At a Glance
- Tasks: Support Client Services and Compliance teams, manage client records, and assist with investor onboarding.
- Company: Leading private markets investment business in Daventry with a collaborative culture.
- Benefits: Competitive salary, hybrid working options, 28 days holiday, and ongoing career development.
- Other info: Ideal for ambitious graduates eager to learn about private equity and alternative investments.
- Why this job: Kickstart your career in financial services with hands-on experience and real training.
- Qualifications: 2:1 degree, strong communication skills, and a proactive, team-focused approach.
Our client is seeking two ambitious and highly motivated graduates to join their Client Services team at their Daventry office. This is an exceptional opportunity to gain hands-on experience within a leading private markets investment business and develop a strong foundation for a long-term career in financial services.
As part of a collaborative and supportive team, you will work closely with internal departments and investors, gaining valuable exposure to private equity, private credit, real estate, and alternative investment strategies. The role provides unique insight into how private investments are structured, managed, and delivered within a regulated investment environment.
The Role
As a Graduate Trainee, you will support both the Client Services and Compliance teams, contributing to the smooth operation of investor onboarding, client communications, and regulatory processes.
Key responsibilities include:
- Supporting the day-to-day activities of the Client Services and Compliance teams
- Maintaining accurate client records across CRM systems and internal databases
- Assisting with investor onboarding, including AML and KYC checks
- Preparing client reports, financial information, and payment schedules using Excel
- Ensuring documentation and communications are accurate and delivered on time
- Conducting research and gathering supporting documentation from external sources, including Companies House
- Providing administrative support across the wider business
This role offers a comprehensive introduction to investor operations and client relationship management within an FCA-regulated investment firm.
About You
Our client is looking for graduates who are bright, driven, and eager to build a career in private markets and financial services.
Requirements:
- A minimum 2:1 degree in any discipline
- Excellent written and verbal communication skills
- Strong organisational skills and exceptional attention to detail
- Good numerical and analytical abilities
- A proactive, adaptable, and team-focused approach
- High levels of honesty, integrity, and professionalism
- A genuine interest in private equity, private debt, real estate, and alternative investments
- A strong work ethic and willingness to learn
- Previous customer service experience is desirable, but prior financial services experience is not required.
We are looking for individuals with potential, curiosity, and ambition.
Benefits:
- A competitive salary
- Ongoing career development
- Office-based five days per week during the initial probation period (expected to be six months)
- Hybrid working available thereafter, with the option to work from home up to two days per week
- 28 days annual holiday allowance (plus Bank Holidays)
- 4x salary death-in-service benefit
- Income protection policy
- Automatic enrolment into the Connection Capital Workplace Pension (contributory)
- Option to join group private medical insurance scheme
- Eligibility to participate in an annual discretionary bonus
If you’re a motivated graduate looking to start a career in private markets and want real training and support from the outset, we’d love to hear from you.
Please apply in the first instance with a copy of your CV.
Graduate Trainee - Client Services in Daventry employer: Major Recruitment - Perm Manager
Join a dynamic team as an Internal Sales Manager in Banbury, where you will thrive in a supportive work culture that prioritises employee growth and development. With competitive benefits including an annual sales bonus and company car allowance, this role offers the opportunity to lead and mentor a dedicated sales team while fostering strong customer relationships in a fast-paced environment. Experience a rewarding career with a company that values collaboration and innovation, ensuring you have the tools and support needed to excel.
Contact Details:
Major Recruitment - Perm Manager Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Graduate Trainee - Client Services in Daventry
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Major Recruitment - Perm Manager. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Graduate Trainee - Client Services in Daventry
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Major Recruitment - Perm Manager.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Major Recruitment - Perm Manager
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Major Recruitment - Perm Manager.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Major Recruitment - Perm Manager.
