Graduate Finance & Client Support (Study Sponsorship)

The Graduate Recruitment Specialist Ltd. Web; Greater London; On-site; GBP 21,000 - 25,000; Full time

Job summary

A financial services firm is looking for a graduate to join them in an entry-level position. This role offers exciting progression and full support for industry qualifications. Responsibilities include preparing client valuations, maintaining databases, assisting with client meetings, and various administrative tasks. The ideal candidate will be degree educated with strong communication and organizational skills. The position offers a supportive work environment with a focus on professional development.

Benefits

28 days holiday including bank holidays

Death in Service

Health Cash Plan

Exam Support

Qualifications

• Confidently communicate with clients and team members.
• Knowledge of Microsoft Word and Excel required.
• Ability to work under own initiative and manage priorities.

Responsibilities

• Prepare client valuations and update database.
• Scan and input Fact Finds into Back Office system.
• Open and distribute post efficiently.
• Set up client files for Admin Team.
• Input fee/commission figures into an Excel spreadsheet.
• Prepare meeting rooms for client meetings.

Skills

Communication skills

Organizational skills

Proficiency in Word and Excel

Teamwork

Education

Degree educated

Job description

A financial services firm is looking for a graduate to join them in an entry-level position. This role offers exciting progression and full support for industry qualifications. Responsibilities include preparing client valuations, maintaining databases, assisting with client meetings, and various administrative tasks. The ideal candidate will be degree educated with strong communication and organizational skills. The position offers a supportive work environment with a focus on professional development.