At a Glance
- Tasks: Support a busy client accounts team and ensure excellent client outcomes.
- Company: Join one of the UK's leading Wealth Management firms in Chelmsford.
- Benefits: Enjoy a flexible benefits package, including pension contributions and gym memberships.
- Other info: Great opportunity for growth and development in the finance sector.
- Why this job: Kickstart your finance career with hands-on experience in a dynamic environment.
- Qualifications: A-levels or equivalent in Maths, Finance, Economics, or Business Studies required.
The predicted salary is between 20000 - 28000 £ per year.
Trainee Accounts Assistant - School / College Leaver
Industry: Wealth Management / Stock Broking
Location: Chelmsford
On site, Full Time; Permanenet
Role overview
Working on behalf of one of the UK\'s leading Wealth Management firms, we are recruiting for an exciting opportunity for a bright candidate who is looking for a career in stocks / wealth management / investments You will have recently completed your A-levels (or similar) / completed college and looking for a position where you will develop a career within finance.
Based in Chelmsford; this role provides full administrative support to a busy client accounts team, ensuring client satisfaction through direct contact with Investment Managers, and other front office & operational colleagues, while adhering to regulatory standards.
Our client offers an attractive, wide-ranging and flexible package of benefits including contributing 10% of an employee\'s salary to their pension, income protection, gym membership offers, the ability to purchase additional holidays and much more.
Duties & Responsibilities include:
- To work closely with the Investment Managers & front office staff to deliver excellent client outcomes.
- Accurate processing of client payments and receipts in a timely and efficient manner.
- Performing accurate data entry on in-house systems.
- Ensure strict adherences to internal controls, regulatory requirements and compliance/financial crime standards.
- Supporting the client accounts team in all administrative and clerical duties, including:
- Timely and accurate processing of ad-hoc client CHAPS, BACS and International payments.
- Processing of regular client payments e.g. Dividend, Standing orders, trade settlement proceeds etc.
- Production of collecting monthly client Direct Debits.
- Monitoring of the team\'s general mailbox and ensuring all queries are dealt with in a timely and efficient manner.
Knowledge & Skills:
- Recently completed A-levels or equivalent qualification (Ideally in Maths, Finance, Economics or Business Studies)
- Strong IT literacy skills and working knowledge of Word, Excel, and Outlook.
- Quality-oriented with attention to detail.
- A hands-on working approach, able and willing to deliver within set deadlines.
- Self-motivated with an ability to work in a busy environment and multitask.
- Willingness to learn and develop on the job.
- Confident communicator at all levels and able to resolve issues in a competent and professional manner.
- A strong ethic of client service.
Please ensure your location is clearly marked on your CV when you submit your application to avoid delays in shortlisting your CV.
You will need full rights to work in the UK; our client does not offer Visa Sponsorship.
Please only apply if you are within a commutable distance to Chelmsford. This role will not suit those looking to relocate.
Trainee Accounts Assistant - School / College Leaver. Job in Chelmsford Education & Training Jobs employer: Pursuit Executive Recruitment Ltd
Join one of the UK's leading Wealth Management firms as a Trainee Accounts Assistant in Chelmsford, where you will embark on a rewarding career in finance. Our supportive work culture prioritises employee growth, offering comprehensive benefits such as a generous pension contribution, income protection, and gym membership discounts, alongside opportunities for professional development. With a focus on client satisfaction and teamwork, this role is perfect for recent school or college leavers eager to learn and thrive in a dynamic environment.
Contact Details:
Pursuit Executive Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Accounts Assistant - School / College Leaver. Job in Chelmsford Education & Training Jobs
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Pursuit Executive Recruitment Ltd.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Pursuit Executive Recruitment Ltd's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Trainee Accounts Assistant - School / College Leaver. Job in Chelmsford Education & Training Jobs
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Pursuit Executive Recruitment Ltd
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
