Maths Graduate - Trainee Opportunity
  Excellent rate of pay
  Folkestone, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


An exceptional opportunity for a Graduate Trainee who is looking to kick start their career within financial services, for an impressive and well established company in area.

This could be a perfect role for someone bright with a strong work ethic, who is IT savvy, with a passion for numeracy, who wants to join a forward thinking organisation prepared to offer full training, to the right person.

We are ideally looking for someone numerical/analytical.

You will start with key financial administration duties and then as you progress, there will be an opportunity to further develop within the company to more complex financial administration then ultimately into Paraplanning.

Therefore, we are searching for a relatively recent graduate in order to meet the challenges of this position.

The role:
You will initially be trained in the online processing of new business applications for retail clients in a timely and compliant manner for all types of Pensions, Investments and Protection.
The role will include preparing client files for Adviser meetings.
It will involve ongoing maintenance and serving of the existing client base, which is a key element of the role.
Processing letters of authority.
Producing illustrations, comparison quotations including the collating of literature and pre population of applications.
Updating client portfolios for annual reviews and printing reports.
Issuing policy documents to clients.
Creating new client files and maintaining existing.
Diary management: scheduling, re scheduling appointments.
Completion of ad hoc administrative duties.
Occasional meeting and greeting clients/visitors to the office.

The Ideal person:
A recent graduate who is articulate, professional and well presented.
The ability to work both individually and also as part of a team.
Excellent numeracy and accuracy skills with attention to detail important.
The ability to cope in a busy, fast paced office environment with strong organisational skills.
Good communication skills (both spoken and written) required.
Must be able to demonstrate competency using Word & Excel.

Package:
An attractive starting salary aimed at graduate level.
37.5 hours per week, Monday to Friday.
Benefits after probationary period include company pension scheme matching up to 5% employer contribution, death in service cover, medical cash plan etc.
Support towards industry exams (CII/PFS)

If you would like to be considered for this exceptional opportunity, then please apply with an up to date CV as soon as possible.





Recruitment Solutions (Folkestone) Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept the Terms & Conditions, Privacy Policy and Disclaimers which can be found on our website


Advertiser: Agency

Reference: HM/MathsG

Posted on: 2021-07-25 10:45:26

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Finance - Graduate - Folkestone, Kent

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Maths Graduate - Trainee Opportunity
  Excellent rate of pay
  Folkestone, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


An exceptional opportunity for a Graduate Trainee who is looking to kick start their career within financial services, for an impressive and well established company in area.

This could be a perfect role for someone bright with a strong work ethic, who is IT savvy, with a passion for numeracy, who wants to join a forward thinking organisation prepared to offer full training, to the right person.

We are ideally looking for someone numerical/analytical.

You will start with key financial administration duties and then as you progress, there will be an opportunity to further develop within the company to more complex financial administration then ultimately into Paraplanning.

Therefore, we are searching for a relatively recent graduate in order to meet the challenges of this position.

The role:
You will initially be trained in the online processing of new business applications for retail clients in a timely and compliant manner for all types of Pensions, Investments and Protection.
The role will include preparing client files for Adviser meetings.
It will involve ongoing maintenance and serving of the existing client base, which is a key element of the role.
Processing letters of authority.
Producing illustrations, comparison quotations including the collating of literature and pre population of applications.
Updating client portfolios for annual reviews and printing reports.
Issuing policy documents to clients.
Creating new client files and maintaining existing.
Diary management: scheduling, re scheduling appointments.
Completion of ad hoc administrative duties.
Occasional meeting and greeting clients/visitors to the office.

The Ideal person:
A recent graduate who is articulate, professional and well presented.
The ability to work both individually and also as part of a team.
Excellent numeracy and accuracy skills with attention to detail important.
The ability to cope in a busy, fast paced office environment with strong organisational skills.
Good communication skills (both spoken and written) required.
Must be able to demonstrate competency using Word & Excel.

Package:
An attractive starting salary aimed at graduate level.
37.5 hours per week, Monday to Friday.
Benefits after probationary period include company pension scheme matching up to 5% employer contribution, death in service cover, medical cash plan etc.
Support towards industry exams (CII/PFS)

If you would like to be considered for this exceptional opportunity, then please apply with an up to date CV as soon as possible.





Recruitment Solutions (Folkestone) Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept the Terms & Conditions, Privacy Policy and Disclaimers which can be found on our website


Advertiser: Agency

Reference: HM/MathsG

Posted on: 2021-07-25 10:45:26

I want to receive the latest job alerts for:

Finance and Graduate jobs in Folkestone, Kent

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Similar Jobs:

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  Halsion Limited

  National minimum wage

  Petham, Canterbury, Kent

Graduate Administrator

  Huntress

  Up to £24000 per annum

  Maidstone, Kent

Qualified / Part Qualified Accountant (Industry!)

  Recruitment Solutions South East Ltd

  £40-50,000

  Dartford, Kent

Finance Operations Supervisor

  Farrer Barnes Ltd

  £38000 to £42000 per annum

  Sevenoaks, Kent

Part-Time Finance Manager/Financial Controller

  Huntress

  Up to £60000 per annum

  Maidstone, Kent

Interim Finance Business Partner

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  £400 - £700 per day

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