Graduate Trainee London, England
Job description
**Are you a recent graduate looking to kickstart your career in finance?**
A spectacular opportunity with a well established private bank has come about for an ambitious graduate to cultivate a strong foundation for their career in finance.
This employer has a stellar reputation, with employee wellness at the forefront of everything they do. There is a real team spirit at this firm where progression is strongly encouraged and support readily available. Working for this client for over 15 years now we have received consistent, glowing, feedback from everyone who has joined.
The firm are looking to train you to become a case handler with a view for eventual progression to underwriter.
Once you are comfortably trained the role responsibilities are as follows:
- Liaising with brokers to assist obtaining the required documents and supporting information to expedite the completion of loan applications.
- Provide support to BDMs including answering telephone calls and dealing with correspondence via post and email.
- Dealing with broker queries and keeping brokers up to date with the progress of their applications.
- Preparing HOT’s, AIP’s and various documentation.
- Liaising with Underwriting and Credit.
- Ensure that data including tracking of calls, correspondence and visits are accurately entered and managed within the company’s CRM system.
- Track and record activity on accounts and help to close deals
- Attend and contribute to sales meetings
- Send broker packs out and follow up
- Submit weekly progress reports and ensure data is accurate
- Set up meetings for BDM’s
- Obtaining property information and valuation quotes
- Dealing with MLA and carrying out initial searches
- Ad hoc administration and projects
What you'll need to be:
- A passionate, articulate, graduate looking to start their career in financial services.
- Commercially aware with excellent interpersonal and communication skills.
- Independent, organised, and able to work on your own initiative, with a flexible approach to work.
- Good knowledge of Microsoft products.
- A team player with a good sense of humor!
If this sounds like the perfect opportunity for you please don't hesitate to apply!
Job Types: Full-time, Permanent
Salary: £27,000.00-£30,000.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Life insurance
- Sick pay
- Wellness programme
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- London: reliably commute or plan to relocate before starting work (required)
Education:
- Bachelor's (required)
Work Location: One location
