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- Tasks: Assist in wealth management and gain hands-on experience in finance.
- Company: Established wealth management organisation with a focus on career growth.
- Benefits: Attractive salary, fully funded study for professional qualifications, and supportive team environment.
- Other info: Opportunity for long-term career progression in a dynamic industry.
- Why this job: Kickstart your finance career while studying for a recognised qualification.
- Qualifications: Organised, motivated, and detail-oriented individuals with strong interpersonal skills.
The predicted salary is between 25000 - 32000 £ per year.
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.
Finance Graduate employer: Hays
Contact Detail:
Hays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Graduate
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. We recommend doing mock interviews with friends or using online resources to boost your confidence and nail that first impression.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or projects during interviews. This could be anything from financial analyses to presentations that demonstrate your attention to detail and organisational skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for motivated individuals ready to kickstart their careers in finance.
We think you need these skills to ace Finance Graduate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Finance Graduate role. Highlight any relevant coursework or projects that showcase your attention to detail and organisational skills.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about finance and how you can contribute to our team. Be sure to mention your motivation for pursuing the Chartered Insurance Institute Diploma and how it aligns with your career goals.
Showcase Your Initiative: In your application, give examples of times when you've taken the initiative in your studies or previous roles. We love candidates who can demonstrate their ability to work independently and proactively.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quickly!
How to prepare for a job interview at Hays
✨Know Your Stuff
Make sure you understand the basics of wealth management and financial planning. Brush up on key terms and concepts related to the Chartered Insurance Institute Diploma, as this will show your genuine interest in the role.
✨Showcase Your Organisational Skills
Since the job requires strong organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. This will demonstrate that you can handle the responsibilities of the role effectively.
✨Practice Your Communication
You'll be dealing with clients and colleagues regularly, so practice clear and professional communication. Consider doing mock interviews with a friend to refine your responses and ensure you come across as personable and confident.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and the role. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values. Think about asking about their approach to compliance or how they support employees in their studies.