Graduate Trainee (Financial Services)

TN United Kingdom; Stirling; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in financial services is seeking a motivated graduate to join their expanding team in Stirling. This exciting opportunity involves comprehensive training and the chance to service a diverse portfolio of clients. As part of a dynamic consultancy, you will engage in client account management, investment paperwork processing, and compliance assurance. The ideal candidate will possess excellent communication skills and resilience, with a strong desire to excel in the financial sector. This role offers a competitive salary and benefits, making it a perfect launchpad for your career in finance.

Qualifications

• Graduates with a finance degree preferred, but all motivated applicants considered.
• Strong desire to build a career in Financial Services is essential.

Responsibilities

• Ongoing servicing of a portfolio of clients.
• Processing investment paperwork and setting up new client accounts.
• Providing technical support and ensuring compliance.

Skills

Excellent communication skills

Resilience

Client servicing

Education

Degree in Finance

Degree in any discipline

Job description

Graduate Trainee (Financial Services), Stirling

Client: JohnstonGreer

Location: Stirling, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference: b14c2e1cc6ef

Job Views: 11

Posted: 26.04.2025

Expiry Date: 10.06.2025

Job Description:

Description

Salary: Competitive plus benefits

Our client, a specialist consultancy, is seeking a graduate to join their team. The company distributes their products directly to clients and through third parties. Due to growth and investment, the team is expanding.

After completing comprehensive graduate training, your responsibilities will include:

• Ongoing servicing of a portfolio of clients
• Processing investment paperwork
• Setting up new client accounts
• Providing technical support
• Ensuring compliance
• Maintaining high levels of client contact

Candidates should ideally have a degree in finance, but motivated applicants from any discipline will be considered. Excellent communication skills, resilience, and a strong desire to build a career in Financial Services are essential.

JohnstonGreer is a recruitment agency specializing in Financial Services and Pensions sectors, offering permanent placement services.