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Graduate Trainee Private Clients

This award winning organisation is offering a fulfilling, dynamic and rewarding journey to start your career within the finance industry. Joining the private client services team, you will help undertake activities that are needed to support the successful delivery of administration for a private client portfolio.

Guided by your colleagues, you will be supported to achieve your full potential, will be encouraged to pursue a professional qualification, and will be provided with ongoing learning and development opportunities.

Responsibilities will include:

  • Liaising with intermediaries/clients under supervision
  • Preparing minutes, cheques and letters
  • Photocopying, scanning, filing and binding documentation
  • Assisting various members of the group with routine administrative tasks

Experience and skills required:

  • Educated to degree level
  • Previous administration experience in an office environment would be beneficial, although not essential
  • Excellent written and verbal communication skills
  • Attention to detail

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

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Graduate Trainee Private Clients
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