Graduate Trainee - London, United Kingdom - Coast Partnership

Coast Partnership

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

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:

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:

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A passionate, articulate, graduate looking to start their career in financial services
:

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Commercially aware with excellent interpersonal and communication skills
:

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Independent, organised, and able to work on your own initiative, with a flexible approach to work
:

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Good knowledge of Microsoft products
:

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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: