Job Details


Maths Graduate - Trainee

Ref: HM/MG/T Salary: £Attractive Contract Type: ContractLocation: Folkestone

Skill Set

Maths, Graduate, Financial Services, Trainee,

An exceptional opportunity for a Graduate Trainee who is looking to kick start their career within financial services, for an impressive and respected organisation within the area.

It is considered this could be ideal for a Maths Graduate for example, with strong numerical abilities who could easily apply themselves to the requirements of ther role.

We are looking for a bright and emergic individial with a strong work ethic, who is also IT savvy, with a passion for numeracy, who wants to join a forward thinking organisation prepared to offer full training and support, to the right person.

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.

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.


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.



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Consultant Details

For further information on this opportunity please contact:

Heather Morgan

Tel: 01303 220844


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