why this job: Kick-start your finance career with hands-on experience and growth opportunities.
- Qualifications: Must have a full UK driving licence and strong communication skills.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
Your new companyAre you a motivated, detail-oriented individual with a passion for finance and a drive to succeed? This is your opportunity to launch a rewarding career in investment and financial planning with full support for professional development. Our client is looking for a bright, organised, and enthusiastic person to join the team. You'll be part of a supportive environment where accuracy, initiative, and a positive attitude are highly valued.Your new roleWhat You'll Be Doing:
- Supporting colleagues, clients, and providers via phone, email, and written communication
- Preparing standard documentation and opening new client files
- Maintaining accurate client records and updating systems
- Conducting research on financial products and funds
- Performing compliance checks and assisting with policy updates
- Supporting financial record-keeping and data entry using SAGE
- Assisting Directors with ad hoc tasks and projects
Professional Development:You'll be enroled in the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning, a structured programme of 6 modules typically completed over 2-3 years. All study materials and exam fees are fully funded.What you'll need to succeedWhat We're Looking For:Full UK driving licence and access to a vehicleExcellent attention to detail and organisational skillsStrong communication skills - written, verbal, and interpersonalWhat you'll get in returnThis is a super opportunity to kick-start your career in finance / financial services.What you need to do nowIf 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.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Finance Graduate opportunity in Middlesbrough employer: Hays Specialist Recruitment Limited
Join a dynamic and supportive team where your passion for finance can flourish. Our company prioritises professional development, offering full funding for the Chartered Insurance Institute Diploma in Regulated Financial Planning, ensuring you have the tools to succeed. With a culture that values accuracy, initiative, and positivity, this is an excellent opportunity to kick-start your career in a rewarding environment.
Contact Details:
Hays Specialist Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Finance Graduate opportunity in Middlesbrough
✨Tip Number 1
Research the company and its values thoroughly. Understanding their approach to finance and client relationships will help you tailor your conversations during interviews, showing that you're genuinely interested in being part of their team.
✨Tip Number 2
Network with professionals in the finance sector, especially those who have experience in investment and financial planning. Attend industry events or join relevant online forums to make connections that could lead to valuable insights and potential referrals.
✨Tip Number 3
Prepare for common interview questions specific to finance roles, such as those related to compliance, financial products, and client management. Practising your responses will help you feel more confident and articulate during the interview.
✨Tip Number 4
Demonstrate your enthusiasm for professional development by familiarising yourself with the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning. Mentioning this during your interview can show your commitment to growing within the field.
We think you need these skills to ace Finance Graduate opportunity in Middlesbrough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant skills and experiences that align with the finance role. Emphasise your attention to detail, organisational skills, and any previous experience in finance or customer service.
Craft a Strong Cover Letter:Write a cover letter that showcases your passion for finance and your motivation to succeed. Mention specific aspects of the job description that excite you and how you can contribute to the team.
Highlight Communication Skills:Since strong communication skills are essential for this role, provide examples in your application that demonstrate your written and verbal communication abilities. This could include experiences where you successfully communicated complex information.
Proofread Your Application:Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the finance sector.
How to prepare for a job interview at Hays Specialist Recruitment Limited
✨Show Your Passion for Finance
Make sure to express your enthusiasm for finance during the interview. Share any relevant experiences or projects that demonstrate your interest in the field, as this will resonate well with the interviewers.
✨Highlight Your Attention to Detail
Given the importance of accuracy in this role, be prepared to discuss specific examples where your attention to detail made a difference. This could be from previous work, studies, or even personal projects.
✨Demonstrate Strong Communication Skills
Practice articulating your thoughts clearly and confidently. You might be asked to explain complex financial concepts, so being able to communicate effectively is key. Consider preparing a few scenarios where you successfully communicated with clients or colleagues.
✨Prepare Questions About Professional Development
Since the role offers support for professional development, come prepared with questions about the Chartered Insurance Institute (CII) Diploma programme. This shows your commitment to growth and eagerness to learn more about the opportunities available.
