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Graduate Client Relationship Executive – Financial Services

Degree Discipline & Classification
Relevant degree
UCAS Points
Job Ref
TGR 1911

About Our Client

The essence of the business is the provision of personal face to face advice. There is no single solution, each individual has their own personal concerns, responsibility and ambitions and their advice is tailored accordingly. They provide their clients with advice that is based upon four key principles, honesty, trust, lasting relationships and service. They strive to earn your trust through their actions and commitment to your success. Trust is not just a word to them, it underpins the very nature of what they do.

The company is highly regarded in their field and has an enviable reputation for high standards of professionalism. Our client now has a range of opportunities for graduates to join their growing business.

Roles & Responsibilities

This firm is offering two exciting opportunities for Graduates with a genuine interest in the financial services sector to join and be supported through professional qualifications.

JOB TITLE: Graduate Client Relationship Executive – Financial Services

REPORTING TO: The Directors

Starting as an executive in this firm you will carry out the following duties while being committed to professional personal development.

  • To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
  • Dealing with new business applications including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing policy documentation on completion. Interacting with clients and managing process through.
  • Preparing client valuations gathering details of client holdings and updating database accordingly.
  • Build and maintain relationships through close communication (both verbal and written) with internal Consultants, insurance providers and clients.
  • Creating and maintaining client files and records.
  • Looking after clients when they visit the business.
  • Providing support to the Directors regarding all client files and work in progress
  • Working on set projects across the operation – as and when required
  • Maintain appropriate CPD.

Skills Required

We would like to hear from you if you are looking to develop your career within financial services and are committed to Personal Development.

Key criteria includes:


  • Educated to degree level – relevant field.
  • Passionate about development and training
  • Have a friendly and professional attitude.
  • Have knowledge of Microsoft products including Outlook, Excel and Word.
  • Have the ability to react to varying situations with a can do and proactive attitude.
  • Have the ability to multi task.
  • Honest and ethical
  • Focused on providing an excellent service clients
  • Understand the importance of the tasks you are completing on behalf of clients
  • The ability to provide support to the Directors
  • You are friendly and outgoing with an ethical approach to business
  • Able to communicate well – both verbal and written.
  • You are a good “team player”.
  • Be able to work under your own initiative and manage priorities/deadlines.
  • Have “an eye for detail”.
  • Have a methodical, ordered and structured approach to tasks.


  • TRAINING PACKAGE: Full financial support to study industry professional qualification.
  • Finish at half 2 on a Friday!


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