My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate/businesses, surrounding Investments, Pensions and Retirement Advice.
We are urgently seeking a Graduate Trainee who will be dedicated support for the Managing Partner, a busy and demanding financial adviser, based in the Skipton offices and mainly focused on the Corporate side of the business.
This is an excellent opportunity for an ambitious graduate to learn all areas of Financial Advice at close quarters from a driven professional with a passion for financial services and an unwavering dedication to client care and excellence. Based in the lively market town of Skipton (officially the happiest place to live in the UK according to the Office for National Statistics) with excellent communication links to Leeds (35 mins) where the company has an additional office to which travel will be required periodically.
Attitude and aptitude are the primary requirements for this role. Full training will be provided towards professional exams (likely to be Chartered Insurance Institute, though other relevant qualifications will be considered). A mathematics/economics/business degree is required.
Responsibilities:
1. Constructing reports, discussion documents, presentations, and other client communications.
2. Providing a level of service and maintaining client communications at a level and tone consistent with a luxury/premium brand.
3. Helping maintain and manage relationships with private and corporate clients.
4. Preparing cash flow modelling forecasts using dedicated industry software. A large part of the remit will be project work and business submission.
We are seeking an ambitious Graduate who has excelled in their degree in either mathematics, economics, business or other relevant discipline, who has a keen interest in the Financial Advisory sector, and probably wants to work towards further Financial Qualifications such as a Diploma in Financial Planning (for which both monetary and study support will be given).
A great salary and benefits are offered for this role.
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