Finance Graduate opportunity

Your new company
Are 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 role
What 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 succeed
What We''re Looking For:
Full UK driving licence and access to a vehicle
Excellent attention to detail and organisational skills
Strong communication skills - written, verbal, and interpersonal

What you''ll get in return
This is a super opportunity to kick-start your career in finance / financial services.
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.

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