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Graduate Trainee

Equals One
Pay: Unknown
Location: Yorkshire Leeds United Kingdom
Category: Graduate
Available from: Immediately
Finishes on: Ongoing Position
Type of work: Full Time And Part Time, Indoor , Daytime Work
Job reference: E01569835
Financial Services 2015-01-06 2015-02-03

Job Description

Graduate Trainee, Financial Services

Salary dependent on experience

Leeds LS1

Full Time

This is a trainee position where the successful Graduate candidate will be involved in general duties linked with the day to day running of the office, working closely with the Managing Director and other Advisers.

The role will ultimately involve the following duties

Compilation of client reports, managing the process of reviewing clients needs and assessing any outstanding information needed

Carrying out appropriate research and preparing client recommendation reports

Ensuring all compliance procedures within the office and in relation to clients are followed in line with FCA guidelines

Keeping up to date with regular FCA updates and changes in legislation

Upholding company ethos at all times

Carrying out additional ad hoc projects as and when they arise

The ideal candidate will have recent degree study experience in a field such as Economics or Business Studies, etc and the desire to become a Financial Advisor longer term.

Professionalism and first class communication skills are required as you will be dealing with individuals at all levels, from companies as well as private clients.

Excellent IT skills and an eye for detail are a must for this role. Willingness to learn, develop and be part of a proactive and energetic team is also essential.

This is an excellent opportunity for a Graduate to join the Financial Services sector with a first rate firm.

If you feel you have the right skills and experience please send your cv by return.

Closing date 2nd February 2015

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