Trainee Paraplanner/Financial Services Assistant

Recruiter
Get Recruited (UK) Ltd - www.get-recruited.co.uk
Location
Eastbourne
Salary
16000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time

Graduate Financial Assistant

£16-18,000

Eastbourne area

Monday - Friday 9am - 5.15pm

Training provided

My client are a Financial Services company based in Eastbourne who are looking to hire a Finance graduate to join their team and begin their career within the Finance sector.

This is an excellent opportunity for a bright graduate with a financial degree to learn the industry from some very experienced employers.

Duties

  • To provide First Line support to clients and to support the CEO and other senior employees with daily office functions.
  • Research into performance of Investment Funds and recording findings.
  • Obtaining valuations from product providers either by telephone or via the Internet.
  • Preparing valuations of pensions and investments on Intelligent Office.
  • Obtaining application forms from product providers and completion of these.
  • Monitoring of new business applications and keeping clients informed.
  • You may be asked to undertake additional duties and tasks commensurate with your role and employment

Requirements

  • Graduate with a Financial Degree
  • Demonstrate a good level of ICT skills
  • Able to work as part of a team
  • Knowledge and understanding of the confines of confidential working