Graduate Work, Jobs in Prestonpans, Eln (with Salaries)

Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills
Graduate Management Trainee - Edinburgh
Enterprise Mobility —Edinburgh
- Full-time
- Customer service
- Bachelor's degree
- Team management
Graduate Project Manager (Energy) - Edinburgh - 2027
Stantec —Edinburgh
- Hybrid work
- Bachelor's degree
- Business
Graduate - Environmental Planning & Advisory - Edinburgh - 2027
Stantec —Edinburgh
- Hybrid work
- Master's degree
- Bachelor's degree
5d
Compliance Due Diligence INTERNSHIP
Mercy Corps —Edinburgh
- £13.45 an hour
- Writing skills
- English
- Microsoft Office
Graduate Finance Assistant - 6 month FTC
hireful —Edinburgh
- Computer literacy
- No degree
- Accounting
- Work from home
Quick apply
5d
Marketing & Commercial Graduate
Cademuir Engineering Limited —Galashiels
- £26,000 - £30,000 a year
- Full-time
- CRM software
- Marketing
- Engineering
Quick apply
Operations & Logistics Internship, Amazon Logistics
Amazon EU SARL (UK Branch) —Edinburgh
- Full-time
- English
- Analysis skills
- Business
Junior/Graduate Customer Support Accountant
FreeAgent —Edinburgh
- £27,500 - £31,500 a year
- Full-time
- Hybrid work
- Computer literacy
- Accounting
Quick apply
Graduate / Entry Level Mixed Signal IC Layout Designer
Cirrus Logic —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Bachelor's degree
- In-person
ERP Business Analyst
MacTaggart Scott —Loanhead
- Full-time
- ERP systems
- Continuous improvement
- In-person
- Free parking
- Annual leave
Quick apply
Graduate Specialist Program – Supply Chain
Rexroth —Glenrothes
- Full-time
- Computer literacy
- Master's degree
- Analysis skills
- Employee discount
Quick apply
Product Manager
Let Tech Solutions Ltd —Edinburgh
- £26,000 - £30,000 a year
- Full-time
- English
- Business development
- In-person
- Sick pay
Quick apply
9d
Graduate Management Trainee - Dunfermline
Enterprise Mobility —Dunfermline
- Full-time
- Customer service
- Bachelor's degree
- Team management
Product Manager, B2B Expansion and Growth
Adobe —Edinburgh
- Full-time
- Master's degree
- Bachelor's degree
- Product management
4d
Graduate Process Engineer - Water - 2027 (Edinburgh)
Stantec —Edinburgh
- Hybrid work
- Engineering
- Bachelor's degree
Graduate Placement - Technical Purchasing (12-24 Months)
Rexroth —Glenrothes
- Full-time
- English
- Employee discount
Quick apply
Graduate Hydrologist - Water - 2027 (Edinburgh)
Stantec —Edinburgh
- Hybrid work
- Engineering
- Bachelor's degree
Procurement Manager - Edinburgh Napier University (Sighthill campus)
APUC Ltd —Edinburgh
- £34,000 - £37,000 a year
- University
4d
Graduate Placement - Design Analyst (12-24 Months)
Rexroth —Glenrothes
- Full-time
- Engineering
- Analysis skills
- Employee discount
Quick apply

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Client Services Associate (Graduate)

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
Financial Conduct Authority guidelines
Microsoft Excel
Stakeholder liaison
Writing skills
Financial report writing
Filing
Internal department liaison
Microsoft Office Suite
Numeracy
Continuous improvement
Communication skills
Certificate in Insurance

Full job description

About The Role

Purpose:
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.
This role is suitable for those looking for their first professional opportunity after school or university.

Responsibilities:

Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals
Monitoring cash reconciliations and outstanding fees
Processing and monitoring transfers in and out, liaising with clients and colleagues
You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
Producing reports including valuations, performance summaries and transaction statements
Support wider team with processing new business application forms
Processing accounts closures and deceased client cases and ensure timely completion of such cases
Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports
Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels
Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan
Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required
Filing, in accordance with 7IM and FCA procedures
Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
Other duties, as reasonably required by the line manager and 7IM

About You

Skills:

Accuracy and attention to detail
Organisation of own workload to meet deadlines
Client focused, delivering a high standard of client service
Must be proactive and able to use initiative
Good communication skills, both oral and written
Adaptive to change
Proficient in MS Word/Excel
Ability & willingness to identify and suggest improvements in processes / service levels

Knowledge:

Experience in Client Services within Wealth Management is desired
Good working knowledge of all Microsoft office applications specifically Excel
Good knowledge of operational administration including settlement and transfers

Qualifications:

Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard
Suitable for school leavers or graduates
Working towards an industry examination such as CII Level 4 Financial Planning qualification

Other relevant information:

Reports into the Client Services Team Manager

About Us

Not Specified

Apply Now

Refine Your Search

graduate jobs in prestonpans, eln

Client Services Associate (Graduate)

Graduate Management Trainee - Edinburgh

Graduate Project Manager (Energy) - Edinburgh - 2027

Graduate - Environmental Planning & Advisory - Edinburgh - 2027

Compliance Due Diligence INTERNSHIP

Graduate Finance Assistant - 6 month FTC

Marketing & Commercial Graduate

Operations & Logistics Internship, Amazon Logistics

Junior/Graduate Customer Support Accountant

Graduate / Entry Level Mixed Signal IC Layout Designer

ERP Business Analyst

Graduate Specialist Program – Supply Chain

Product Manager

Graduate Management Trainee - Dunfermline

Product Manager, B2B Expansion and Growth

Graduate Process Engineer - Water - 2027 (Edinburgh)

Graduate Placement - Technical Purchasing (12-24 Months)

Graduate Hydrologist - Water - 2027 (Edinburgh)

Procurement Manager - Edinburgh Napier University (Sighthill campus)

Graduate Placement - Design Analyst (12-24 Months)

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