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Graduate or Trainee

Vacancy Title: Graduate or Trainee
Contract Type: Permanent
Location: Guildford, Surrey
Industry:
Salary: benefits + bonus
REF: BBBH5169_1542227795
Contact Name: Financial Services
Contact Email: chloe.emmerson@dynamiterecruitment.com
Vacancy Published: 26 days ago

Vacancy Description

We have a super opportunity for a Graduate who is looking for a career in the Financial services sector.

A rare vacancy that has come up with a long standing client who has a strong presence in the market within Surrey. This exceptional company is working with Dynamite Financial Recruitment to find a ambitious Graduate that wants the opportunity to learn, grow and develop within the company.

The role that is on offer is a opportunity that is working within the business support team supporting the Technical Analyst, Paraplanner and advisors. You will be learning all aspects of the financial planning cycle and have the opportunity to move into a specific area if you have a preferred option.

Some of the duties are listed below

New business applications for all Investment, Pensions and Life products
Client letters

Illastrations
Reconciliations
Liaising with providers obtaining qoutations

Valuations
Booking in reviews for clients

Letters of authority

Pension Transfers

Compliance regulations checks.

For this role we are looking for someone who has a Degree in Economics, Finance, Law or Business.

We would also be open to speaking to anyone who has already working in the Banking, Financial or within mortgages.

This client offers full study support to complete any financial exams and career progression within the company.

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.